We also use selections for 'zero cost' items like paint colors, and final flat plans for things like electrical layouts. * Final material decisions get priced and approved by the customer through selections * Budgets go into the individual selections when we 'digitize' the contract and bid. It also means we can go to permitting faster, etc.) (This removes the need for final material selections before going to full contract, which makes life easier for our design dept. * On the final bid, Customer gets 'budgets' for finish materials like lights, faucets, door knobs, cabinets, etc. to the extent that, honestly, I'm not sure I'd want to be in this business without Buildertrend or something similar.įor custom work (which is what we do), we use Selections like this. We're at the point where about 3/4 of our processes are now run through Buildertrend, and it beats the pants off doing things the old and hard way. get your whole staff on the same page as soon as possible. ![]() After 37 years of legal pad project management, this setup is pretty bitchin !Īll I can say is. The ability to deal quickly and efficiently with changes could be a game changer. The change order section promises to be a huge help. you don't even need an invoice, but I can't imagine paying a bill without an invoice. They push their online payment system, but I think it only goes up to 10 grand per payment and many payments I make are double or triple that. When a sub submits a bid, hit accept and release and it notifies the sub. I need to figure out templates and the whole purchase order process. In the custom home world, each of my jobs fortunately is generally 500k to 1 mil, so if I have to jump up a level because I have too many jobs, that's really a non issue. The reason for all this is the cost for the program is based on number of jobs. They say some guys use a job to estimate, then save the info and delete the lead. The leads section is great, except that since you can add unlimited leads, you don't get the functionality of the bid packages utility. The client could use that like a Chinese menu. The exception might be if I have subs give me a bid with options. With prices being subject to change, an models phasing in and out, that's probably a nightmare. I'm not sure I want to get into developing and maintaining a catalog of selections. There is a selections section that for a custom builder might be moot. I like the fact that after a schedule is built, the notification process is automated with confirmations if desired. About half of my subs have gotten on board. ![]() BT keeps all this on file to create a comprehensive paper trail. Also allows an exchange of info so quick decisions can be made. Hit the notify button and it is shot immediately to your owner. Adding pics and current weather in a quick easy report is great. The app on the phone makes those super easy. They really love the daily job log updates. I set up the customer portal and got my newest start client onboard. Reconfigured my accounting breakdown to match the NAHB standard residential format. ![]() If anyone gives a rats ass, I'm in my third week with Builder Trend.
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