Leaving Buildertrend
Buildertrend to JobTread Data Migration
With your authorization, we pull your data out of Buildertrend ourselves and rebuild every job, open and closed, fully inside JobTread, mapped down to every field and number. Budgets, change orders, invoices, schedules, daily logs, photos and files included.
Certified JobTread Partners
Buildertrend to JobTread is one of our two most common migrations.
100+ data migrations
Completed in the last 3 years, for some of the largest contractors in North America.
Live in 3 to 4 weeks
With the final cutover run over a weekend, so your team keeps working.
Planning your switch
You've decided on JobTread.Now let's time the move right.
The smoothest switches from Buildertrend are planned around your current contract and your team's schedule. Here's how we help you get the timing right.
Know your renewal date.
Check your current contract for when it renews and what notice it needs, so you can plan your move around it.
Give yourself runway.
Most of our migrations take 3 to 4 weeks. Starting early means you're live in JobTread with time to spare.
Move while you have full access.
Every job, budget and file is easiest to move while your current account is still active.
Keep your team working.
Your team keeps working while your history moves over, and the final cutover runs over a weekend.
Tell us your target go-live date and we'll build the migration plan around it.
The export problem
Buildertrend exports spreadsheets.Your business lives inside the jobs.
Buildertrend lets you export lists to Excel. That gets you spreadsheets, not a working JobTread account, and the parts that matter most come out in pieces.
Budgets come in two formats
Older accounts can still have open jobs on Buildertrend's Legacy Budget, while newer jobs use the Job Costing Budget. Your numbers don't come out in one consistent format.
Files are split up by job and type
Documents, photos and videos sit in separate folders for each job. Files attached to daily logs are automatically filed into separate "attached" folders.
Selections are tied to the budget
Allowances live in the estimate or come in through change orders, and approved selections update the job's budget. Move them as separate spreadsheets and the numbers stop matching.
JobTread onboarding covers the basics
JobTread imports customers, vendors, cost codes and templates. Per JobTread, the data inside your jobs is a paid, hourly add-on, and its team can't sign into Buildertrend for you.
That's the part we handle. With your authorization, we pull your data out of Buildertrend ourselves and rebuild every job inside JobTread, mapped down to every field and number, then verify it with you before go-live.
Get My Migration PlanWhat we migrate
Everything from Buildertrend, mapped into JobTread
Every job comes over, open and closed, with its full history inside JobTread. No side archive, and nothing rebuilt by hand.
Jobs, open and closed
Jobs, with status, address and key details
Clients and contacts
Customers and contacts, linked to the right jobs
Leads
Leads, with their contact details and history
Subs and vendors
Vendors
Estimates and proposals
Estimates and proposals on the right job
Budgets, cost codes and cost items
Budgets and cost items, matched to your cost codes
Change orders
Change orders on the right job, with their pricing
Bills and purchase orders
Vendor bills and purchase orders on the right job
Invoices and payments
Invoices, payments and financials tied to the right customer and job
Schedules and to-dos
Job schedules and to-dos
Time clock entries
Time entries
Daily logs
Daily logs on the job, with their photos
Specs and selections
Specs and selections on the job, kept with their pricing
Warranty items
Warranty history, preserved and linked to the right job
Photos, documents and videos
Files on the job they belong to
Messages, comments and notes
Notes and communications
Job statuses and templates
Job statuses and templates
Custom fields
Recreated as custom fields in JobTread and filled with your data
Every Buildertrend account is set up differently. We confirm exactly what will move, and where it lands, with you before anything is migrated.
How it works
A proven process, built for accuracy
Every Buildertrend migration follows the same five steps, and nothing goes live in JobTread until you've signed off on it.
- 1
Discovery
We walk through your Buildertrend account: your jobs and statuses, budgets, custom fields, and your target go-live date.
- 2
Mapping
Every field, custom field and cost code is mapped from Buildertrend to JobTread, and you approve the plan.
- 3
Sample migration
We migrate a few real jobs first, including a closed job with its full financials, so you can check them in JobTread.
- 4
Full migration
Your complete history moves over. The final cutover takes a couple of days over a weekend, so your team keeps working.
