Introduction to BuildSoft

See JobView 360 a product created for Builder 360. JobView 360 allows Vendors and Superintendents to view Purchase Orders, Schedules and documents.

Easy Purchase Order Creation

During this session we will explore some Best Practices and useful Tips that will help you become a more efficient user of Builder 360. The demonstration includes a review of basic Microsoft functions, automating your invoice process, tracking back charges, creating custom products, how to quickly replace vendor costs and schedule information, using scheduling for soft schedule tasks and much, much more

Review steps for creating new jobs and tracking job-related information including adding job details, recording sales contracts and inactivating jobs.

Review the setup and steps for using the new Job Closeout utility that automates journal entries based on postings and open POs for each job.

Easy Work Order Creation

Learn how to use Builder 360’s Customer Service module to track and analyze warranty work including appointments, open items and vendor communications. This class covers setup, service request and work order entry, customer and job information lookups and key reports.

Learn to enhance Customer Service workflow effectiveness by identifying and managing key reports and analysis tools.

Learn how to set up and use Intersecting Options and the Replacement Products features including navigation and best practices for using the Builder 360 .NET screens.

Budgeting in BuildSoft

Included with the release of Builder 360 3.30.0 are several Pivot Tables to help you analyze or find data within Builder 360. Learn the fundamentals so you can take advantage of these advanced reporting techniques.

Historical Estimating

Material & Labor Items (Not just for Takeoff)

CSales Webinar for BuildSoft Users

During this session we will explore some Best Practices and useful Tips that will help you become a more efficient user of Builder 360. The demonstration includes a review of basic Microsoft functions, automating your invoice process, tracking back charges, creating custom products, how to quickly replace vendor costs and schedule information, using scheduling for soft schedule tasks and much, much more

Creating Schedules & Tasks

Integrating PO’s/WO’s with Schedule and Calendar

Takeoff Basics