CoConstruct's own site now describes its transition to Buildertrend as "entering its final phase". The migration page is specific about the timeline: existing customers can keep running active jobs and can still create new projects until 31 March 2027, and once a firm commits to Buildertrend, CoConstruct stops accepting new projects for that account. New customers have not been able to sign up since 2024.
If you run your business on CoConstruct, the question is no longer whether to move but where, and in what order to do the work so that nothing is lost on the way. This checklist is platform-neutral until the last section. We would obviously like you to look at CPro360, and we say so at the end, but the exports and the reconciliation are the same whether you land on Buildertrend, on us, or somewhere else.
First, before you decide anything: export everything
Do this this week, regardless of what you choose later. Access to historical data after a migration is a promise from the vendor, not a file on your disk. The CoConstruct migration page says no project data will be lost and that you will keep access to historical project information, and that is probably true. Keep local copies anyway.
Export every module for every job, open and closed, and keep the files somewhere that is backed up. The list below is what a residential builder's account typically contains and what each export needs to carry:
Clients and homeowners. Name, contact details, email, phone, property address, notes.
Subcontractors and suppliers. Trade, license number and expiry, insurance expiry, tax ID. The insurance and tax details are the ones people forget, and they are the ones you will need on the first payment run in the new system.
Cost codes. Your full list, including codes you no longer use. The mapping to the new system's codes is easier when the old list is complete.
Projects. Every job, with status, start and end dates, and the client it belongs to.
Budgets and line items. Budgeted, committed, invoiced and paid amounts per line. This is the export that decides whether the new system's budget tab is right on day one.
Schedules. Tasks, phases, dates, progress, who is assigned, and the sub on each task. Dependency links if the export carries them.
Change orders. Approved and implemented, with their budget impact and the date they were agreed.
Bills, invoices and payments. Including the owner draw schedule if you bill on milestones.
Daily logs. Date, notes, weather, crew count, photos.
Documents. Plans, permits, contracts, warranties. Large zips are fine; the volume matters more for scheduling the load than for whether it can be done.
Messages and comments. These rarely import cleanly anywhere. Export them to PDF and file them under each job's documents so the history is readable.
Two practical notes. Export closed jobs as well as open ones, because warranty calls arrive for years after handover and the record of what was installed lives in those jobs. And export selections and allowances separately if your account uses them heavily; they are the module most likely to need a conversation with whoever runs your migration.
Second, count what you have
A migration quote, from anyone, depends on four numbers. Write them down before the first call:
Jobs, split into open and closed.
Users who log in, and how many of them are field staff.
Subcontractors and suppliers with portal access.
Document volume, roughly, in gigabytes.
It is also worth deciding now which closed jobs need full detail and which can be loaded as a summary. A job finished in 2022 probably needs its documents, its final budget totals and its warranty-relevant records, not its day-by-day schedule.
Third, evaluate the destination on the questions that bite later
Whichever platform you consider, the questions below are the ones that come back to haunt a migration six months in. We put a longer version of this list in our buyer's guide.
Is the price published, and what does it include? Buildertrend's pricing page, as of October 2026, lists a starting price of $499 a month with the final quote set by annual construction volume and onboarding package, with unlimited users including subs and clients. CPro360 publishes three tiers at $49, $99 and $199 a month. Whatever you look at, get the number in writing and ask what sub seats, client seats and estimating cost.
Who does the migration, and what exactly moves? "You can import a CSV" is not a migration. Ask for the list of records the vendor loads, and ask how they verify the result.
Will the budget totals reconcile? This is the one to insist on. Before go-live, you should be able to put a job's budgeted, committed, invoiced and paid totals from CoConstruct next to the same four numbers in the new system and see them match to the cent.
Can your subs use it without paying, on a phone? Subs are most of the labour on a residential job. If they will not log in, the schedule in the system drifts from the schedule on site within a month.
Does it fit the accounting you already run? A one-way export to QuickBooks means your bookkeeper re-keys. Ask specifically about two-way sync and which records move in which direction.
Fourth, run the migration in phases with one sign-off gate
This is how we run ours, and it is a reasonable shape to expect from anyone:
Kick-off, about a week. Count the jobs, users, subs and documents. Confirm what each CoConstruct module can export. Agree what is full detail and what is summarised. Set the cutover date and the freeze window.
Export and mapping, one to two weeks. You run the exports, ideally on a screen-share. The migration team normalises them into import templates, builds the cost-code and status maps, resolves duplicate vendors and clients, and dry-runs every file until it validates clean.
Staging load and reconciliation, about a week. A full trial load into a staging workspace. You click through three to five representative jobs end to end. The team produces a reconciliation sheet: counts and money totals per job, source versus destination. This is the sign-off gate; nothing goes to production until it balances.
Cutover. CoConstruct goes read-only. The team re-exports what changed since staging, loads production in build order, reconnects QuickBooks if you use it, and invites your users and subs.
Hypercare, two weeks. Daily check-ins. Anything missed is fixed with a targeted re-import. Imports should be repeatable and safe to re-run.
Four to six weeks on the calendar is normal. Your team's own time is mostly the exports and the review, around a week in total.
Fifth, do not let the deadline pick the platform
The 31 March 2027 cutoff is far enough away to do this properly, and close enough that waiting until February means doing it badly. The right sequence is: export now, count now, evaluate in the next month or two, migrate on your schedule rather than the vendor's.
If you want to see how CPro360 handles a CoConstruct account, the migration guide has the full checklist and the phase plan, the Buildertrend alternative guide covers what to check if you are weighing the default path, and a 30-day trial with no card lets you load one job and see the reconciliation for yourself.
CoConstruct and Buildertrend are trademarks of their respective owners. CPro360 is not affiliated with either. Timeline details are from coconstruct.com as read in October 2026.