The support you need to confidently use Buildertrend from day one
Our robust support options are designed to help you get onboarded quickly, see ROI fast and achieve your goals for long-term success. Whether you prefer self-guided training or personalized assistance, we provide the tools and expertise you need to fully implement Buildertrend and maximize its impact on your business.
Get more out of Buildertrend – faster
Choose the level of support that fits your business – self-guided or fully partnered – to accelerate onboarding, drive adoption, and maximize ROI.
Setup: Weeks 1-2
Kick things off with your dedicated onboarding manager. We’ll configure your account using your real data – including contacts, vendors and an initial job – so your team isn’t starting from scratch. We’ll also connect your accounting system (QuickBooks or Xero) and complete payments setup, ensuring your financials are aligned from day one.
Full financial setup
Guided product training
Onboarding: Weeks 3-12
Work alongside your onboarding manager to build and run a live job in Buildertrend. Together, we’ll establish your core workflows – starting with budgeting, financial targets and production scheduling – so your team can manage projects with clarity and consistency in one system.
Adoption: Ongoing
As your business grows, so does your use of Buildertrend. Access self-guided resources anytime, or choose Tier 2 partnered support to work with an account manager who helps expand workflows, improve processes, and ensure your team continues to get maximum value from the platform.
Tier 2: Dedicated Account Manager for 1:1 training plans
Let’s build your perfect plan
Why level up to Tier 2?
Unlock the full potential of Buildertrend with our highest level of support. Perfect for teams ready to move beyond self-guided resources, this level offers hands-on guidance, personalized strategies and expert training to help you see results faster and scale smarter.
1:1 training
Hands-on coaching for your team’s success
Personalization
Strategic guidance to meet your goals
Quick adoption
Get your whole team onboarded, fast
Future planning
Build a success plan for long-term growth
“The best part of the onboarding process was the thoroughness. It was great to schedule out 10-13 weeks of Zoom calls with our onboarding coach. We went through Buildertrend step-by-step – which was so much better than jumping into it blind and then not knowing the correct way of using it.”
Blaine Beebe
Owner of Avid Homes
More ways to grow your business
Onsite Consulting
Bring Buildertrend expertise to your doorstep. Our consultants work directly with your team to provide tailored solutions, improve workflows and ensure a seamless software rollout.
Buildertrend University
Dive deep into Buildertrend with interactive, hands-on training at our headquarters. Learn directly from our experts and gain actionable insights to improve your processes and maximize your software investment.
Power up your tools, your team and your success
Frequently asked questions
Tier 1 provides the foundational tools and resources to get started with Buildertrend, including self-paced courses, setup assistance and 24/7 support. Tier 2 offers all the benefits of Tier 1, plus personalized support with a dedicated account manager, customized success plans and quarterly check-ins to ensure your long-term success.
Yes, you can upgrade to Tier 2 to access enhanced support, including a dedicated account manager, quarterly check-ins and one-on-one training sessions.