Dec 6-15 Buildertrend updates

Bills have replaced Purchase Order payments

We’ve officially removed PO Payments from the Buildertrend platform. Expenses are now managed solely through the Bills feature, and Purchase Orders are used exclusively a contract between builders and their subs or vendors. This creates a more natural financial process commonly used industry-wide. Visit our Help Center article to learn more about this new workflow.

What else went live?

• Invite multiple homeowners or clients to a job: You can now invite multiple homeowners or clients to a job and give each of them login credentials to view their portal. Visit our Help Center article to learn more about this new option.

• Create invoices from more Buildertrend features: We expanded the Owner Invoice options, so you can decide which invoice workflow is best for your business. You can invoice from every line item in your estimate and add line items to existing invoices from other features in Buildertrend. Visit our Help Center article to learn more about this new option.

• Below are some of the small software renovations that recently came out:

  • Apply margins to line items: You can now apply margin percentages to line items in Estimates, Change Orders, Selections and Allowances. This allows for better auto-calculations of your prices.

  • New quick-search bar for Estimate line items: We added a new search bar to the header of the Estimate feature. This will help you quickly locate and jump to Cost Categories on your estimate worksheet.

  • Daily Log reminders to crews: Internal users assigned as a Project Manager, Super or Field Crew now receive an auto reminder to submit a Daily Log, if they have not done so within three days. Custom roles and subcontractors are not included at this time. If a user clicks Don't remind me again they will be permanently removed from the auto-reminder. This feature is only available on our web application, not mobile. 

  • Give subs job access through Bills: If you assign a bill to a subcontractor who doesn't have access to view that job, you'll get a pop-up asking if you want to grant them access. By clicking Add to job, you’ll be taken to the permission screen. 

  • Quickly add new subs from Bills, Purchase Orders or Receipts: When assigning a subcontractor to a bill, purchase order or receipt, there’s now a Create New option for subcontractors not already in your contacts.

  • New buttons within the Bills feature: We updated the Ready for Payment checkbox, so it’s now a button located in your bottom toolbar. You’ll also notice the addition of an Undo button.

  • Improved upload and attachment experience for mobile Daily Logs: You can now save a daily log before attachments are fully uploaded – even in areas with poor internet connection. You’ll also notice minor design updates to the attachment components on the View and Edit screens.

  • Schedule List View auto-save: If you select the number of items you want to view per page on your Schedule’s List View, this setting now auto-saves when you log out.

Moved to Early Adopter

• Buildertrend Chat: We’re making it easier for you to talk internally with your teammates with our new Chat feature. This will be available on both desktop and mobile, so you can communicate efficiently, wherever you are.

In Progress

• New invoice data added to the Budget: We're adding three new columns to the Budget to reflect key invoice data. This will allow you to know exactly where you stand with incoming funds and what's remaining to be collected.

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.