Buildertrend Project Manager
Certification- Final Exam GRADED A
LATEST VERSION 2025
When creating a Daily Log, where does the weather information come from? -
CORRECT ANSWER From the ZIP/Postal code associated with the job
Who can be assigned to a To-Do? - CORRECT ANSWER 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? - CORRECT ANSWER 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? - CORRECT ANSWER
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. -
CORRECT ANSWER True
How many proposals can be created and released to a lead opportunity? - CORRECT
ANSWER As many as necessary.
Who can log in to Buildertrend's mobile application? - CORRECT ANSWER 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? - CORRECT ANSWER No
What happens when a Daily Log is marked as Private? - CORRECT ANSWER
Only the creator can view the Daily Log.
Who can approve a selection choice? - CORRECT ANSWER 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? -
CORRECT ANSWER No
Can Subs and Vendors use the Time Clock feature? - CORRECT ANSWER No
How can I filter my jobs list to show a certain type of project? - CORRECT ANSWER
Use Job Groups
What types of documents can be edited in Buildertrend? - CORRECT ANSWER
Excel
Word
You can create generate purchase orders directly from your estimate. - CORRECT
ANSWER True
The location of where a Daily Log was posted can be seen on a map. - CORRECT
ANSWER True
What changes when a schedule is turned online? - CORRECT ANSWER 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? - CORRECT ANSWER Selections Tab
Job Info Tab
Setup Tab
Is it possible to restrict who is allowed to assign a salesperson to a lead? - CORRECT
ANSWER Yes
The budget cannot be viewed when multiple jobs are selected. The budget can only be
viewed after a single job has been selected. - CORRECT ANSWER False
You can annotate PDFs on Buildertrend's full site, but cannot add annotations from the
mobile application. - CORRECT ANSWER False
,What is the file storage capacity for a Buildertrend account? - CORRECT ANSWER
Unlimited
Bids must be approved before they will show up in your Budget and Estimate. -
CORRECT ANSWER False
Allowances will feed into your Estimate... - CORRECT ANSWER Once the
allowance has been created.
Who can view the schedule while it is Offline? - CORRECT ANSWER Internal
Users
When uploading a video stored on your device using the mobile application, what is the
size limitation? - CORRECT ANSWER 15 minutes
An Internal User can create a Message signature within their Preferences tab. -
CORRECT ANSWER True
In what ways can the Contract Price be established on a job? - CORRECT ANSWER
-Copied from the job estimate.
-From an approved proposal when the job is converted from a lead.
-Manually written into the contract price field within the Job Info tab.
When on the month view of the schedule, you do not have the ability to view other
Buildertrend features, such as To-Do deadlines, Daily Logs, etc. - CORRECT
ANSWER False
A customer only has access to selections that have been released to them. -
CORRECT ANSWER True
Your trade partners need to be active in Buildertrend to submit bid information and
approve purchase orders. - CORRECT ANSWER False
What is the maximum number of leads you can store within Buildertrend at one time? -
CORRECT ANSWER Unlimited
Can an activity template be applied to multiple leads at one time? - CORRECT
ANSWER Yes
When creating or editing a lead activity, if you assign someone other than yourself to
the activity, will the assignee be notified? - CORRECT ANSWER Yes
, Which of the following are tools you have available when working with documents in
Buildertrend: - CORRECT ANSWER Sign
Request Signature
Annotate
How do you run reports over your lead information? - CORRECT ANSWER 1 -By
selecting the Reports button.
-By exporting the grid information to Excel.
1 -By going to Setup and selecting the Run Account Report - Leads option.
1 -By utilizing the Filter and Grid Settings.
How many certificates can be uploaded to each Subcontractor? General Liability,
Workman's Comp, etc. - CORRECT ANSWER 4
How many proposals can be approved by a lead opportunity? - CORRECT ANSWER
1
2
3
How many attachments can be added to Daily Logs and To-Dos? - CORRECT
ANSWER Unlimited
Can every user within Buildertrend add new leads? - CORRECT ANSWER Yes,
as long as they have the appropriate permissions.
Can the color and symbol of an activity type be customized? - CORRECT ANSWER
Yes
How can you bring a bid from a subcontractor into an estimate? - CORRECT
ANSWER 1 -Use the include in budget check box.
-Approve the bid.
1 -Create a purchase order for the bid amount.
1 -Select the transfer to estimate button within the bid -details tab.
Are you able to copy both selections, as well as individual choices? - CORRECT
ANSWER Yes
Labor costs from the Time Clock feature can be displayed in your Budget. - CORRECT
ANSWER True
Can you turn a lead marked as Sold back into an Open lead? - CORRECT ANSWER
Yes, by reclassifying the lead.
