Buildertrend Review: Features and Pricing 2022

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The “procore vs buildertrend” is a comparison of two software programs that are used for managing construction projects. The procore program costs $1,500 per year and the buildertrend program costs $15,000 per year.

Buildertrend is a cloud-based construction ERP and accounting software that allows you to manage your projects, produce estimates, keep track of invoices, and more. Customer relationship management (CRM), payment processing, bill and purchase order (PO) administration, and accounting integration are some of the features. The lowest plan is $349 per month, but the first three months are just $99 per month.

Buildertrend is a website dedicated to the construction industry.

What Buildertrend Is Good For

Buildertrend is an excellent option for homebuilders, remodelers, general contractors, and specialized contractors that require a single solution for CRM, accounting, project management, and service management. For presale transactions, it’s utilized to conduct single-entry estimates, bidding requests, and construction proposals. It may also be used to manage payment requests, POs, work costs, and other tasks.

Buildertrend Is Particularly Beneficial For

• Buildertrend’s connection with QuickBooks Online not only helps you manage your clients, jobs, and presales, but it also gives you the tools you need to manage your finances more accurately. While Buildertrend keeps data on bills, costs, jobs, POs, invoices, and authorized timesheets, QuickBooks Online will manage bill payments and expenses that aren’t recorded in Buildertrend.
• Buildertrend connects well with Xero, and although we advocate integrating Buildertrend with QuickBooks, it also works well with Xero. Buildertrend can produce client invoices automatically from scheduled payments and authorized orders, create payables from approved POs, and increase communication between owners and subcontractors when used in conjunction with that software.
• Construction firms in need of CRM software include: A built-in CRM system allows you to handle contact information, service records, and sales history all in one place.

Buildertrend Isn’t Right For You

• Users that prefer desktop applications include the following: Buildertrend isn’t for you if you require an accounting tool that you can use without an internet connection. Contractors that want desktop software can choose QuickBooks Premier Plus Contractor Edition.
• Buildertrend isn’t a comprehensive accounting solution for businesses who don’t utilize QuickBooks or Xero. If you don’t already use QuickBooks or Xero, Buildertrend is a costly alternative since you’ll have to pay two membership fees: one for Buildertrend and one for QuickBooks or Xero. Instead, we suggest JobPower, which includes features such as accounts payable (A/P), accounts receivable (A/R), and construction payroll.
• Companies looking to manage their equipment include: Your fixed assets are not tracked by Buildertrend. For storing, maintaining, and monitoring fixed asset information, Sage 100 Contractor is a solid solution.

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Pros and Cons of Buildertrend

Buildertrend is a website dedicated to the construction industry.

Pricing for Buildertrend

For the first two months of the membership, Buildertrend gives a substantial discount. There is no free trial available. If you’re not happy with Buildertrend’s features, you may cancel your membership within the first 30 days and get a full refund.

Competitors vs. Buildertrend

Buildertrend is the greatest construction accounting software in our opinion. Buildertrend is a one-stop solution for your construction accounting requirements thanks to its project management and accounting capabilities.

In comparison to rivals, Buildertrend

We showed Buildertrend combined with QuickBooks Online Plus in this comparison. Buildertrend with QuickBooks Online Plus is the perfect solution for your construction management and accounting requirements, despite the fact that these two software programs are independently paid. We believe Sage 100 Contractor is a good compromise between price and functionality. QuickBooks Premier Plus Contractor Edition is also a good choice, but it lacks construction management capabilities like scheduling and logging.

Features of Buildertrend

Buildertrend is a single platform that includes project management, accounting, financial management, and presale management. Its dashboard allows you easy access to all of its programs and features when you log in. The default Buildertrend dashboard is as follows:

The Web Dashboard of Buildertrend

The App Dashboard of Buildertrend

Features of Accounting

Buildertrend provides accounting and financial solutions to assist you in managing the financial side of your building projects.

Budgets must be created and managed (Source: Buildertrend)

Budgets: Create a budget before beginning construction to establish typical expenses. However, as the project develops, the budget module will provide you with updates on real costs and budget variations.

Purchase Order Example (Source: Buildertrend)

Buildertrend allows you to create complex purchase orders and instructions. Subcontractors may sign below the PO if they agree to the conditions, and the POs will include all information regarding the order.

Clients’ Orders for Change (Source: Buildertrend)

Change orders: If the project requires extra charges, you might submit change orders. Clients may examine the change order in the client portal and then express their concerns in the comment box underneath the proposal. Clients may e-sign the modification order and make extra funds if they agree with the changes.

