Aug 12-16 Buildertrend updates

  Moved to Early Adopter

Small software renovations in Early Adopter

• Better Excel exporting for the Job Costing Budget: We updated the Excel export format, so you can now export items without having to manually open each related tag.

• Attach from Files to Daily Logs: You can now attach single files to an existing Daily Log from the action menu within Files.

• Job Dashboard update: We made it easier for you to view homeowner and Project Manager information, which will ensure easier communication on jobs.

In Progress

Consolidated Proposal workflows: We're streamlining proposal workflows between the Sales and Job Management features within our platform to create a singular and consistent process for winning jobs and defining scope with your customers.

This experience will have multiple releases over the coming months until it’s fully implemented. This roadmap card will move to Recently Launched once everything is complete.

Visit the roadmap cards to learn more and provide feedback

We welcome feedback on releases, at any stage. If you have questions about recent updates, visit our Help Center or contact our Customer Success team at 888-415-7149.

If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release cards.