Feb. 26 – March 1 Buildertrend updates

Moved to Early Adopter

• Job Costing Budget: We’re introducing a new Job Costing Budget experience that allows you to analyze the profit impacts of realized labor, scope changes and unexpected expenses in real time.

• View QuickBooks vendor credits in the Budget: Vendor credits are being added to the Budget to help improve actual cost tracking for accounts connected to QuickBooks.

• Invoice Quickbooks Costs from Buildertrend: We're adding the option to pull all QuickBooks Costs into Owner Invoices. This will allow you to invoice QuickBooks expenses, bills, checks and vendor costs from Buildertrend.
  

The following small software renovations are now in Early Adopter:

• Consolidate Time Clock line items on Owner Invoices: As a follow-up to our recent release, creating Owner Invoices from Time Clock, we’re introducing the ability to stack line items that share the same cost code. This consolidation will make it easier for homeowners to review their invoices.

• Set job-level margin or markup from Estimates: We’re adding a new button that allows you to set a job-level margin or markup default percentage from the Estimate page.

• Recommended templates: We added a Recommended Templates tab that gives you access to all Buildertrend’s most-used job templates.

• Import tags on leads: When importing your leads from Excel you can now also import your tags.

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.