Sound familiar?
What builders and remodelers on Buildertrend tell us before a project starts.
- Leads come from our website and referral sources and are entered by hand.
- I export budgets and schedules and rebuild the same report every week.
- Clients keep asking for updates we could have sent.
- Costs live in Buildertrend and the books live in QuickBooks, and they drift.
- We want a simple view of every job's status for the owner.
What we build
Each one is a working piece you can open and check when it's done.
Leads into Buildertrend
Website and ad leads captured with the project type and budget and handed to the person who follows up, with a first reply sent at once.
API integrations and data sync CRM setup and lead pipelinesOwner report across jobs
Budget against actual, upcoming milestones and open items for every job on one page.
Dashboards and reportingClient update messages
A regular update to each client built from the job's schedule and notes, reviewed by the project manager before it goes.
n8n, Make and Zapier automationCosts in step with the books
Job costs and invoices checked against QuickBooks, with differences listed for the office.
QuickBooks, Xero and HubSpot integrationsSubcontractor paperwork
Insurance certificates and licences tracked by expiry, with a reminder before they lapse.
n8n, Make and Zapier automation Google Sheets and Apps Script automationEstimate templates
A quoting sheet that matches your cost codes so estimates start from your standard items.
Excel and VBA toolsWhat we connect it to: QuickBooks, CompanyCam, Procore, Google Sheets, HubSpot, Zapier, Make.
Industries that use it: Remodeling, General contractors, Electricians.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Weekly all-jobs report
Example: a custom home builder wants budget against actual and next milestones for every active job in one sheet each Monday.
Exports, Google SheetsExample project
Insurance certificate tracker
Example: a remodeler tracks each subcontractor's certificate and gets a reminder 30 days before it expires.
Google Sheets, Apps Script, emailExample project
Website enquiry to follow-up
Example: a builder wants every website enquiry logged with project type and location, with a reply sent the same hour.
Website form, CRM, emailQuestions people ask first
Do we have to change how we use Buildertrend?
No. We work around the way your office already uses it. If something you want can't be done from outside the software, we say so in the written scope before anything starts.
Can you connect Buildertrend to our other tools?
Yes, but how depends on your account. Buildertrend connects through the integrations it lists, its exports and its email notifications, and we confirm what your account allows before we write the scope. We won't promise a direct connection we haven't checked.
Who owns what you build?
You do. It is built in your own accounts, and you get notes on how it works so your office can change it without us.
How do we start?
Tell us what you use around Buildertrend and the one job that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com