Buildertrend

I really like that there is unlimited storage and that since it is cloud-based, everyone sees the same data as soon as it is entered. There are also ways to customize the software in several areas, especially To-Do's. Permissions are very granular which can be good, although it can be complex as well.

Understanding how all areas of the software interact is complex, you can't customize fields in Events/Schedule, most of all I dislike the search and filter settings. They are very poor and make it hard to deal with large data sets. Their filters are missing exact matches between items in the same category. There are a handful of other little complaints, but they really need to add custom fields to Events and then update their filter settings to allow exact matches only and also use standard search engine criteria in the text fields.

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

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.

A great construction management tool. Offers flexibility in formatting of different components within the program. Leads are easily tracked with notifications, summary page is very thorough and useful, job info, templates, scheduling, daily logs, To-Do's, Change Orders, time clock c/w geo-fencing, docs & photos, surveys, estimates, bills & PO's, Budget and owner invoices all flow well and again are customizable to fit individual company needs. Owner view is a great option and allows for owner participation and information flow.

No tax module is addressed within the system. This adds a lot of steps and confusion to make sure taxes are added independently in QuickBooks Online (QB). It also confuses the customer on their Buildertrend site. We send all invoices out of QB for contract invoices and change order invoices. A big negative. A great management tool but weak on the interface with QB.