Learning to navigate your Company Settings 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 updating company information, updating your logo, as well as many other options you have within Buildertrend as an administrator.
Admin Setup Help Video
Watch the video below to learn about managing Company Settings as an Admin.
Update your logo:
1. Go to your User Profile Icon and select Company Settings.
2. In the Company section, click on Company Logo.
3. Choose which logo you would like to update, the options are Website Logo, Mobile Logo, and Mini Logo.
4. Click "Choose File" and upload your image file.
5. Click "Update Account" at the bottom right.
Manage Subscription
Admins may update payment and subscription information through Manage Subscription.
Navigate to Manage Subscription from your user profile icon.
Review or upgrade your Subscription and Buildertrend Offerings.
Manage Subscription options may look differently, depending on your current Buildertrend plan.
If your account does not have Buildertrend Boost, you may choose to add it at this time by selecting Additional Options.
Continue down the page to access Payment Info, Payment History and Order Forms, for a full review.
Buildertrend Boost
The Buildertrend Boost is a comprehensive training package – and the ultimate game-changer for our clients. It’s all about helping you make the most of Buildertrend construction software and getting the best bang for your buck. We’ve got you covered with:
Personalized coaching
Dedicated account management
Strategic check-ins
Thorough account reviews
A success plan tailored just for your business
Navigate to the User Profile Icon and choose Manage Subscription.
Then, within the Buildertrend Offerings, select Manage Subscription.
Under your current Buildertrend package, select Additional Options.
Check the box beside Buildertrend Boost, then select Proceed to Checkout. ou will then have the opportunity to add Buildertrend Boost to your account by checking the box next to the Buildertrend Boost option.
Confirm your order, then select Submit Order to complete the upgrade.
Interested in Learning More? 📚
The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.
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.