Business Growth

Construction case studies: Project management, financials, materials and more

Photo of a two-story, modern custom home build

To stay competitive, construction businesses should stay on top of the latest trends and best practices in the industry. One of the best ways to do this is by studying real-life examples of construction projects, processes and businesses.

Construction case studies provide valuable insights into what works – and what doesn’t – in the construction industry, helping companies identify potential problems, develop best practices and improve their operations.

Table Of Contents
  1. What are construction case studies?
  2. Why are construction case studies important?
  3. Project management
  4. Construction software
  5. Lead generation and client management
  6. Team management
  7. Proposals
  8. Financial management
  9. File management
  10. Scheduling
  11. Client experience
  12. Sustainability
  13. Consulting
  14. Reporting
  15. How Buildertrend can help you
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What are construction case studies?

Construction case studies are detailed examinations of construction businesses, processes or projects. The goal of completing a case study is to help identify potential problems, measure results and develop best practices for repeated success. 

Why are construction case studies important?

Research is one of the most common steps people take before making a purchase or investment. This is especially true in construction, as a home is typically the largest single purchase people make in their lifetime.

Construction case studies help provide research to your prospective clients. By using these materials to measure the challenges, solutions and results of a construction project, you can help prove the value of your services.

Why should construction businesses create case studies?

Creating and marketing case studies of your recent construction projects can help your sales process by:

  • Supplying examples of real-life work
  • Gaining referrals
  • Providing measurable results
  • Improving brand reputation

These materials can also help your construction business improve internal processes. By analyzing case studies of your own projects, you can:

  • Identify patterns of homeowner pain points and requests
  • Capture areas where your company provides the most value to clients
  • Segment audiences to target for future sales efforts

All of these efforts can be used to help you maximize profits and win more business in the future.

Why should construction companies research case studies?

Just as case studies can be used to help you win more contracts, they can also be used as a tool to help you recognize business opportunities.

In the construction industry, businesses must constantly be looking for ways to improve operations and stay competitive in the market. That means looking for opportunities to streamline operations, reduce waste and improve efficiencies in a way that can improve profit margins.

One of the best ways to achieve these goals is through construction company software. As with any purchase, though, making an investment in a software tool should be supported by research.

That’s why Buildertrend provides insights and industry trends through our own library of construction management case studies. Within this archive, we highlight stories of construction companies just like yours that are tackling real-world obstacles using Buildertrend software.

As you browse case studies in construction materials, be sure to consider your own unique business challenges. These might include questions such as:

Apply these proven industry results to your own business strategy.

Project management

Procuring $10 million in work per year [Hasler Homes]

Hasler Homes, a top-tier custom home builder on Vancouver’s North Shore, needed a better way to organize projects – particularly the work being done by its construction teams and subcontractors.

After implementing Buildertrend, Hasler Homes began to identify even more areas to tighten up its project management. Hasler Homes was able to scale and procure over $10 million in projects each year with Buildertrend’s real-time communication, collaboration and organization features.

Increasing scale of work as a home remodeler [HDR Remodeling]

HDR Remodeling is a California-based residential design-build remodeling contractor that has been providing quality remodeling services for over 30 years.

By utilizing Buildertrend’s features, the company was able to increase its scale of work – without compromising quality of service.

Keeping projects organized with construction daily logs [BrightLeaf]

BrightLeaf Homes, a custom home builder and remodeler based in Chicago, has seen significant improvements in project management since adopting Buildertrend’s construction management software platform.

Initially seeking a scheduling tool to manage its growing team and project list, BrightLeaf quickly realized the value of incorporating Buildertrend into every aspect of the business to enhance project management, including tracking job timelines, improving communication and documenting progress.

Builder saves 40 hours each week on setting up new projects [Chris Ledet Homes]

Louisiana-based Chris Ledet Homes is a custom home builder that has been in business for almost four decades. The company prides itself on its commitment to integrity, experience and commitment to quality.

