Buildertrend

Upload existing floor plans

Create a milestone-based Gantt schedule

Assign subcontractors to specific tasks

Enable the client portal for daily photo updates

Manage change orders for material upgrades via digital signature.

Import original estimate

Sync with QuickBooks for actuals tracking

Issue Purchase Orders for all materials

Use real-time job costing dashboard to monitor variances

Generate a final profitability report.

Use the master schedule to view all active job sites

Assign crews based on availability

Dispatch daily logs with task lists

Capture on-site photos of completed work

Invoiced via the mobile app upon job completion.

Enter lead info into the built-in CRM

Perform a digital takeoff from initial prints

Generate a detailed proposal and send for electronic signature

Convert the lead into an active project upon approval

Transition the estimate into a working budget.

Client submits a warranty request via the portal

Project manager reviews and assigns a service tech

Tech documents the fix with photos in the mobile app

Client signs off on the completion

Close the ticket and archive for historical record.

Create a template project for a single unit

Duplicate the template across all units in the development

Use the Global Schedule view to see bottlenecks

Batch-update schedules when materials are delayed

Run aggregated financial reports for the entire development.

Upload sub-contractor insurance certificates

Set automated alerts for expiration dates

Generate lien waivers automatically with every payment

Collect digital signatures before releasing funds

Store all documents in the project's cloud folder for audit.