Certification- Final Exam GRADED A
LATEST VERSION 2025
When creating a Daily Log, where does the weather information come from? -
CORRECT ANSWER From the ZIP/Postal code associated with the job
Who can be assigned to a To-Do? - CORRECT ANSWER 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? - CORRECT ANSWER 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? - CORRECT ANSWER
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. -
CORRECT ANSWER True
How many proposals can be created and released to a lead opportunity? - CORRECT
ANSWER As many as necessary.
Who can log in to Buildertrend's mobile application? - CORRECT ANSWER 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? - CORRECT ANSWER No
What happens when a Daily Log is marked as Private? - CORRECT ANSWER
Only the creator can view the Daily Log.
Who can approve a selection choice? - CORRECT ANSWER 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? -
CORRECT ANSWER No
Can Subs and Vendors use the Time Clock feature? - CORRECT ANSWER No
How can I filter my jobs list to show a certain type of project? - CORRECT ANSWER
Use Job Groups
What types of documents can be edited in Buildertrend? - CORRECT ANSWER
Excel
Word
You can create generate purchase orders directly from your estimate. - CORRECT
ANSWER True
The location of where a Daily Log was posted can be seen on a map. - CORRECT
ANSWER True
What changes when a schedule is turned online? - CORRECT ANSWER 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? - CORRECT ANSWER Selections Tab
Job Info Tab
Setup Tab
Is it possible to restrict who is allowed to assign a salesperson to a lead? - CORRECT
ANSWER Yes
The budget cannot be viewed when multiple jobs are selected. The budget can only be
viewed after a single job has been selected. - CORRECT ANSWER False
You can annotate PDFs on Buildertrend's full site, but cannot add annotations from the
mobile application. - CORRECT ANSWER False
,What is the file storage capacity for a Buildertrend account? - CORRECT ANSWER
Unlimited
Bids must be approved before they will show up in your Budget and Estimate. -
CORRECT ANSWER False
Allowances will feed into your Estimate... - CORRECT ANSWER Once the
allowance has been created.
Who can view the schedule while it is Offline? - CORRECT ANSWER Internal
Users
When uploading a video stored on your device using the mobile application, what is the
size limitation? - CORRECT ANSWER 15 minutes
An Internal User can create a Message signature within their Preferences tab. -
CORRECT ANSWER True
In what ways can the Contract Price be established on a job? - CORRECT ANSWER
-Copied from the job estimate.
-From an approved proposal when the job is converted from a lead.
-Manually written into the contract price field within the Job Info tab.
When on the month view of the schedule, you do not have the ability to view other
Buildertrend features, such as To-Do deadlines, Daily Logs, etc. - CORRECT
ANSWER False
A customer only has access to selections that have been released to them. -
CORRECT ANSWER True
Your trade partners need to be active in Buildertrend to submit bid information and
approve purchase orders. - CORRECT ANSWER False
What is the maximum number of leads you can store within Buildertrend at one time? -
CORRECT ANSWER Unlimited
Can an activity template be applied to multiple leads at one time? - CORRECT
ANSWER Yes
When creating or editing a lead activity, if you assign someone other than yourself to
the activity, will the assignee be notified? - CORRECT ANSWER Yes
, Which of the following are tools you have available when working with documents in
Buildertrend: - CORRECT ANSWER Sign
Request Signature
Annotate
How do you run reports over your lead information? - CORRECT ANSWER 1 -By
selecting the Reports button.
-By exporting the grid information to Excel.
1 -By going to Setup and selecting the Run Account Report - Leads option.
1 -By utilizing the Filter and Grid Settings.
How many certificates can be uploaded to each Subcontractor? General Liability,
Workman's Comp, etc. - CORRECT ANSWER 4
How many proposals can be approved by a lead opportunity? - CORRECT ANSWER
1
2
3
How many attachments can be added to Daily Logs and To-Dos? - CORRECT
ANSWER Unlimited
Can every user within Buildertrend add new leads? - CORRECT ANSWER Yes,
as long as they have the appropriate permissions.
Can the color and symbol of an activity type be customized? - CORRECT ANSWER
Yes
How can you bring a bid from a subcontractor into an estimate? - CORRECT
ANSWER 1 -Use the include in budget check box.
-Approve the bid.
1 -Create a purchase order for the bid amount.
1 -Select the transfer to estimate button within the bid -details tab.
Are you able to copy both selections, as well as individual choices? - CORRECT
ANSWER Yes
Labor costs from the Time Clock feature can be displayed in your Budget. - CORRECT
ANSWER True
Can you turn a lead marked as Sold back into an Open lead? - CORRECT ANSWER
Yes, by reclassifying the lead.
