Feb 3-7 Buildertrend updates

Recently Launched

Small software renovations for February

• Updated Messages and RFI attachments: The attachments experience for Messages and RFI's has been redesigned to be more cohesive and modern. Updates include a new View All option in the schedule item details, relocated annotation tools in the context menu, persistent attachment views, non-clickable Sub/Owner viewing icons (now adjustable via the context menu) and a new File Viewer that opens with a single click.

Moved to Early Adopter

Small software renovations in Early Adopter

• Pass credit card fees to clients: Builders can now automatically pass credit card fees as a surcharge to their clients during checkout. Builders must opt-in to this feature. Additionally, your clients will have a flat rate of 2.99% for all card transactions. But please note, with this change, we’re also removing the ability for clients to transact with American Express.

• Estimate line item access on Job Costing Budget: We’ve linked the estimate-related items under Original Budget Costs. This allows you to view estimate line items directly in the Job Costing Budget.

• Updated Lead Opportunity, Lead Activity and Lead Proposal attachments: The attachments experience for Lead Opportunities, Lead Activities and Lead Proposals has been redesigned to be more cohesive and modern. Updates include a new View All option in the schedule item details modal, relocated annotation tools in the context menu, persistent attachment views, non-clickable Sub/Owner viewing icons (now adjustable via the context menu) and a new File Viewer that opens with a single click.

In Progress

Add annotations and signatures to documents
We're enhancing document capabilities with updated annotation tools in the File Viewer and an improved, fully customizable signature request feature.

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.