Renovations by Garman: Unlocking 55% more of Buildertrend’s capabilities with Onsite Consulting

Their story: Going from manual to modern construction project management

Their goal: To not settle and get even more from their trusted renovation software

This home remodeling company saw major strides almost immediately after starting Buildertrend. First came centralized lead tracking. Next was transparent scheduling. Quick payments on change orders soon followed.

But Fred and his team always knew more was possible. They were using another system to manage financials – and it was time to bring everything under one digital roof.

“Our pain point was we had two software systems that didn’t talk to each other,” Fred said. “We brought everything into Buildertrend. That was a major overhaul for us. We needed to make sure we did this quick – and we did this right.”

Their solution: Onsite Consulting, Buildertrend’s best, full–service team training option

No business is the same – and these conversations help consultants create a specific plan unique to any company.

“It didn’t feel canned, like this is the way to do it and the only way to do it,” Fred said. “Brett wanted to really understand our workflows and how we could use Buildertrend to make things more efficient.”

Then the real fun begins. After drafting a detailed agenda in the discovery phase, Jones held a two-day workshop at the Garman office. As a unified team, everyone received hands-on education that guided them through new procedures and processes.

“The biggest things we learned were the accounting side of Buildertrend,” Fred said. “Estimates and purchasing … we weren’t utilizing any of that previously.”

“But there were so many cool takeaways. Even for items we were using and thought we were doing really well, there were new tricks to do things better.”

To make this influx of new information more manageable, training sessions were broken out by departments in half hour to two-hour sessions. Over two days, Buildertrend Onsite Consulting went through Garman’s entire building workflow. The team was able to answer questions along every step, too.

“It was a full two days, but it never felt overwhelming to the point where you were lost. We weren’t drinking from a firehose,” Fred said. “Brett did an excellent job of managing and keeping it very interactive. It didn’t feel like he was reading out of manual.”

The extensive support didn’t end when Brett left the office either. Onsite consultants provide resources to ensure their lessons lead to huge wins.

“We got a custom, step-by-step chart that shows how we should handle a job in Buildertrend from the time the phone rings for a sale to when the one-year warranty expires,” Fred said.

“We had a game plan going in and an action plan after the visit. I can’t tell you how valuable that is.”

Their success: The entire team using the entire platform

“I’m not sure how we would have ever trained our company as well as Onsite Consulting did in those two days,” Fred said. “There is a lot of confidence and buy in from everyone when you’re being trained by the people behind the software.”

Now there’s no guessing how something should be done and where tech comes into play. Onsite Consulting paved Renovations by Garman’s path to success.