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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.
Follow us on social:
Instagram:
Facebook:
We want to hear from you! Reach out to us at podcast@buildertrend.com.
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 Tim Curran, onsite consultant at Buildertrend, discuss how mapping out your project schedule sets you up for success – even before day one of the build. Listen in to learn how to start using the Schedule, build good habits and use templates with the feature.
What are some items that builders should put in their schedule to start off with good habits right away?
Tim: Anything that requires a sub or your internal laborers onsite. Things that require days to put together. I see a lot of builders put items like “Order Windows” or “Bob, can you get my coffee please?” Maybe not that one so much, but anything that's more individual task-related, that's kind of a one-off doesn't necessarily need to be a schedule item. That could be a To-Do instead. So, things like framing and those longer kind of schedule items that require either subs onsite or your internal team, that's what you're going to want to as a schedule item, not necessarily the little nitty gritty, do this, do that. That's much better suited for To-Do’s.
Is there a way to see a high-level view of the Schedule in Buildertrend?
Tim: We do have phases in Buildertrend, and a lot of times they're broken down into the phase of the job. So maybe you have a prep and preliminary type phase. Maybe there's an excavation and foundation phase. You can also create your own custom phases. You don't necessarily have to break it down to that level, but phases are a great way to kind of lump together individual schedule items under a broader phase. And then when you actually share the schedule, let's say with your homeowner, you can give them the phase level breakdown as opposed to the individual schedule item view.
LINKS AND MORE
Related content:
Read this blog post to learn how to make project scheduling less tedious.
Read this case study to learn how this builder can take on more projects with an organized schedule.
Listen to “The Building Code,” Buildertrend’s biweekly podcast exploring people, technology and innovation across the construction industry.
Follow us on social:
Instagram:
Facebook:
We want to hear from you! Reach out to us at podcast@buildertrend.com.
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 our season finale, Marge Haley and Shelbie Hoggatt, onsite consultant, discuss how you can turn sales into active jobs in just minutes. Learn their tips for keeping open communication between your sales team and project managers so they can work better together.
What are the struggles with winning a construction job without software like Buildertrend?
Shelbie: The biggest thing is there's a lot of competition, so contractors need something that puts them above and beyond the competitors in their market. So, without a tool like Buildertrend, follow-up processes get a little sloppy, to be honest. And a lot of times I'll ask the builders that I work with, "How do you keep track of potential deals?" Their response: "I keep track of it all in my head," which is an answer we want to try to get away from. So, having organization with a tool like Buildertrend is going to be super helpful.
What Buildertrend notifications should be used to streamline communication between the sales and project management teams of a construction company?
Shelbie: One of the biggest ones I always recommend is the acceptance of a proposal. I think that is huge because once a lead proposal is accepted, that typically is the trigger for a conversion into a job. So, when project managers, even though they're not managing the proposal process, have that notification turned on, it allows them to know right away that there's something coming down the pipeline for them.
LINKS AND MORE
Related content:
Read this blog post to learn how to win more sales leads faster with construction tech.
Learn more about how to effectively communicate across teams with Buildertrend.
Listen to “The Building Code,” Buildertrend’s biweekly podcast exploring people, technology and innovation across the construction industry.
Follow us on social:
Instagram: @Buildertrend
Facebook: @Buildertrend
Want to be notified when the next season drops? Reach out to us at podcast@buildertrend.com.
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 1:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
Bre kicks off this season with Joe Christensen and Adam Shaeffer, co-founders of Cardinal Crest Homes. Joe and Adam have been Buildertrend users for years, and their team has become the gold standard for what it's like to get the most out of our platform. This episode is all about learning methods for getting your team to use and love technology.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 2:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
On this episode, Bre is chatting with Dan Lipari, director of customer success strategy at Buildertrend. You'll learn what a Buildertrend Champion is and why it’s the difference between those who succeed with software and those who don't.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 3:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
On this episode, Bre is talking about the principles of change management and how to implement them with Paul Atherton, business coach at The Breakthrough Academy. Paul started his career managing large construction processes and has since devoted his time to helping other pros in the industry achieve and exceed their biggest business goals.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend
LinkedIn: https://www.linkedin.com/company/buildertrend/
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 4:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
On this episode, Bre is back with Joe Christensen and Adam Shaeffer, co-founders of Cardinal Crest Homes. Joe and Adam’s team has built over 100 homes over about a decade, and they’re here to share their scheduling insights and an overview of the template they use to keep projects on track.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend
LinkedIn: https://www.linkedin.com/company/buildertrend/
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 5:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
On this episode, Bre is back again with Joe Christensen and Adam Shaeffer, co-founders of Cardinal Crest Homes. Their team averages about 10 to 15 homes per year with revenue of $12 million to $15 million. They’re here to share insights on selections and how they use them to make the process easier for their team and clients.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend
Thursday Jun 01, 2023
Thursday Jun 01, 2023
The Better Way – Season 7 Ep. 6:
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 Bre Farris, customer support quality control specialist, chats with our experts as well as industry leaders to help teach best practices for successfully implementing software and getting your team on board.
On the final episode of this season, Bre is sitting down with Zach Wojtowicz, director of customer success and co-host of our other podcast, “The Building Code.” Zach is sharing everything you need to know about the valuable resources Buildertrend has to offer for ensuring business success with tech.
Check us out:
Schedule a demo:
https://buildertrend.com/demo/
Follow us on social:
Instagram: https://www.instagram.com/buildertrend/
Facebook: https://www.facebook.com/buildertrend/
Twitter: https://twitter.com/buildertrend