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Buildertrend Plans & Specs: Full Walkthrough for Builders

Sep 24, 2026
 

Buildertrend's new Plans & Specs tool gives you one place for drawings and specifications on every job. In this video I walk through how we use it at Oakvale Homes & Development on live projects: organizing plan sets, building out specs by cost code, and using the plan viewer to calibrate scale and take quick measurements right on the drawings.

If you've been keeping PDFs in Drive folders, email threads, and file cabinets, this shows you what it looks like to have plans and specs in the same system as your schedule, daily logs, and change orders.

In this video:

  • Where to find Plans & Specs under Project Management
  • How to organize multiple plan sets per job (design development drawings, permit sets, architectural plans)
  • Building specifications by cost code and publishing them
  • Controlling who sees each spec: internal team, clients, or subcontractors
  • Using the plan viewer to move between sheets
  • Calibrating scale and measuring linear and area takeoffs directly on the plans
  • How it compares to Buildertrend Takeoff
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