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DATE:
AUTHOR:
The Buildertrend Product Roadmap team
RELATED ROADMAP ITEMS:
Small software renovations in EA
Link bills to existing purchase orders
TABLE OF CONTENTS:
    ✨ Improved ⚡ Small software renovations Owner Portal / Client Communication Project Management Financial Job Proposals

    Jan 20-24 Buildertrend updates

    DATE:
    AUTHOR: The Buildertrend Product Roadmap team
    RELATED ROADMAP ITEMS: Small software renovations in EA , Link bills to existing purchase orders
    TABLE OF CONTENTS:

      Recently Launched

      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 for January

      • 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.

      Moved to Early Adopter

      Small software renovations in Early Adopter

      • Collapsible File Details: The File Details panel will now be closed by default, allowing more of the actual file to be displayed immediately upon opening. This change streamlines the file viewing experience and helps you focus on the document’s content.

      • Outbound transactions and Bills on the Online Payment Report: We’re continuing to improve the usability of the Online Payment Report, so you can better manage your online payments. This release adds outbound transactions, and a specific Bills view to the payments screen.

      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.

      TABLE OF CONTENTS:
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