Buildertrend Project
Manager Certification- Final
Exam
Which of the following are tools you have available when working with documents in
Buildertrend: - ✔✔ANSW✔✔..Sign
Request Signature
Annotate
Who can approve a selection choice? - ✔✔ANSW✔✔..1 The Home Owner
1 Subs/Vendors
1 Internal Users
Who can be assigned to a To-Do? - ✔✔ANSW✔✔..Subs/Vendors
Home Owners
Internal Users
Who can log in to Buildertrend's mobile application? - ✔✔ANSW✔✔..Active
Subs/Vendors
Active Home Owners
Active Internal Users
Who can potentially have access to folders and files stored within Global Documents? -
✔✔ANSW✔✔..Internal Users
Subs/Vendors
Home Owners
Who can use the mobile application? - ✔✔ANSW✔✔..-Subs and Vendors that have
been invited to use Buildertrend.
-Internal Users that have been invited to use Buildertrend.
, -Home Owners that have been invited to use Buildertrend.
Who can view the schedule while it is Offline? - ✔✔ANSW✔✔..Internal Users
Why are comments useful? - ✔✔ANSW✔✔..They keep correspondence logged for
historical record.
They keep past discussions accessible.
They allow you to able to have discussions with multiple people on an item.
Why is it important to have the Contract Price added in the Job Info tab? -
✔✔ANSW✔✔..It is the base number for the job running total calculation.
You can annotate PDFs on Buildertrend's full site, but cannot add annotations from the
mobile application. - ✔✔ANSW✔✔..False
A customer only has access to selections that have been released to them. -
✔✔ANSW✔✔..True
Allowances will feed into your Estimate... - ✔✔ANSW✔✔..Once the allowance has been
created.
An Internal User can create a Message signature within their Preferences tab. -
✔✔ANSW✔✔..True
Are you able to copy both selections, as well as individual choices? -
✔✔ANSW✔✔..Yes
Are you able to reassign schedule items in mass from one user to another? -
✔✔ANSW✔✔..Yes
Bids must be approved before they will show up in your Budget and Estimate. -
✔✔ANSW✔✔..False
Bills and Purchase Orders help manage job expenses. - ✔✔ANSW✔✔..True
Can a user assign someone other than themselves to an activity? - ✔✔ANSW✔✔..Yes
Can an activity template be applied to multiple leads at one time? - ✔✔ANSW✔✔..Yes
Can every user within Buildertrend add new leads? - ✔✔ANSW✔✔..Yes, as long as
they have the appropriate permissions.
Can Subs and Vendors use the Time Clock feature? - ✔✔ANSW✔✔..No
Manager Certification- Final
Exam
Which of the following are tools you have available when working with documents in
Buildertrend: - ✔✔ANSW✔✔..Sign
Request Signature
Annotate
Who can approve a selection choice? - ✔✔ANSW✔✔..1 The Home Owner
1 Subs/Vendors
1 Internal Users
Who can be assigned to a To-Do? - ✔✔ANSW✔✔..Subs/Vendors
Home Owners
Internal Users
Who can log in to Buildertrend's mobile application? - ✔✔ANSW✔✔..Active
Subs/Vendors
Active Home Owners
Active Internal Users
Who can potentially have access to folders and files stored within Global Documents? -
✔✔ANSW✔✔..Internal Users
Subs/Vendors
Home Owners
Who can use the mobile application? - ✔✔ANSW✔✔..-Subs and Vendors that have
been invited to use Buildertrend.
-Internal Users that have been invited to use Buildertrend.
, -Home Owners that have been invited to use Buildertrend.
Who can view the schedule while it is Offline? - ✔✔ANSW✔✔..Internal Users
Why are comments useful? - ✔✔ANSW✔✔..They keep correspondence logged for
historical record.
They keep past discussions accessible.
They allow you to able to have discussions with multiple people on an item.
Why is it important to have the Contract Price added in the Job Info tab? -
✔✔ANSW✔✔..It is the base number for the job running total calculation.
You can annotate PDFs on Buildertrend's full site, but cannot add annotations from the
mobile application. - ✔✔ANSW✔✔..False
A customer only has access to selections that have been released to them. -
✔✔ANSW✔✔..True
Allowances will feed into your Estimate... - ✔✔ANSW✔✔..Once the allowance has been
created.
An Internal User can create a Message signature within their Preferences tab. -
✔✔ANSW✔✔..True
Are you able to copy both selections, as well as individual choices? -
✔✔ANSW✔✔..Yes
Are you able to reassign schedule items in mass from one user to another? -
✔✔ANSW✔✔..Yes
Bids must be approved before they will show up in your Budget and Estimate. -
✔✔ANSW✔✔..False
Bills and Purchase Orders help manage job expenses. - ✔✔ANSW✔✔..True
Can a user assign someone other than themselves to an activity? - ✔✔ANSW✔✔..Yes
Can an activity template be applied to multiple leads at one time? - ✔✔ANSW✔✔..Yes
Can every user within Buildertrend add new leads? - ✔✔ANSW✔✔..Yes, as long as
they have the appropriate permissions.
Can Subs and Vendors use the Time Clock feature? - ✔✔ANSW✔✔..No
