June 17-21 Buildertrend updates

Moved to Early Adopter

Get multiple homeowner approvals on Job Proposals: We made it possible for you to request and capture multiple signatures on job proposals. This update also allows you to send reminder emails to required homeowners.

Small software renovations in Early Adopter:

• Send Owner Invoice attachments to QuickBooks Online and Xero: We created the option to automatically sync Owner Invoice attachments from Buildertrend with QuickBooks Online and Xero. This eliminates the need for you to manually upload invoice images or documents to the corresponding invoices in your accounting platform.

• Sync Bill unit costs and quantities to QuickBooks Online and Xero: Unit costs and item quantities now sync from Bills in Buildertrend to QuickBooks Online and Xero, which ensures unit costs and quantities are consistent across all platforms.

• An interactive grid for Cost Codes: In Company Settings we updated the Cost Codes feature to be an interactive grid. This will allow you to quickly add or edit Cost Codes, clearly see active or inactive code statuses and easily toggle between Cost Codes and Variances.

In Progress

New software renovations In Progress:

• Place your jobs in a Presale status: Builders will soon have the option to place a job in a Presale status to segment jobs they haven’t sold yet. This will allow the use of job features such as the Estimate, Bids, Daily Logs, To-Do’s, etc. during the estimating and proposal process.

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.