Using Buildertrend to modernize processes, the feature saved the company 40 hours per week setting up new projects. With these savings, Chris Ledet Homes was able to complete an additional five projects in a single year.

Templates help builder complete 2,000 outdoor projects [Decksouth]

Decksouth is a Marietta, Georgia-based outdoor living design-build firm that uses Buildertrend to manage every stage of the construction process.

Decksouth’s CEO, John Lea, chose Buildertrend to help the company become more process-focused and efficient. While using the construction management software’s templates feature to save time creating project schedules, daily logs and sales proposals, the company has experienced a seven-figure profit gain.

Doubling home construction projects [Brett Lott Homes]

Brett Lott Homes is a home builder in Washington state that builds customizable and speculative homes. After facing logistical challenges in managing multiple projects at the same time, the company decided to implement Buildertrend to help improve project management.

Although initial milestones included improvements using Scheduling, Warranty, File Management, Messaging and Change Order features, Buildertrend also helped Brett Lott Homes improve communication between construction teams and subcontractors. This increased accountability and on-time work completion, which led to more than doubling their home builds.

1,000% growth in projects leads to need for a project management solution [Beyond Build Constructions]

Beyond Build Constructions is a custom home building company in Sydney that experienced 1,000% growth in projects from 2016-2019. As the company grew, its project management tools, such as Excel and daily emails, were no longer effective.

To ensure consistency in communication and quality, the company sought out a more advanced project management solution and found Buildertrend. Using the software, the company is able to predict timelines, manage workload and gain real-time insights into all the jobs that team members are working on. Now, they’ve been able to double the number of jobs they take on and have even integrated the software into their marketing efforts.

Saving thousands of dollars with change orders [Sneller Custom Homes & Remodeling]

Sneller Custom Homes & Remodeling is a general contractor company based in Houston that has been using Buildertrend project management software to manage its growing business.

Sneller Custom Homes uses Buildertrend’s Change Orders feature to document any client requests for changes and track the impact on timelines, budget or scope. The results? Tens of thousands of dollars saved just by better tracking project changes and ensuring additional work is included in the final bill.

Construction software

Doubling sales in 3 years with the help of construction CRM software [The Bridge Group]

The Bridge Group Construction, a commercial contractor based in Texas servicing senior living facilities, experienced growth and improved efficiency by using Buildertrend’s CRM tool.

Using the tool to streamline leads and manage projects, The Bridge Group has gained the ability to track the status of leads, increasing visibility and better planning for resources and materials. In doing so, The Bridge Group was able to double its sales in three years using construction software.

How one home builder uses construction tech for drafting and interior design [Haven Builders]

Haven Builders is a Canadian luxury design home builder that has been using Buildertrend to streamline processes and handle administrative duties – leaving more time to focus on design and projects – since its founding in 2010.

Using features like Scheduling, Messaging and Daily Logs, team members at Haven Builders efficiently create timelines, customize calendars, keep detailed notes, centralize information and communication and track costs. All correspondence with clients happens through Buildertrend, making communication easier and keeping everyone in the loop.

Spending 50% less time on HR management with construction software [CRC Builders]

CRC Builders, a California-based custom homes construction company, has been using Buildertrend construction software to handle rapid growth and centralize workflow.

By combining this construction software with a ready-made payroll service integration, CRC Builders was also able to simplify HR management. That includes payroll, direct deposits, W2 reporting, time-off tracking, automatic tax filing, hiring and onboarding. Now, the company is able to spend 50% less time on HR management, allowing the team to focus on completing quality projects.

Lessening the load of administrative duties with construction tech [Selvig Development]

Selvig Development, a boutique design and build firm in San Anselmo, California, was looking for a construction management software that would help it spend less time on job production and more time on jobs.

Buildertrend helped employees streamline their scheduling and timekeeping while ensuring detailed job tracking. The software allowed Selvig Development to establish a system of record for of all activities, enabling them to house all project information one place. As a result, Selvig Development saw efficiency and communication between its team and clients improve.

