Buildertrendのレビュー

Revolutionized my sales follow up

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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

Amazing Experience with Buildertrend - A Must-Have Project Management Tool

製品を使ってみた感想： Overall, Buildertrend is an amazing project management tool that is sure to help any project run smoothly. It is easy to use, offers comprehensive reports and scheduling capabilities, and can be used to manage large projects.

良いポイント:

Buildertrend has made project management and scheduling so much easier. The user interface is very intuitive and the dashboard is easy to navigate. I can quickly find all the information I need with a few clicks. It also offers great reporting and scheduling capabilities that make managing large projects a breeze.

改善してほしい点:

Although Buildertrend is a great tool, it can be quite expensive for smaller projects. The features are also limited and some of the advanced features might not be as helpful for smaller projects.

Not a trust worthy company

製品を使ってみた感想： After being with BuilderTrend since 2014 we were hit with a 75% price increase without notice. They say that they sent out an email but we never received it. After telling them that we sere going to cancel they offered to drop the price backdown to almost where it was. I don't agree with those types of business practices.

良いポイント:

BuilderTrend worked OK for the most part but was a little slow. Always a lag time refreshing screens

改善してほしい点:

Functionality could be improved. Navigation could have been improved. They spent all of their time adding more things that they could charge more for.

Easily Manage Your Projects with Buildertrend

製品を使ってみた感想： Overall, I'm very pleased with the Buildertrend software. It's the perfect tool for managing projects and keeping everything organized. The user interface is intuitive and easy to use. The cost may be a bit high for smaller projects, but it's worth it for larger projects.

良いポイント:

Buildertrend is an invaluable tool for managing projects. It has a user-friendly interface and is easy to set up and use. It allows you to quickly and easily track progress on projects, assign tasks, manage documents, and collaborate with team members. It's a great way to keep all project information organized and accessible.

改善してほしい点:

The only downside to using Buildertrend is that it can be a bit expensive for smaller projects. The cost of the software can add up quickly if you need to purchase multiple licenses for multiple users.

Build An AI model of Building Using BUILDERTREND

良いポイント:

1. Consist great group of tools that helps to visualize the building properly2. Have feature of direct contact with the trader which is currently available on field.3. Helps to reduce the costing of company as less money is spent on man work because of advancement in the technology.

改善してほしい点:

1. The mobile version is difficult to use as it contains bunch of errors and bugs .2. Autosave feature sometime run into error due to which the recent task is not being saved.

The Ultimate Project Management Tool for Construction Companies

製品を使ってみた感想： The project management features of Buildertrend are also top-notch. The software allows you to track every aspect of a project, from budget and scheduling to materials and labor. This makes it easy to stay on top of deadlines and ensure that everything is running smoothly.

良いポイント:

Buildertrend has a mobile app that allows team members to access project information and communicate with each other while on the go.

改善してほしい点:

Limited customization options: While Buildertrend is highly customizable in terms of the information you can track and manage, the software does have some limitations when it comes to customizing the user interface and other aspects of the platform.

Bringing Residential Construction Management Under Control

良いポイント:

I love how easy it is to create Daily Logs, Upload Pictures, Communicate with other users.

改善してほしい点:

The time keeping section doesn't have easy to use filtering to be able to toggle between cost centers before exporting to Excel.

Finest tool for project management

製品を使ってみた感想： Overall positive impact

良いポイント:

Easy to use and understandUser friendly data interpretations and data setsMultiple intergration options

改善してほしい点:

Costly to useSlow response timefaced challenges in scalability of data

Helpful for managing projects

良いポイント:

This app is really helpful for managing teams and projects. Sometimes it’s a bit tricky to use but I like all the features that it can offers

改善してほしい点:

I prefer the computer version than the mobile one, it has more features.

Good tools for projects and accounting.

製品を使ってみた感想： In general, many accounting processes have been handled optimally with its tools.

良いポイント:

Its handling is easy to process, payroll payment systems are better organized.

改善してほしい点:

There was a time when the platform disconnected on its own, but it's been fixed.

Arthur's BT experience at TCON Homes

製品を使ってみた感想： It is helping in changing the culture at TCON Homes. It is a bit hard to explain for construction people that planning is more cost effective than starting smashing walls because you are aggregating value doing physical labour.

良いポイント:

Communication of job progress with subcontractors, client portal, upload photos, variatin and owner invoices.

改善してほしい点:

There is no taxes *yet. No milestones schedule items, but maybe not needed. Hope one day I can see To-dos on Gantt chart (not as a extra line, but a floating point).

