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Resources/Switching/From Buildertrend

Switching guide

How to cancel Buildertrend and switch to ECHOPS

How to cancel Buildertrend without losing data (CoConstruct is now part of Buildertrend): what its help pages say you can export, where it goes in ECHOPS, and what to ask first.

What you can bring

Buildertrend data export: what comes with you

Last updated October 16, 2026. What Buildertrend lets you export comes from Buildertrend’s own public pages, checked October 16, 2026. Where its public pages don’t describe an export, we say so.

What Buildertrend exports
Where it goes in ECHOPS
Notes
JobsThe Jobs List can be filtered, sorted and exported; no step-by-step path or file format is given.
Past jobs import (CSV), into the archive. Service work can come in as service tickets, matched by number, phone, email or name.
Data inside jobs, like budgets and logs, isn’t covered.
Estimates and proposalsOnce a proposal is released: a CSV of the estimate worksheet and a PDF of the proposal.
No quote import. Save proposal PDFs on the project. If worksheet lines are items you reuse, copy them into the ECHOPS price book file and import it.
Only available after a proposal is released. You can also print from the proposal screen.
Files and photosDownload one file, or tick several and use the mass action to download them.
Files go on projects, in folders.
Buildertrend doesn’t say whether bulk downloads are zipped or can span jobs.
Client contactsNot described in Buildertrend’s public help articles.
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Its FAQ says to select “Export” in the top right corner of any grid that supports it to download an Excel document. Check whether this grid supports it, then save the file as CSV.
LeadsNot described in Buildertrend’s public help articles. Its help covers importing leads only.
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Its FAQ says to select “Export” in the top right corner of any grid that supports it to download an Excel document. Check whether this grid supports it, then save the file as CSV.
Invoices and paymentsNot described in Buildertrend’s public help articles. Progress invoices can be exported to update a schedule of values.
No invoice import. Keep the files for your records and the PDFs on the project; set up what’s still owed on open jobs as a payment plan in ECHOPS.
The public help pages describe no bulk invoice or payment export.
Cost catalog and cost codesNot described in Buildertrend’s public help articles. Its help covers importing them via Excel.
Price book import: download, edit, import, and preview every row before it saves.
Its FAQ says to select “Export” in the top right corner of any grid that supports it to download an Excel document. Check whether this grid supports it, then save the file as CSV.
ScheduleNot described in Buildertrend’s public help articles.
No schedule import. Use the export as your checklist to book upcoming visits in ECHOPS.
Ask Buildertrend whether you can print or export your schedule.
Time clockNot described in Buildertrend’s public help articles. Shifts sync to QuickBooks.
Time sheets import (CSV).
Its FAQ says to select “Export” in the top right corner of any grid that supports it to download an Excel document. Check whether this grid supports it, then save the file as CSV.

Step by step

How to cancel Buildertrend and switch in five steps

  1. Before you cancel: export everything.

    Buildertrend’s public help articles don’t cover cancelling or what happens to your data afterward. Its FAQ says subscription changes go through your account manager, and admins can update payment and subscription information through Manage Subscription. Ask your account manager how long you can still export after cancelling.

  2. Export from Buildertrend.
    • Any grid: select “Export” in the top right corner of a grid that supports it to download an Excel document.
    • Jobs: the Jobs List on the Jobs tab supports filtering, sorting and export.
    • Estimates: Estimate > Proposal Dashboard. After a proposal is released you get a downloadable CSV of the worksheet and a PDF of the proposal. Clicking a proposal’s name on the Proposal Dashboard also makes a PDF, or use the ellipsis menu > Print.
    • Files: open a file and click the arrow icon in the top toolbar, or tick several files and use the mass action to download them to your computer.

    Ask your Buildertrend account manager for steps the public help pages don’t cover.

