Learning to navigate your Setup tab and defaulting the different setup options for your Buildertrend account will help expedite many processes, as well as help you control many settings that will help customize your experience. 

This video will cover the default settings you have for your Selections, which includes default views for you and your customer, allowing access to locked selections or not via the "peek at locked selections" option, notification options, approval options, as well as defaults for allowances and how they affect your job running total.

Help Video:

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: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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