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 financial tools, which includes defaulting legal verbiage for bid packages, estimates, owner invoices, bills and purchase orders, as well as a variety of different notification options for your internal users, customers, and trade partners.

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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