Buildertrend updates: Week of Mar. 6

Send lead proposal payments to your estimate!

We added the ability to apply lead proposal payments from the sales side of your Buildertrend account to the project estimate within a job. Selecting this option will apply the payment as an equal percent across all line items on your estimate. This reduces the risk of over-billing your clients and eliminates the need to manually track and invoice cost differences.

Visit the roadmap card to learn more and provide feedback

Click the link to view the full summary. We welcome feedback on releases, at any stage. If you have questions about recent updates, 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 card.