Great Customizable Software

製品を使ってみた感想： Prior to Buildertrend, we had to use three programs to manage our jobs and purchase orders, now we just use Buildertrend. We are saving time and are able to keep everything in one spot!

良いポイント:

I love that buildertrend is so customizable. The software was able to be tailored for our specific needs while many of the other programs we looked at were not. The purchase order feature has allowed us to streamline and reduce our expense processing time. The app works well for our field operations and sales reps. Tech support and online chat people are very helpful in quickly answering questions.

改善してほしい点:

Although it's infrequent, we sometimes struggle with internet connections in storm/rural areas and the software does not have an offline mode. I dislike the receive payment feature as you can't record a payment by itself, you do it inside the invoice and although you can receive partial payments, you can record multiple checks in the payment box

Buildertrend Saves Time and Money

製品を使ってみた感想： Buildertrend has been great so far and we are happy we chose to use this product. Hopefully as some of these new fixes / integrations get worked out the tool will become even more useful for us!

良いポイント:

Once set up, there are lots of functions within Buildertrend that save us time (and therefore money). We have found our quoting processes has gone from hours or even days down to under an hour. Having a dedicated support person help walk you through set up and questions was amazing and [SENSITIVE CONTENT HIDDEN] (our guy) is incredibly knowledgable and if he doesn't know the answer he finds it out for you.

改善してほしい点:

The integration with our accounting software, Quickbooks (QB) needs some improvement. It doesn't pass data through correctly nor does data created in QB pass back into Buildertrend very well. So unfortunately trying to get reporting on our true costs on projects still takes manual calculation. The other major drawback is there really isn't a good automatic tax feature (in Canada) so we essentially have to add a line item for each of our taxes. So if we make changes to estimate values, we need to manually update the tax lines as well.

Taking the stress out of Managing

製品を使ってみた感想： We had 5 programs that we were using to manage the projects. BT was able to reduce us down to 1. Overall its been a great program to use and it has helped us stay on schedule. It helps clients know where they are at and how much they owe. It helps us know if something has been billed/invoiced and helps us manage change orders. Great Program. Phone app is great also.

良いポイント:

It covers all the aspects of managing a job; from when the lead is created, to when the job is done. It gives you the power to customize, to a point, the program to fit your company and allows you to make changes on the fly. We keep up on the schedule daily but the schedule keeps our jobs running smooth. The time-clock is top notch and it communicates with QuickBooks. Overall, its the whole package and it all is two thumbs up.

改善してほしい点:

The ability to customize certain things, like tabs or change the wording. All other items Builder Trend fixes as we bring them to their attention.

I didn't know what I was missing...

製品を使ってみた感想： I am finding myself being more accurate and detailed with estimates and labor costs. The time clock feature takes a lot of calculating off my shoulders. The scheduling, estimating, change orders, to-do's, daily logs, and PO's/bills features cut my logging time in half and the fact that everything is stored on Buildertrend and that I can make this information visible to clients prevents me from going through repetitive actions to keep people on the same page. Using the cost catalog with cost codes makes for a streamlined process in creating and releasing information to the client, this also keeps an accurate record of activities and makes for a very professional look when showing these documents to clients. I have so much more time in my day to tackle more productive and urgent matters while handling day to day operations for current jobs in a fraction of the time compared to not using Buildertrend.

良いポイント:

The live updates in communication with subs and clients makes this software very desirable for my clients. Simplifies the process of communication and keeping people up to date.

改善してほしい点:

For a single person that handles all day to day operations for a company and trying to learn a new software is a challenge. Not necessarily a con but to integrate the software makes for a bigger workload for a couple weeks.

Comprehensive Platform

製品を使ってみた感想： When I started at this company, they did not have any kind of project management in place. People would refer to documents within OneDrive to obtain details, and that was not always updated nor where details provided at the time needed. Everyone would always scramble at the last minute to find out order details and whatnot. There also was not any security with certain documentation. Now Buildertrend provides the ability to screen certain people from certain information.
The ability to upload photos has helped to prevent issues from becoming bigger ones, as it's not always possible to get out to every jobsite, but getting a visual on progress is extremely helpful.
Overall, everyone seems to be quite happy with the program.
The level of customer support Buildertrend provides is outstanding. Their Live Chat option or contacting your coach for assistance is easy and typically has great results. They are always looking to ensure you are satisfied, and will go beyond to inquire or find out information if they are unable to assist with the issue.

