Get to know 5 of Buildertrend’s most powerful integrations
Flying, invisibility, laser vision, super strength. Yeah, we’re talking about superpowers. And these superpowers are the very reason our favorite superheroes are, well, super.
So, why all the talk about superpowers? Glad you asked!
Let’s think of Buildertrend as the superhero who defends builders from the evils of project delays, financial stresses and miscommunication. And one of our superpowers? Integrations.
Buildertrend offers more than 20 integrations that make project management a whole lot easier. Today, we’re laser focusing on five of our most (super) powerful integrations that will make your construction project villains vanish.
1) Stay organized and never miss a step with easy Excel integration
Although simple, one of Buildertrend’s most popular and powerful integrations is with Excel. Being able to quickly import Excel documents into Buildertrend allows for organized and accessible document storage in a single location.
In a flash, you can have your Excel files and important project information imported and ready to use. After importing your Excel documents into the financials section, you can make adjustments and edits as needed. By storing and updating your documents in Buildertrend, your numbers will be updated in real time ensuring your office and field teams are always on the same page.
2) Create seamless financial processes with QuickBooks and Xero
QuickBooks and Xero provide accounting solutions for small businesses, and both softwares are fully integrated with Buildertrend. Setting up QuickBooks or Xero with your Buildertrend account gives you cloud-based access to your job costing from wherever and is available whenever you need it. The setup is easy and with every update, your numbers are adjusted in real time.
“Builders can streamline communication between their accounting department and production team through Buildertrend’s QuickBooks and Xero integrations,” said Zach Wojtowicz, onsite consultant at Buildertrend. “They can eliminate inefficiencies by removing double entry into two softwares and standardize processes for job costing and managing expenses.”
Crush your finance management goals and stay on top of your cash flow with Buildertrend’s QuickBooks and Xero integrations.
3) Pay and get paid faster with Buildertrend’s payment processing powered by Chase
Our integration with Chase Bank allows for quick and efficient payments between you, your subs and your clients. Don’t wait days or weeks to send or receive payments. Buildertrend’s payment processing ensures cleaner, faster workflows, sends automatic notifications when a payment is completed and offers lower fees than other payment processors.
“Our customers can get paid faster with Buildertrend Payments powered by Chase,” said Trevor Pillen, associate product manager at Buildertrend. “They can start accepting payments right away with instant onboarding and can deliver same-day settlements with Chase. Builders will receive flexible payment options and take the pain out of invoicing by creating a payment schedule and setting deadline dates.”
And keep your information invisible. Every transaction processed by Chase is secured by their industry-leading risk technology. Chase is a trusted partner of Buildertrend and offers a seamless payment process for your subs and clients while increasing your profitability.
4) Protect your business and your clients with Builder’s Risk Insurance
Sh*t happens. Things will go wrong. And while we can’t predict what will happen or when, we do know that it’s inevitable. It’s just the nature of the business. Be prepared for the unknown and power up with Builder’s Risk Insurance from SilverStone Group, LLC, a HUB International company, through Buildertrend.
“Builders have been able to save hundreds per home and thousands per year,” said Michael Vandevoort, corporate development strategist at Buildertrend. “It’s super easy and simple to get a policy in place in under five minutes through the software, at any time of the day.”
With this partnership and platform integration, you can safeguard your projects, pay a flat premium per job and access documents or claims needs directly from your Buildertrend account.
5) Easily transfer email documents with Buildertrend’s new Outlook add-in
Remember when you had to save your files to your desktop in order to upload them to Buildertrend? Well, there’s a new integration in town and its name is Outlook add-in.
“We know that in-office employees for builders receive lots of job-related emails with attachments,” Vandevoort said. “Before, to get the attachments into Buildertrend, users had to download the email attachments to their local file storage, log in to Buildertrend and upload the documents to a job-specific folder. With the Outlook add-in, users can get their email attachments into Buildertrend without having to leave Outlook.”
Save time and provide your team with the files they need in lightning speed.
Defend your business with Buildertrend
We’ve got the integrations you need to prevent villainous conflicts and keep your business running smoothly. Take control of your financials, protect your business with Builder’s Risk Insurance, make speedier payments and more.
Not sure where to start? Visit our integrations page or reach out to your account executive. Additionally, we’re always looking for feedback on our integrations. You can submit suggestions using the Give Feedback tab in your Buildertrend account or send an email to firstname.lastname@example.org.
If you’re considering Buildertrend and want to learn more about all of the top-notch features and services we have to offer, schedule a demo today!
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