Taking on larger, more complex projects with construction tech [Owen Homes]

Owen Homes is a successful design-build firm in Kansas City, Missouri, that specializes in custom homes, remodels and exterior projects. Prior to using construction scheduling software, the company faced challenges with project data management and collaboration between team members, which led to internal inefficiencies, miscommunication and decreased employee morale.

With the help of Buildertrend, Owen Homes was able to centralize information for current projects, streamline collaboration and increase construction efficiency. This resulted in improved profitability, project forecasts and team morale. The platform’s real-time visibility into project schedules helped the company take on larger, more complex jobs and complete over 150 projects to date.

Enhancing the client experience with construction software [Spruce Homes]

Spruce Homes, a residential construction firm in Saskatchewan, Canada, has successfully implemented construction software to support its business growth.

Spruce Homes uses Buildertrend to integrate all core areas of its business: scheduling, financials, estimates, job costing, purchase orders and client management. In particular, employees’ use of the Customer Portal feature has enabled them to provide homeowners with real-time project updates. Now, they credit Buildertrend for their increased organization and efficiency, which enables them to take on more projects while maintaining superior client satisfaction.

Remodeler sees 300% growth in revenue with construction software [McManus Kitchen and Bath]

McManus Kitchen and Bath, a residential remodeling company based in Tallahassee, Florida, saw a 300% increase in revenue thanks to the adoption of an all-in-one construction software.

Prior to Buildertrend, team members managed projects using Google Sheets and a separate CRM tool. Buildertrend helped them to manage projects from start to finish, enabling them to complete nearly 150 renovation projects to date. They also saved $1,800 per year on CRM and time tracking tools and provided clients with instant access to the latest information on their renovation in real time.

Allstate Landscape is a commercial landscape and maintenance contractor located in Dallas. The company relies heavily on documentation as it operates as a subcontractor specializing in living products. If those products – trees, bushes, plants, grass – aren’t maintained properly, profits can plummet fast.

So Allstate Landscape turned to Buildertrend’s construction management software. Using features like Daily Logs and To-Do’s, the company was able to document and organize imagery of project work. Now, the company is better protected from legal disputes and warranty claims if products are damaged. Ultimately, better project organization has saved thousands of dollars.

Nonprofit impacts 200 local families with the help of construction software [Habitat for Humanity of Omaha]

Prior to Buildertrend, Habitat for Humanity of Omaha, a nonprofit organization that provides affordable housing, struggled with a disjointed approach to project management and communication.

By incrementally integrating construction software into their processes, team members were able to manage projects, keep track of to-do lists and schedule all of their construction and home repair workflows. Now, they’ve established processes to help them build 56 homes and update 150 more – benefiting 200 local families –  in a single year.  

Lead generation and client management

Leveling up your construction website can generate more leads [Knez Homes]

Prior to implementing Buildertrend, home builder Knez Homes in Cleveland, had an outdated website that frequently experienced performance issues. They needed a modern website that reflected their business values and could help them reach potential clients.

Working with Buildertrend’s Pro Websites, they were able to build a customized website with ongoing support. Within two months, hundreds of pages of content were moved over to their new, secure website, improving lead generation

Using email marketing tools to connect with clients and maintain a personal touch [Todd Whittaker Drywall]

Phoenix-based remodeler Todd Whittaker Drywall Inc., which began as a small drywall repair firm in 1996, used Buildertrend to improve its customer service and expand its range of services while maintaining a personal touch.

Buildertrend offered an online scheduling tool, which allowed clients to stay informed about job milestones, and a customer portan that let clients keep tabs on a project’s progress, even if they were not present. Buildertrend Payment Processing enabled Todd Whittaker Drywall to offer clients flexible payment options, making transactions simpler and more efficient. Additionally, they used email marketing to generate leads and foster a relationship with clients.

Team management

Improving construction team communication [Wamhoff Design|Build]

Wamhoff Design|Build, a design and build company based in Tomball, Texas, used Buildertrend’s construction software to improve communication with their team, clients and subcontractors.

