9/10, I haven't had any major problems with the software. Theres not too many glitches, and like I said prior if you put the effort into it, it is 100% worth it. No question. Not only that but you have a great support team to back you up, whether you're a techy or not they can really shed some light.

Phenomenal Software, it should replace everything that a construction company uses. I get that some dont like moving forward to tech, but once you actually put the work into BT to use it, it makes everything so much faster and coordination is top-notch. The fact we can give homeowners access to see whats going on construction wise saves us time and stress. We generally dont need to communicate basic things to them, they can see it for themselves!

The selections software is still a little bit limited, takes hours of work. Some sort of master template to feed everything would be amazing if it could be implemented in the future. Also the loading glitch, and how I have to "click X" to search another property. Can make going through several properties fast to a chore since it has to refresh so many times.

It is helping in changing the culture at TCON Homes. It is a bit hard to explain for construction people that planning is more cost effective than starting smashing walls because you are aggregating value doing physical labour.

Communication of job progress with subcontractors, client portal, upload photos, variatin and owner invoices.

There is no taxes *yet. No milestones schedule items, but maybe not needed. Hope one day I can see To-dos on Gantt chart (not as a extra line, but a floating point).

Overall, BuilderTrend seems like it could be a good solution for companies that build homes or do other large projects like that with subcontractors. It definitely is not designed for companies that do small jobs or many jobs with one client. Be ready with questions when meeting with your BT rep during your 90 day trail time. Have them show you how things are done so you understand how it works 100%. There were a few features that were promised to us, but then when we asked more specific questions, it turned out that those things were not as promised. However, probably a great tool for a general contractor needing to stay organized and wanting to stay transparent to clients!

- Time tracking with overtime automatically calculated. - Job costing with custom jobs/types. Can generate reports so you can see effectiveness of employees. - Different views for job schedule which can be nice - calendar, agenda, gantt. - Can store unlimited photos, videos, and documents. All are organized in folders and can be shared with the client easily. - Can assign multiple employees to jobs as well as subcontractors and their prices and information. - It will show your current costs, so you can see how much the job is costing the client in real time. - Most everything is customizable and template based. - You are assigned a specific rep from BT that will answer all questions and do live training with you - Very helpful. - There are a fair amount of videos available online from other users who are also using the software. - Effective for companies that deal with large jobs with many moving parts and subcontractors. - Client portal for each job that includes notes, pictures, videos, progress, invoices, etc. This all can be hidden from clients as well and customized to how much information you are wanting to share.

- Calendar feature doesn't allow you to drag and drop jobs or scheduled items and also allow clients to view it. You can either drag and drop or have it be viewable to clients. This is fairly simple to switch back and forth, but it adds extra steps. - App is not user friendly for employees or technicians. There are too many buttons to press. - This software only works well for companies that handle large jobs that are long term with many elements. - To-do's are fairly simple and not well designed. Great that you can add photos, videos, docs to each checklist item. But there's only 1 checkbox per item, no title for the item, and no way to make the to-do list required for employees. - If you don't press "save" after uploading photos/videos or writing notes, they will disappear and you can easily erase notes. No window that reminds you to save work before moving on. - Extremely job-based. You must chose the job and then you can view schedule, clock in, add notes, complete checklist, etc. Not easy to view all jobs at same time. - No line items for invoices. - Client portal is set up to be job-based and not client-based. That means every job will have to have a different username for the client to log into. - Overtime that is automatically calculated doesn't automatically calculate a higher rate on the client's budget. - Learning curve is overall fairly steep. As a fast learner and pretty technically able, it took me a while to figure out how the software worked. Not super intuitive. - Not a very updated or attractive look.

We have had a great experience with this software.

Very easy to use. Our installers love using it.

The mobile version needs some help. Not very screen friendly

I spend most of my work life in this software. It is essential to my day to day.

everything is in one spot. lead management, scheduling, invoices, order tracking/po's, to-dos, EVERYTHING

It's a little pricey but 100% worth it!!

We have had a great experience overall. The software works great, there is little to no downtime, and the customer service team has always been prompt and nice.

It is cloud based, so you can access it from any computer or phone. The software is semi-customizable, which has allowed us to label and schedule things how we need them. We absolutely love the scheduling portion and the ability to upload daily logs/pictures from the job site for every job. There are a ton of other features that are really useful, such as the owner payment, job costing, and change order sections. Your overall experience will depend on how well you set up the program initially. If you set it up right, it is a great tool.

While the program is semi-customizable, it is not completely customizable. There is not much they can do to help if you want a feature more customized other than submit a ticket and hope other people are complaining about the same thing. But, that is to be expected with any mass sold cloud based software.

