Buildertrend

Buildertrend is great--I love using the Activity Calendar and Lead Report to keep track of my follow up with my customers. I can use activity notes to remember what I discussed with customers when we last spoke, and this helps me engage in better dialogue when I follow up with customers. Our installation team loves using the project management feature to keep track of our installs and provide an easy transition from sales to installation.

The user interface is kind of clunky, especially on the app. Sometimes it is difficult to find stuff and the filters can get annoying.

This software is outstanding in many different areas

We initially purchased it initially to manage our clients selections for new homes and it quickly got integrated elsewhere to the point its the backbone of many of our processes

We use this now to manage client change order (it pays for itself on this alone every month) selections, materials ordering from site, daily logs, H&S management, RFI's for the design team and photo storage and programming to name but a few

We couldn't go back to the old ways of doing many of these

There are a lot of different features and you'll certainly find many that'll make it worth your while to use

Oh and the customer support is ace

Overall roll out is great and intuitive but you do need to comit to integrating BT to your business and this takes time and effort. THis is a software that gives back 10 fold what you put in, but it does need your comittment.

Documentation preservation. Job organization

Accounting does not follow basic industry standards. We've have had invoices rejected because there is basic information missing like issue and due date. We don't care about print date. Is that industry standard?