BuilderMT

BuilderMT is a customizable workflow and building process management software designed for the home building industry. Its implementation process is tailored to each organization’s needs, focusing on integrating core modules such as bidding, purchasing, scheduling, and trade collaboration with existing accounting and productivity tools.

1. Initial Consultation & Needs Assessment
   • Review of business processes and requirements.

   • Identification of modules and integrations needed (such as accounting, CRM, warranty management).

2. System Configuration & Customization
   • Tailoring BuilderMT modules (Workflow Management Suite, Builder Portal, etc.) to fit business workflows.

   • Setting up custom fields, master lists for models and options, and user roles.

3. Data Migration
   • Importing existing data (projects, vendors, schedules) into BuilderMT.

   • Validating data integrity and completeness.

4. Integration with Other Systems

   • Connecting BuilderMT to accounting systems and other business tools for seamless data flow.

5. Training & User Onboarding
   • Training sessions for staff, superintendents, and trades.

   • Hands-on practice with Builder Portal and mobile tools.

6. Testing & Pilot Run

   • Running test projects to ensure workflows and integrations function as expected.

7. Go-Live & Support

   • Full deployment across the organization.
   • Ongoing support and troubleshooting through ECI’s customer portal and support channels.

Implementation Timeline

The specific duration for implementing BuilderMT is not specified. However, based on industry norms for similar construction management solutions and the modular, customizable nature of BuilderMT, a typical implementation can range from a few weeks to several months. Factors influencing the timeline include:

• Number of modules and integrations required

• Size and complexity of the organization

• Data migration needs

• Level of customization and training required

BuilderMT is designed to be highly customizable to suit the unique requirements of different home builders and construction firms. Here are several data points that highlight its flexibility:

• Unlimited Custom Fields: Users can add as many custom fields as needed to any record, supporting detailed tracking of business-specific information.

• Customizable Modules: Core modules such as Workflow Management, Bidding, Purchasing, Scheduling, and Trade Collaboration can be tailored to match your company’s processes and terminology.

• Models and Options Database: BuilderMT supports the creation and maintenance of a comprehensive database of models and options, allowing for complex product lines and variations.

• Drag-and-Drop Interface: The system features an intuitive drag-and-drop interface for creating and modifying models, options, and workflows.

• Integration Capabilities: BuilderMT can integrate with popular accounting systems, CRM platforms, warranty management tools, and other business applications, enabling a unified workflow.

• Real-Time Updates: Customizable portals and mobile tools ensure that field and office staff receive updates and notifications relevant to their roles.

• BIM and CAD Integration: The software can import design and option data from CAD and BIM platforms, making it suitable for both production and custom builders.

• Role-Based Access Control: User roles and permissions can be configured to reflect your organizational structure and security needs.

• Workflow Automation: Automation features can be set up to handle repetitive tasks and maintain consistency across all projects.

Setup Fees

• No Standard Setup Fee: BuilderMT generally does not charge a standard entry-level setup fee for basic implementations.

• Customization and Integration Costs: If your organization requires advanced customization, data migration, or integration with other business systems, these services may incur additional charges based on the complexity and scope of the work.

Maintenance and Support Charges

• Quote-Based Pricing: BuilderMT uses a quote-based pricing model. Costs for licenses, maintenance, and support are provided based on your organization’s specific needs.

• Support Channels: Support is available via phone, live chat, tickets, and a customer portal. The cost and level of support (such as standard or premium) depend on the service agreement.

• Ongoing Maintenance: Maintenance fees, if applicable, are typically included in the overall quote and may cover software updates, bug fixes, and access to new features.

• No Free Version: BuilderMT does not offer a free or freemium version; all use is subject to licensing and service agreements.

• Training and Consulting: Additional charges may apply for on-site training, consulting, or premium integration services, especially for large or complex deployments.

BuilderMT provides a robust range of training and support services to ensure new users can get started smoothly and maximize the value of the software:

• Online Training: BuilderMT offers a variety of online training resources, including live webinars and virtual sessions. These are tailored for different user roles and levels of experience.

• On-Site Training: For organizations that prefer hands-on instruction, BuilderMT can arrange for trainers to conduct in-person sessions at your location, providing direct guidance to your team.

• Knowledge Base and Help Guides: Users have access to a comprehensive library of help articles, video tutorials, and step-by-step guides to assist with common tasks and troubleshooting.

• Customer Support Channels: Support is available through several channels:
  • Phone support (both toll-free and direct lines)
  • Email support

  • A dedicated customer portal for submitting support tickets and accessing resources

• Specialized Module Support: There is additional support for specific modules, such as warranty management and other BuilderMT applications.

• Global Support Network: Through its parent company, BuilderMT offers localized support and training in numerous countries, ensuring users have access to assistance wherever they are.

• Role-Based Access Control: User roles and permissions can be configured to restrict access to sensitive information, ensuring only authorized personnel can view or modify data.

• Secure Integrations: BuilderMT uses secure methods to integrate with accounting and other business systems, maintaining data integrity across platforms.

• Cloud Hosting Security: For cloud deployments, data is stored in secure data centers with encrypted connections, protecting information both during transmission and while at rest.

