BuilderTrend software

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#1
juro  
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https://buildertrend.com/

anyone here familiar with it?
 

#2
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North Carolina
I’m not, but have you used the yellow box of search? The name is familiar and I think it may have been discussed on here before.
 

#3
juro  
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i looked, very little.
 

#4
Derby  
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Flint, MI
I had, of all people, a website builder use it for a while. The features seemed excessive to me but his website practice is on the high end. He dropped his web business when his developer quite and now he's purely a marketing/seo consultant, so I couldn't say much about it.
 

#5
juro  
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Derby wrote:I had, of all people, a website builder use it for a while. The features seemed excessive to me but his website practice is on the high end. He dropped his web business when his developer quite and now he's purely a marketing/seo consultant, so I couldn't say much about it.


How does it work with QBO?
We have a website where i need to manually input all sales into QBO.
 

#6
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I had a client who had it integrated with QBO. It worked ok. Took a lot of set up, but it worked pretty well once the initial reconciliation items were handled. Sales Tax and A/R were a real hassle. I was impressed with their implementation team though. Real thoughtful and knowledgeable. Don't try to make the conversion without them.

This client was a custom home builder. The functionality on the operations side changed things dramatically for the better.
~Captcook
 

#7
juro  
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did the client have a website with sales? does BuilderTrend do anything there?
 

#8
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Customers were able to receive and pay invoices through the BT interface from what I can recall. That information then carried over to QBO.
~Captcook
 

#9
juro  
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what about expense receipts? client has many employees who all work off-site and make cc purchases.

right now i input them into QBO manually.
 

#10
juro  
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Now the client has locked me out of their QBO, except for reports.
All my work will need to be performed in BuilderTrend.

Bank feed for credit cards was always done in QBO, but now since
BuilderTrend lacks a bank feed function, I will need to input each charge.
 


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