Buildertrend Help Articles
Bids
This section will focus on getting numbers from your trade partners and including those numbers in your budget.
Bills/Purchase Orders
This section will focus on demonstrating best practices when managing job expenses, ensuring every penny is accounted for.
Budget
The Budget feature provides a nice, tabled report of all job expenses managed within Buildertrend.
Builder's Risk Insurance
Prepare for the unknown and protect your business with Builder's Risk Insurance.
Buildertrend Learning Academy
The Buildertrend Learning Academy is an online, self paced way to learn every aspect of Buildertrend.
Buildertrend Live Training
Sign up for live webinars to learn, ask questions, and engage in thoughtful discussion with a member from our team.
Buildertrend Marketplace & Integrations
This section provides help with the different services and integrations Buildertrend offers within the Buildertrend Marketplace.
Buildertrend Payments - Inbound
This section will cover everything you need to know about receiving funds with Buildertrend Payments
Buildertrend Takeoff
This collection will focus on the troubleshooting articles related to the functionality of Buildertrend Takeoff.
Buildertrend Wallet
This section provides all details on Buildertrend Wallet.
Change Orders
This section will focus on managing changes that affect the scope of the job.
Cost Codes
Cost codes are vital financial tools that allow you to capture accurate job costing details.
Current Product Improvements
This section will provide an overview of some of our current product improvements each month.
Daily Logs
This section will focus on documents job updates and daily occurrences.
Estimate Update
This section will highlight the Estimating feature within Buildertrend, as well as the functionality you have to engage your customers.
Estimates
This section will highlight the Estimating feature within Buildertrend, as well as the functionality you have to engage your customers.
Files
You have unlimited file storage when using Buildertrend. This section will demonstrate how you can set up and manage your company and job files.
Getting Started
This section will focus on features you can begin implementing with your team as you get started utilizing Buildertrend in your every day processes.
Gusto
Integrate your account with one of the best payroll services out there.
Homeowner Help Center
This Help Center is for Homeowners using Buildertrend.
Job Management
This section will assist you with starting, managing, and closing jobs within Buildertrend.
Messaging
This section will demonstrate how to have all job correspondence logged for historical record.
Mobile
This section will demonstrate the functionality you have from a mobile device, as you can fully utilize Buildertrend while in the field.
Owner Invoices
This section will demonstrate how to implement a better system for invoicing your customer using the Owner Invoices feature
Paying Subcontractors with Buildertrend Payments
This section will cover setting up your account to pay Subcontractors through Buildertrend.
Payment Processing, Powered By Chase
This section will cover everything you need to know regarding payment processing, powered By Chase
Pre-Sale Management
This section will demonstrate how to effectively manage your leads within Buildertrend's CRM.
QuickBooks
This section will demonstrate everything you need to know regarding the set up and integration functionality that QuickBooks has with Buildertrend.
Reporting
This section will offer additional details about each report contained within the Reporting feature.
Schedule
This selection will help you understand Buildertrend's Scheduling tool and all of the functions that it can serve.
Selections
This section will focus on improving your selections process with your customers, ensuring that your team and your customer have clarity with choices that are made.
Settings
This section will cover all default settings that can be set for your account, as well as cover cost code set up and management.
Subcontractor Help Center
This Help Center is for Subcontractors using Buildertrend.
Taxes
This section will provide details on tax options in Buildertrend.
The Home Depot Integration
This integration provides Buildertrend users cost catalog pricing data directly from The Home Depot, as well as allows you to push items directly to your The Home Depot cart.
Time Clock
This section will focus on tracking time by clocking in to Buildertrend's Time Clock feature.
To-Do's
This section will focus on managing your daily tasks using Buildertrend's ToDos feature.
Users
This section will help you understand how to manage your all user types in Buildertrend.
Warranty
This section will focus on managing warranty claims that are recorded by your company, as well as submitted by your customer.
Xero
This section will demonstrate everything you need to know regarding the set up and integration functionality that Xero has with Buildertrend.