良いポイント:

I like that Buildertrend brings together all aspects of residential construction - homeowners, sub-trades, vendors, internal users, and allows everyone to see the information they need to see, as well as provides them the ability to upload photos, documentation and even provide comments to certain areas within the program. This gives everyone an overall sense of what is happening within the project. Having everyone tied into the program eliminates a lot of extra searching for information, as well as lessen the overall messages one needs to send out to verify parts of the projects - selections, drawings and pricing can be Approved or Declined. This also helps to eliminate outdated/non-approved details from occurring.

改善してほしい点:

The program has a lot to take in, which I suppose is expected, but for me, knowing how things affect something else is really important, as we are a Canadian company trying to work with an American program and American terminology. I have had to experiment a bit with how best to enter information, and sometimes redo it altogether. I do not like how often I have to press on users to be entering information and using the platform for communications, but that does not have anything to do with the program itself.

Well worth the money

製品を使ってみた感想： The software, like all I've tried to implement over the years, can be a little frustrating at first. You're going to get pushback from trade contractors and field people. However, I think it is well worth it. More importantly, the trades and field people have come to rely on the software and usually appreciate it after 3 to 4 jobs.

良いポイント:

The customer service is surprisingly amazing. Anytime I have a question, I am able to reach someone by phone or email very quickly. The integration with Quickbooks Desktop is almost flawless. We use the daily logs quite regularly. These logs allow the entire team to remain up to date on the jobs and their progress. We've also found that the homeowners are reassured by these daily logs. The bids section has saved us tremendous time and increased our estimating accuracy. The ability to be able to template jobs, bid packages, and so many other items saves us a ton of time.

改善してほしい点:

The software seems to be most suited for a cost-plus project. As we bid jobs on a fixed price, we have found a few of the features less useful. We are only using about half of the features. I can't fairly say that these unused features are not good, but we do want to use some of these features, and the fact that we have been unable to implement them causes me some frustration. These features include the selections and the warranty sections.

Feedback on current satisfaction with BT

製品を使ってみた感想： We are trying to run most of our construction business on BT, and use many parts of it, however the more we use the more we find things that are not very flexible, and of course if I can't resolve an issue when it arises it costs me much more time to deal with it once you folks are back working...

良いポイント:

It does seem to have considerable functionality... some of which has been very helpful to us

改善してほしい点:

Where to start. Response time is slow, even when I am connected to fibre. Some of the functionality is hard to use.. For example we are using the leads features, but it seems like we need many clicks to get a decent summary of a lead.... The window where activity is stored is very small...and does not seem expandable... so we can only see 2 or 3 lines of the data at a time....ie no ability to enlarge the window. Next, I have enrolled in the credit card payments...and was helped initially by a BT specialist....but then was handed off to Wepay. After 2 weeks the account is still not set up. WePay regularly send emails asking me to submit documents I have already submitted.... I do and then the send another email asking for the same documents.... I reply asking to talk to someone...but no one seems interested in talking...only sending confusing emails..... The hours of the help line seem very limited... As I try to grow my business I need to do considerable admin work after a shift has gone home...but so has buildertrend. Folks on the help line do work hard to resolve issues, but are often not available...for example.... the whole support team seems to be required for the same regular internal meetings... In an ideal world the customer would not have to wait so long for help.

製品を使ってみた感想： 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.

Game changer for our daily operations

製品を使ってみた感想： Overall we've had a very positive experience and don't foresee us switching anytime soon.

良いポイント:

Having one place to manage all of our field operations has been a game changer. Especially the iunlimited document & photo storage -allowing us to grant access to all paperwork and details to the field team with just a few clicks. The flexibility of the scheduling platform and ability to connect tasks and create interdependent "living" schedules is great and the ability to have multiple levels of permissions for subs/clients & our team is very comprehensive as well and allows us to customize for the way we use the system. Their customer service is top notch and there is always someone available to chat about an issue and they are on top of any issues with updates and consistently adding valuable features to the platform based on very specific user feedback.

改善してほしい点:

I think they need more work on the Lead/sales managing side of the platform -we had been using ACT customer management system and would love to have the ability to also manage all client contacts and leads in Buildertrend but it is not nearly as comprehensive although they did just roll out a reports function that will help I think more option for customization would be helpful. Even if they were able to integrate with ACT or the like. I also wish they integrated with more accounting software as we use Sage and it is not supported. Admittedly it is not as common as quickbooks but the lack of integration creates more work for us on the accounting side of things.

