Switching from Buildertrend to BuildTools
Moving platforms is disruptive, so the goal is a clean, planned migration — not a scramble. Here is how teams move from Buildertrend to BuildTools without splitting the field across two systems.
What a clean migration looks like
How your Buildertrend setup moves to BuildTools
Every part of your Buildertrend account has a destination in BuildTools. Here is the mapping.
| From Buildertrend | In BuildTools |
|---|---|
| Projects and job history | Imported during onboarding so reporting stays continuous |
| Cost codes and budget templates | Mapped into the working budget connected to projected margin |
| Vendor and sub lists | Carried over with contacts and trade assignments intact |
| Selections and allowances | First-class selections connected to budget and the client portal |
| Documents, plans, and photos | Documents and auto-tagged photos, with AI capture going forward |
| Owner / client portal access | A curated client portal you re-invite homeowners into |
What changes once you are on BuildTools
- AI starts drafting change orders, RFIs, scopes, and client updates from your project context — you review and approve.
- Budgets, POs, invoices, change orders, and draws stay connected to projected margin.
- AI project intelligence flags budget variance, missing approvals, and stale items across every active job.
- Field capture moves to voice and photo on a job-site phone.
- QuickBooks-connected job costing keeps financial reporting continuous.
- A guided onboarding handles the import so your team is not re-keying data.
Upload or export your current process — we’ll show the migration path
Send us where you are today and we’ll map it to BuildTools. Opt in and we’ll also send the Buildertrend Migration Checklist, which covers:
- The exact data to export from Buildertrend, in order
- How to map cost codes and vendor lists cleanly
- A phased cutover plan for active jobs
- How to re-invite clients to the new portal
- A go-live checklist for the field team
Frequently asked questions
How do I switch from Buildertrend to BuildTools?
Export your projects, cost codes, vendor lists, and selections, map them into BuildTools during a guided onboarding, then cut over by phase so the field is never on two systems at once. A 15-minute consult builds the plan around your active jobs.
Will I lose my project history?
No. Historical projects, cost codes, and vendor lists come over during onboarding so financial reporting stays continuous.
Can I migrate mid-project?
Yes, with a phased cutover. Many teams finish active jobs where they are and start new jobs in BuildTools, or move active jobs in a planned window so superintendents are never split across systems.
How long does the migration take?
It depends on the number of active jobs and the data you bring over. The migration consult maps a realistic timeline to your situation.
What does it cost to switch?
BuildTools uses transparent monthly tiers. Book a consult and we will scope the right tier and the migration plan together.
Related pages
One connected platform for custom builders and remodelers.
BuildTools is the AI-first operating system for custom builders and remodelers: budget control, schedule control, client decisions, field documentation, and project intelligence in one connected platform.