Buildertrend Mastery Path
Learn to run residential construction projects end-to-end in Buildertrend — from lead capture and pre-sale through scheduling, budget tracking, client communication, and closeout. Ideal for home builders, remodelers, and specialty contractors scaling beyond spreadsheets.
Account Setup and Project Templates
Configure your company profile, set up your first project template, and invite team members. Establish the default workflows that every project will inherit.
- DocsBuildertrend Getting Started Guidefree
- VideoBuildertrend Onboarding Series2 hours
Leads and Pre-Sale Workflow
Capture and track leads, create proposals, and manage the sales pipeline before a project is sold. Use the estimate builder to produce professional bids.
- DocsLeads and the Sales Pipelinefree
Scheduling and Daily Logs
Build Gantt-style project schedules, assign tasks to subs and crew, and maintain daily logs with photos and notes. Keep all stakeholders informed automatically.
- DocsScheduling in Buildertrendfree
Budget Tracking and Change Orders
Set up project budgets, track actual costs against estimates, and manage change orders through the client portal. Catch overruns before they become problems.
- DocsBudget and Financial Toolsfree
Client Portal and Communication
Activate the client portal so homeowners can track progress, approve selections, sign documents, and make payments. Reduce phone calls with transparent project visibility.
- DocsOwner Portal Overviewfree
Reporting and QuickBooks Integration
Run financial and project reports, connect QuickBooks for accounting sync, and close out projects with warranty documentation and final billing.
- DocsReports and Analyticsfree