Buildertrend → Vexor migration
How to migrate from Buildertrend to Vexor (step-by-step, ~1 week)
Buildertrend is built for custom-home builders running 6-month projects with architects, owners, and subs in constant coordination. If your projects are 1-2 weeks and your crew is 5-15 people, Buildertrend's depth becomes friction. This guide covers migrating to Vexor — a flatter workflow that matches the shape of trade contractor work. You'll lose some Buildertrend features (selection sheets, warranty management, lead nurture) — we'll cover what each one becomes in Vexor and whether you actually need it.
Total time: About 1 week total: 2-3 days for migration work, 2-3 days for team to acclimate to the simpler workflow.
What transfers, what doesn't
Buildertrend exports leads, customers, jobs, schedules, and invoices to CSV. Selection sheets, warranty records, and lead nurture sequences don't map directly — those become Vexor documents (for selections), customer notes (for warranties), or skip entirely (lead nurture is usually handled in a separate CRM). Buildertrend's file-attached documents export per-job; download them to local archive.
The plan
1. Identify what you genuinely use in Buildertrend
2 hoursMost Buildertrend customers use 30-50% of its surface. Make two lists: features you use weekly (KEEP), features you use rarely or never (DROP). The KEEP list maps to Vexor; the DROP list stops adding cost.
2. Export Buildertrend data
30 minBuildertrend → Account → Export. Customers, jobs, schedule, invoices. Buildertrend's exports are sometimes split across multiple files — pull them all.
3. Download per-job documents
1-2 hoursBuildertrend stores documents per-job. Download the document archive for each active project; archive historical project documents to local storage.
4. Start a Vexor free trial — Operations plan
5 minOperations ($199) for the full feature set (invoicing + profit + client portal + QuickBooks sync). Vexor doesn't have Buildertrend-style selection sheets but the rest of the workflow is covered.
5. CSV import customers + jobs + invoices
30 minSame as the other migration guides — Settings → Import. Spot-check the row counts after each import.
6. Decide selection-sheet workflow
1 hour decision + workflow setupVexor doesn't have selection sheets. Options: (a) use Vexor's document attachments per job, with the selection sheet as a PDF or Google Sheet; (b) keep Buildertrend just for selection sheets if you have a few active custom-home projects; (c) move to a dedicated selection tool. Most teams pick (a) — it's simpler.
7. Set up the client portal
30 minVexor's client portal (Operations plan) gives each customer a private link with configurable visibility for photos, daily logs, change orders, and messaging. Buildertrend customers expect a portal — set this up before you announce the switch.
8. Train office team on the simpler workflow
4 hours over 2 daysThe hardest part is unlearning Buildertrend's "everything has its own tab." Vexor consolidates onto fewer screens; the office team will initially miss tabs that aren't there. Walk through each role's daily workflow in person.
9. Communicate to in-flight customers
2 hoursSend each in-flight customer a brief email: "We're moving to Vexor. Here's your new portal link. Same team, simpler tools." Most customers don't care; some will appreciate the upgrade.
10. Cancel Buildertrend at next billing date
5 minBuildertrend → Account → Billing → Cancel. Save your downloaded data archives offline.
Common gotchas
Problem
Office team misses Buildertrend's deep configuration
Workaround
That depth is what was costing $499-$1,099/mo. Vexor's simpler workflow takes a week to adjust to; once adjusted, most teams prefer it.
Problem
Selection-sheet workflow needs rethinking
Workaround
For most residential remodelers, selection decisions can live in a shared Google Sheet attached to the job in Vexor. For high-end custom homes, this might be a real loss — evaluate honestly.
Problem
Warranty tracking absent in Vexor
Workaround
Vexor doesn't have a warranty-management module. Customer notes + reminders cover most cases. If formal warranty tracking is required, supplement with a simple spreadsheet or a dedicated warranty tool.
Problem
Lead-management features missing
Workaround
Vexor's CRM is customer-focused, not lead-funnel-focused. If you have an active lead nurture process, keep it on a separate tool (HubSpot, Pipedrive, even Mailchimp) and convert leads to Vexor customers at the quote stage.
Related
Frequently asked
Is Vexor as deep as Buildertrend?
No — and that's the point. Buildertrend optimizes for custom-home builders managing complex multi-quarter projects with selection sheets, warranties, and lead funnels. Vexor optimizes for trade contractor crews running multi-week projects. If your projects are 6+ months and have selection sheets, stay on Buildertrend.
What about Buildertrend's sub portal?
Vexor includes a free read-only subcontractor portal on every plan. Subs can see their assigned jobs, daily logs, and message office. Simpler than Buildertrend's but covers the common case.
Will my profit reporting still work?
Yes — Vexor's profit dashboard (Operations plan) shows revenue vs. labor + materials + subs per job, in real time. Replaces Buildertrend's WIP reports for the residential-remodel use case.
Can I run both Buildertrend and Vexor in parallel?
Yes — no conflict between them. Most teams run parallel for 1-2 weeks during the cutover, then drop Buildertrend at next billing date.
What's the biggest workflow change?
Vexor's schedule is flatter. Buildertrend has separate Master Schedule, Daily Logs schedule, Selection schedule, etc. Vexor consolidates into one view. Takes a few days to adjust.
Other migration guides
Start your migration today.
30-day free trial. Cancel anytime — no charge if you cancel before day 30. Run parallel with Buildertrend for as long as you need — Vexor is month-to-month with no early-termination fee.
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