Jan. 15-19 Buildertrend updates

Moved to Early Adopter

• 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.

• Customize Owner Invoice line items: We're adding more transparency to the financial information on Owner Invoices with new data options including line item markup amount, markup type (%,$, per unit) and builder cost. You can choose to display or hide line item details such as titles, descriptions, unit costs, quantities, markups, markup types and builder costs. Visit this roadmap card to learn more.

• As part of our small software renovations, the following items are now in Early Adopter:

  • Easily attach bills to an Owner Invoice: When creating an Owner Invoice from a Bill you now have an Import Attachments checkbox allowing you to carry any bill attachments to the new invoice. These documents will also auto-save in your attachments folder in the Files section, under both Invoices and Bills.

  • Easier creation of cost groups when importing estimates: When importing an estimate from Excel, we now have a Create button during the content mapping stage. This allows you to auto-create new cost groups not yet added to Buildertrend.

  • Improved homeowner error messages for online payments: We updated our error messages for homeowner online payments to be more actionable, so homeowners have a better understanding of the error and how to solve the issue.

  • Ability to link inbound payment account to QuickBooks or Xero: For Buildertrend Payments, we're providing the ability for you to connect your QuickBooks or Xero to your Buildertrend Payments inbound bank accounts.

  • Ability to mark Completed bills as void: There are situations when you need to mark bills as void after they’re marked Complete in Buildertrend. We're adding this option in the online payment details, which will alert you that the bill will be void in Buildertrend and QuickBooks, but no physical funds will be returned to your account.

  • Quickly see important To-Do's with these new filters:

    • All Due Today: Shows all To-Do's due today for everyone.

    • All Past Due: Shows all past due To-Do's for everyone.

  • Quickly see assigned items in your Schedule with these new filters:

    • All Past Due: Shows all past due schedule items for everyone.

    • To-Do's on your schedule view: Your Schedule's recommended view now includes To-Do’s by default.

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.