Solved the time that it took to email out the schedule to all trades and team now it flows alot better and I answer the phone alot less. Since most of the answers trades and the team are looking for are on BT they can find most of what they need there as long as we input the info they have what they need. BuilderTrend gives me more time and freedom to do what owners of a business should be doing. It was one of the best choices I have made to start using it.

The scheduling feature is what we use most. Its nice to have all the info to our trades and managers so they are fully aware of the project, can see pictures, and have a full scope of work prior to start date. We use the estimating part of the software as well I do wish the contract section had more detail in it which I think it could if we took some extra time to develop that.

Very happy now I can have as many job starts as I would like instead of being limited. Little unhappy that I can have only 3 users and have to pay for more than 3. As the owner who does estimates I want access as a user. I also have a designer who does estimates and she needs access. I also have 2 project managers/carpenters that need access to it as well so I will be looking at having to pay for additional users on top of the price increase I have already incurred but making it unlimited job starts. Haven't fully used BT to its full potential but we will at some point. The software is top notch I don't have really any complaints that I can think of at this time.

I love being able to track all purchases and labor against the original proposal. It allows you to learn where you are making money, and where you are losing, so you can adjust from one project to the next. In this way, you can fine tune pricing to be as competitive as possible in the marketplace.

I like the level of customization available in the software, it allows me to detail my proposals, and make them look the way I want, so they stand out from the competition. Also love the financials feature, and the schedule, so the client always knows what the project balance is, and what is happening next.

To fully utilize the software, there is a lot of data to be entered and updated regularly on a large project, which can take a fair bit of time.

We are able to keep track of more jobs easier with Buildertrend. Our production volume was at our limit before searching for online databases and project management software; with Buildertrend we have been able to make our business work significantly more smoothly, and we have information at our fingertips which in the past was like finding a needle in a haystack.

Buildertrend is a wonderful way to keep track of what is going on. This includes scheduling; creating, recording and sending documentation; organizing projects neatly; and staying aware of finances. It also has a very helpful Leads section, which helps me keep track of prospects from the earliest stage of when I become aware of them. In a word, I would say I appreciate most the organization which Buildertrend offers.

To be succinct, the user interface (UI) is decent but could use some improvement. The Files section in particular could use some work. I would like it to be versatile and able to navigate easily. An example of improved versatility is being able to access information in a simpler and faster way, such as Windows Explorer offers in how I see and can analyze various folders and files. An example of easy navigation is being able to tile multiple view windows so I can compare file locations across multiple Jobs to keep similar file types in the same locations, and so I could ensure my folders all have identical names across multiple Jobs

My overall experience with Buildertrend has been positive. I run a small homebuilding company, and this tool has allowed me to organize my workflow and communicate with my customers and my sub-contractors efficiently. The iPhone App works great, and Buildertrend allows unlimited storage so I can upload all my pictures into one place for my records. Great Platform! I can't say enough about my Coach and Buildertrend University. Exceptional experience as well!

I like that it is easy to use. I also LOVE the iPhone app. Once everything has been loaded, I can send large files, communicate effectively, and raise the efficiency of my team and sub-contractors. I also Love the ability to template a project for easy set up of a new project!

When building significant line item estimates, the browser page has to refresh each time as you switch from the budget tab to the estimate tab. Even with a fast connection, it takes a bit of time to update. Not a big complaint since you can upload a spreadsheet from excel for the initial set up.

I would recommend this to other companies. My friend is using it perfectly for her real estate sales and marketing company. They're not even building but I'm finding that this platform is flexible and adaptable like that.

My favourite bit about this software is that I can add as many users as I like and not incur extra charges like we do for other software. At one point we had over 40 users. It's extremely helpful to us to have this feature because as a small business, we want to grow and it's difficult to do that if we can't include all the people we need in a system due to cost.

We had issues with the cost codes. There were issues that could only be dealt with through the backend. I wish we had the ability to fix things like that ourselves including uploading a csv into the system.

Buildertrend has proven to be exactly what we were looking for to track daily functions such as Daily logs, change orders, purchase orders etc. The real time inputting of mobile devices and the function of the mobile app are very thorough and invaluable. The new internal user permissions are a bit more difficult to individualize. Edits affect all users within each label so the only way is to create a new title to edit a single user.

A great construction management tool. Offers flexibility in formatting of different components within the program. Leads are easily tracked with notifications, summary page is very thorough and useful, job info, templates, scheduling, daily logs, To-Do's, Change Orders, time clock c/w geo-fencing, docs & photos, surveys, estimates, bills & PO's, Budget and owner invoices all flow well and again are customizable to fit individual company needs. Owner view is a great option and allows for owner participation and information flow.