  3. Import into ECHOPS.
    • Leads: import from CSV. Add an ID column so a re-import updates rows instead of adding duplicates.
    • Past jobs: import from CSV into the archive.
    • Service tickets: import old tickets from CSV, matched by number, phone, email or name.
    • Time sheets: import from CSV.
    • Price book: download it, edit it, import it and preview every row before it saves.
    • Files and photos: upload them to the right project, in folders.
  4. Set up what doesn’t import.
    • Add your team with roles (owner, admin, member, viewer) and require 2-step sign-in for everyone.
    • Set up your online booking page and appointment types, and have each person connect their Google Calendar or Outlook calendar.
    • On Crew and Company, review the built-in automations and their pause switches, and add your own rules.
    • Turn on phone & texts if you want calls and texts on a business number ($79/mo on Solo and Crew, included in Company).
    • Set up email templates and signatures, payment plans, the client portal, and the crew portal (English or Spanish).
  5. Go live.
    • Price book imported and spot-checked.
    • Open jobs entered with their stage and payment plan.
    • Website forms sending new leads to ECHOPS.
    • Calendar connected and booking page set up.
    • Team invited, roles set, 2-step on.
    • A test quote sent to yourself, opened and signed.
    • Clients on open jobs invited to the portal.
    • Old files saved on the right projects.
Run both side by side for a while. Keep finishing jobs already in progress in Buildertrend, and start new leads and quotes in ECHOPS. When the open jobs are done and your exports are saved, cancel Buildertrend. Check your billing terms first so you know when access ends.

Want a hand?

White-glove setup is $499 once, and free with Company billed yearly. There’s no setup fee if you do it yourself, and the 14-day free trial needs no credit card.

Start free trialSee onboarding

Compare first: ECHOPS vs Buildertrend. Or read how switching to ECHOPS works.

FAQ

Questions about leaving Buildertrend

Can I export my Buildertrend clients and leads?

Buildertrend’s public help articles don’t describe a client or lead export. Its FAQ says grids that support it have an “Export” button in the top right corner that downloads an Excel document. Check those lists in your account, save the files as CSV, and import them into ECHOPS as leads.

Does ECHOPS import old estimates and invoices?

No. ECHOPS imports leads, past jobs, service tickets, time sheets and your price book from CSV. Save Buildertrend proposal PDFs on the project, and rebuild open estimates in ECHOPS so clients can sign online.

What happens to my Buildertrend data after I cancel?

Buildertrend’s public help articles don’t say. Subscription changes go through your account manager, so ask them before you cancel, and export first.

Can the ECHOPS team help with the move?

Yes. White-glove setup is $499 once, and free with Company billed yearly. See onboarding.

How do I cancel my Buildertrend subscription?

Tell your Buildertrend account manager by phone or email before your renewal date. Its terms (last updated June 24, 2026) say subscriptions renew on their own, the most recent fee isn’t refunded and remaining fees, including installments, are still owed (checked October 16, 2026). This isn’t legal advice; your order form controls. Export first, then start your ECHOPS trial.

How can I export info from Buildertrend?

Select “Export” in the top right corner of any grid that supports it to download an Excel file. The Jobs List exports, released proposals give a CSV of the estimate worksheet and a PDF, and files download one at a time or in bulk. Its terms say data may stay reachable for a year after the term ends, in a format Buildertrend picks and possibly for a fee (checked October 16, 2026). See switching to ECHOPS.

Can I bring my Buildertrend cost catalog into ECHOPS?

Yes, if you can get it into a spreadsheet. Buildertrend’s FAQ says grids that support it export to Excel; save the file as CSV, copy the items into the ECHOPS price book file, then import it and preview every row before it saves. Worksheet lines from released proposals also download as CSV. See construction estimating software.

Sources

  1. Help Articles index
  2. Buildertrend Setup & Customization FAQs
  3. Buildertrend Glossary
  4. Client Contacts Overview
  5. Lead Opportunities Overview
  6. Sales Management FAQs
  7. Job Management
  8. Estimate Overview
  9. Advanced Estimate Overview
  10. Invoice Overview (Invoice Management Overview)
  11. Financial Management FAQs
  12. Cost Codes Overview
  13. Schedule Overview
  14. Advanced Schedule Overview
  15. Time Clock Overview
  16. Files Overview
  17. Project Management FAQs
  18. Reports Overview
  19. Admin Settings
  20. Helpful In-Program Tools
  21. Buildertrend Security, Data Protection, and IT FAQ

Buildertrend help pages checked October 16, 2026. Menus and limits change; follow Buildertrend’s current help center if it differs. ECHOPS details are from our pricing and features pages.

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