Enhancing Profitability and Financial Management
June 5-6, 2024
This session is for Buildertrend customers interested in turning efficiency into profitability. By focusing on running your entire business and getting a firm grasp on your financials, you’ll be on track to scale from a 6-figure to an 8-figure company.
You would be a great fit for this session if you:
- Have a handle on sales and project management in Buildertrend
- Are responsible for estimating or job costing in your company
- Need help with understanding how to use our financial tools to increase profit margins
What’s on the agenda?
Classes, workshops and 1:1s
Cost Codes, Catalogs and Estimating I: The Basics
In this class, you’ll learn how to create and use Cost Codes, and why Catalog Items and Cost Groups are key to building an accurate estimate.
Estimating II: Bids and Selections
Dive a bit deeper into Estimates in this lesson and learn how to create and manage Bids and Selections – as well as how they impact your estimate, pre- and post-signing.
Estimating III: Building Professional Contracts
Round out your Estimate training by learning how to format and release the contract, and how the approval process works in Buildertrend.
Tracking Expenses with Cost Inbox and Bills
Understand the impact of Bills on your Budget and how you can use the Cost Inbox from your mobile app to keep on top of expense management.
Owner Invoices and Change Orders
Get your clients involved with Buildertrend for better communication and clearer financials. We’re sharing best practices for using Owner Invoices and Change orders, as well as how to get your clients using these tools in their Customer Portal.
Introduction to Buildertrend Takeoff
Get on the fast track to accurate estimates with our digital takeoff tools. We’ll show you how to get connected, view and edit data and understand the core principles of assemblies and parts.
Advanced Job Costing
Learn how to improve profitability with Bills and Purchase Orders. We’re diving deep into job costing best practices so you can save money and increase profit margins.
Job Reporting and Buildertrend Business Insights
Use your Buildertrend data to see where your company is doing well and where it’s falling short. These insights can help you make smarter decisions and achieve the results you deserve. We’ll explore Buildertrend Business Insights, one of our Additional Services, to show you the impact data can have on your business.
Workshop: Navigating Profitability Challenges
This roundtable-style workshop will give you insight into how to get buy-in from your team, engage your clients and use our additional resources to ensure profitability and success.
Networking and Meals
Breakfast
Breakfast and coffee are provided both days upon arrival to Buildertrend. On Wednesday, we’ll host a short orientation and then show you around our building – you might see some familiar faces!
Lunch
Lunch will be provided both days allowing you to network with other attendees, coaches and Buildertrend team members. Unlimited snacks are also provided all day.
Happy hours
Enjoy unlimited free beer, seltzer and wine at the Buildertrend bar both days to unwind and mingle.
Networking Happy Hour
We host a happy hour and appetizers at Smokin’ Oak on Wednesday for all attendees, coaches and other Buildertrend team members. Dinner is not provided on Thursday.
Transportation
Transportation to and from the airport
We don’t provide transportation to and from Omaha Eppley Airfield. Please use ride-sharing options such as Uber or Lyft. You can also arrange for a cab by calling zTrip at the following number: (402) 292–2222.
Transportation to and from Buildertrend
Shuttles are only available to guests staying at The Element Hotel Midtown. Meet directly outside the hotel lobby both mornings to be taken to Buildertrend. Wednesday’s shuttles leave at 7:15-7:30 a.m. CT. and Thursday’s leave at 7:30-7:45 a.m. CT. They’ll also leave from Buildertrend to the hotel during evening happy hours.
Luggage
If you need to leave for the airport directly from Buildertrend on Thursday, feel free to bring your luggage in the morning and we’ll store it for you.
General schedule
Day 1
Day One of BTU kicks off at Buildertrend Headquarters at 7:45 a.m. The morning will start with breakfast, a tour of the building and opening remarks from our hosts. Then, from 9 a.m. to 1:20 p.m., you’ll attend several educational sessions with a brief break for lunch. The afternoon will wrap up with one-on-one time with your coach. Following the events at the office, the BTU team will host a happy hour event, where we encourage all attendees to join us for networking, food and drinks.
Day 2
Day Two of BTU will kick off at Buildertrend Headquarters at 8 a.m. where breakfast will be provided. Educational sessions will run from 8:30 a.m. to 1:45 p.m. with a brief break for lunch. The day will conclude with closing remarks and then dedicated time for one-on-ones with your coach that will conclude at 3:30 p.m.
*This schedule may be subject to change
Pricing details
You’ll pay a flat rate to attend Buildertrend University. Per-ticket price includes all taxes and fees.
$999 per ticket
- Admission to all classes
- Breakfast, lunch and snacks both days
- Networking event
- Unlimited beer, seltzer and wine at happy hour both days
- Take-home materials to help you apply what you learned