Buildertrend
with AI skills + agents
Construction management for home builders and remodelers: scheduling, client communication, selections, change orders, daily logs, and financials. Here is what we automate in it and what we connect it to.
Buildertrend + AI
Buildertrend: Construction management for home builders and remodelers: scheduling, client communication, selections, change orders, daily logs, and financials. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect Buildertrend to the rest of your stack with 5 skills: Payroll Prep, Proposal → Contract, Change Orders, Daily Log → Update, Job Closeout. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
You pay for Buildertrend, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
What AI does in Buildertrend
How it connects
Skills that use it
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.Change OrdersA field note becomes a change order. Once the client approves, the budget updates.Daily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Agents that log into it
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.Stacks with Buildertrend
Buildertrend + QuickBooksTime entries checked and prepped for payroll, with approval before postingClaude + BuildertrendHomeowner updates written from daily logsIndustries
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.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callAI answers from this site and can be wrong. David confirms anything that matters on the free call.