• Regulatory Compliance: As part of a larger software provider, BuilderMT is expected to follow compliance standards such as GDPR and other industry regulations, using encryption, access controls, and regular security audits.

• Continuous Monitoring: The system is monitored for threats and vulnerabilities, with regular security updates to address emerging risks.

• Regular Updates: BuilderMT releases updates periodically to introduce new features, improve security, and fix bugs. The exact frequency can vary but updates are a routine part of the service.

• Update Management: Updates are managed either automatically for cloud users or provided as downloadable packages for on-premise installations. The customer portal is typically used to notify users and manage the update process.

• Support During Updates: The BuilderMT support team assists users with planning, installing, and troubleshooting updates to ensure minimal disruption to business operations.

Data Ownership

• Customer Ownership: Organizations that use BuilderMT retain full ownership of all data they enter and manage within the system. This includes project details, vendor and trade partner information, financial records, and any custom data fields.

• Access and Control: Customers have complete authority over their data, including setting permissions for who can view, edit, or export information within the organization.

• Data Custodianship: BuilderMT acts as a custodian, storing and processing data on behalf of the customer but not claiming any ownership over it. The company is responsible for safeguarding the data and ensuring it is managed according to industry standards and regulations.

• Contractual Terms: The specifics of data ownership are detailed in the service agreement or contract. This document outlines the rights and responsibilities of both parties regarding data access, use, retention, and deletion.

Data Portability

• Export Options: BuilderMT provides features that allow organizations to export their data in common formats such as CSV or Excel. This is useful for backups, reporting, or transitioning to other systems if needed.

• Data Retrieval on Termination: If a contract ends or upon request, BuilderMT typically allows customers to retrieve their data. The process, formats, and timelines for data export are specified in the service agreement.

• Regulatory Compliance: BuilderMT’s approach to data portability is designed to comply with industry regulations, ensuring organizations can maintain control over their data and avoid vendor lock-in.

• Modular Licensing: The software is modular, so organizations can add or remove features and modules (such as scheduling, purchasing, or collaboration tools) as their business requirements evolve. This flexibility supports both growth and downsizing.

• User-Based Pricing: Pricing is often determined by the number of users or active projects. Organizations can increase or decrease their licenses to match staffing or project needs, which helps control costs.

• Flexible Contracts: Most agreements allow for adjustments during the contract period. Organizations can scale up or down, with charges or credits applied based on the changes.

• Support for Expansion: BuilderMT’s infrastructure is designed to handle increased data and user activity. If significant scaling is needed, organizations may coordinate with BuilderMT support for technical adjustments or additional training.

Contract Renewal

• Automatic Renewal: BuilderMT contracts typically include automatic renewal clauses. Subscriptions—whether monthly, annual, or multi-year—will renew for the same term unless the customer cancels before the renewal date.

• Advance Notice: Customers are generally notified at least 30 days before the expiration of their current subscription term, with details about the upcoming renewal and applicable fees.

• Renewal Fees: The renewed contract is billed at the then-current rates or as quoted prior to renewal. The same installment plan, if applicable, continues into the renewal period.

• Opt-Out Process: To avoid automatic renewal and associated charges, customers must cancel their subscription before the renewal date. Cancellation is typically managed through the customer’s account portal by selecting the relevant cancellation option.

• Changes to Terms: Any changes to terms, fees, or features for the renewal period are communicated in advance, allowing the customer to make informed decisions before the renewal takes effect.

Contract Cancellation

• Cancellation Timing: Customers must cancel their subscription before the renewal date to avoid being charged for the next term. If cancellation occurs during the subscription term, no refund is issued for the most recent or previously paid fees.

• Outstanding Fees: Any remaining fees, including those under an installment plan, remain due even after cancellation is initiated.

• Termination Process: Cancellation is typically initiated through the customer portal. For certain services like additional training, written notice via email to a customer success representative may be required.

• Termination for Breach: Either party may terminate the agreement if the other is in material breach and fails to cure the breach within a specified period (commonly 20 days after notice). Immediate termination may occur for serious violations (e.g., misuse of rights or insolvency).

• No Refunds: Upon termination, all rights to use the software end immediately, and no refunds are provided for unused portions of the subscription

• Industry Best Practices: BuilderMT is expected to comply with industry standards for construction management software, including secure data handling, role-based access, and integration security.

• Regulatory Compliance: As part of a larger software provider, BuilderMT generally adheres to regulations such as GDPR for data privacy and protection, especially for customers in regulated jurisdictions.

• Building Code Compliance: The platform supports workflows that help builders comply with local building codes, safety regulations, and inspection requirements, though ultimate compliance rests with the builder.

• Data Security: BuilderMT employs encryption, secure cloud hosting, and regular audits to protect customer data and maintain compliance with industry norms.

• Continuous Monitoring: Ongoing security monitoring and regular software updates help maintain compliance with evolving standards and protect against emerging threats.

• Contractual Compliance: Specific compliance obligations and certifications (such as ISO standards or other regional requirements) are typically detailed in the service agreement and may vary based on customer needs and deployment region.