2023 with complete solution
Setting the Baseline for a schedule allows you to track why the schedule has changed
throughout the job.
True
When creating a Daily Log, where does the weather information come from?
From the ZIP/Postal code associated with the job
Who can be assigned to a To-Do?
Subs/Vendors
Home Owners
Internal Users
If you email a lead through Buildertrend, when they respond, do you need to log in to
Buildertrend in order to reply to their email?
No
When in the Messages feature, is it possible for an Internal User to see all messages sent,
regardless of who sent and received the message?
Yes, all Internal Users can see all Messages.
Yes, all Internal Users with the appropriate permissions can see all Messages.
You can generate purchase orders directly from an approved selection choice.
True
How many proposals can be created and released to a lead opportunity?
As many as necessary.
Who can log in to Buildertrend's mobile application?
Active Subs/Vendors
Active Home Owners
Active Internal Users
, Does a home owner need more that one username and password in order to access multiple
jobs?
No
What happens when a Daily Log is marked as Private?
Only the creator can view the Daily Log.
Who can approve a selection choice?
1 The Home Owner
1 Subs/Vendors
1 Internal Users
Is there a limit to the number of files that can be attached to a lead opportunity?
No
Can Subs and Vendors use the Time Clock feature?
No
How can I filter my jobs list to show a certain type of project?
Use Job Groups
What types of documents can be edited in Buildertrend?
Excel
Word
You can create generate purchase orders directly from your estimate.
True
The location of where a Daily Log was posted can be seen on a map.
True
What changes when a schedule is turned online?
1 -Active home owners and subs/vendors are able to view the schedule.
1 -Other feature deadlines, such as To-Do deadlines, Selection deadlines, etc., can now be linked
to schedule items.
1 -Quick edits (click and dragging items, linking items on the Gantt, etc.) are no longer possible.
1 -You can notify assigned users, subs, and vendors.
Where do you set up your cost catalog?