No tax module is addressed within the system. This adds a lot of steps and confusion to make sure taxes are added independently in QuickBooks Online (QB). It also confuses the customer on their Buildertrend site. We send all invoices out of QB for contract invoices and change order invoices. A big negative. A great management tool but weak on the interface with QB.

Prior to Buildertrend, we had to use three programs to manage our jobs and purchase orders, now we just use Buildertrend. We are saving time and are able to keep everything in one spot!

I love that buildertrend is so customizable. The software was able to be tailored for our specific needs while many of the other programs we looked at were not. The purchase order feature has allowed us to streamline and reduce our expense processing time. The app works well for our field operations and sales reps. Tech support and online chat people are very helpful in quickly answering questions.

Although it's infrequent, we sometimes struggle with internet connections in storm/rural areas and the software does not have an offline mode. I dislike the receive payment feature as you can't record a payment by itself, you do it inside the invoice and although you can receive partial payments, you can record multiple checks in the payment box

90% of customer service associates were amazing. Very friendly, helpful and fun to work with. I will miss working with their team.

I used to like how the software was formatted with categories and subcategories. Uploading photos was easy to do. When we saw what the new format was going to be, we immediately researched new software products and choose UDA Construction Online.

Scheduling New upgrade - one no longer has the ability to organize the estimate. Each line item went to quick books versus categories/subcategories Can't see which items have PO's or not They would do software changes mid day during the middle of the week Entering data was a total pain

Overall we've had a very positive experience and don't foresee us switching anytime soon.

Having one place to manage all of our field operations has been a game changer. Especially the iunlimited document & photo storage -allowing us to grant access to all paperwork and details to the field team with just a few clicks. The flexibility of the scheduling platform and ability to connect tasks and create interdependent "living" schedules is great and the ability to have multiple levels of permissions for subs/clients & our team is very comprehensive as well and allows us to customize for the way we use the system. Their customer service is top notch and there is always someone available to chat about an issue and they are on top of any issues with updates and consistently adding valuable features to the platform based on very specific user feedback.

I think they need more work on the Lead/sales managing side of the platform -we had been using ACT customer management system and would love to have the ability to also manage all client contacts and leads in Buildertrend but it is not nearly as comprehensive although they did just roll out a reports function that will help I think more option for customization would be helpful. Even if they were able to integrate with ACT or the like. I also wish they integrated with more accounting software as we use Sage and it is not supported. Admittedly it is not as common as quickbooks but the lack of integration creates more work for us on the accounting side of things.

Buildertrend has made us look much more organized than we are, since the customer can see the project progress if they’re tech savvy. We are also able to see cost of project and markups as we do proposals.

The best aspect of Buildertrend, would have to be the daily logs and customer ability to follow their daily project progress. Time tracking for employees, lead tracking, customer tracking, ability to sign projects electronically, receive payment online with minimal fees, and communicate with everyone involved with each project.

Buildertrend is a bit convoluted and cumbersome for the small company like myself. Being out on the job physically working to make ends meet due to employee shortages, leaves me with little time for office work. When I do have time for office work, I struggle to find the time needed to enter enough information in BT, to get back what we are paying for it. The more we enter the more we benefit. BT was difficult to learn in some areas of the program, and upgrades sometimes require even more training. We struggle with scheduling, and getting project information to show up on quickbooks.

I am finding myself being more accurate and detailed with estimates and labor costs. The time clock feature takes a lot of calculating off my shoulders. The scheduling, estimating, change orders, to-do's, daily logs, and PO's/bills features cut my logging time in half and the fact that everything is stored on Buildertrend and that I can make this information visible to clients prevents me from going through repetitive actions to keep people on the same page. Using the cost catalog with cost codes makes for a streamlined process in creating and releasing information to the client, this also keeps an accurate record of activities and makes for a very professional look when showing these documents to clients. I have so much more time in my day to tackle more productive and urgent matters while handling day to day operations for current jobs in a fraction of the time compared to not using Buildertrend.

The live updates in communication with subs and clients makes this software very desirable for my clients. Simplifies the process of communication and keeping people up to date.

For a single person that handles all day to day operations for a company and trying to learn a new software is a challenge. Not necessarily a con but to integrate the software makes for a bigger workload for a couple weeks.

We began using Builder Trend a little over 2 years ago as a move away from Build Tools. I have been very happy with the response time on customer support, and it is nice to always be able to reach someone when you have a question. We as a company are not currently using some of the features including scheduling and none of our subs or homeowners are going into the system, but we are trying to change this. We are actively using documents, selections, budgets, etc.