- 5
Verification
We check JobTread against Buildertrend job by job, totals included, so you go live with no duplicates and nothing out of place.
Before you start
We'll walk you through it on discovery.
- Note your contract renewal date
- Confirm Buildertrend admin access
- Merge duplicate clients and vendors
- List your active jobs and their stage
Why teams trust us
Contractors who made the movefrom Buildertrend to JobTread
Don't hesitate to use Josh No Code for your Buildertrend to JobTread migration. Excellent communication, planning, and a seamless transition. All issues were quickly noted and addressed. I never expected it to be this easy to move between the two software platforms.
Our experience working with the team was excellent. They are process driven, detail oriented, and consistently execute on the timelines they commit to. They migrated four years of our data from Buildertrend to JobTread cleanly and efficiently, making sure we had all the information we needed along the way. Highly recommend!
Accuracy first
Approved mapping, a sample migration and job-by-job verification before you go live.
Certified JobTread Partners
We know JobTread inside and out, and Buildertrend to JobTread is one of our most common migrations.
Your history, inside JobTread
Every job, open and closed, with its financials, photos, files and daily logs. No side archive.
Proven record
100+ data migrations completed in the last 3 years, for some of the largest contractors in North America.
FAQ
Buildertrend to JobTread questions
Who can migrate my Buildertrend data into JobTread?
Josh No Code. We're Certified JobTread Partners, and Buildertrend to JobTread is one of our two most common migrations. With your authorization, we pull the data out of Buildertrend ourselves and rebuild every job inside JobTread, mapped down to every field and number.
What data can you move from Buildertrend to JobTread?
Jobs (open and closed), clients and contacts, leads, subs and vendors, estimates and proposals, budgets and cost items, change orders, bills and POs, invoices and payments, schedules, to-dos, time entries, daily logs, specs and selections, warranty history, templates, photos and documents, messages and notes, job statuses, and custom fields.
Do my closed jobs come over too?
Yes. Every job, open and closed, is rebuilt fully inside JobTread with its financials, files and daily logs. Nothing is pushed off to a separate archive.
Do change orders, bills and warranty items come over?
Yes. Change orders, bills and POs, to-dos and warranty history all move into JobTread, each preserved and linked to the right job.
Do I need to export anything from Buildertrend?
No. With your authorization, we pull the data out of Buildertrend ourselves, so there are no spreadsheets or file downloads for your team to wrangle.
Can't I just export my data from Buildertrend myself?
You can export a lot of it, but budgets can come in two different formats, files are split up by job and type, and selections are tied to the budget. None of it loads into JobTread as is. We turn it into clean, linked JobTread records.
Doesn't JobTread's onboarding team move my Buildertrend data?
JobTread's onboarding team can import core lists like customers, vendors, cost items, cost codes and schedule templates. Per JobTread, moving the data inside your jobs, such as budgets, documents, files and daily logs, is a paid, hourly add-on, and its team can't sign into Buildertrend for you. That's where we come in.
How long does a Buildertrend to JobTread migration take?
Most take 3 to 4 weeks from start to finish. The final cutover takes a couple of days and runs over a weekend.
When should I start my Buildertrend to JobTread migration?
As early as you can, and well ahead of your Buildertrend renewal date. Most migrations take 3 to 4 weeks, and starting while you still have full access to your account keeps the move smooth.
Can my team keep working in Buildertrend during the migration?
Yes. Your team keeps running jobs in Buildertrend until the final cutover, which happens over a weekend.
How much does it cost to migrate from Buildertrend to JobTread?
Pricing is a one-time setup fee plus a charge per job migrated, so the cost scales with how much data you're moving. Request your migration plan and we'll send you a quote.
Is my data secure during the migration?
Yes. We use secure data handling protocols to keep your information safe and confidential every step of the way, and your data is never shared.
Get started
Bring your whole Buildertrend history into JobTread,and get it right the first time.
Tell us about your Buildertrend account and your target go-live date. We'll send you a migration plan, a quote and a timeline.
- Certified JobTread Partners
- 100+ data migrations in the last 3 years
- Every job, open and closed, inside JobTread
- Live in 3 to 4 weeks