By connecting operations, communication and document management in a central solution, they were able to create a hub for information to help keep everyone aligned. This meant bringing together a customer portal and in-platform communication for better overall team management. Using Buildertrend, the Wamhoff team was able to clearly organize their processes and improve communications.

Simplifying communication between subs and business owners [Scroggs Construction Services]

Scroggs Construction Services, a design-build company in North Carolina, started using Buildertrend construction company software just six months after its founding in 2016.

Using the software as a tool to ensure efficient team management, they complete as many as 50 projects a year. One of the benefits, according to Scroggs Construction Services, is the way the platform allows for better sub management through tools like Purchase Orders and Change Orders. And subcontractors prefer to work with Scroggs because of the simplicity and effectiveness of the Buildertrend platform.

Seamlessly connecting field and office with a construction mobile app [Cove Builders]

Cove Builders is a Minnesota-based home building and renovation company that has revolutionized itself from being primarily focused on remodeling and custom building to being a leader in developmental builds. To better manage their leads and scheduling, they began using Buildertrend with the goal of tightening financial processes, streamlining workflows and improving team communication – all while managing multiple projects at once.

Through Buildertrend’s mobile app, the team has been able to access job details and scheduling. The app also improved subcontractor management. Now, Cove Builders forecasts $10 million in revenue.  

Proposals

Building accurate proposals in half the time with takeoff software [Color Houses]

Color Houses, a historic renovation company in Houston, was struggling with disorganization and losing money due to a lack of financial management. Using Buildertrend’s construction software, they were able to create a more organized process for financial stability.

Specifically, Buildertrend Takeoff – a digital estimating solution that’s part of the Buildertrend platform – helped create accurate proposals in half the time. It also helps ensure they have the correct data to explain to clients why prices have changed during the project. With Buildertrend, they have streamlined project planning, enhanced estimates and contracts, improving overall financial management.

Converting prospects to clients with construction proposals [High Street Homes]

High Street Homes, a custom home design-build company based in Fort Worth, Texas, implemented Buildertrend’s construction software platform to simplify their project management – beginning with proposals.

They began using the proposals and scheduling features to improve their estimates and budgeting, as well as to manage daily logs and to-do lists, ultimately saving time and money. The platform allowed them to see all of their data and project information in one place. This helps keep their jobs organized and their communication clear. By setting up their own Cost Catalog, they can now easily prepare proposals and estimates – meaning thousands of dollars in time saved. Plus, they’re able to turn potential clients into active contracts even faster.

Financial management

How this builder saves up to five hours per week on financial management [DMJ Restorations and DMJ Design Build]

DMJ operates with two distinct business arms: DMJ Restorations and DMJ Design Build. With two separate cash flows, managing financials was complicated – until they started using Buildertrend financial management software.

By improving construction budgeting, enhanced estimates and contract management, DMJ was able to improve how they managed multiple financial processes by establishing a single source of truth for both arms of the business. Now, DMJ budgets a remodeling job in about 30 minutes – a great improvement compared to how long it had previously taken. They also streamlined the way they’re paying subcontractors and are being paid by clients. Overall, they’re saving up to five hours a week on financial management.

Giving clients control of their budget with selections [Cardinal Crest Homes]

Cardinal Crest Homes, a custom home builder based in Kansas City, Missouri, was struggling with how to organize and track budgets in real time.

That’s before they found their solution in Buildertrend. Buildertrend’s robust Selections feature is now one of the most-used tools for their team. This feature enables users to create and manage customized selection sheets for their clients. With it, contractors and builders can offer clients an easy way to choose and approve specific products, materials and finishes for their project depending on how those items fit in their estimated budget. This helps Cardinal Crest Homes’ clients gain control over their own budgets by allowing them to track their spending and see their selections updated in real time.

Saving time and $8,000+ with QuickBooks construction integration [Roma Homes]

Roma Homes, a construction company in Charlotte, North Carolina, was in need of a way to save time when tracking and managing financials, while ensuring data accuracy. Now, they use Buildertrend’s budget tool to manage finances and track important job costs such as labor, bills and purchase orders.

