Platform: Buildertrend

Offshore accountants experienced in Buildertrend.

Buildertrend is the leading construction project management and accounting platform for residential contractors, home builders, and remodelers. Our Buildertrend-trained offshore accountants handle job costing, change order tracking, subcontractor management, and accounting integration for construction businesses using Buildertrend.

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About Buildertrend

About Buildertrend

Buildertrend is a cloud-based construction management platform serving over 1 million users across home building, remodeling, and specialty contracting. Founded in 2006 and headquartered in Omaha, Nebraska, Buildertrend has become the default platform for residential-focused contractors who need project management + client communication + accounting integration in one system.

Unlike enterprise construction platforms (Procore, Viewpoint) that target large commercial GCs, Buildertrend focuses on residential contractors from custom home builders through kitchen-and-bath remodelers. Its strength is the full project lifecycle: lead management, estimating, scheduling, change orders, subcontractor coordination, client communication, and accounting integration.

Buildertrend integrates with QuickBooks Online, QuickBooks Desktop, and Xero for accounting (rather than handling accounting natively). This means offshore accountants working with Buildertrend clients typically work in both Buildertrend (for project-level data) and the accounting platform (for GL, close, reporting).

Capabilities

What our Buildertrend-trained accountants handle

Job costing in BuildertrendProject cost tracking, budget vs actual, change order impact, cost code structure.
Change order managementChange order entry, approval workflow tracking, billing impact analysis.
Subcontractor coordinationSubcontractor purchase orders, insurance certificate tracking, W-9 collection, 1099 tracking.
Buildertrend-to-QBO syncManage data flow from Buildertrend to accounting platform, investigate sync errors, fix mismatches.
Project billingProgress billing, AIA-style billing for larger residential, final invoice preparation.
Purchase order processingPO entry, vendor coordination, three-way matching at invoice receipt.
Selection & allowance trackingBuildertrend Selections module tracking of owner choices, allowance variance tracking.
Job-level P&LEach project's P&L: revenue, direct costs, change orders, margin analysis, WIP status.
Historical project analysisCompleted project analysis: actual margin vs estimated, cost variance by category, lessons for future estimates.
Year-end 1099 & reporting1099-NEC for subcontractors from Buildertrend data; year-end tax prep package.
Integration

Integration with your stack

Buildertrend typical stack

  • Project management: Buildertrend handles everything from lead to close-out
  • Accounting: QBO or QBDT (most common), occasionally Xero
  • Payroll: Gusto, Paychex, ADP (outside Buildertrend)
  • Estimating: Buildertrend has estimating module, some contractors use CoConstruct/PlanSwift/Clear Estimates instead

Buildertrend-to-QBO data flow

The most common integration pattern: job-level costs and revenues flow from Buildertrend to QBO automatically. Journal entries in QBO reference Buildertrend job numbers. Reconciliation required to ensure all Buildertrend transactions reach QBO and match amounts.

Common sync issues: change orders not syncing until approved in Buildertrend; payment receipts in one system not reflected in the other; class/location assignments getting mangled; subcontractor payments appearing in QBO without corresponding Buildertrend entry.

What stays in Buildertrend vs accounting

In Buildertrend: project progress, schedule, selections, change orders, client communication log, to-dos. In accounting: GL, financial statements, tax-ready numbers, multi-project consolidated view, audit-ready records.

Use cases

Common use cases

Custom home builder

Builder doing 5–25 homes per year

Project accounting for each home, progress billing, change order management, subcontractor 1099 tracking, job-level margin analysis.

Remodeling contractor

Kitchen/bath or whole-home remodeling with 20–80 projects per year

Higher project volume, shorter project duration, selection-heavy tracking, tight margin management.

Specialty trade contractor

Plumbing, electrical, or HVAC contractor using Buildertrend

Smaller project scopes, higher volume, subcontractor and supplier coordination, service work mixed with new construction.

Design-build firm

Design firm with construction capability

Design phase tracking, seamless transition to build phase, change order management across phases.

FAQ

Common questions

Do you also work with CoConstruct, Jobber, or other residential construction platforms?

Yes. CoConstruct (now merged with Buildertrend), Jobber, ServiceTitan, Housecall Pro, and others. Each has different strengths and different accounting integration patterns. Our construction-trained accountants typically know 2–3 platforms each.

What about commercial construction with Procore or Viewpoint?

Commercial construction platforms are handled by our commercial construction specialists – different scope from residential. See our construction industry page for commercial.

Can you handle AIA-style billing for larger residential projects?

Yes. High-end custom homes often use AIA G702/G703 or similar progress billing. Our construction-trained accountants handle AIA billing in addition to simpler progress billing schedules.

What about change order approval workflows?

Change order approval stays with your project managers and clients. We process approved change orders through Buildertrend and accounting. Pending change orders get tracked as open items.

Can you reconcile subcontractor insurance certificates?

Yes. Insurance certificate tracking (general liability, workers' comp, auto) coordinated with Buildertrend's sub management module. We flag expiring certificates and missing documentation.

Do you handle warranty reserves and retentions?

Yes. Warranty reserves calculated and tracked per project type. Retention held back on subcontractor payments tracked and released on project milestones.

Related

Related pages

Buildertrend-trained accountant, 3-week onboarding.

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