Software connection
Buildertrend
Under evaluationFit and access still being investigated; not sold.
- Status
- Under evaluation
- Date reviewed
- September 24, 2026
- Supported customer outcome
- Hand off a qualified or won opportunity with customer contact and approved project summary.
- What is transferred
- Contact details; Organization; Project name and scope summary; Broad location
- What is excluded
- Private notes; Correspondence; Attachments; Value and status
- Direction
- FoundingSite to Buildertrend, after review
- Owns subsequent changes
- Buildertrend owns the job record after handoff.
- Plan eligibility once Available
- STUDIO, PRIVATE_OFFICE
- Separate subscription
- Yes, with the provider
- Assistance owner
- Assigned when the connection passes verification
Proposed workflow: qualified or won opportunity handoff with contact and approved project summary. Validate demand, supported access, and duplicate prevention.
Not sold as an inclusion today. Manual handoff is included on every plan.