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Teaching Buildertrend users how to simplify complex business processes with tech.
Episodes
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
Welcome to “The Better Way: A podcast by Buildertrend.” Here you’ll learn to simplify and establish processes that will make meaningful changes to your company and help you achieve your goals. Because there’s a better way. The Buildertrend way. Tune in this season as Marge Haley, senior manager of customer success, chats with Buildertrend experts on how to master takeoff and ace pre-project planning.
On today’s episode, Marge Haley and Chloe Hiatt, onsite consultant at Buildertrend, discuss how using templates can improve project efficiency. You’ll learn how to maximize your time spent in Buildertrend by using preset schedules, selections, estimates and more.
Why are templates helpful when using Buildertrend?
Chloe: Templates are a really useful tool that allow our builders to have repeatable processes and consistency in their account. It's having a preset schedule, a preset task list or preset folder structures. It's presetting different elements of the project and different features in Buildertrend, so that they can reuse it and repeat it over and over again. Templates make it so they don't have to build everything from scratch each time.
How can custom home builders benefit from templates?
Chloe: I'm sure our custom home builders are shaking their heads right now thinking, "Oh, there's no way." And I get a ton of pushback just about every time I speak with one. They say, "Well, we're so custom. How can I have a templated schedule?" And I reply, "Well, homes are typically built in a pretty similar way. The elements inside of them may be a bit different and sometimes outside too, but they're typically built in the same fashion." And so, I promise you, if you're listening, you can have a set, standard schedule even if you're a custom home builder.
LINKS AND MORE
Related content:
Watch this webinar to learn how you can save time, energy and effort with templates.
Tune into this episode of “The Building Code” to learn more about improving efficiency with templates.
Listen to “The Building Code,” Buildertrend’s biweekly podcast exploring people, technology and innovation across the construction industry.
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