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Advanced Plan

Buildertrend Advanced Plan: $799/Month

The most popular tier - estimating, change orders, and financial management in one platform

Monthly billing
$799/mo
$9,588/year
Annual billing
$499/mo
$5,988/year - Save $3,600/yr
Most popular for mid-size GCs
5-20 staff, $1M-$10M annual revenue

What Advanced Adds Over Essential

Advanced includes everything in Essential plus these key capabilities:

Full Estimating Module

Build proposals and estimates from a library of cost codes and assemblies. Apply markup rules, generate professional PDF proposals, and collect client signatures digitally. Approved estimates convert directly into project budgets and schedules - no re-entering data.

Change Orders

Create, price, and track change orders inside Buildertrend. The homeowner receives a digital change order request, can review it, and approves with a signature. Every change order is permanently tied to the project with a full audit trail - your best defence against 'I never approved that' disputes.

Takeoff Tools

Measure plans digitally for quantity takeoffs. Upload PDFs of architectural drawings, scale them, and measure areas, lengths, and counts. Takeoff quantities feed directly into your estimate line items, reducing manual data entry and measurement errors.

Bid Requests to Subs

Create formal bid packages and send them to multiple subcontractors simultaneously. Subs submit bids through the Sub Center portal. You compare bids side-by-side and award the job from within Buildertrend. Replaces email bid rounds with a structured, auditable process.

Purchase Orders

Generate purchase orders for materials and subcontractors. POs are attached to specific projects and cost codes. When the invoice arrives, you match it against the PO and approve payment. Creates accountability in your supply chain and prevents duplicate orders.

Cost Codes

Set up a company-wide cost code structure (CSI codes or your own system). Every expense, PO, and change order is tagged to a cost code. This gives you job costing data - the ability to compare actual costs against budget at a granular level and identify where you're bleeding margin.

Enhanced Financial Reporting

Advanced reporting beyond the basic budget tracker in Essential. Job profitability reports, cost-to-complete analysis, budget variance reports. These reports give you the financial intelligence to improve bidding accuracy over time.

Surveys and Questionnaires

Create custom forms for pre-construction client interviews, punch list walkthroughs, and post-project satisfaction surveys. Responses are stored in the project file. Reduces the administrative work of collecting and organizing client feedback.

Who Should Use Advanced

Advanced is right for you if:

  • + Mid-size GC with 5-20 staff
  • + $1M-$10M annual revenue
  • + Running 5-15 active projects concurrently
  • + Change orders are a regular part of your workflow
  • + You want estimating and project management in one system
  • + You coordinate multiple subs on each project

Consider Complete instead if:

  • ! Clients need to choose finishes and fixtures online (selections portal is Complete-only)
  • ! You manage warranty claims after project completion
  • ! You have 20+ staff and need time clock + advanced dashboards
  • ! You're a custom home builder with active selections workflows

ROI Case for the Advanced Plan

The clearest ROI argument for Advanced comes from three sources:

Change Order Disputes
$2K-$10K
Typical value of a disputed change order. Buildertrend's digital approval trail prevents "I never approved that" disputes. One prevented dispute per quarter exceeds the cost of upgrading from Essential to Advanced.
Admin Time Savings
5-8 hrs/week
Estimated weekly admin time saved by eliminating duplicate data entry between estimating and project management. At $35/hr office rate: $9,100-$14,560 per year in recovered time.
Bid Accuracy
1-2% margin
Improvement in job costing accuracy from tracking actual vs estimated costs. For a $3M contractor, 1% margin improvement = $30,000 per year in additional gross profit.

At $799/mo ($9,588/year on monthly billing, or $5,988 on annual), the Advanced plan can pay for itself several times over for a mid-size residential GC. The break-even point for most 5-10 person firms is typically 3-6 months after full adoption.

Advanced Plan FAQ

Is the Buildertrend Advanced plan worth the extra $300/month vs Essential?
For most residential GCs with 5-20 staff, yes. The estimating module alone saves significant time if you're currently building proposals in a spreadsheet. The change order workflow is the clearest ROI driver: a well-documented change order in Buildertrend prevents disputes that can cost $2,000-$10,000 each. If you're managing 4+ projects with change orders regularly, one prevented dispute per quarter justifies the $300/month premium.
What does the Buildertrend estimating module actually do?
The Advanced plan estimating module lets you build proposals from a library of cost codes, assemblies, and line items. You can set markup rules, create professional-looking proposals, get client signature via DocuSign integration, and convert approved proposals directly into project schedules and budgets. Change orders are handled the same way - created, priced, and approved digitally. The estimating data then flows into job costing so you can compare actual costs against your original estimate.
What is the annual billing price for the Advanced plan?
The Advanced plan on annual billing is approximately $499/month, billed as $5,988/year. Monthly billing is $799/month ($9,588/year). The annual savings of $3,600 is significant - but annual billing requires a 12-month commitment. If you're not sure about committing, ask Buildertrend about a quarterly payment option during the sales process.
When should I choose Complete instead of Advanced?
Upgrade to Complete when you need the client selections portal (letting homeowners choose tile, fixtures, and finishes online), warranty management (tracking warranty claims after project completion), or advanced financial dashboards. If you're a custom home builder where selections management is a core workflow, Complete pays for itself quickly. If you mostly do remodeling or commercial work without a selections process, Advanced is usually sufficient.

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