Using the Mobile App, you can track your time in and out (Source: Buildertrend)

Time clock: It has a built-in time tracking system with a geofencing function that notifies the supervisor when a team enters a geofence zone. The time clock stops recording time as the worker exits the zone, enabling the supervisor to follow the employee without having to clock in or out. It also includes GPS tracking for more precise monitoring of remote and on-site staff.

Payments made via the Client Portal (Source: Buildertrend)

Clients may pay via the client portal with an electronic check or a credit card. Receiving payments changes client bills automatically if Buildertrend is linked with QuickBooks and Xero.

Waivers of Lien (Source: Buildertrend)

Lien waivers: Once subcontractors have finished their work, you may release lien waivers that Buildertrend prepares automatically once subcontractor payments have been paid.

Integrations with Accounting Software (Source: Buildertrend)

Financial data (e.g., schedules, documents, etc.) may be exported to QuickBooks or Xero, while non-financial data (e.g., schedules, documents, etc.) can be exported to Outlook, Google Calendar, and iCalendar.

Module for Invoicing (Source: Sposen Signature Homes)

Invoicing: Create line-item invoices depending on your preferred billing method, whether it’s progress billing, invoicing off estimations, or billing off a selection sheet. You may utilize its easily accessible templates to quickly create invoices.

Features of Project Management

Buildertrend offers Features of Project Management that can assist in planning, organizing, and monitoring construction projects. Whether you’re onsite or at the office, Buildertrend’s wide accessibility ensures that you can communicate to your employees wherever they are.

Web Dashboard Scheduling (Source: Buildertrend)

Buildertrend provides a variety of scheduling options to keep you on track. It contains a built-in calendar that gives you a monthly summary. Similar to a Gantt chart, the calendar also displays your tasks as they occur over the week or month.

Keeping Your Team Up to Date with Daily Logs (Source: Buildertrend)

Daily Logs: Keeping track of your team’s successes and changes in the building process is made easier with daily logs. You may send photographs and videos to off-site staff to notify them of issues or progress.

Using a Mobile App to Make To-Do Lists (Source: Buildertrend)

To-do Lists: You can use the Buildertrend app to make to-do lists to guarantee that all of your chores are accomplished. You may even give each of your staff particular tasks to do.

Using Buildertrend’s Online Storage to Manage Documents and Media (Source: Buildertrend)

Documents & Photos: Buildertrend offers unlimited storage for documents and photos. You can upload progress photos of construction projects or document issues encountered during construction.

Incorporate markups and notes into your plans (Source: Buildertrend)

Mark Up Plans: If an issue with the plans is discovered on site, Buildertrend offers a markup tool that allows the officer to add remarks and drawings over the plan. This function assists in identifying design flaws or construction issues that may have an impact on the original design.

Employee and Subcontractor Communication (Source: Buildertrend)

Messages through Mobile App: The Buildertrend app receives push alerts from messages or emails, alerting workers to assigned tasks, construction modifications, or any other information that may be of interest to them.

Using the Web Browser to Manage Messages (Source: Buildertrend)

Messages through Web Browser: Using a web browser, people in the back office may readily view messages from field staff.

Clients’ Warranty Claims (Source: Buildertrend)

Clients may report their complaints about the finished project using Buildertrend’s client portal if they have any issues. In the Project Management tab, contractors will receive warranty claim requests. When submitting warranty claims, clients may also attach images as proof.

Customer Service and Usability

Buildertrend offers a user interface that is straightforward and rational to navigate, especially for novice users. It has a top-level menu that allows you to get to crucial functions including Sales, Financials, Project Management, Files, Messaging, and Reports. The report’s insights are well-organized and can be accessed promptly with a few mouse clicks, including work log splits, expected vs actual costs, sales leads, and other key indicators.

Buildertrend Learning Academy is a teaching portal for Buildertrend users who want to learn more about the software’s capabilities. Users who have purchased Buildertrend’s plans get access to onboarding programs, certifications, and tools. In the Learning Academy, you may also participate in monthly live webinars.

You may also attend the Buildertrend Online Conference in addition to the Learning Academy. This is a one-day conference for all Buildertrend users who want to talk about how to utilize Buildertrend to grow their company. The event is free, and the most recent one may be seen on Buildertrend’s website.

Alternatives to the Buildertrend

Conclusion

Buildertrend is a flexible solution that combines cost accounting, project management, and CRM in one place. It has an intuitive dashboard and some nice features, such as a mobile app that allows your employees to clock in and out directly from the job site. However, Buildertrend lacks Features of Accounting unless you integrate with QuickBooks Online Plus. If you have surplus budget, we highly recommend integrating with QuickBooks Online Plus.

The “buildertrend pros and cons” is a new service that offers a subscription-based model for building trends. It also provides access to the latest market data, tools and research. The service is currently in beta, but it will be available soon.

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