Communication and collaboration are paramount when it comes to completing a job efficiently. Setting up your customer with their own portal allows them to share ideas, concerns and questions that arise. 

Every time they log in, they’ll have a new, exciting update keeping them informed as well as reassure them that they made a great decision by choosing your company.

This is a great selling point for you, as creating the transparency your customer wants builds better relationships, ensuring this is a good experience they’’ll talk about.

Help Video:

Customer Facing Instructional Video Link:

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email:, or give us a call at 1-888-415-7149. We’re always happy to help.

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