BuilderTrend is a construction management system. It includes functionality for pre-sale, project management, financial management, and customer management processes. It also provides mobile accessibility.
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WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
(Hubspot) For Sales & Marketing, it is really a killer awesome program that I would encourage Buildertrend to look into. Hubspot is just on another level of intelligence and access that Buildertrend doesn't match up to. At the same time, perhaps HubSpot lacks what Buildertrend …
I have tried some competitors. Overall, there are some alternatives but personally, I feel that Quickbooks is the "Google" of management systems. The customer service is amazing and they offer a no-hassle product. The only wish would be that they had offered a true "free trial" …
I am still very new with using BuilderTrend but enjoy using the application. When we have an issue or a feature addition the BuilderTrend team is very responsive to help or point us to where we may seek an answer.
The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this …
BuilderTrend allows me to see a full view of all my jobs in one place. I picked it for this reason. I wanted a solution that subcontractors would be able to use without having to do anything except open their email to get the information they needed to get the job done on time. …
I think workflowmax does a little more than Thomson Reuters workflow because they have the additional feature of employee tracking for payroll use. Thomson Reuters does a good job at getting a project from start to finish, but workflowmax gives better reports and allows more …
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the …
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was …
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we …
Archioffice is clunky by comparison and quite regimented in what you can do or not. WorkflowMax offers quite a high degree of flexibility by comparison. Neither offers perfect graphics for invoice presentation (yet) whereas WorkflowMax's is quite acceptable or presentable. AO …
I didn't get an option in the menu above for JobBag which was the previous system we used. My IT/production manager heard of WorkflowMax and invited the team to do a presentation. JobBag was not fulfilling our needs and we also wanted to move to a cloud-based system which could …
We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting.
The previous programs I used are not listed. But having had to use two different programs to store client data and one for doing the quoting and invoicing was very time consuming. Client details and job details needed to be recorded in both programs, so multiple entries of data …
In terms of CRM I always found Capsule to be clunky and difficult to use. WorkflowMax makes it easy for me to gather all the relevant info about our clients in one place with the document manager and also the custom fields that we can add in. I have been able to analyse where …
Perfect for General Contractor's and subcontractor's that want to be a leader in their industry. Sure, you can limp along without a management system but you won't be able to take your business to the next level in most cases. If you are small enough and only doing one maybe two jobs at a time and you are good at keeping every single detail in your head and don't have any issues with schedule or timeframes then you may not need this. However, I have not been in a situation where software like Buildertrend didn't/couldn't add significant value and a need in my company
WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.
In messaging an Out of Office type auto response would be great for when people go out on vacation
When using the Job Type field of Mutli-Family this should allow the interface to group that all in one job but be section out into the different unit in that building. So different selections can all be located within that same unit.
Building new jobs from templates can take up to 10 minutes some times. Please reduce the amount of time it take to make jobs off templates.
Owner accounts should not be directly tied to a job, they should be completely separate so the account can be linked to different jobs and not cause problems to that account or what that account has access to.
Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
User permission levels need to be more flexible and ideally closely tied to Xero
Two way integration with Xero - ability to import invoices to specific jobs
Ability to save pdfs to purchase orders, invoices (like Xero)
Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.
I highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
(Hubspot) For Sales & Marketing, it is really a killer awesome program that I would encourage Buildertrend to look into. Hubspot is just on another level of intelligence and access that Buildertrend doesn't match up to. At the same time, perhaps HubSpot lacks what Buildertrend has on the Finance and Construction Management side - that I don't know. Our business is virtually complete by combining both of these platforms together across our teams.
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
BuilderTrend has not only helped me double my business year over year, but it's also created a new career for myself as a BuilderTrend consultant for new or existing users looking to maximize their ROI faster.
The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.