Setting Up Buildertrend
Step 1:
You’ll receive an email invitation from Buildertrend to activate your free Buildertrend account. In order to activate your account, you’ll need to click on the Activate button within the email.
Step 2:
If you already have a Buildertrend account with us or another contractor, you can select the Yes option and log in with your existing credentials. This allows you to link all of your contracts using Buildertrend under one set of login credentials.
If this is your first time using Buildertrend, you’ll select the No option and then create a username and password. Once you create your credentials, you can log in to Buildertrend at buildertrend.net. You can go also go into the App Store or Google Play Store and search Buildertrend to download the mobile app. You’ll log into the mobile app and full site using the credentials you create.
Step 3:
Once your account has been created using the provided invitation link, you will be able to access daily updates, milestones, schedules, and much more at anytime.
Have questions?
Please don’t hesitate to reach out to your designated Project Coordinator, or any other member of our team that you are in contact with. While Buildertrend has a robust library of resources, we are always here to be your first line of support.
Frequently Asked Questions
How do I adjust my notifications?
Click Settings from your User Icon on the top right. Add/Remove notifications for Email, Text, Push (Mobile App). Click Save.
Can I adjust my Contact Information?
Yes, click Settings from your User Icon on the top right. Select Edit to update contact information. Click Save.
Can I add a profile picture?
Yes, click Settings from your User Icon on the top right. Select Edit underneath the profile picture circle, and add photo. Click Save.
Can I reset my username or password?
Yes, click Settings from your User Icon on the top right. Select Change Password underneath the profile picture circle, and add photo. Click Save.
How do I download the mobile app?
To download the mobile application, navigate to the App Store (iOS) or the Google Play Store (Android) and search Buildertrend. Enter your credentials, or click Forgot Password to reset.
Can I search for something on Buildertrend?
Yes, utilize Global Search, a search bar located at the top of your Client Portal to search through all tools for information.
I have multiple projects with my builder. Can I link my Client Portals?
Yes, your builder can link your projects, allowing you to access them with a single username and password for your Client Portal. You can easily switch between projects using the dropdown menu located under your profile picture and name on the main portal page.
Can I send my builder a quick message?
Yes, you may utilize Direct Chat, Comments or Messages to communicate with your building team. Navigate to the chat icon on the top right of the menu bar, or select your preferred contact method within Messaging.
Can I set myself a To-Do?
Yes, you may set only yourself a task within To-Dos. Navigate to To-Do’s, select New. Customize your To-Do with adding Title, Description, Checklist Items, Due Date, Priority and Attachments.
Can I submit a Warranty Claim?
If your builder allows warranty claim submissions and you’re within the deadline, yes, you can submit a Warranty Claim.
Navigate to the Warranty tab under the Project Management menu. Click New Claim and customize with Title, Description, and Attachments.
After your builder reviews the request, they may schedule an appointment to inspect the issue or reach out for more details.
If appointments are scheduled and awaiting your approval, you’ll be notified via email and the mobile app (if you’ve set your notifications accordingly). Log in to your Client Portal to approve, decline, or provide feedback on claim appointments.
Manage all claim statuses and appointments under the Warranty tab.
Can I upload my own photos, files or videos?
Yes, you may upload files to the **Client Uploaded Files**, within Photos, Documents or Video.
Can I see the specific items that make up the costs and pricing in the columns of the Job Costing Budget?
If your builder has decided to share Related Items with you, you have the ability to see the different items that make up each Cost Code column’s total.
I read about a feature I don’t have access to. Why is that?
The features available to you may vary depending on your builder’s setup.
Do I need to save my payment method?
No, but without a saved payment method, you will need to add one each time. To avoid delays, save your payment method for future use.
What is 3DS (3D Secure)?
3D Secure (3DS) is an authentication method that adds an extra layer of security to online credit or debit card purchases. Initiated by your bank, 3DS helps prevent fraud and is a global standard for secure card payments.
How does 3DS impact the payments to my general contractor?
When you enter your payment information in the Client Portal, you’ll receive a one-time password or code sent to your mobile number or email address. Depending on your bank, you may also need to verify the transaction through their app or website.
After completing these steps, you’ll be automatically redirected back to Buildertrend, where you’ll see a payment confirmation message.
What if I do not complete the 3DS verification?
To process payments with Buildertrend Payments, you must verify your preferred card before completing a payment. We recommend contacting your card provider or the payment specialist team at payments@buildertrend.com to avoid any issues.
How will my builder know when this process has been completed?
When you have successfully completed 3DS, your builder will be notified within their Buildertrend Online Payments Report.
Need additional help?
Contact our support team via Live Chat, phone: 1-888-415-7149, or email support@buildertrend.com. We’re always happy to help.
Steven Anthony Luxury Homes, a division of Modern Capital Development Group, Inc.