A Clients Guide to Using Buildertrend
Client Facing software.
Buildertrend is a comprehensive project management software that facilitates effective communication, collaboration, and transparency throughout the construction process. As a customer, understanding how to navigate and utilize Buildertrend can significantly enhance your experience and ensure a smooth construction journey. This guide outlines key features and steps from a customer's perspective.
Getting Started:
Upon signing a contract with a general contractor using Buildertrend, you will receive an invitation to create a customer account. Follow the provided link to set up your account and gain access to the project dashboard.
Dashboard Overview:
The Buildertrend dashboard serves as the central hub for project information. Familiarize yourself with the layout, where you can find project updates, documents, schedules, and communication threads.
Project Timeline and Schedule:
Explore the project timeline and schedule sections. Here, you can view upcoming milestones, tasks, and deadlines. This feature provides a clear overview of the construction progress and upcoming activities.
Communication and Messaging:
Utilize the communication tools within Buildertrend to stay in touch with the project team. Comment on specific tasks, ask questions, and receive updates in real-time. Effective communication fosters transparency and ensures everyone is on the same page.
Document Management:
Access and manage important project documents through the Buildertrend platform. From contracts and permits to design drawings and invoices, the document management system centralizes all essential information for easy reference.
Photo Sharing:
Buildertrend allows for photo sharing, enabling you to visually track the construction progress. Contractors can upload images of completed work, and you can provide feedback or approval directly through the platform.
Change Orders and Approvals:
In the event of changes to the original project scope, the change orders feature allows for seamless communication and approval. Review proposed changes, associated costs, and provide your approval within the Buildertrend platform.
Financial Tracking:
Stay informed about project finances using Buildertrend's financial tools. Track expenses, view payment schedules, and receive invoices directly through the platform. This feature ensures transparency and helps you manage the project budget effectively.
Mobile Accessibility:
Download the Buildertrend mobile app for on-the-go access to project updates and communication. The mobile app allows you to stay connected and engaged, even when you're not at your computer.
Training and Support:
If you encounter any challenges or have questions about using Buildertrend, take advantage of the available training resources and customer support. Buildertrend provides tutorials, webinars, and responsive customer service to ensure a positive user experience.
Conclusion:
By actively engaging with Buildertrend, you can enhance your involvement and understanding of the construction process. From staying informed about project timelines to communicating effectively with the project team, Buildertrend empowers customers to play an active role in the success of their construction projects. Embrace the platform's features, ask questions, and enjoy a more transparent and collaborative construction experience.