Roma Homes even connected Buildertrend with QuickBooks using a ready-made integration, enabling the company to seamlessly transfer financial data from the project management side of their operations to their accounting software. Business owner Bill Katsaros credits Buildertrend with their ability to organize finances past the limitations of Excel spreadsheets for better long-term financial health. Plus, the integration has saved them an estimated $8,000 per year in bookkeeping costs.  

Growing project profits with construction financing options for clients [RWK Construction]

RWK Construction, a Utah-based basement design and finishing company, has leveraged Buildertrend’s construction technology platform to streamline office needs, without taking away from their superior customer service. This included implementing Buildertrend’s Payment Processing for faster invoicing and payment fulfillment alongside general process improvements.

After seeing success with construction software, they decided to continue to explore how technology could help them improve client experiences. So, they turned to Buildertrend partner GreenSky®. GreenSky® offers construction company clients financing options to help make construction projects more achievable. As one of the few Utah-based renovators offering financing options, RWK Construction was able to see an overall increase in growth and sales. 

Boosting efficiency by 25% with online payments [Krueger Brothers Construction]

Krueger Brothers Construction is a family-owned and -operated general contracting business based in Colorado Springs, specializing in residential and commercial exteriors. As their services expanded and company growth ensued, Krueger Brothers turned to Buildertrend to better manage their broadening list of projects.

The company has seen success with the use of online payment processing and real-time communication, leading to 25% boost in efficiency. Krueger Brothers has also benefited from using change orders, daily logs and selections available through Buildertrend, enabling them to streamline their financial processes and strengthen their business.

How this builder saves time and money paying subs with construction invoicing [Arrow Lift]

Arrow Lift, a company that specializes in accessibility lift and home elevator installations, uses Buildertrend’s construction software to save time and money on their operations.  

As a subcontractor doing point-to-point communication with other organizations, Arrow Lift is able to use Buildertrend’s invoicing and communication features to improve working relationships with home builders and contractors. As notifications are initiated by builders, they’re able to move jobs forward without delay, which speeds up payment for everyone involved. Their use of Buildertrend has made them more marketable to builders that use the software, too, which helps them maintain a competitive market edge.

Accurately track construction labor costs with a time tracking app [Tankersley Construction Inc.]

Tankersley Construction is a family-owned residential and midsized commercial contractor based in Sacramento, California. After decades of experience managing large-scale construction projects, the company’s president and owner, Steven Tankersley, founded the company with his wife in 2017 to apply the same principles to smaller projects.

In order to manage their building and finance operations in one software system, the company began using Buildertrend. The company initially adopted the platform’s Time Clock feature, which helped to track their workers’ labor costs and timecards. Then they adopted other features of the platform, including Scheduling and To-Do’s, which enabled them to better manage their work schedules and task lists. By learning the system one feature at a time, Tankersley Construction was able to improve their financial management and overall organization.

Easily managing cash flow with construction tech and online payments [Otto Remodeling]

Otto Remodeling, a construction company located in Edwardsville, Kansas, improved its financial management using Buildertrend’s payment processing and online payments feature.

With Buildertrend, Otto Remodeling was able to handle more significant projects and volume year-over-year while maintaining efficient processes. The online payment system is a big selling point for the company and helps keep clients informed of upcoming costs. Clients can see live invoices, pay them on the same day and be held accountable for what they owe. Plus, the company is experiencing time and money savings by eliminating manual check pickups from multiple projects.

Saving thousands per project with construction budgeting software [Casey Construction Company]

Casey Construction Company is a construction business in Lago Vista, Texas, that focuses on high-end custom homes and light commercial building projects. The company switched from inaccurate Excel spreadsheeting to Buildertrend’s software to streamline its financial management processes and save time and money.

