Claude + Buildertrend
working as one.
What AI runs between Claude and Buildertrend, and the skills, agents, and industries that use this stack.
Why connect Claude and Buildertrend
Claude and Buildertrend each do their job well, but on their own they do not share everything. Someone on your team becomes the bridge, copying records from one to the other.
We connect them with AI skills so the work moves between both tools automatically. Claude checks what moves, and anything that touches money or a client waits for your approval.
Every time something changes in Claude, someone has to update Buildertrend by hand. Things get missed, and the two never quite match.
What AI runs between them
How it connects
The two tools
ClaudeWriting, judgment, reading documents, and customer-facing work.BuildertrendConstruction management for home builders and remodelers: scheduling, client communication, selections, change orders, daily logs, and financials.Skills on this stack
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Daily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.Agents on this stack
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Questions, answered.
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Book a 30-min ops callAI answers from this site and can be wrong. David confirms anything that matters on the free call.