Buildertrend

Comentarios: There are additional comments on the forum and with Derek (from a several months ago). The pain points we were trying to resolve were not resolved with BT. One pain point was dealing with project management. Sharing plans, having daily reports, seeing who is on the job, the calendar, having budgets in an easy, central place, etc. Those were addressed. We were also wanting a program to manage POs /contracts from PO to final payment -dealing with lien releases (all of them, progress, unconditional, final). Allowing for subs to progress bill and deal with change orders and retention. This was not better, in fact we are double entering data and having to extract to DocuSign to get what we need completed.

Puntos a favor: Project management. daily reports, calendar, to dos, bidding, having a budget, documents, mobile app, templates

Puntos en contra: all things financial - PO's, Lien Releases, integration with QB (need to have PO's and budget integrate), subs submitting an invoice (shouldn't be all or nothing), progress billing. Securing areas of use. Not getting a sub report (with custom columns so we can print a list for customers). Not having custom fields in the PO. not being able to remove former employees from the list (make inactive, like subs). reminders on the bell are always wrong or not relevant. Not able to have a change order directly associated with a PO so we can see the full value of the contract with changes. Managing retention. No PO approval process (internally route). Unable to get signatures on additional lien waivers. Time it takes to push from BT to QB - during billing there is a long delay. Constant circle of death. Unable to pull up vendor from a PO or add a new vendor from PO. With Bills and POs we should be able to select on that bill/po if we want it added to the budget / new expected. On the budget we should be able to select which columns are viewed.

Comentarios: We began using Builder Trend a little over 2 years ago as a move away from Build Tools. I have been very happy with the response time on customer support, and it is nice to always be able to reach someone when you have a question. We as a company are not currently using some of the features including scheduling and none of our subs or homeowners are going into the system, but we are trying to change this. We are actively using documents, selections, budgets, etc.

Puntos a favor: I like the ability to get notifications for a variety of transactions, the ability to log in & see things from a variety of devices, the tracking features for every transaction, and I love the amount of storage space for documents & photos that it has.

Puntos en contra: I wish it was more affordable to purchase more jobs so that we could use the system for our remodel projects, currently, we do not enter them in as many of them are small projects and do not warrant the expense it would cost us to have that many jobs. It is unfortunate because it puts us with two different processes for selections, budgets, docs, etc. depending on what type of project it is. I wish it was also possible to mark a selection as "Ordered," much like you can mark it as "Approved" it would help the designer & client know when it is absolutely too late to make changes. Lastly, I wish the transition to QB was more efficient. If you are using a desktop version of QB, which is the only way to have the contractor version, when PO's are pushed to QB, they do not populate the customer's job to the items on that PO even though it is tied to that job. I am not even sure what the point of tying the jobs together is as it does not seem to connect them at all in the transfer process.