Dec. 16-29 Buildertrend updates

Easily invoice labor with Time Clock

We developed two new ways for you to easily send invoices for labor costs using the Time Clock feature. You can either add shift information to new or existing owner invoices directly from the Time Clock feature, or you can pull Time Clock shift information into an owner invoice you’re working on. Visit our Help Center article to learn more about these new workflows.

What else went live?

• New invoice data added to the Budget: We added three new columns to the Budget including: Amount Invoiced, Amount Collected and Outstanding Receivables. These invoice data columns allow you to know exactly where you stand with incoming funds and what's remaining to be collected. Visit our Help Center article to learn more.

• Below are the small updates that recently came out (visit our Help Center article to learn more):

  • Easily add images to emails: You can now right-click any Buildertrend image and use the Copy Image to Clipboard option to copy and paste any Buildertrend image into the body of an email. This also works for adding images to Activities and Messages as well as the introduction and closing of either a lead proposal or estimate.

  • Quickly see assigned To-Do’s with new personal filters:

    • My To-Do’s: Only shows To-Do's assigned to you.

    • Past due for you: Shows To-Do's assigned to you with a status of not complete and the due date has passed.

    • Due today for you: Shows To-Do's assigned to you with a status of not complete and are due today.

In Progress

• Better job costing with new Budget columns: We’re adding three new columns to the Budget feature, which will provide a clearer outline of remaining job costs and expenses to date. Additionally, we’re replacing Total Costs with Projected Costs in the Gross Profit headline. Visit this roadmap card to learn more.

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 card.