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Buildertrend Setup

Complete initial setup tailored to your workflow

Whether you’re new to Buildertrend or frustrated with your current setup, I’ll get your system working the way your team actually operates. We start by mapping your real world processes,  then I’ll configure your Buildertrend account, including project templates, user roles, financial tracking, and client portals.

The goal? No more double work, no more confusion, and a system your crew and office can trust from day one.

Includes:

  • Initial discovery session

  • Custom folder + board structure

  • Estimate, schedule, and selection templates

  • User roles & permission setup

  • Project naming & folder structure guidelines

Team Training

1-on-1 or group training for office, field, and subs

A great system is useless if your team doesn’t know how to use it. I offer clear, hands-on training customized for each role. whether it’s your office manager, salesman, project lead, or subcontractors in the field. Training is delivered live (Zoom or in person) and includes cheat sheets, walkthroughs, and follow-up support. I make sure your people actually feel confident using Buildertrend.

Options:

  • Office & PM training (workflow + finance)

  • Field crew + subcontractor app training

  • Client portal overview for customer success

  • On Demand support.

Checklists, forms, and templates that tailored to your process

Custom Workflows

Buildertrend is powerful, but only if it reflects the way you build. I’ll help you design smart, efficient workflows that mirror your real operations, from lead intake to punch lists. That includes: task dependencies, client communications, change order logic, and more. Say goodbye to generic systems and hello to a streamlined, customized Buildertrend experience.

What I can build:

  • Client follow-ups procedures

  • Custom form workflows (e.g., Design, pre-construction, checklists, milestone tracking, payments)

  • Task chains with dependencies

  • Subcontractor scheduling flows

  • Change order + allowance integration

Retainer-based help for updates, changes, advice and onboarding new members

Ongoing Support

Your construction business is constantly evolving, your Buildertrend setup should evolve with it. I offer flexible support retainers so you always have someone to call when you need to make a change, update your team, or add a new workflow. Consider me your remote Buildertrend specialist  ready to jump in when you need help, no waiting on generic tech support.

Support include:

  • Monthly strategy check-ins

  • On-demand updates or fixes

  • New feature implementation

  • Priority response within 24 hours

  • Quick training refreshers for new hires

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