Additional Services
Elevate your Buildertrend experience with expert tools and resources designed to support your entire business. These additional services go beyond day-to-day project management to help you streamline operations, improve profitability, and make informed decisions that drive long-term success.
Buildertrend Business Insights
Turn insights into impact.
Buildertrend Business Insights, our integrated data analytics tool, provides real-time dashboards and reports that show you what’s working and what needs attention. Spot trends, track key metrics, and make informed decisions to improve performance and profitability across your business.
Buildertrend Payments
Get paid faster and stay organized.
Buildertrend Payments is a secure, online payments platform that lets you process invoices, collect payments, and track transactions in real time. Reduce delays, simplify billing, and keep your cash flow moving without leaving Buildertrend.
Buildertrend does carry primary financial risk of its clients, and has operational control in establishing reasonable merchant pricing and timing of funding payouts to its clients (merchants), but Buildertrend does not have access to its clients’ merchant proceeds (deposited funds). Following Federal banking regulations, those funds are held at Adyen’s bank under a trust account ‘for the benefit of’ (FBO) the client.
Buildertrend’s commercial and legal situation has no bearing on Buildertrend’s clients’ merchant deposits. If Adyen’s US bank were to go under (a la Silicon Valley Bank), FDIC insurance does apply to bank deposits for businesses, however certain conditions do apply. Please refer to the FDIC’s website for further details.
Builder’s Risk Insurance
Protect your projects before the first nail is driven.
Buildertrend Insurance gives you quick access to tailored Builder’s Risk coverage designed to protect your projects, business, and reputation. Manage claims and coverage details directly in the platform, providing peace of mind for you and your clients while simplifying the insurance process.
Applying for BRI
Navigate to the Company Settings.
Under the Project Management section, select Risk Insurance.
To begin the application process, select Get Started.
Complete the Builder's Risk Insurance Application with information about your business. Please ensure that the information is accurate. Click Sign & Submit when complete.
Provide an electronic signature, then click Approve.
After completing the form, you will see an Pending or Approved status. A representative will reach out shortly to confirm your application and answer any additional questions that you may have. Application approval generally takes under a day. While your application is under review, Buildertrend recommends setting up your payment method to put policies in place.
Requesting a Policy on a Job
Navigate to the Jobs List on the left and select the Job Info icon.
Select the Builder's Risk Insurance tab at the top of the Job Details page. 
To request a quote, click the Request a BRI policy button. 
Complete the Jobsite Request Form with information about the job. Please ensure that the information is accurate. Select Review when complete.
Then, fill out the Policy Holder information and any bank information if you have a bank loan (if not, check the None checkbox).
Check the Disclaimer box at the bottom of the page and click Review.
Review the information and click Sign & Submit.
Provide an electronic signature, then click Approve.
Congratulations, you've now requested a policy for your job! New options will now be available for you within the Builder's Risk Insurance tab, including starting a claim and downloading Jobsite Binder. 
Our insurance partner will contact you by email or phone to provide your quotes, payment link, and outline any next steps.
General Contractor Financing
Fuel your business with funding that works like you do.
Buildertrend’s financing solutions for general contractors help you access capital to cover upfront costs, manage materials, and keep projects on track. It’s funding built for the way construction businesses operate: simple, flexible, and fast.
Client Financing
Say yes to more projects with flexible payment options.
Buildertrend Client Financing offers simple loan options that help your customers fund their projects while you get paid up front. It’s a win-win that helps you close deals faster and keep work moving without payment delays.
Interested in Learning More? 📚
Visit the Buildertrend Learning Academy to explore additional learning opportunities — from live group trainings and certifications to on-demand courses and more.
For questions or additional support, contact our Customer Support team via Live Chat, email support@buildertrend.com, or call 1-888-415-7149 — we’re always happy to help.
Still have questions or need our help finding a resource?
Contact our Customer Success team.
Mon - Fri
8:00am - 5:00pm
USA (CST-6)