I like the ability to get notifications for a variety of transactions, the ability to log in & see things from a variety of devices, the tracking features for every transaction, and I love the amount of storage space for documents & photos that it has.

I wish it was more affordable to purchase more jobs so that we could use the system for our remodel projects, currently, we do not enter them in as many of them are small projects and do not warrant the expense it would cost us to have that many jobs. It is unfortunate because it puts us with two different processes for selections, budgets, docs, etc. depending on what type of project it is. I wish it was also possible to mark a selection as "Ordered," much like you can mark it as "Approved" it would help the designer & client know when it is absolutely too late to make changes. Lastly, I wish the transition to QB was more efficient. If you are using a desktop version of QB, which is the only way to have the contractor version, when PO's are pushed to QB, they do not populate the customer's job to the items on that PO even though it is tied to that job. I am not even sure what the point of tying the jobs together is as it does not seem to connect them at all in the transfer process.

I have used Buildertrend for almost 3 years now and I have appreciated having it.

I like how easy BuilderTrend is to navigate and use. The system is definitely more user friendly than any other platforms I have used in the past. I also like how visually appealing it is, rather than only focusing on functionality, creators also focused on it being nice to look at every day, which truly does make a difference when working in the same program for hours every day.

The quickbooks connection to desktop is very very clunky and can can and has caused major issues for us in the past. In terms of accounting, there are somethings that could be better. I would like to be able to see what has been sent over vs. what has actually been paid out to a sub, so the builder can tell without having to ask the accounting department whether or not someone has actually been paid, a more detailed status report would be great. I would also like for it to play better with the "projects tab" in quickbooks. Quickbooks has made a great projects tab, but it is not usable without how the information is brought over. this may not be possible, but it would be nice. :) Buildertrend is designed mostly for custom builders in the way that it is designed to connect homeowners and use allowances. I would like in the future if there were more production building type features.

Willet Construction, Remodeling Specialist has been in business for 17 years. Our goal is to give Top Quality Service including Top Quality Craftsmanship. We are a Residential Remodeling Company that will do almost any type of project. We strive to create an enjoyable remodeling experience for our clients, so they will use us again and again. During the growth of our company, it became apparent we needed a production management system to communicate with our customers and within the company. I became aware of BuilderTrend while being a member of Remodelers Advantage. We had been using our own spreadsheets and calendars for customers project. Our Change Order process was slow and hard to keep up to date. I took a look at 3 different programs, and decided that Builder Trend met the needs we were looking for. We have been using Builder Trend for exactly 1 year now. We are extremely pleased with how it has improved so many areas of our company. Our customers love the communication system and seem to be able to use it with much ease. The Change Order & Selections process is so wonderful to keep us and the customer up to date. Using the calendar for the job schedule is so easy and the customers appreciate knowing what will be happening on a day to day basis. We put our payment schedule on the customer calendar so they know when all payments are due. Customers are sending checks exactly on time, sometimes even before we send out an invoice. Cash flow has never been better for our Company due to the customer knowing exactly when to send payments. Builder Trend has been extremely easy to learn. Technical Support has been extremely quick in responding to our needs. They are very knowledgeable about their product, and usually have answers for our requests immediately. Any time we need training on something, they are quick to set a date and time to cover any information we need. With the help of Builder Trend, we have grown our volume of completed jobs this year without adding more employees. This has resulted in Willet Const. having it's largest and most profitable year of our 17 year existence. And we hardly ever have any Accounts Receivables that are more than 15 days old. With the Selections being "Approved" by the customer on line, all the people that have viewing rights know exactly the product being used on each job. This way when our salesperson/designer are on vacation, anybody else in our office can answer questions from subs or customers about a product without having to bother the designer while they are on vacation. That way the job keeps moving smoothly, and our employees can enjoy their vacation without any worry about work going well while they are gone. This is especially nice for myself as the owner to go on vacation and leave work completely behind. I also like that Builder Trend keeps improving their program. The "Leads" tab is great to know how much potential work we are estimating. And it helps organize our meeting schedule with our potential customer throughout the designing and estimating process.

We are a single family production vendor that, of the last three years have grown from building 38 homes a year to nearly 150 homes per year. I don't think it could have been possible without a program like BuilderTrend in place. In the three years that I have been here using BuilderTrend, we've been able to effectively manage while expanding our vendor base, accurately identify and reduce our variable cost, capture a true budget to set sales numbers to return the desired margin on a build, and given our superintendents the proper tool to document/leverage our vendors to receive a desired level of quality while effectively running the project schedule for a build. BuilderTrend has been an integral tool in the effective growth of our company.

