Integrating Estimates with Project Management

Best Practices
November 3, 2017

Integrating Estimates with Project Management

Clear Estimates now integrates with Buildertrend, allowing you a seamless estimate to project management transition.

Our vision at Clear Estimates is to help you take your business to the next level. Just a few weeks ago, we released a new version of our Product called Clear Estimates Pro. Among the major features of Clear Estimates Pro, is an integration with industry-leading project management software, Buildertrend.

As a business owner, you can understand how important it is for different online tools to work together. That is precisely what we wanted to do here. You spend enough time in the field, that you can’t spend hours formatting documents to import from one software to the next. Our integration with Buildertrend takes all the hassle out of estimating and project management. With just a few clicks, you can import an estimate directly to your Buildertrend account.

If you are not familiar with Buildertrend, they are a leading project management tool in our industry. Among many other things, they are best known for the ability to communicate with customers during a job, communication with your team and most importantly, management of a job’s financials. These tools not only help you maintain the image of a highly professional business, but also help you determine where you are making the most money, and where money is being lost.

The integration with Clear Estimates allows you to estimate a bid using our local up to date pricing, and place it into your Buildertrend account whenever wherever. You can then manage the estimated cost of items vs the actual cost. This is extremely useful in knowing if your estimates are accurate. That information can then be used to create more accurate bids.

The goal here is to save time and money. We all want bigger margins and larger profits. Using two of the industries leading tools will help you to do so. If you are interested in learning more about our integration with Buildertrend, please feel free to reach out. One of our team members would be happy to outline the benefits for you.

To learn more about the Buildertrend integration, and all other features that come with Clear Estimates Pro, head here.

For more information on Buildertrend, click here.

Alex Krull
Alex Krull