By selecting your desired training path, you'll be able to learn the features that will have the most impact for your company.

These training paths will increase your knowledge of features and functionality within Buildertrend. Each training path focuses on communication, organization, documentation, and establishing a process.

  • Onboarding Basics

    • For those new to Buildertrend

    • Learn how to navigate the platform

  • Lead Management

    • Optimize Your Lead Pipeline

    • Discover Insights from Past Leads

    • Improve Communication from Sales to Production

  • Project Planning

    • Detailed Selections Documentation & Management

    • Create Accurate Project Timelines

    • Proactively Order Materials

  • Job Site Efficiency

    • Deliver the Right Information to the Right People

    • Maintain Reliable Project Timelines

    • Document Liabilities and Reduce Risk

    • Improve Client Expectations

  • Enhanced Estimates & Contracts

    • Consistently Deliver High Quality Estimates

    • Enhance the Utility of Estimates

    • Systemize Your Bidding Process

  • Financial Management

    • Intuitively Manage Your Change Order Process

    • Streamline Client Invoicing

    • Decrease Budget Overages

    • Actively Manage Cash Flow

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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