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intercom-articles
Client Contacts Overview
...Buildertrend contacts or create and add a new contact directly from this screen. Just click the appropriate option to get started. + New Contact: Enter the client’s contact information and click Save. + Existing Contact: Search for the client’s name in your existing Buildertrend contact list, then select them to add to the job....
intercom-articles
Advanced Estimate Overview
Selections & Bids In addition to the general line items in the Estimate, it’s common to include costs from subcontractor Bids and client options through Selections and Allowances. Selections tied to their respective Allowances help better organize information. These costs can be easily added either as placeholders before approval or as final amounts once the...
intercom-articles
Easily Get Paid For The Work You Do
...more information on Change Orders, click here. Selections You can also create Owner Invoices from within the Selections feature in Buildertrend. Once a Choice has been selected, you have the ability to create an Owner Invoice for it from within the Choice Details Window. Click New Owner Invoice. A pop-up window will appear. You can...
Podcast
Marketing for success with Tim Brown
...trends to keep up. Learn more about new construction industry trends for 2023 here. Read the blog podcast Oct 3, 2019 Building passive homes: A-1 Builders On this episode of The Building Code, we’re joined by Maggie Bates, passive home consultant and co-owner of A-1 Builders and Adaptations Design Studio. Listen to the podcast ...
Case Study
Saving Time and Improving Cash Flow with Online Payments
...systems. Adding to the operational strain was their transition from Buildertrend’s third-party payment processor, WePay, to the newly built, in-house payment system, Buildertrend Payments. “Initially, the transition from WePay to Buildertrend Payments came with the usual challenges that accompany change: adjusting internal workflows, retraining staff and ensuring the accounting processes aligned seamlessly with our QuickBooks...
Podcast
Industry advice and preparing for the year ahead with Nick Schiffer
...Facebook We want to hear from you! Reach out to us at podcast@buildertrend.com. Listen to “The Building Code” on YouTube! And be sure to head over to Facebook to join The Building Code Crew fan page for some fun discussions with fellow listeners. Transcript Paul Wurth: Hey, everybody. Welcome to “The Building Code.” I’m your...
Blog
construction2style Behind the Business: The power of finding your change champion (part 3 of 5)
...how we can help your team successfully learn our software through a designated Buildertrend Champion. “Any builder who thinks Buildertrend is too big for you, I would advise you to take a step back and look at your process and think about different ways your process could improve.” Kayla Shulz Director of Design and Operations...
Blog
How to make more money as a general contractor
...or leasing the properties. This could involve condos or a subdivision, and money can be made from property sale and leasing income. Consulting and design services Another option is to provide your expertise in the designing and planning of your clients’ homes. You’d charge the client a fee for your consulting and/or design services. These...
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