Once a proposal has been approved, we create a new job in BuilderTrend. There are plenty of field options to customize the information you want to log. We utilize the fields for job type, location, status, permit number, price, start, and completion dates, workdays, and project managers associated with the job. From there, we assign internal users to the project, customizing their viewing access and notification settings, set up their time clocks and geolocation tracking. We also assign any subcontractors we will be working with to the project and set their viewing access and notification settings as well.
One of the biggest challenges in construction management is providing clear, up to date, communication with the ownership team. Since this software is cloud-based and has its own online portal for each user, we are able to create a user for the project owner where he or she can log in from anywhere online and access the details of the project. We can customize the access settings to allow the user to view the project schedule, price summary, contract, permits, and plan documents, photos, and insurance information. We allow them to see the dates, files, photos, and comments on the schedule items as they are updated. We also allow them to provide comments of their own, which get sent to our team immediately via email and text notifications. We do allow the owner to submit change order requests directly through their portal and can also allow them to add warranty claims.