G.C. point of view

製品を使ってみた感想： Overall my experience has been outstanding with this product. It has freed me up to better RUN my company (instead of it running me) and finally be able to have some decent structure to it all in a few pieces of software to include BT.

良いポイント:

organization, everything in one place...even if you want your QB to link to it, which we don't...I kinda like the two separate. We don't really use the PO portion of the software but have tried it and it's nice to know that its there...wish there were more video's on the entire program from set up through project completion. Techniques and more demonstrations on product capabilities and link-able aspects of the program. I use chief architect for our design software, have been for over 20 years. They have great video's of product usage, tips and techniques by chapter from set up to a completed set of quality professional plans. I believe BT could do the same, this is a great product for managing a company like ours and the cloud just makes it that much easier to work remotely anywhere in the web is. The price point is perfect for us and allows us to operate at a competitive rate.

改善してほしい点:

For what I use it for I don't really have a dislike but I don't use but maybe half of the program. Wish there were more video's on the entire program from set up through project completion. Techniques and more demonstrations on product capabilities and link-able aspects of the program.

Builder trend User

製品を使ってみた感想： Its been really good and really helpful in professionalising what we do more and more which is really important to our company ethos.

良いポイント:

The software is so clever it is almost too clever. There is so much covered for the construction projects that we don't actually use everything (yet). We have integrated a lot into our day to day working practices and we love instant access to vast quantities of information in one place. It helps track and record so much which is really important. One of the biggest gains for us is that we track changes better and upgrades more and more meaning we are getting paid for what we are doing and we are more accountable but so are our customers and their changing demands. This also helps avoid disputes as often its all in writing clear and concise. we have adapted a lot to our own taste and needs which i another great benefit of the software

改善してほしい点:

Some of the accounting package link-up can be frustrating and we lost a function recently which was not particularly helpful for us and was driven by other contractors needs who use the software. Generally, it is adaptable and you can feedback these types of things but we felt like bigger contractors have more clout and we are also not in the USA so feel a little isolated and translation sometimes a small issue. There is also a lot of functions and some we have not quite worked out if they fit or even how they fit but again this may be translation and what we do use is more than enough. Training across contractors is also quite a mission and still ongoing but we keep going and it pays off.

BuilderTREND Review

製品を使ってみた感想： We are very impressed with Buildertrend. They are always coming up with new ideas. They are very progressive and very responsive to any programming changes. We have tried similar products in the past but nothing compares to Buildertrend. We would highly recommend this software. It is an important tool in the daily operation of our company.

良いポイント:

I like that it is one platform for our staff, our clients and our subtrades. I like the ease of the change order approval and decline, and the change orders are interactive with the appropriate vendors and subtrades. The schedules are so helpful to keep everyone apprised of the sequence of events. We use the daily logs to record our field visits and items that need to be actioned from those meetings. The To-Do tab keeps everyone on task and on time. We also enjoy the lead opportunity to make sure we are following up with all our potential clients.

改善してほしい点:

The inability to hide non pertinent information from the client view. We like to keep things as simple as possible for clients, so they are not confused. We would like the ability to hide columns that the client is not required to action. e.g. selection, change orders.

A Perfect Business Tool.

製品を使ってみた感想： Buildertrend is an integral part of our company, it helps in our company operations from the lead stage to sales and from there onwards to installation & collection stages with a track record of every single day.

良いポイント:

- We can upload all project-related documents, photos & videos under the customer folder. - We can update daily logs, which helps the team members to be on one page. - To-Dos helps us a lot in completing our task by time. - The schedule section helps a lot to keep a track record of projects. - We can send messages to our customers, and other team members can also view it using the global tab. - Under the financial tab, it gives us various categories which help a lot to our finance team.

改善してほしい点:

- It takes time while loading. - Daily logs can be edited by any team member without edit history.

Easy to Use - Professional and Civilian

製品を使ってみた感想： My experience with Buildertrend has been overall very positive and getting better all the time with the enhancements and technological advances it has made over the past two years. I can't imagine going back to how were did things before.

良いポイント:

There are many aspects that I love about it but I'd have to say that the best one I use everyday is the client portal and how easy it is to interact in live time with them either about budget, product selection, invoicing, daily logs and record keeping. It keeps everyone up to date without actually having to update everyone individually and it keeps clients in the loop of day to day or week to week activities whether they are around or not.

改善してほしい点:

The first time we used the software, it had some bugs to be worked out with how it interfaced with other programs and ease of use. They seem to have worked these bugs out and are continually enhancing it by listening to users input and how their individual needs can be met.