Buildertrend’s financial tools helped Casey Construction Company simplify its financial processes by offering cost code auditing, effective estimating and reporting capabilities and QuickBooks integration. The company’s owners were pleased with the personalized training they received from Buildertrend’s customer success team, which helped them streamline and understand the accounting side. The company saved thousands of dollars per construction project, simplifying its day-to-day processes and improving its efficiency.

QuickBooks 2-way sync makes managing finances a breeze [Risinger Build]

Risinger Build, a Texas-based construction company that specializes in architecturally driven homes, was facing challenges managing complex and growing projects. The team found it difficult to keep track of every detail and penny spent. They already had a project management software in place but it didn’t have the capability to handle finances the way they needed, especially as the media side of the business began to expand.

After exploring different solutions, they adopted Buildertrend, which provided an all-in-one system for project and financial management. After integrating Buildertrend with QuickBooks, Risinger Build was able to take advantage of a 2-way sync, allowing them to report on every nickel spent on a project and to create line-item invoices. This allowed Risinger Build to streamline their financial processes, increase profitability and minimize risks.

File management

Outdoor living company benefits from construction file management [Vaughan + Co]

Vaughan + Co., a home remodeling and outdoor living company based in Powell, Ohio, was able to improve its file management system using Buildertrend’s construction file management software.

Before turning to Buildertrend, the company printed and laminated project plans and documents. Instead, the company wanted to keep track of its margins, track job expenses per contract and manage construction financials and files all in one place – without the manual work. The team now uses Buildertrend’s file management system to store all documentation in one centralized hub. The mobile app allows the ability to access files from mobile phones, making it easier to track change orders, approvals and other documents with the press of a button. 

Scheduling

Streamlining pool construction schedules for this specialty contractor [Cronulla Pools]

Cronulla Pools constructs concrete swimming pools in Sydney. Although the company started small, their use of Buildertrend construction scheduling software helped them expand to manage 70 projects at one time.

This growth was achieved through the use of improved scheduling. The company gained the ability to link files, notes and other details to schedules to simplify and streamline necessary information for workers. This includes daily logs and to-do lists, as well as a subcontractor and customer portal to help keep information organized for better project outcomes.

Managing hundreds of projects with construction scheduling [NOVUS Building Services]

NOVUS Building Services, a commercial contractor specializing in countertops for apartment complexes, operates across hundreds of properties and remodeling projects at any given time. As such, the company was in need of a way to connect everyone across projects, states and roles.

Before Buildertrend, NOVUS leadership spent hours every day hand-writing schedules on paper and whiteboards, or else individually sending text messages and emails to every employee. Now, it’s all done through Buildertrend’s Schedule tool and app. This improved communication has helped reduce the number of questions they receive from their contractors in the field by as many as 100 calls a day.

Building 50 homes a year with construction scheduling software [Sidar Builders]

Sidar Builders is a production home builder in Tyler, Texas, that builds roughly 50 homes a year. To sustain their growth, they needed a management system that could keep up with their volume. They found the solution in Buildertrend’s construction scheduling software.

Buildertrend’s communication features – specifically scheduling, to-do lists and daily logs – have allowed the Sidar Builders team to efficiently and effectively scale their business. The scheduling feature helps them keep track of countless tasks with individual requirements for communication and documentation with trade partners and clients. This has helped them to maintain a market share of roughly 80% of new construction homes in their ZIP code.

Nonprofit uses scheduling software to build 40+ homes per year for veterans [Building Homes for Heroes]


Building Homes for Heroes is a national nonprofit organization that gifts homes to wounded veterans mortgage-free. The organization found Buildertrend after identifying a need for a tool that assists with scheduling and project management.

Now, Building Homes for Heroes uses Buildertrend’s Daily Logs feature, documents and photo tools to keep veterans updated about project development. With the versatility of the software, they’re also tracking new constructions, scheduling speaking engagements and events and even managing content for the organization’s social media channels. By implementing Buildertrend, Building Homes for Heroes has improved its construction scheduling process, supporting the building and renovation of over 40 homes a year for wounded veterans.

