Buildertrend is a cloud-based construction management system for builders, remodelers and specialty contractors. It combines project scheduling, project management, customer management, and service management in a single suite. As a cloud-based platform, this system can be accessed anywhere with a computer or mobile device.
Buildertrend + Xero
Buildertrend integrates with Xero by connecting your projects within Buildertrend to your customers in Xero. The purpose of this integration is to alleviate double entry in both systems. Once connected you can link your subcontractor and inventory lists to accurately sync expenses incurred and track project costs. Lastly, you can automatically generate customer invoices and approved change orders and have them sync directly into your Xero account.
First, log into your Buildertrend account. Once in Buildertrend, go to the set up page and find the accounting sub tab. This will display a "Connect to Xero" option. Select the Xero option, follow the prompts and you will successfully connect to Xero. However, Buildertrend offers free customer support, so don't hesitate to contact your dedicated Buildertrend Customer Success Coach for help with this process.
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