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Navigating the Client Portal - helpcenter.buildertrend.net
Welcome to Buildertrend! You’ve been invited to collaborate with your builder through Buildertrend, an all-in-one, cloud-based project management platform designed to simplify every aspect of residential …
Account and Mobile App Setup - helpcenter.buildertrend.net
Log into Buildertrend using your existing username and password, or select Forgot Password to have a new password request sent to the email you have listed within Buildertrend.
Job Management - helpcenter.buildertrend.net
To begin using Buildertrend, you will want to create your first project as a Job. All features and tools are job-based to keep things centrally organized and streamlined.
Buildertrend Setup & Customization FAQ
Find answers to common questions about efficiently managing your projects using Buildertrend. Dive in to discover tips, best practices, and expert insights that will help you navigate your setup and …
Buildertrend Marketplace
Buildertrend Marketplace brings together trusted tools that connect directly with your account. These integrations are designed to simplify your workflows, reduce manual data entry, and help your team …
Internal Users Overview - helpcenter.buildertrend.net
Buildertrend offers both default and custom roles, giving you flexibility when managing permissions. You can also tailor how users receive updates by configuring their notification preferences for email, text …
Schedule Overview - helpcenter.buildertrend.net
Create as many templates as needed to keep productivity front and center in your workflow. Templates can be built from scratch or generated from an existing Buildertrend job. When pulling from an …
Change Order Overview - helpcenter.buildertrend.net
With Buildertrend, clients that have been invited to the job can easily submit Change Order requests directly through their portal, giving them a clear and structured way to communicate desired changes.