Schedule

To-Do's

Estimate

Selections

File Folders

Building out/transferring closed jobs*

Financials, aside from Estimate

Daily Logs

Schedule

To-Do's

File Folders

Estimate

Bid Packages

Selections

Bills/PO's

Client Invoices

Sample job templates (New Home, Kitchen, Bathroom) to existing jobs

Manually build out bids for templates: title, description, assignees, line items, links to schedule, due dates

Enter/edit any bids for jobs

Enter/edit any communications with customers or vendors

Release bids

Manually build out Bills/PO's for templates: title, description, assignees, line items, links to schedule, due dates

Enter/edit any Bills for jobs

Enter job-specific PO pricing - prices must be zeroed out as it is a liability issue

Any lien waiver involvement

Import Cost Catalog, create Cost Groups

Import Catalog Item, Cost Code, Unit Code, Unit, Markup* & cost type (markup must be a whole number, i.e., 40% shown as 40)

Remove/replace catalog (please see Notes section)

Import quantity to catalogs

Re-link catalog items after catalog replacement

Catalog item title is required for import

Removing and replacing the catalog will break any associated links, which will need to be re-linked by the customer.

The exported BT catalog does NOT include internal notes

Import Cost Codes and their corresponding Cost Categories

Mass reassignment of cost codes to categories

Deactivation/deletion of active lists (No capability to delete codes currently being used)

Link cost codes to QuickBooks

Build out sub-categories or sub-codes in any account

If no category is assigned, codes will be placed in a "General" category

If in separate columns, codes will be combined like the following example (1000 - General Requirements) if not specified with a hyphen between the code and code title

Display name (first and last name), first name, last name, phone, address (separated), email

Import custom fields outside of this list if requested

Link contact specific custom fields to job detail or lead opportunity imports

Data Entry will split display name by the first space to separate into first and last name if not provided.

QuickBooks export files need to be exported with the addresses separated into address, city, state, zip. This is an option when exporting in QuickBooks

Creating/Importing estimates to jobs or templates: cost code, title, description, unit, unit cost, quantity, internal notes, cost type, markup

Intro and closing text

Formatting the estimate with category or custom grouping

Converting estimates to proposal templates

Create graphics, animations, photos, etc. in intro/closing text

Building out estimates from the cost catalog

Unit costs can only be 2 decimal places, or it will be rounded up to the nearest hundredth

Adding internal users: first and last name, email, role, phone

Linking internal users to existing internal users in other BT accounts

Adding default labor cost code and default labor cost

Transferring custom roles

Adjusting any notifications, job access, permissions, activation

If role is not provided, the default role assigned will be “Field Crew”

In order to link users, the user must be active in both accounts

Users will automatically be set to INACTIVE status – individual activation needs to be done by user

Importing open jobs: first and last name, address, contact info, projected and completion dates, job types, status, and groups

Import custom fields if requested

Linking job details custom fields to lead opportunities custom fields

Unable to import multi-select dropdown custom field types

Deleting out jobs

Removing/editing job group information

Manually changing any job status after import to the account

Importing closed or historical jobs

Only 50 total columns of data will be uploaded (this includes the original column headers plus any custom fields)

Can only import one project manager per job (must be internal user already in account)

Permit # and Lot Info not included in import - Data entry will manually add this information if importing 20 jobs or less, or they will create a custom field for those items in the template

Importing job details will create a contact per line, automatically. If no contact information is provided per job, the contact name will generate as “Contact for (Job Name)” as a placeholder.

Opportunity title (required field - must be clarified), contact information, status, project types, start dates, contract prices

Import custom fields outside of this list if requested (see Notes/Defaults section)

When transferring lead opportunities, data entry will not bring over lead proposals or attachments

Deleting leads unless due to Data Entry import or error

Changing lead statuses unless due to Data Entry error

Only 50 total columns of data will be uploaded (this includes the original column headers plus any custom fields)

Statuses must be translated to BT verbiage - Open, Lost, No Opportunity, or Sold

Statuses are a required field for import and must be communicated within the description of the request.

If not specified, all lead opportunities will be imported as Open status.

Manually enter invoices for templates: title, description, assignees, line items, links to schedule, due dates

Entering data into standard fields

Including attachments for invoices in template transfers

Entering invoices for jobs (liability issue)

Adding attachments when manually creating invoices

Releasing client invoices

Duplicating payment information linked to client invoices

Creating/importing proposal templates: cost code, title, description, unit, unit cost, quantity, internal notes, cost type, markup

Entering intro and closing text

Formatting the proposal template with category or custom grouping

Will convert proposal templates to estimates

Create proposals for leads

Will not build proposal templates from cost catalogs

Create graphics, animations, photos, etc. in intro/closing text

Can only import 2 decimal places for unit cost

Import schedule templates from excel/MPP files

Schedule ID, title, duration, start date, up to 5 predecessors

Import assignees, tags, notes, or custom fields. Users will be responsible for assigning schedule items, marking items complete

Files cannot be in a "calendar" format

Cannot convert Gantt Chart or Block Schedule Preds

If Start Date is not provided, the default will start the schedule at “today’s” date, and continue on daily for each additional schedule item

If Pred type is not specified, the default Pred type is FS

If Pred lag is not specified, the default Pred lag is 0. The max Pred lag is +/- 100.

If Duration is not specified, the default Duration is 1 (day)

Using product links to retrieve choice photos

Creating allowances and link to relevant selections

Creating hierarchy selections - A consultation with a DES is required

Will not retrieve photos from third party cloud platforms for choice photos

All selections not created in a BT Template will need to be discussed before approval

Requests need to outline specifically what is the selection, choice titles, categories, and locations.

Company, Divisions, Address, Contact Name, Email, Phone numbers, Fax, Notes

Import custom fields outside of this list if requested (This includes certification expiration dates)

Will delete out subs/vendors in mass

Linking subs/vendors to QuickBooks

No capability to import certification expiration dates in their given field

Adding general liability, worker’s comp, and W-9 information

If a sub has multiple contacts for one company, Data Entry will format Display Name like so: (Company Name - Jane Doe, Company Name - John Doe)

If a company is listed with multiple divisions on different lines, Data Entry will combine lines and divisions into one cell

Creating templates for to-do's

Linking to-do’s to schedule items

Setting due dates, priorities, and assignees (for both to-do’s and checklist items)

Assignees must already be populated in the account

For requests to transfer Completed to-do items, please contact Buildertrend Data Entry Team

Must provide old time zone and requested time zone

Reasoning must be given in the description of the request

One time zone shift per account. If a second time zone shift is created, it will reset all data to now match this second shift.

Timeline of request depends on if there is custom data already existing in the account. Data Entry Specialist may need to work with Tech Services to complete, in which a timeline will be TBD.

Your company address on file must match the requested time zone. A second account will be required if the address does not match.