6 pro tips for new Buildertrend users

Revolutionizing your business with the leading construction project management software seems like a daunting task. That’s why Buildertrend has a series of online training courses and a support team ready to help you.

We also came up with a list of tips and tricks from the pros who know Buildertrend best. We’re talking with two of our own training experts, Brett Jones and Rachel Wieser, to see what insights they have.

New Buildertrend users, this one’s for you. Here’s all the advice you need to learn how to use our construction software and fully embrace the power of game-changing tech.

1. Keep it simple

You’d be surprised how many builders overcomplicate things right from the start.

But we get it. When you first log into Buildertrend, it’s hard to know where to begin. Instead of juggling dozens of new features at once, start with one or two and let your support team guide you along the way.

“Buildertrend is meant to be user-friendly to not only set up, but also for your team to adopt,” Jones said. “If you’re struggling and finding either of these cumbersome, you’re probably over complicating it. Let us help.”

2. Have your data ready

To make your business digital with the best home builder app, you first need to add all your business info. That starts day one – and our team is there to help.

“It’s crucial to have data ready to import, whether that’s information on subs, employees, customers, jobs or cost accounting codes,” Wieser said. “Your training specialist will be able to import this for you to ensure you get started on the right foot.”

It’s important to remember inputting all this data doesn’t happen right away. Implementing software into your processes is a marathon, not a sprint. Take it one step at a time, and soon success will follow.

3. Put project management first

Buildertrend’s capabilities seem endless. Financials, client relations, lead management. However, the backbone of Buildertrend is project management.

That’s why new users should make these features their first priority.

“If you want to utilize and understand the full scope of Buildertrend, you need to start with project management and branch off into other facets as everything is intertwined with it,” Jones said.

Start by creating a project timeline with the Schedule tool, adding To-Do’s and assigning your team to tasks. Tackling the more complex features can come later.

4. Make the most of templates

Nobody likes wasting time doing work that’s already been done. Make that a thing of the past with Buildertrend’s construction management software.

Instead of starting from scratch, several of our features allow you to use templates to streamline processes. The value templates provide go way beyond just time savings, too.

“Templates not only help on the front end of the project through setup and planning, but they also allow for consistency,” Wieser said. “Similar practices from one job to the next make it easy for your team and subs to find information and onboard new employees. Everyone will have the same way of using Buildertrend, so they’ll be able to pick up your internal processes even quicker and be more productive sooner.”

5. Get buy in from your team

Make sure your crew, or anybody on staff using Buildertrend for that matter, has buy in on the platform. Continue to share with them the importance of changing processes and have them work with our Customer Support team.

“Your training specialist has helped countless companies successfully implement Buildertrend – they know what they’re talking about,” Jones said.

“Think of us as an extension of your team. We want you to succeed just as much as you want to,” Wieser said.

At Buildertrend, we offer customer support and additional training options. You don’t have to do it alone.

6. Go all in on training

Buildertrend is an investment in your business. Like any investment, you have to do the work to see the return on investment.

The first 90 days in Buildertrend are crucial. Think of it as your first impression. You want to make a good one. To really learn how to make this platform work for you, you’ll need to set aside time for training.

“Our most successful users immerse themselves in Buildertrend within the first 90 days,” Jones said. “If you want to significantly streamline your building process, foster better connectivity with your homeowners, all while obtaining buy-in from your team, give us your attention for 90 days.”

Looking for more ideas on how to train your team on tech? Check out these additional Buildertrend training resources.

Not a new user yet? Become one!

If you still haven’t seen our construction job software in action yet, we’d be happy to show you what’s possible. Schedule a Buildertrend demo today.

“On average, Buildertrend has reduced time spent on communication by nearly 50% between field and office workers. Plus, builders who’ve used Buildertrend save about $450,000 over a five-year period,” Wieser said. “Do you want to grow and scale your company? Buildertrend is the way to do that.”