Efficient job sites

There’s no such thing as bad timing – the time is now

time is now blog

There’s no bad time to become a Buildertrend user or to take the next step in managing your business with Buildertrend.

We have all the tools you need to help you: manage your pre-sales process, keep projects on schedule, maintain organized files, communicate effectively with key stakeholders and track your financials with ease. See why now is the time to make the best decision for your construction business and invest in Buildertrend.

Scheduling for success

Manage leads and land more jobs

Lead management is always essential. Capturing all potential customers is critical to your business’ continued growth, and Buildertrend has you covered.

Our platform has everything you need to manage your leads and maintain them until you can win their business. The sales side of the Buildertrend platform includes features like Lead Opportunities, Lead Activities and Lead Proposals. These features let you closely monitor the status of your leads throughout the process. From initial interaction to sending a proposal for a construction project and beyond, you’re able to keep track of it all and successful nail down more jobs.

You can also use our reporting feature to create a construction report of only your lost leads. This will come in handy when you’re creating a list of potential leads you can capture with future marketing materials.

Keep builds and projects on schedule

We don’t have to tell you that the key to success for any job is being able to keep projects on track, avoid delays and make deadlines. We work hard to give you all the tools you need to get the job done and on time.

We call the Schedule feature the backbone of our platform because it helps to keep you, your team and your clients updated with how jobs are progressing on a day-to-day basis. Not only that, it can also be used to keep everyone in the office in sync and on track with the ability to schedule meetings and even coordinate meetings in relation to your job schedules.

In order to keep projects on track, it’s important to communicate and keep everyone on the same page. Use Buildertrend to keep everything organized, and if you want, share your schedule with your team to keep everyone informed of daily meetings and goals. You can also assign To-Do’s and ensure accountability by linking them to items on your schedule.

Buildertrend’s Schedule feature will ensure efficiency when managing your job timelines. Hit a bump in the road and need to make a quick shift? Schedule items in Buildertrend can be linked together, so a fast timeline update can be made in less than a minute with just a couple clicks.

Using the Schedule makes it easy for you to communicate quickly and helps to keep your projects rolling in the field and in the office.

Maintain document and file organization

It’s critical that you implement and maintain an effective documentation process to ensure your projects are streamlined and easy to manage. Taking control of your document management will allow for easy day-to-day operations and limit the amount of time spent on searching through documents or trying to find the right photo or video.

Buildertrend offers unlimited cloud-based storage that allows all documents, photos and videos to be stored, organized and easily accessed. No more searching through folders on your desktop or rifling through paperwork in a filing cabinet. Everything you need is in one place and can be found quickly with designated folders under each job or within the Global Documents folder.

Keeping your files organized and easily accessible keeps everyone on the same page. Avoid additional work by allowing your job site team, office team and subcontractors to view and work from the same documents. Any markups or annotations made will be updated in real time, eliminating the need for guess work or backtracking.

And never be underprepared. With controlled document storage, you’ll always have what you need in the event of a dispute.

Communicate effectively with your team, subs and clients

Being able to communicate with your team, subs and clients is everything. In addition to the Schedule, Buildertrend has several other in-platform communication tools that make daily phone calls a thing of the past.

From the job site to the office, open internal communication ensures your team, subs and clients are always informed of progress or any setbacks that may occur. Using communication features such as the Schedule, To-Do’s, Daily Logs, real-time Comments and Messages will keep everyone updated and ensure everything is properly documented.

In addition to these tools, you can also use the Customer Portal to impress your clients. Keep them involved throughout the life of their project by sharing progress photos, allowing online selections and requesting electronic document signatures. All information shared on the Customer Portal will be there for the duration of the project, so your clients can access and refer to it at any time.

Track your financials with ease and stay on budget

Staying on top of cashflow is the most important part of construction project management and oftentimes it can be overwhelming. But with Buildertrend’s extensive list of financial management tools, you can breathe a sigh of relief.

Applying financial features like electronic Bids, Estimates, Bills and POs, Invoices and Change Orders makes it easy to keep your multiple projects moving and on budget. You can also take advantage of Buildertrend’s financial reports including the Work in Progress report to track money coming in and out on a daily basis.

And say goodbye to handling paper checks and making inconvenient trips to the bank. Buildertrend offers online payment processing to streamline and simplify the way you pay and get paid.

Don’t wait, the time for superior construction project management is now

We know that our gold standard in project management software will make your life as a construction pro so much easier. If you’d like to learn more about these features or have questions, give us a call!

And if you’re ready to take the next step in managing your construction business, schedule a demo today!

About The Author

Chelsea Cole headshot

Chelsea Cole Chelsea Cole is a senior content marketing specialist at Buildertrend

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