Client experience

Custom builder delivers a superior client experience [Tass Construction]

Tass Construction is a Sydney-based custom home builder that has grown from one or two projects at a time with price points starting at $500,000, to up to eight projects simultaneously with price points in the $800,000-plus range.

The company was able to achieve this growth by guaranteeing clients their projects will be done on time, in good quality and without hidden costs.

To ensure they’re able to provide this superior client experience, Tass Construction Group implemented Buildertrend, which helps them track job information, eliminate delays and minimize overruns.  

Empowering clients through selections on historic home remodels [Emergent Construction]

Client satisfaction is of the utmost importance to Emergent Construction, an Indianapolis-based construction company specializing in historic home remodels. As the nature of historic remodels is complex and nuanced, there are many opportunities for communication to go awry, ruining a client’s experience. Using Buildertrend construction software, Emergent Construction has been able to provide transparency to its clients and improve their overall experience.

Using the Buildertrend platform to manage their job processes and communicate with clients, they’re able to provide better customer service. Features such as Daily Logs and Selections have been helpful for the team to store information, catch errors and improve communication with clients.

How one luxury home builder uses tech to win clients’ trust [City Homes]

City Homes, a luxury home builder in Edina, Minnesota, uses Buildertrend’s construction management software to ensure transparency and open communication with clients. The company started using Buildertrend for managing work with subcontractors and later discovered that it could be used to improve customer experience.

With Buildertrend, City Homes allows its clients to have full access to their project information within the Customer Portal, including selections, budget and schedule. Weekly meetings are held and clients are allowed to view their selections and change orders before signing off. The software enables transparency, open communication and documentation, which are essential for completing projects over several months. By building trust and ensuring customer satisfaction, City Homes has increased the chances of getting referrals.

How online payment processing led to a better client experience [Waunakee Remodeling]

Waunakee Remodeling, a premier remodeling company in south-central Wisconsin, centralized its operations into one simple system using Buildertrend construction company software.

With hundreds of projects open at any given moment, they needed a system that would save the team time. After integrating Buildertrend Payment Processing, they were able to provide their clients with a convenient payment option while keeping their financials organized. With a faster cash flow, they could take on more projects and make successful business decisions, knowing client experience had improved as it became easier to pay for the company’s services.

Remodeler focuses on a superior client relationship [TruNORTH]

TruNORTH, a remodeling company based in South Windsor, Connecticut, prioritizes creating and sustaining lasting, meaningful client relationships. That’s why TruNORTH uses Buildertrend’s Customer Portal to communicate with its clients and keep them updated on their remodeling projects through daily updates, progress photos, budget tracking and more.

The portal is also a selling point and has helped TruNORTH to land jobs. TruNORTH continues to build on its success, finishing an average of 65 projects per year.

How construction photo storage updates clients [RDC Fine Homes]

RDC Fine Homes is a custom home building and renovation leader in Whistler, British Columbia. The company focuses on sustainable construction, net zero emissions and other initiatives that create low environmental impacts. Even so, they’d experienced challenges tracking and managing projects, which led to delays and cost overruns. Recognizing a need for a more efficient and effective project management system, owner and President Bob Deeks turned to Buildertrend.

With total buy-in from the team, RDC Fine Homes centralized communication, began sending real-time updates on project progress and provided mobile access to their construction site workers. Immediately, they saw improved communication processes for their subs and clients. Client relationships have improved, too, with use of Buildertrend’s Customer Portal. There, clients can see the progress of projects without physically visiting sites – reading project notes, photos and updates.

Builder sees improved client communication with project management software [Kemp Construction Management]

Kemp Construction Management, a general contracting company in British Columbia, implemented Buildertrend to improve client communication and document organization. The company’s owner, Steve Kemp, was frustrated with email-based processes and sought to invest in a better solution.

Buildertrend’s Change Order function was a significant improvement, allowing them to create change orders on-site and notify customers immediately. The software’s real-time updates feature has improved client satisfaction, providing clients with the ability to track the project’s progress remotely. Kemp Construction Management’s successful use of Buildertrend has added a level of professionalism and comfort for prospective and current clients.

