Buildertrend Software Setup & Optimization

Certified Partner | Custom Setup, Training & Ongoing Support

Buildertrend is the most powerful construction management platform available. We help you unlock its full potential to streamline operations, increase profitability, and reduce headaches.

How We Help

✅ Initial Setup & Onboarding
We tailor your Buildertrend instance to your company’s exact structure — from subcontractor lists to permitting workflows.

✅ Scheduling & Templates
Pre-built Gantt-style schedules, PO templates, spec libraries, and inspection sequences that save your team dozens of hours per project.

✅ Budgeting & Cost Tracking
Real-time job costing visibility — integrated with your estimates, selections, and change orders. We help map out vendor categories, item codes, and budget groups.

✅ Owner/Borrower Portal Setup
Professional client-facing portals to communicate progress, share selections, request payments, and reduce status update calls.

✅ Subcontractor Integration
Get your subs uploading photos, marking tasks complete, and signing change orders — with minimal training required.

✅ Selections, Change Orders & Docs
Digital selections process to reduce paper trails. Integrated approval flows for change orders. And central cloud storage for all plans, docs, and permits.

✅ Mobile App Rollout & Team Training
Hands-on support getting your supers, PMs, and even sales reps comfortable with the Buildertrend mobile app — the lifeline of your field team.

✅ Reporting & Insights
Custom dashboards for each stakeholder: see margin erosion, pending POs, unpaid draws, and schedule slips before they become costly.

✅ Ongoing Support Plans
Plans to keep your system optimized — especially as your company scales.

Buildertrend isn’t a one-time setup, it’s a living system that evolves with your company. Our support plans keep your system optimized, your team trained, and your processes sharp as you grow.

Each plan includes:

  • 🎯 Strategy calls to plan ahead and resolve bottlenecks

  • 🛠️ Template updates and system optimization

  • 📱 Team onboarding & mobile app training

  • 🧩 Troubleshooting and tech support

  • 📊 Dashboard enhancements and reporting setup

🟢 Light Plan — $300/month

For: Smaller builders, or stable teams with minimal changes.

Cadence: Monthly check-in (60 min)

Perfect if your setup is solid and you just need occasional help keeping things tuned. We’ll help you:

  • Refresh templates

  • Onboard new hires

  • Answer feature questions

  • Address minor hiccups

Great for: Builders with 1–3 active jobs and a stable team

🔵 Growth Plan — $500/month

For: Growing builders scaling to 5–10 jobs/year

Cadence: Biweekly check-ins (2/month)

A hands-on partnership for builders who are expanding and need regular strategy input and system optimization. You’ll get:

  • Pre-construction workflow reviews

  • Schedule & PO audits for each new project

  • Subcontractor onboarding help

  • Fresh reports as your jobs increase

Great for: Builders adding staff, templates, and job complexity

🔴 Scale Plan — $850/month

For: Builders with multiple active jobs & a full team

Cadence: Weekly support (4/month)

Your outsourced operations consultant — without the full-time salary. We’ll help you:

  • Proactively prevent margin erosion

  • Build new dashboards & KPIs

  • Keep your team aligned across projects

  • Act as a Buildertrend trainer for all departments

  • Adjust templates/processes as your volume changes

Great for: Teams with PMs, supers, admins & growing sales ops

Why Partner with Core Leverage Consulting?

Because Buildertrend isn’t just software — it’s the heartbeat of your operation. I’ve helped builders make it run smoothly, not just technically, but practically — tied to how real projects flow in the field.

When you work with me, you get someone who understands budgets, subs, and schedules as much as dashboards and data. I’ll help you fine-tune Buildertrend so it works the way your team actually builds…simple, efficient, and stress-free.