See what better financial management looks like
Schedule a demo
Book a call with our team to:
- Discover how Buildertrend solves challenges
- Learn how top builders connect workflows
- Review pricing and savings
Our team is ready to help
Financial tools that connect your entire business
Buildertrend’s advanced financial tools don’t work in isolation – they’re fully integrated with your project management, scheduling, sales pipeline and client communication. That means your numbers are always tied to real project activity, giving you clarity and control from estimate to final payment.
- Budgets update as change orders and selections are approved
- Invoices and payments sync with your schedule and progress
- Job costing tracks actuals against estimates in real time
- Reports pull insights directly from your project data
When your financials are connected to every part of your workflow, you’re not just tracking dollars – you’re protecting profit, making smarter decisions and building stronger client trust.
Get the most out of your Buildertrend demo
Your demo is designed to show you how Buildertrend fits your business – not just in theory, but in practice. To make it as valuable as possible, keep these tips in mind:
- Bring the right people: Loop in team members who’ll use the platform day to day and be sure a decision maker is part of the conversation.
- Pinpoint your challenges: Come prepared with the pain points you’re experiencing now, so we can show you how Buildertrend streamlines them.
- Look at your process: Think about how you currently manage projects, where bottlenecks happen and what your growth goals are. That context helps us tailor the demo to your needs.
We’re with you every step of the way
Setup
Our team will help you:
- Input data
- Get your account set up
- Connect your accounting system
Implementation
Access the training you need:
- Online courses
- 1:1 trainings
- Live Group Trainings
Daily support
Assistance at your fingertips:
- Live chat, email and phone support
- 24/7 Help Center
- Live and on-demand webinars
Additional Services
Grow your business with:
- Data and insights
- Online payments
- Cashback and discounts
“The onboarding process with Buildertrend was fantastic.”
Jill Jensen, Controller and Office Manager at construction2style
Real builder success with our scheduling tool
Scaled to
$50 million
“By trying to take everything out of my mind and put it into a system my people could relate to and operate well in, Buildertrend’s tools were really important with helping me scale.”
– Killowen Construction
Saved 5 hours
per week
“I’m not wasting those hours anymore. Literally we’re budgeting a remodeling job in about 30 minutes. In the five years we’ve been in operation, it’s never been this easy.”
– DMJ Restorations
25% more
efficient
“With a click of a button, you’re able to see what the remaining balance is, and when we’re done with a project, we can look at the project summary, turn it into an invoice and bill the client for the remaining amount.”
– Krueger Brothers Construction
FAQs about Buildertrend’s financial tools
Buildertrend isn’t an accounting system, but it integrates seamlessly with QuickBooks and Xero. This way, you get accurate job costing, budgets, invoices and payments all in one platform – while your books stay clean and reconciled.
Budgets update automatically as expenses, change orders and selections are added. You can see actual costs against estimates in real time, so you always know if you’re on track, and can adjust before profits slip.
Buildertrend makes payments simple and stress-free for homeowners. With secure ACH and credit card options, clients can pay from anywhere with just a few clicks. No more paper checks or trips to the bank – just faster, more predictable cash flow for your business.
Unlike spreadsheets, Buildertrend connects your financial data to schedules, tasks and communication – cutting down on manual entry and errors. And compared to other construction software, Buildertrend gives you the full financial picture in one place: estimating, budgeting, invoicing, payments and job costing. No need to juggle multiple disconnected tools.
Yes. Every Buildertrend subscription gives you access to the full collection of financial features – plus all the project management, sales and communication tools – for one price. No hidden fees, no feature lockouts.