Enhancing the client experience with construction software [Tri-Pups, Inc]

Tri-Pups, Inc., a small construction company in Southfield, Michigan, implemented an all-in-one project management platform, Buildertrend, to enhance customer experience. Daily logs and the ability to upload photos from every job site were used to ensure that pertinent information was visible to the team and clients.

Communication with clients improved tenfold, and the cloud-based platform allowed the team to use smartphones to update clients on their project’s progress. By previewing Buildertrend when meeting with potential clients, Tri-Pups was able to secure jobs as it differentiated itself from other remodeling companies.

Sustainability

How this Minnesota builder is making green building affordable [GreenHalo Builds]

GreenHalo Builds is a home building company based in Stillwater, Minnesota, that specializes in sustainable and eco-friendly homes. The company’s goal is to make green building affordable while still offering custom design elements.

Buildertrend helps GreenHalo Builds make green building more affordable by providing digital construction estimates and bids through its software platform. The Estimates feature allows GreenHalo to project the costs of building new net-zero homes and check them against their desired price point. Bid Requests efficiently push out packages to find the best vendors for the eco-friendly and healthy materials they need. These features allow GreenHalo to offer affordable and energy-efficient homes to their clients while maintaining profitability. Additionally, Buildertrend allows GreenHalo to keep track of their projects, schedule tasks, manage their finances and communicate with their team, making their operations more efficient and streamlined.

Consulting

Unlocking more of Buildertrend’s capabilities with Onsite Consulting [Renovations by Garman]

Renovations by Garman, a Pennsylvania-based remodeling company, increased their use of Buildertrend software from 35% to 90% in days through the help of Buildertrend Onsite Consulting.

The company had been using Buildertrend since 2014 but hadn’t fully realized its potential until they decided to integrate financials with project management. Using Buildertrend’s Onsite Consulting, they were able to develop new procedures and processes to help break down each department’s needs to make the influx of information more manageable. Through this process, the company received a custom chart that showed how to handle a job in Buildertrend, which helped them to streamline their workflows and achieve significant efficiency improvements.

Onsite Consulting helps builder adopt time-saving features [Shelter Solutions LLC]

Shelter Solutions LLC, an ADU design and build firm in Portland, Oregon, sought to be more efficient and profitable. The company used Buildertrend software since 2015 but wanted to maximize the software’s potential.

The company used Onsite Consulting from Buildertrend to improve their use of the software’s new features and save more time, resulting in 40 hours saved per week on setting up new projects and five extra projects completed in a year. Their success came from using Buildertrend as a construction estimate software and not just as a project management tool.

Reporting

Assessing the health of any job in a few clicks with construction reporting software [Lexar Homes]

Lexar Homes is a franchise home builder that operates in four states, constructing energy-efficient custom homes. To ensure that their operations remain consistent and adhere to their promise of high-quality homes, Lexar Homes required an upgraded construction software that would align all their offices with tools for every step of the construction process.

They opted for Buildertrend, a construction project management software that is constantly developing new tools. Functionalities in the Buildertrend software, such as Work in Progress reporting and Client Portal management, empower franchise owners to assess the financial health of any project, forecast future cashflow and maintain good communication with clients. The reporting tools in Buildertrend have helped Lexar Homes forecast revenue, properly budget projects and make informed decisions to adapt to an ever-changing market.

How Buildertrend can help you

This archive of construction case studies proves that every business has its own specific needs when implementing construction software. Though these goals can vary from financial management improvements to client experience, they clearly demonstrate how Buildertrend’s software can help achieve a wide range of goals.

Using these case study materials as a guide, you can see how your peers in the industry are overcoming challenges that align with yours. You can also use this list as an example of the different types of case studies you can create and market to your potential clients.

It’s also important to continually add recent success stories to your own case study materials. To stay updated on Buildertrend’s updated resources, be sure to check out our case study materials often.

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About The Author

Debbie Trecek Debbie Trecek is a freelance copywriter for Buildertrend.

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