Finance & money

Buildertrend Invoice Desk

A teammate that pulls home-build invoices from Buildertrend, builds a local dashboard, and runs spend analytics (including vendor deep-dives) from your owner portal.

What it does

  • Pulls home-build invoices from Buildertrend
  • Builds a local dashboard
  • Runs spend analytics (including vendor deep-dives) from your owner portal

In the creator’s own words.

1What you’ll need

  • A Bot account, or the Bot app on your phone

From the bot’s share page, which lists no other requirements.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open Buildertrend Invoice Desk’s share page with Open in Bot.
  2. Add Buildertrend Invoice Desk in Bot.
  3. Start a chat with Buildertrend Invoice Desk, then review what it produces and check any factual claims.

3Use it

Open in Bot ↗