Jan 13-17 Buildertrend updates

Recently Launched

Small software renovations for January

• Pre-saved views on the Job Costing Budget: To provide quick access to important data in your Job Costing Budget, you now have access to three pre-saved views. You can access a Job Costing View, Client Pricing View and Profit View.

• Expand All includes Cost Code level: The Job Costing Budget’s Expand All button now expands the Cost Code level instead of just the Cost Categories. We also provided a See More option in the related tags for columns with 20+ related items.

• Subcontractor suggested match in Cost Inbox: When a receipt is uploaded to the Cost Inbox, Buildertrend can now suggest a subcontractor or vendor match, making it faster for you to review and approve receipts.

• Online Payment Report updates: In the Online Payment Report for Buildertrend Payments, we consolidated the inbound payment view into fewer columns. We added a date range filter and introduced View, which allows users to group and sort by selecting a pre-configured view.

• Navigate to Lien Waivers or Messages where files are attached: From a file's Related Items section, you can navigate directly to Lien waivers or Messages where the file is attached. With this final release, you now have quick access to find and navigate to a file wherever it's located across the platform.

• Filter files by key fields: You can now filter by File Name, Last Edited or Date Added within file folders to quickly locate relevant files.

• Updated Schedule attachments: The attachments experience for schedule items has been redesigned to be more cohesive and modern. Changes include:

  1. A new View All option on the schedule item details, so all attachments can be viewed at once.

  2. The List View can now be opened from the schedule item details.

  3. We relocated the Download, Draw and Annotate options to the Context Menu.

  4. The subcontractor and client viewing icons are no longer clickable. (Users can adjust this from context menu.)

  5. Single clicking the file now opens the new File Viewer.

Moved to Early Adopter

Link bills to existing purchase orders
Users can now upload bills to the Cost Inbox or create bills from scratch and link them back to existing purchase orders, pulling in all PO details.

Small software renovations in Early Adopter

• Proposal Dashboard: The Proposal Dashboard, now available on the Job Estimate, provides access to all proposals in one central location. You’ll find all lead proposals that were converted to jobs as well as any new job proposals that are created. Once the proposal is released, you’ll have access to a downloadable copy in CSV or PDF format for your records.

• Client permissions moved to company settings page: Default client permissions have been consolidated and moved to the company settings page.

• Update client permissions in the client portal preview: We added a sidebar in the client portal preview, so builders can update client permissions and preview what their clients will see. To access this option, look for the Edit Permissions button in the top right of the preview banner when previewing the Client Portal.

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.