Construction · Configuration

Construction on Buildertrend

For the builder or remodeler running multi-week projects with selections and change orders. Buildertrend runs the project; HubSpot runs the lead.

The Stack

What Runs Where

9 layers, with Buildertrend holding the record. Everything else is either switched on inside it or connected to it.

Construction is one of two industries where this rests on delivered work rather than inference.

System of record

Buildertrend

Schedules, selections, change orders, daily logs and the client portal for every project.

Estimates

Buildertrend bids and proposals

Templated, tracked, and turned into the project schedule when signed.

Change orders

Buildertrend

Priced, signed in the portal and reflected in the schedule the same day.

Client communication

Buildertrend portal

Selections, photos and messages in one place instead of text threads.

Fills the gap

HubSpot free tier alongside

Follow-up sequences, marketing and reporting across everything the platform does not do. Starts free.

Phone

OpenPhone or CallRail

A company line that rings every owner, with the source on every call.

Photos

CompanyCam

Job photos filed against the job, not the camera roll.

Reviews

Review automation on job close

Fires when the job closes, routed to one platform.

Accounting

QuickBooks

Costs and invoices posted once.

What We Switch On

Inside Buildertrend

Project templates with the phases the crew actually runs
Proposal templates with the allowances written down
Change orders that require a signature before work continues
Daily logs and photos filed against the project
The client portal switched on for every job
QuickBooks connected so costs land once

What it does not do. Buildertrend runs the project, not the lead. The enquiry and the follow-up before the contract live in HubSpot alongside it.

The Path

One Job, Start to Finish

The call

A call or a form becomes a lead with a source and an owner, whoever was free.

The estimate

Priced from history, sent from the phone, signed electronically.

The follow-up

The estimate that goes quiet is chased on a schedule, not from memory.

The job

Scheduled, costed as it runs, change orders signed on site.

The review

The request fires when the job closes; the photos become the gallery.

Connections

What We Wire In

Phone line

Calls with the source attached, missed calls texted back

QuickBooks

Job costs and invoices posted once

CompanyCam

Photos on the estimate, the invoice and the review request

What It Costs

The Standard Build

The platform holds the job but not the follow-up, so a general CRM sits alongside it: the Standard Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Standard$7,000

Three weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$12,750

$11,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Buildertrend or any platform named here.

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