buildertrend

# Buildertrend Skill — {{company_name}}

## Overview
Buildertrend is {{company_name}}'s project management platform. **No API exists** — all automation goes through the browser via OpenClaw's Chrome Extension Relay.

> **New here?** See [Setup & Configuration](#setup--configuration) below to get started.

## How It Works
1. the user logs into Buildertrend in Chrome
2. the user clicks the OpenClaw Browser Relay toolbar icon on the Buildertrend tab (badge goes ON)
3. the agent uses `browser` tool with `profile="chrome"` to control the tab
4. Workflow: **snapshot → read → act → verify**

## Critical Rules

### Before ANY Action
1. `browser snapshot` — confirm you're on the right page
2. Check for login screen — if logged out, STOP and ask the user to re-authenticate
3. Check for loading spinners — wait until page is fully loaded
4. Identify the correct element refs before clicking

### During Actions
- **One click at a time** — snapshot after each action to verify result
- **Never rush** — add reasonable pauses between actions
- **Read before writing** — always capture current state before modifying
- **Modal awareness** — check if a modal is open before trying to interact with the page behind it

### On Errors
- Screenshot immediately
- Report what happened + what you were trying to do
- Do NOT retry blindly — ask for guidance
- Save error screenshots to `memory/bt-errors/`

## Navigation Patterns
*(To be populated during Phase 1 discovery)*

## Module Reference
See `STRATEGY.md` for complete module inventory and priority rankings.
See `buildertrend-map.json` for UI element mappings (once discovered).

## Playbooks
See `playbooks/` directory for step-by-step automation workflows.
See `playbooks/README.md` for the full index with cross-references.

### Available Playbooks (43 Total):

**Sales & Pre-Construction (6):**
| Playbook | File | Trigger |
|---|---|---|
| Lead Opportunities | `playbooks/lead-opportunities.md` | New lead, "check pipeline", lead activity |
| Conv...

# Buildertrend Skill for OpenClaw

Complete Buildertrend automation via Browser Relay — no API required.

**43 playbooks** covering the full BT platform: sales pipeline, project management, financials, scheduling, change orders, daily logs, RFIs, punch lists, invoicing, procurement, and more.

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## How It Works

Buildertrend has no public API. This skill automates the actual BT interface through OpenClaw's Chrome Extension Browser Relay:

1. User logs into Buildertrend in Chrome
2. User clicks the Browser Relay toolbar icon (badge goes ON)
3. The agent controls the tab: **snapshot → read → act → verify**

Every action is visible, auditable, and requires user approval for financial operations.

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## What's Included

| Category | Playbooks | Examples |
|---|---|---|
| **Sales & Pre-Construction** | 6 | Lead pipeline, proposals, estimates, bid packages |
| **Project Management** | 9 | Schedule, daily logs, RFIs, to-dos, punch lists, photos |
| **Financial** | 12 | POs, invoices, change orders, job costing, lien waivers |
| **Client Management** | 4 | Client portal, contacts, sub onboarding, surveys |
| **Setup & Admin** | 7 | Cost codes, users, templates, settings, HD integration |
| **Integrations** | 1 | Marketplace + QBO sync |
| **Closeout** | 2 | Project closeout, warranty management |
| **Labor** | 1 | Time clock management |
| **Mobile** | 1 | Mobile-specific workflows |

Plus:
- **bt-ui-patterns.md** — 16-section reference for interacting with BT's custom UI components (combobox dropdowns, modals, grids, navigation)
- **knowledge-base.md** — 2,300+ line BT module reference
- **qbo-sync-guide.md** — QuickBooks Online integration guide
- **workflows.md** — Official BT workflow procedures

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## Quick Start

### Prerequisites
- [OpenClaw](https://github.com/openclaw/openclaw) v2026.2.20+
- OpenClaw Browser Relay Chrome extension
- Buildertrend account
- Chrome browser

### Install
```bash
# Copy to your OpenClaw workspace
cp -R buildertrend/ ~/.openclaw/wo...