| Evaluation path | Self-serve 14-day Pro trial with no card required to create the company workspace. | No free trial. Buildertrend offers personalized demos and a self-guided virtual tour. |
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| Pricing model | Published monthly rates: Solo $49, Pro $149, Business $299. Annual totals equal ten monthly payments; paid activation is still in preparation. | Custom quote based on builder type, annual revenue, and business needs; no fixed public plan price. |
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| Users and projects | One, 10, or 25 office users by plan. Core workflow records are unlimited across published paid plans. | Official pricing includes unlimited users and unlimited projects. |
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| Best-fit audience | Residential owner-operators, home builders, remodelers, and growing teams seeking one connected operating record. | Home builders, remodelers, specialty contractors, and established or growing companies managing complex or higher-volume work. |
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| Lead and CRM workflow | Manual intake, admin assignment, salesperson ownership, follow-ups, activity history, proposal gate, and accountable conversion are available now. | Lead management includes manual, spreadsheet, mobile, and online-form intake plus proposals, e-signatures, email marketing, and notifications. |
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| Estimating and proposals | Detailed scope, one estimator-entered total, flexible payment schedule, secure exact-version client acceptance, and a signed receipt. Eligible Pro and Business workspaces in the controlled rollout can use optional AI-assisted scope drafts. A review-only count pilot is in limited rollout; no full plan takeoff or cost calculation. | Broader current estimating, bids, takeoff, proposals, contracts, selections, budgets, invoices, and payment workflows. |
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| Project and financial depth | Projects, tasks, schedules, files, daily logs, changes, invoices, and basic payment and expense totals. Pro and Business add category budgets, committed and actual costs, paid amounts, project and company forecast-earnings views, and project-ledger CSV export. | Mature scheduling, daily logs, tasks, change orders, selections, submittals, time clock, warranties, bills, POs, budgets, invoices, and payments. |
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| Client and trade collaboration | Protected project messages plus deliberate publishing of files, invoices, changes, and progress to a linked homeowner experience. | Current client and subcontractor portals support communication, schedules, documents, selections, contracts, and bidding participation. |
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| Mobile and offline work | Responsive web is current. Separate Pro and Client native apps are built, but public store release, offline work, and mobile daily-log entry are not yet available. | Public iOS and Android apps include field schedules, files, tasks, time, communication, daily logs, offline access, geofencing, weather, and photo tools. |
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| Integrations | Accounting and CRM integrations, API access, webhooks, and advanced automations are roadmap items. | Official pages advertise QuickBooks, Xero, Sage Intacct, Salesforce, HubSpot, Pipedrive, and Gusto connections. |
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| Onboarding and support | Guided self-serve onboarding, in-product tutorial, support page, and transactional team invitations are available. | Phone, email, live chat, self-guided resources, multi-week guided onboarding, and higher-touch support options are documented. |
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