Case Study: Casey Building Company achieves streamlined financial processes and thousands saved per project with Buildertrend

Why Saving Time and Money With Buildertrend’s Financial Tools Is Essential for Construction Business Success

Casey Building Company, a custom-home and small commercial builder in Lago Vista, Texas, struggled with time-consuming, error-prone financial processes built on Excel spreadsheets that caused broken formulas, lost receipts, and delayed invoicing. Seeking a construction-focused solution, they turned to Buildertrend and its financial tools—particularly the Budget feature, QuickBooks integration, and unlimited training—to get their accounting under control.

Buildertrend implemented an all-in-one construction management solution with hands-on Customer Success coaching, QuickBooks integration, cost-code auditing, estimating and reporting, and live training to streamline workflows. The result: real-time financial tracking, fewer forgotten expenses and unbilled items, and significant cost savings—Amanda reports that Buildertrend has prevented “thousands of dollars” in lost revenue—plus more time in the field, less late-night office work, and improved overall efficiency thanks to Buildertrend.

Casey Building Company

Amanda Worlow

Co-Owner