BuildTools WebClasses
Web Classes

BuildTools WebClasses

Convenient Training to Learn at Your Own Pace

Level Up Your Business

Register Today for BuildTools Online Training

Learn about BuildTools® software, business best practices, and more without leaving your desk.

Whether you’re new to BuildTools or looking for a refresh, these short and informative sessions will help you make the most of your software. Catch a session every Thursday from 4:00 PM – 4:30 PM Eastern.

Miss a WebClass? Not to worry! All recorded sessions will be available here on-demand.


Live WebClasses

Working with Bids

Find out how to cut time out of the bidding process. In this WebClass, we’ll look at how to create bid packages, track responses, and send addendums or revisions, and more.

Thursday, April 15, 2021

4:00 PM - 5:00 PM ET

Using Meeting Minutes in BuildTools

Learn about our newest feature, Meeting Minutes! Find out how to document conversations and meetings to avoid confusion, stay on top of action items, and more.

Thursday, April 22, 2021

4:00 PM - 5:00 PM ET


On-demand WebClasses

ON-DEMAND: BuildTools Tips and Managing Users

Get back to basics with our intro session that covers everything from logging in, managing users, and setting permissions to giving access to your subs and clients. Sign up for all the quick tips you need to get started.

Thursday, October 15, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Working with Documents in BuildTools

Learn about documentation in BuildTools, including uploading and accessing files, drawings, 360° images, and using QR codes and Project Poster to securely share always up-to-date details on site.

Thursday, October 22, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: BuildTools Communication and Notifications

In this WebClass, we’ll look at best practices for notifications and communication in BuildTools, including linked project emails. Find out why our communication module beats your email client any day.

Thursday, October 29, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Synchronizing BuildTools to QuickBooks

Learn how our QuickBooks® integration works and how to save time and avoid costly double entry errors. Find out how easily synchronize invoices, purchase orders, budgets, contacts, and more.

Thursday, November 5, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Creating and Managing Schedules

In this WebClass, we’ll look at how to create schedules from scratch, reusing past schedules, and managing the many changes that come up during a project. Learn how to track your schedule against your baseline.

Thursday, November 12, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Managing Global and Project Settings

Find out how to manage the various settings in BuildTools, including cost codes, fees, contacts, statuses, project numbers, and changing project names. Know your way around the back end of the system.

Thursday, November 19, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Financial Statements

Don’t wait until the final draw to find out if you made or lost money on a project. In this WebClass, we’ll show you how to stay up to date on your finances at every stage of the construction process.

Thursday, December 3, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: BuildTools Roadmap

Sign up for this special end of year WebClass to learn about our exciting product developments. Get up to speed on the features and enhancements we released this year and those currently in development.

Thursday, December 10, 2020

4:00 PM - 5:00 PM ET

ON-DEMAND: Working with Drawings in BuildTools

Learn how BuildTools provides a simple system for drawing management. Find out how to easily view drawings, add notes, apply markups, corrections, client changes, and more.

Thursday, January 14, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Working with Service Items in BuildTools

Streamline your warranty and post-construction work. Notify contractors of work to be completed. Enable clients to submit service requests, Document, schedule, and notify so nothing gets missed.

Thursday, January 21, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Selections and the Change Order Process

Learn how to stay on top of every little detail with BuildTools. In this class we’ll look at creating online selections, getting approvals, and managing change orders as your build progresses.

Thursday, January 28, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Purchase Orders and Invoice Flow

Join us in this WebClass to understand the flow of information from purchase order to invoice. Learn how to keep track of your project expenses to keep your job costing accurate.

Thursday, February 11, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: QuickBooks Desktop Setup and Sync in BuildTools

In this WebClass we’ll focus on how to set up and sync QuickBooks Destop with BuildTools so you can avoid time-consuming double data entry and costly accounting errors.

Thursday, February 18, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Working with Certificates and Invoices

Learn how to use certificates and invoices in BuildTools. In this class we’ll look at emailing certificates and vendor invoices in BuildTools, how to locate them, and how to work with them.

Wednesday, February 24, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Working with Budgets and Budget Codes

Join us for this week’s WebClass where we’ll look at creating budget codes and customizing to meet your needs. Learn best practices for tracking budgeted costs versus actual costs and keeping track of variances.

Thursday, March 11, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Budget Options

In this WebClass, we’ll go over how to create multiple option packages with different pricing. Learn how to set expectations with clients and quickly populate the budget based on their option choices.

Thursday, March 25, 2021

4:00 PM - 5:00 PM ET

ON-DEMAND: Using Project Poster in BuildTools

In this WebClass, we’ll look at how to easily share construction documents in the field with Project Poster. Find out how to securely share a real-time schedule and more with subs.

Thursday, April 8, 2021

4:00 PM - 5:00 PM ET

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