The full project lifecycle in Buildertrend, mapped out
Nail every phase of your project with confidence. Check out our visual guide and additional learning opportunities to learn how Buildertrend supports your workflow from the initial sale to the final walkthrough.
Phases of your project:
Sales
Pre-construction
Construction
Post-construction
This experience is best used on a desktop computer.
Your path to mastering every workflow
Sales and pre-construction
Scoping and estimating
Learn how to win new business, scope projects and build accurate estimates.
Dialing in your plans and pricing early ensures you’re starting every job with confidence. Win more work, avoid budget surprises – and set the stage for a smoother build.
Lead Opportunities
Specs
Estimates
Allowances
Bids
Cost Catalog
Takeoff
Proposals
QuickBooks
Pre-construction
Job setup
Get your project ready to launch by building out the schedule, organizing tasks, coordinating materials and lining up subs.
Solid pre-construction planning sets the tone for a successful build – ensuring your team, subs and clients are aligned and ready to hit the ground running on day one.
Schedule
Tasks
Bills/Purchase Orders
Client Portal
Sub Portal
Construction
Job management
Start strong by learning how to document job site activity and communicate with your team and clients using Buildertrend’s core tools.
Mastering these tools early sets the foundation for efficient project management, helping you stay on top of timelines, tasks and team accountability while keeping everyone in the loop – from the field to the office to the client.
Schedule
Tasks
Daily Logs
Files
Client Portal
Time Clock
Construction
Financial management
Get a clear handle on the flow of money during the build process. Understanding your financial tools ensures you can pay your team and subs on time, get paid faster by clients and confidently adjust budgets when project changes arise – keeping your bottom line healthy and your build on track.
Cost Inbox
Bills
Budget
Time Clock
Invoices
Change Orders
Selections
Post-construction
Closeout
Learn how to close out jobs the right way – from final walkthroughs to warranty tracking.
Finishing strong fosters long-term client trust, protects your business and sets you up for repeat work and referrals – all while keeping your closeout process organized and stress-free.
Files
Client Portal
Budget
Reports
Templates
Warranties
Frequently asked questions
The flowchart is your visual guide to using Buildertrend at every phase of a project – from pre-sale through post-construction. It outlines the tools you’ll learn during onboarding and shows how they connect across the lifecycle of a job. Use it as a roadmap to structure your training, onboard your team and improve your entire process.
Not necessarily. While the flowchart is designed to follow the typical sequence of a construction project, every business runs a little differently. Think of it as a flexible framework. You can adapt the order and tools to match your specific workflow, while still getting the most out of Buildertrend.
Yes! During onboarding, you’ll be introduced to each tool within the context of your real projects. Your Buildertrend coach will help you prioritize based on your business needs and phase of implementation, so you get the right training at the right time.
Absolutely. Buildertrend is built for collaboration. You can assign tasks, share schedules, communicate through the Client and Subcontractor Portals and track team hours — all within the platform. Involving your team early leads to better adoption and smoother project execution.
That’s okay! Not every feature will be essential for every builder. The goal is to introduce you to the full capabilities of Buildertrend so you can scale your workflow over time. Start with the tools that solve your biggest pain points and grow from there.