| Current transition status | A separate, self-serve residential operating system that can be evaluated with a new trial workspace. | CoConstruct says the transition to Buildertrend is in its final phase. Its official migration plan is for current customers moving to Buildertrend. |
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| New-project deadline | No CoConstruct deadline applies. A team should begin with one controlled test project before deciding whether to move additional work. | The official migration page says projects may still be added through March 31, 2027. Once a customer fully commits to Buildertrend, new CoConstruct projects can no longer be added. |
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| Evaluation and pricing | No-card 14-day Pro trial. Published monthly rates are Solo $49, Pro $149, and Business $299; paid activation is still in preparation. | The current public migration path centers on existing customers and Buildertrend onboarding. Confirm present account, package, migration, and commercial terms directly rather than relying on older CoConstruct sales copy. |
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| Migration and data transfer | No automated CoConstruct importer or migration service is promised. Records must be inventoried, moved through supported entry or upload paths, and reconciled manually. | CoConstruct says project data will not be lost, historical project information will remain accessible, and Buildertrend provides migration support and training. |
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| Project exports | A prospective mover should preserve source exports outside either system, test one project, and reconcile totals, approvals, files, photos, and history before expanding. | The official export guide distinguishes a single-project download from a multi-project data request and says the multi-project option excludes files and photos. Confirm scope and validate every archive. |
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| Lead and proposal workflow | Lead intake, admin assignment, salesperson ownership, follow-ups, activity history, detailed-scope proposals, one exact total, secure acceptance, and approval-gated conversion are available now. | Official product pages describe lead tracking, estimating, proposals, templates, specifications, selections, change orders, and client communication in a broader established workflow. |
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| Estimating and reusable cost data | The estimator enters one exact client total and detailed scope. ProBuilder OS does not currently calculate estimates from a cost catalog, formulas, or full takeoff quantities; its limited plan-analysis pilot produces review-only selected counts. | Official estimating pages describe reusable templates, cost catalogs, markup, formulas or parameters, bid requests, proposals, and budget handoffs. |
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| Selections, specs, and changes | Current changes can be drafted, sent, approved or rejected, and deliberately published. Selections, allowances, and a specifications workflow are not available today. | CoConstruct's official pages describe specifications, selection choices, allowances, client decisions, pricing updates, and change-order workflows. |
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| Projects and scheduling | Projects, tasks, schedules, files, daily logs, field issues, changes, invoices, and controlled client publishing are available in the current web workspace. | Official scheduling and jobsite pages describe reusable schedules, dependencies, assigned work, notifications, to-dos, logs, photos, and field communication. |
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| Cost visibility and accounting | Pro and Business include four-category budgets, committed and actual costs, paid amounts, project and company forecast-earnings views, and project-ledger CSV export. No accounting sync, AP, payroll, tax, or bank reconciliation. | Official feature pages describe budgets, estimates, invoices, purchase orders, expenses, financial reporting, and QuickBooks integration. Confirm transition-era packaging and connector terms. |
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| Client and trade collaboration | Protected homeowner messages plus deliberate publication of files, invoices, changes, and progress. Guest subcontractor access, selections, and online payments are not current. | CoConstruct's published workflow includes client and trade-partner communication, selections, files, schedules, bids, change decisions, and financial visibility. |
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| Mobile, offline, and integrations | Responsive web is current. Public native-app distribution, offline operation, accounting connectors, API access, and webhooks are not available yet. | Official CoConstruct pages document jobsite/mobile workflows and QuickBooks integration. Its API notice says existing connections are maintained, but no new endpoints or additional users are being connected. Existing customers should confirm every dependency and transition date. |
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| Onboarding and support | Guided self-serve onboarding, an in-product tutorial, team invitations, and a public support path are current. | The official transition plan includes onboarding, training, and migration support from Buildertrend while active CoConstruct work continues. |
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