love it. Our goal was to reduce our data entry down and this has enabled this. If you're a business owner you will love this as it streamlines timesheets to invoicing and entering expenses to paying bills, even to live budget tracking (hours and materials), to purchase order. For builders it's such a time saver and gives you live, accurate data It's insane and reduced our costs down and automates /streamlines so much. There may be bugs, New version of Xero has sorted a lot of issues. We deal with gst easily (create a cost code in BT called GST). I'm writing this because of the bad reviews. Deal with the bugs, there aren't many. Those that complain haven't set it up properly or commenting on the old xero. It's been upgraded folks, it's awesome
Not impressed. When you create a contact in BuildTrend and have it pull the information into Xero it brings the name only all other relevant information has to be entered again. Once I have the contact set up in Xero I go to create a project in xero for that contact but xero will not recognize that contact. So now I have to remove everything from xero and start over. Then I can go back to BuilderTrend use find contact instead of create contact in xero then link and create an invoice that has the wrong item, no description, wrong tax rate, and a ridiculous 22 character long invoice number that all must be edited/changed before I can approve it. So far this hasn't emilimated or even reduced the double entry. After you finally get it set up and talking with BuilderTrend, you can enter a payment in xero, it will update in BuilderTrend so that's helpful.
Donna (Dicks) Van Duynhoven
I just had a look at the GST issue for a client using Buildertrend and found that if the Xero inventory items that link to Buildertrend were updated to include GST on Expenses then the export from Buildertrend worked correctly. The client is very happy with Buildertrend - their only issue was the GST on their purchses and by adding GST on Expense to the items we seemed to have solved that problem. Perhaps others using the software could try the same fix
Roof Force - Quotes
Doesn't do GST. Unbelievable. Otherwise, seems to be a great app. We wasted a lot of time before discovering that they still have no sensible solution for GST.
Buildertrend seems to have evolved from a customer management software that is trying to become an estimating and order software. Problem is that it clearly hasn't been setup by builders for builders. You cant email tradies purchase orders they can only recive them if the sign up to the app. But this doesnt work for large companies with a number of staff entering purchase orders. The entire setup for budgets and purchase orders is crazy and unworkable at the moment. You cant add GST to purchase orders or progress claims. The intergration with xero is just a basic dollar figure, it doesn't carry across the purchase order numbers or job numbers or cost codes which leads to duplicate invoices and double entry in accounting. You can setup a price catalog but then you cant create a purchase order from it. You can set up beautiful selections catalog but that doesn't link to the main price catalog or the ordering system. It takes hours to create a budget and purchase orders, but there is no link between the two. We have been hoping they would rectify this over time but i see comments going back several years of people asking for this basic functionality to be improved which it has not been. This could be overcome with other software in addition to Buildertrend, but for most small to mid size companies with the US dollar you will be spending $10,000 a year on this software and for that price it should be excellent, which it is not. There are a lot of other weird process the software uses, my only explanation is that it has not been developed by builders who understand what is required. In the early days it was as good as could be expected but the pricing and lack of professional development is leaving it well behind the race.
You need to add items that are in your chart of accounts into inventory to have them transfer over to xero correctly from Buildertrend POs. Our issue is the GST. Buildertrend does not account for it. I'm looking for a workaround for that.