Buildertrend

"Revolutionized my sales follow up"

Opmerkingen: I used other CRMs in the past, but love using BuilderTrend. Its simple setup has allowed me to keep track of my customers as well as provide better follow up to my clients. I just utilize the Sales section of BuilderTrend, but it has improved my client relationships and increased my overall sales.

Pluspunten: Buildertrend is great--I love using the Activity Calendar and Lead Report to keep track of my follow up with my customers. I can use activity notes to remember what I discussed with customers when we last spoke, and this helps me engage in better dialogue when I follow up with customers. Our installation team loves using the project management feature to keep track of our installs and provide an easy transition from sales to installation.

Minpunten: The user interface is kind of clunky, especially on the app. Sometimes it is difficult to find stuff and the filters can get annoying.

"Streamlines so many parts of our business"

Opmerkingen: Very good. If youre going to integrate BT make sure you take it on a section at a time. Dont try and open up too many sections to your team These guys have given a lot of thought to the software and it forms an amazing backbone for any client facing construction business. We couldnt last the day without it.

Pluspunten: This software is outstanding in many different areas We initially purchased it initially to manage our clients selections for new homes and it quickly got integrated elsewhere to the point its the backbone of many of our processes We use this now to manage client change order (it pays for itself on this alone every month) selections, materials ordering from site, daily logs, H&S management, RFI's for the design team and photo storage and programming to name but a few We couldn't go back to the old ways of doing many of these There are a lot of different features and you'll certainly find many that'll make it worth your while to use Oh and the customer support is ace

Minpunten: Overall roll out is great and intuitive but you do need to comit to integrating BT to your business and this takes time and effort. THis is a software that gives back 10 fold what you put in, but it does need your comittment.

"Buildertrend is not for painters"

Opmerkingen: There training, on boarding and customer support is top notch! When I first started using the software I really liked it but once we got tons of leads and jobs going it became almost unmanageable.

Pluspunten: The client portal is awesome! I wish my current software has one as nice and interactive as BT’s. The dashboard is great as well. I like the daily logs as well, it’s a great little communication tool for project management. Finally the sub portal is fantastic.

Minpunten: It’s difficult to run reports for lead management and marketing. When setting up the Fanny it is dependent on the previous stage, however if someone is assigned to a stage and it doesn’t get Mark as complete on the day it was supposed to there is no automatic dependency, it’s all manual. So for us when there is 30 projects in different pre, in progress and post production phases, it’s a lot to go in and figure out. If you have less than five projects going then it’s fine.

Opmerkingen: We are a boutique custom home builder; each project is unique and personalized. Although I was not involved in the selection of this software, my understanding is that we wanted a program that could be accessed by all the parties involved, handle the scheduling and move us away from paper checklists - ultimately allowing all users to be both informed of changes and to be able to plan for future events without having to directly communicate with each person. As far as scheduling goes this system has failed. It has caused more time consuming questions. My complaint is that you can only link item to item by a (or a couple) predecessor(s) that, ultimately, the program struggles with which item is next in the list if a few of them share the same linked task. Also in a best case scenario, this scheduled list is how you build a house - but in most cases something, whether it be trade related or whether related or inspection related, cause a task to be delayed but the other ones would continue on schedule however the program has linked the start date to the the delayed task and now the whole calender is messed up. Or perhaps the exterior of the house generally starts after framing and roofing but maybe a winter storm makes this impossible so you continue the interior for weeks. Then you try and adjust backwards and because your best case scenario template stated it should commence at framing completion and you delayed that. Thus your left with a domino affect of wrong dates. and a series of emails sent to vendors informing them of the delay that really didn't apply to them. So they change schedules and you are left with no trades to do the interior work that in your mind could and should be fine. I also find that the program doesn't offer enough flexibility in the selection section. It allows me to upload a previously created document to be stored that a homeowner could then log on and download. They then fill out and can't re-upload this document, so they are forced to fax or scan and email back to us. This is neither time effective nor practical. Perhaps it would be better if we were able to create a checklist that was interactive in this section, similar to the change orders where we type out the change and the client could update decisions. In our company we don't limit our clients to three choices of floor plans and two cabinet doors and 4 granite selections, they are free to choose anything they can dream of. As a result we cannot load a document that would apply to all builds. However, I believe the change orders tab is well thought out, easy to use and provides all the options to make it a valuable asset. The warranty section does a great job of tracking and notifying and saving time and assuring that service and warranty items are handled and accepted. The daily log and messaging capabilities that allow us to keep a record of notes or messages in one area logged by date and job site is extremely valuable and a good system. Furthermore, the software as a whole is easy to learn, has a logical and simple layout so even those who are not computer savvy can fumble through without creating errors and won't be too intimidated by the complexity of the software to attempt to use it. Finally, the technical support and training provided is always quick to help resolve an issue or aid in a question. New training is scheduled in a very quick time frame for free and is tailored to the person that requires it. This is handled exceptionally well in a time when often companies forget you exist once the purchase is complete. So, we have decided that we will use BuilderTrend for those things that they excel at and don't use it as a scheduling tool.

"Good Program"

Opmerkingen: We've always had a great experience with builder trend. If there are any issues help is a few clicks away and usually gets sorted our quite quickly. As mentioned earlier its a shame the pricing is going up as much as it is.

Pluspunten: This program helps track our costs with purchase orders and change orders. We do rough scheduling and the daily reports helps clients see what is being done on site daily

Minpunten: They recently came out with a new pay structure which nearly doubled the costs of the program. Its a shame as we are now looking elsewhere for a program that has many of the same functions.