buildertrend

What This Skill Does

The Buildertrend skill for OpenClaw is a powerful browser-automation suite designed to bridge the gap between AI agents and the Buildertrend project management platform. Because Buildertrend lacks a public API for many of its core workflows, this skill utilizes OpenClaw's Chrome Extension Relay to interact directly with the web interface. It acts as a digital administrative assistant, executing 43 specialized playbooks that cover the entire project lifecycle, including sales tracking, financial management, scheduling, and field communications. By leveraging the browser tool with chrome profile sessions, the agent observes the UI in real-time, performs actions, and verifies the outcome of every click, ensuring that data entry is consistent and error-free.

Installation

To install this skill, use the OpenClaw CLI in your terminal: clawhub install openclaw/skills/skills/elevateson/buildertrend

Once installed, ensure your Chrome browser is running, the OpenClaw extension is active, and you are logged into your organization's Buildertrend account. Enable the relay icon on the Buildertrend tab before initiating any commands to allow the agent to read and interact with the page elements.

Use Cases

This skill is built for construction project managers, estimators, and administrative teams. Common use cases include converting a cold lead into an active job, drafting client proposals based on internal estimates, managing bid packages for subcontractors, and streamlining daily logs or punch lists in the field. It is particularly effective for high-volume environments where manual data entry into Buildertrend is time-consuming and prone to human error.

Example Prompts

1. "OpenClaw, take the information from this email thread and create a new lead in Buildertrend using the 'Lead Opportunities' playbook."
2. "I need to bid out the electrical work for the Smith project. Can you run the 'Bid Package Management' playbook and compare the latest subcontractor responses?"
3. "Convert the accepted proposal for the Johnson remodel into a new active job and set up the initial scheduling placeholders."

Tips & Limitations

• Stability First: Always wait for loading spinners to disappear before triggering an action. The agent relies on a 'snapshot-act-verify' loop; if you try to rush it, the UI might not be ready.
• Authentication: The agent cannot bypass your login credentials. If the browser session expires or you are redirected to a login page, the agent will pause and request re-authentication.
• UI Changes: Since this skill interacts with the DOM directly, significant changes to Buildertrend's UI structure may require an update to the mapping files. If an element isn't found, check the memory/bt-errors/ directory for screenshots to help debug the DOM reference.