Buildertrend vs. Procore vs. Salesforce Agentforce Field Service

Buildertrend was made for a specific industry (building) and so I would recommend it to anyone in that industry, with the exception of Sales and Marketing. But for everything else from the financing to the permitting to the construction and all else, Buildertrend is exactly what our team has used and will ALWAYS use. Even with our decision to use other systems for Sales and Marketing, we have never given one thought to taking Buildertrend out of our process. We will always be with Buildertrend.

Incentivized

It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

Incentivized

We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.

Incentivized

• Manages in one place - crucial for organization.
• Professional, across the board it provides companies with a seamlessly organized and flawless presentation - to subs/vendors/owners/etc.
• Time Saver - you don't have to dig around through files/create templates/flip through your contact binder - it's all there.
• Practical tools- designed for contractors. You get what you need - period.

Incentivized

• Does well Emailing me (If i am subscribed to a project) to let me know when revisions have been updated.
• Easy to navigate
• Great at Allowing me as a project Engineer to Upload my drawings to Procore. Not a lot of steps, and very easy to do.

Incentivized

• Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
• Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
• It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task

Incentivized

• Onsite consultants. There is a demand for this service that is great enough to allow outside BuilderTrend Super-Users like me to partner with BuilderTrend and make this a reality.
• As their company grows, their support needs to grow as well.
• Provide incentives for Super Users that are helping BuilderTrend acquire new business. Advocates should be their best friend.

Incentivized

• Downloading drawing sets sometimes involves an extra step that holds up the process
• The dashboard is simplistic to the point that I don't feel like I am getting enough information about a specific project from the get-go
• Granting access to a project on Procore is not very straightforward as a consultant- restrictions sometimes cause hold-ups

Incentivized

• Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
• Reporting off of Service Appointment history is challenging
• Without having a developer adjust your views the amount of available fields can be overwhelming.

Incentivized

We will undoubtedly renew Procore as it has proven itself to be a means to better track and improve upon our efficiency and communications between job sites and their project managers as well as all other departments. Procore has made an incredible impact on how we, as a company, do our job on all levels; it is one of our most powerful and effective resources.

Incentivized

As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.

Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.

90% of Procore is very intuitive and any user can pick it up and go. There are a few elements, more so on the Financials side that need some prior knowledge of systems in order to understand how and why it functions as it does. Once this is understood, it flows effortlessly

Incentivized

Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.

Incentivized

If you are working in an area with little to no signal, Procore will still allow you to get in the system and use it fully and will then update once you are at a place with a strong enough signal. Whether it be with wifi or LTE cell phone reception.

Incentivized

For the most part Procore is very responsive. However there are times when it's a little slow but it's minimal.

Incentivized

I highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.

Incentivized

General Support for Project Management and Financials is consistent. The ERP support is never consistent and I do end up at times in a black hole. I have to continually reach out to get the issue resolved or get an update. The ERP support needs more of Procore's attention

Incentivized

Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.

Incentivized

Procore's Implementation Team does a great job of ensuring users are confident in using the system. They run through a process of training sessions based on the tools you have purchased, and lay ou ta plan to help the power users configure the tool to suit the company's needs. They provide useful resources for certifications, support and ongoing training as well.

Incentivized

Procore's certification program and focused how-to training videos allowed for easy training that did not feel overwhelming. The way the certification programs were broken up into small parts made it seem much less daunting to complete. The training feels focused and does not overload users with too much information all at once.

Incentivized

Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

Iron out your cost code list in your accounting software before you link with Procore. Once the link is established that list is more or less permanent. Review the permission matrix carefully. It controls so much. You want to ensure the information provided to your users adequate but you also want to protect your sensitive data. Procore Financials are organized in a total contract value style. Any markup or Profit will need to be sent somewhere on your budget. This may be significantly different than the Cost budgeting that many contractors do

Incentivized

The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this software as well, giving them the ability to view daily logs, photos, schedules, etc.

Incentivized

Procore has a clearer user interface and a wider variety of tools than any program I've used. Procore also lives up to their name in terms of helpful and fast customer service. There is always a Procore rep. that is available to contact, making any problems just a mini hurdle.

I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.

Incentivized

once in awhile Procore is down for a period of time, its frustrating when it happens but doesn't tend to last long.

Incentivized

• The prior year cost me roughly $4300, which was barely reasonable for my volume. Some clients liked the format, some hated it and didn't participate. In my experience, few subcontractors or suppliers embraced the program, severely limiting the effectiveness.
• For the coming year the fees would have exceeded $17,000, far too much for a program with limited client, employee, and subcontractor appeal with as small a volume as I have.
• Honestly, for the last year, I feel they've been a burning tire hung around my neck and I regret not cancelling them in early 2019, I'd have $10,000 more in my pocket and no significant negative impact.
• I did appreciate the daily log as a way to report on progress, but less than half my clients made use of this option.

• The Procore service impacts on construction projects are effective and reliable on production acceleration.
• The collaboration is stable and easy files access and uploading of engineering drawings and plans is excellent.
• New project planning and project financial data management on Procore functions are excellent.

Incentivized

• ClickSoftware (ClickSchedule) has allowed for a technician work schedule to be fuller
• ClickSoftware (ClickSchedule) has improved efficiency of the mobile work force when it is adhere to, and excessive rule violations are avoided.
• ClickSoftware (ClickSchedule) has increased accountability of the mobile work force throughout the day.