Cabinets ran over after the Parkers upgraded their door style. Change order drafted for their portal.
Change order #007$4,180ApprovalClient portal
Review
Barry
The Parkers haven’t picked their pendant lights, and electrical trim-out waits on it. I drafted a reminder for you to send.
Selection dueFri, Nov 8
What Barry does in Buildertrend.
Barry prices proposals from jobs you’ve built, drafts change orders and client updates for approval, and keeps budgets and invoices in check.
ProposalCedar Ave Addition
Framing & sheathingTakeoff, sheets A1–A4$38,200
Windows & doorsFrom Birch Ln, Oak St$21,600
RoofingFrom Maple Ct addition$17,900
Proposal total$142,800
Priced from your last 3 additions
Proposals priced from past jobs
Barry turns plans into a takeoff, then a Buildertrend proposal priced from your closest past jobs, held for your review.
Client PortalHillside Kitchen Remodel
Weekly update for the ParkersDraft
DoneCabinets installed
NextBacksplash tile, Nov 12–14
Your pickPendant lights by Nov 8
ApproveEdit
Clients kept up to date
Portal updates, change orders and selection reminders are drafted from the job’s schedule and budget, and wait for your approval.
Owner InvoicesPast due
Draw 3Cedar Ave Addition21 days$9,200
Draw 2Maple Ct Basement16 days$6,450
FinalBirch Ln Bath15 days$2,800
Unpaid$18,450
3 follow-ups drafted for your OK
Budgets and invoices watched
Barry checks every job’s budget against actual costs, builds the WIP report and drafts follow-ups on unpaid owner invoices.
Ask for it in plain words.
Send Barry a message like one of these and it sets up the work across Buildertrend and your other connected tools.
“Turn the Cedar Ave Addition plans into a takeoff, price it from our last three additions and draft the proposal for my review.”
Proposals from past jobsWhen you ask
“Every Friday, draft a portal update for each active client with this week’s progress and next week’s schedule, and hold them for my approval.”
Friday client updatesEvery Fri · 2:00 PM
“Every Monday, list owner invoices more than 14 days past due and draft a follow-up to each client for me to approve.”
Unpaid invoice follow-upsEvery Mon · 9:00 AM
“Every Thursday, find warranty claims open more than two weeks and draft a reminder to each assigned sub for my approval.”
Warranty claim remindersEvery Thu · 8:00 AM
How Barry connects to Buildertrend.
Connect once, say what you need, and stay in control of anything that leaves your business.
Connected
Connect Buildertrend
Sign in to Buildertrend from Barry and pick the jobs it can read, open and closed. Barry only sees what you give it.
Turn the Cedar Ave Addition plans into a takeoff, price it from our last three additions and draft the proposal.
Tell Barry the job
Describe the work the way you’d brief a new hire. Barry sets it up and tells you when it will run.
Change order #007 · Cabinet upgradeReady for your OKApprove
Approve what goes out
Drafts for customers, GCs and subs wait for your OK. The routine work gets done, and Barry tells you what it did.
Questions about Barry and Buildertrend.
Do I have to stop using Buildertrend?
No. Jobs, schedules, selections and invoices stay in Buildertrend, where your team and your clients already look. Barry reads them and writes back into the same jobs.
How does Barry price a new proposal?
It reads the estimates, budgets and actual costs on jobs you’ve already built, starts from the closest matches, and shows which job each line came from.
Will Barry message my clients or subs without me?
No. Client updates, change orders and invoice follow-ups are drafted and held for your approval. Budget checks and reports run on their own, and Barry tells you what it found.
JobHillside Kitchen RemodelDM
