Webinar | Virtual Training
Top Buildertrend tools to keep homeowners happy
Allow clients to be involved at every step
What to expect from this webinar:
- Learn how to market yourself and sell more jobs with Buildertrend: Use sample jobs to showcase transparency and communication.
- Get best practices for setting up clients with the Customer Portal: Find out how to configure email invites, add a login box to your website and more.
- See how to streamline communication: Get tips for how to use features such as the Schedule, Daily Logs, Change Orders, Selections, Files, Surveys and Invoices.
Meet the speaker
CSS education coordinator
Before joining Buildertrend in 2016, Taylor owned her own landscaping company alongside her sister here in Omaha. During her career, she has helped develop several programs including Online Payment Consulting, Buildertrend University, Onsite Consulting and Customer Support operations. Taylor is currently an education coordinator on the Customer Success team. She loves to teach and ensure our customers receive the best service throughout their journey, so they reach their greatest potential.