What I like most about BuilderTrend is it's ease of use, the customization ability of the software, and the ease of edit/revision. We can design the program to where our PO generate directly off of selections, separate by trip, and include whatever options may have been chosen. From selections, I can easily edit budgets and generate estimated sales cost for each individual job.

The only drawback I can come up with is in direct correlation to one of their strengths. The company updates daily instead of doing batch updates periodically. As a result, they shut down part of their servers to perform their updates which can bog down and slow the program while they are doing this. This is usually no more than an hour or so and usually around the same time of the day. Knowing the benefit of doing this, it's a tolerable inconvenience.

We were looking for a construction management tool that could include communication and job visibility throughout all departements and in the field - supervisors, procurement, management, financial, client & volunteer services, and that would allow updating and access in the field. BuilderTrend had it all. We are a medium size, not-for-profit, affodable home building & repair, educating, and financing firm. Multiple Excel spreadsheets couldn't be kept up to date, and traditional MS Project Management software was too cumbersome with less features. A really nice aspect of BuilderTrend is that the whole history of the build process is kept in one place rather than in multiple files on in-house servers and personal computers. We are blessed with many volunteers from out of state and by creating a "Volunteer" job, the schedulers and supervisors can see how many and who is coming in advance so we can stage the work and communicate to them exactly what they will be working on weeks in advance. Our client services department can see the build schedule for a client and keep the client informed of progress. We may not be using the program like a traditional commercial builder with clients would, but we have found all the features including selections and warranty to serve our needs very well. We have on average 25 repair jobs in process and 20 jobs in the planning stage at one time. We have completed over 180 repair jobs in the 11months using the system, and I could not imagine trying to manage this much work without it. Out of the box, BuilderTrend is fairly intuitive to use, but there are nuances that should be learned to increase the user benefit. Training is always available and we discover more ways to use its functionality to streamline processes and communications. Our scheduling and planning meetings have gone from 1.5 hours weekly to 20 minutes. We schedule meetings with subs with the task function and quickly get a confirmation. This saves multiple phone calls of us and the subs. I can quickly answer questions for management and business partners simply by looking at daily logs, internal notes, schedules and pictures. The job list allows us to forecast and track our goals and find solutions when jobs are held up for any reason. I have freed myself from continuous updating of Excel spreadsheets to being able to pull a job list and calendar list whenever I need to know status. Using the baseline features ensures I don't have to save a bunch of old reports for comparison to track project variances. BuilderTrend is very open to our suggestions on reporting and manipulating report and export functions, and I would like to see more capability in exporting reports. I like their focus on continuous improvement, adding functionality and meeting the customers' requirements. Online topical is available but limited to the basics and I have always found the staff to be just a phone call away for answering specific questions. Overall a win for us.

Scheduling, PO tracking and back costing of our jobs have become far easier to manage and far less time-consuming. We are generally never late with materials due to the calendar and use of reminders, enabling jobs to run smoothly and efficiently with zero downtime. The updates are definitely improving the experience with BT

Simple display options and excellent user interface The system flows as per the workflow on site and the calendar works excellent in managing multiple jobs All information in one place is excellent, and all available to supply chain and clients at the click of a button. Our international clients love this software.

Would be good to have a clear guide as to how to use the POs, payments & COs and how they interact. Doesn't transfer data correctly to Xero - double data entry Does not do payroll, this would be a fantastic addition (understandable that it is complicated) More flexibility required for estimates in BT. Lacks the functionality of Excel so forces us to use another system for this. Clearer explanation of selection budgets and how they can be incorporated into the estimate would be beneficial. Not been able to use the email link successfully to date. Further guidance on how to link Xero tracking and BT cost codes would have been a huge help during setup. It is still a challenge to get our supply chain to use the system with us. Can be complicated to use based on the number of settings available to users and

With BuilderTrend, we have powerful tools to ensure budgets are not exceeded, and our ability to keep track of all project submissions and organize their records is improved.

I like very much that BuilderTrend makes all operations and procedures of the project clear to all parties, which enables us to implement the work within the specified budgets. It is great that BuilderTrend allows us to organize communication channels with stakeholders so that we can follow up on all project submissions and obtain approvals within the times specified in the contract, and it is good that all submissions can be accessed through records and their status is easily known. With BuilderTrend, we can collaborate with other stakeholders by preparing purchase orders, variation orders, and progress invoices, which shortens a lot of procedures and keeps all project activities on track.

I did not find many problems with BuilderTrend, but consideration must be given to training all members to perform the tasks correctly, as the ignorance of one of the members may cause a major defect, and the permissions system must be properly prepared so that only authorized persons have the ability to modify according to their specialization.