Job Management

This section will assist you with starting, managing, and closing jobs within Buildertrend.

Cameron Boettcher avatar Hailey avatar Tayler Ross avatar +1
14 articles in this collection
Written by Cameron Boettcher, Hailey, Tayler Ross and 1 other

Starting a Job

Creating a job in Buildertrend is quick, easy, and will allow you to store and access all job information in one place.
Cameron Boettcher avatar
Written by Cameron Boettcher
Updated over a week ago

Landing Page Redesign

A completely revamped Landing Page (Summary screen) that puts what's important front and center.
Schuyler Burrus avatar
Written by Schuyler Burrus
Updated over a week ago

Using Custom Fields on Job Details

Learn how to create job-level custom fields that help you better track and report on all your projects from within your Job List View.
Hailey avatar
Written by Hailey
Updated over a week ago

Global Search for Web

See how the new Global Search feature can help you quickly find the information you need to keep your project on track.
Schuyler Burrus avatar
Written by Schuyler Burrus
Updated over a week ago

Sidebar Redesign

We have redesigned the sidebar and removed the extra white space at the top of each page.
Schuyler Burrus avatar
Written by Schuyler Burrus
Updated over a week ago

How to Create Job Groups

Grouping jobs with similar attributes is key to unlocking the full potential of reporting and viewing your projects.
Tayler Ross avatar
Written by Tayler Ross
Updated over a week ago

Creating and Managing Templates

Having templates created allows pre-established information to be imported into a job, alleviating repeated manual entry of items.
Cameron Boettcher avatar
Written by Cameron Boettcher
Updated over a week ago

Importing To-Do's from Templates into Existing Jobs

Learn how to import parts of a template into a job that was created from scratch.
Hailey avatar
Written by Hailey
Updated over a week ago