Phone Line
Calls with the source attached, missed calls texted back
Construction · Buildertrend
Buildertrend Setup for Construction Businesses
For the builder or remodeler running multi-week projects with selections and change orders. Buildertrend runs the project; HubSpot runs the lead.
At a Glance
- Platform
- Buildertrend
- Build
- Standard, $7,000
- Built In
- About Four Weeks
- First Engagement
- $11,750
The Stack
What Runs Where
Nine 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
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 CRM Build and each connection.
The CRM Build, Standard$7,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$11,750
$10,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Buildertrend or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.