Question 1

Which financial management tools are included in my Buildertrend subscription?

Emily Johnson · Accepted Answer

All of Buildertrend’s financial management tools are included within a subscription to help builders manage estimating, budgeting, invoicing, payments and cash flow in one connected system.

Question 2

Does Buildertrend integrate with accounting software?

Emily Johnson · Accepted Answer

Buildertrend integrates with leading accounting solutions, like QuickBooks, Xero and Sage Intacct to help keep financial data connected, accurate and up to date across your business.

Question 3

Can Buildertrend replace spreadsheets and disconnected financial tools?

Emily Johnson · Accepted Answer

Buildertrend centralizes construction financial management in one platform, helping builders reduce manual work, eliminate duplicate data entry and move beyond disconnected spreadsheets and point solutions. By connecting estimating, budgeting, job costing, invoicing, change orders and payments in one system, builders gain real-time visibility into project performance, profitability and cash flow throughout every phase of the build.

Question 4

How does Buildertrend compare to other construction management platforms with financial tools?

Emily Johnson · Accepted Answer

Buildertrend’s financial management tools are built for established builders who need more than basic accounting features or disconnected systems. Unlike many platforms, Buildertrend connects financial management directly to every stage of the project – from estimating and bidding to scheduling, client communication, invoicing and payments – creating a more seamless and efficient workflow across the entire business.

Buildertrend also has heavily invested in advanced financial innovations, including AI-powered Bill Capture that helps reduce manual data entry and streamline expense management. Plus, additional AI-driven financial capabilities are currently in the works for the future.

Question 5

How does Buildertrend help builders protect margins and grow profits?

Emily Johnson · Accepted Answer

Buildertrend gives builders real-time visibility into estimates, job costs, budgets, bids and project expenses so they can make informed financial decisions and catch issues before they impact profitability.

Beyond protecting margins, Buildertrend also helps builders grow profits by improving efficiency, reducing costly mistakes and uncovering opportunities to increase revenue. With accurate forecasting, streamlined change orders, integrated financial tools and better control over every phase of the project, builders can take on more work, complete projects faster and maximize profitability across their business.

Question 6

What are construction submittals?

Emily Johnson · Accepted Answer

Construction submittals are a quality control measure using documents like shop drawings, material specifications, product data and samples that contractors submit for review and approval before materials are fabricated or installed. They help ensure products align with the project’s design intent, quality standards and compliance requirements.

Question 7

How does Buildertrend help manage submittals?

Emily Johnson · Accepted Answer

Buildertrend centralizes the entire submittal process in one platform so builders can submit, review, approve and track documentation without relying on disconnected emails, spreadsheets or file-sharing tools. This helps reduce delays, improve communication and keep projects moving forward.

Question 8

Can architects, engineers and suppliers review submittals without Buildertrend access?

Emily Johnson · Accepted Answer

Yes. Buildertrend allows external stakeholders to review and approve submittals without needing a Buildertrend login, making collaboration faster and easier across architects, engineers, trades and suppliers.

Question 9

Why is submittal tracking important in construction?

Emily Johnson · Accepted Answer

Proper submittal tracking helps prevent costly mistakes, approval delays and installation issues by ensuring materials and products are reviewed and approved before work begins. Organized submittals also create a documented history for compliance, accountability and protection on projects and business reputation. It's an extra layer of security to ensure complex projects are thoroughly reviewed every step of the way.

Question 10

How do Buildertrend Submittals connect with the rest of my project?

Emily Johnson · Accepted Answer

Buildertrend Submittals are built directly into the Buildertrend platform, allowing teams to manage approvals alongside schedules, files, project communication and daily workflows in one connected system of record.

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