March 4-12 Buildertrend updates

Chat is now available!

Buildertrend Chat makes it easier than ever to instantly communicate with your teammates, active subcontractors and homeowners. This new feature is available on both desktop and mobile, so you can communicate efficiently from wherever you’re at.

If you’d like to provide feedback or request an update to the Chat feature, you can do so here.

What else went live?

• Job Costing Budget: We have a new Job Costing Budget experience that allows you to analyze the profit impacts of realized labor, scope changes and unexpected expenses in real time.

• View QuickBooks vendor credits in the Budget: Vendor credits have been added to the Budget to help improve actual cost tracking for Buildertrend accounts connected to QuickBooks.

• Invoice Quickbooks Costs from Buildertrend: All QuickBooks Costs can now be pulled into Owner Invoices. This allows you to invoice QuickBooks expenses, bills, checks and vendor costs from Buildertrend.
  

The following small software renovations are now live:

• Consolidate Time Clock line items on Owner Invoices: As a follow-up to the recent release, creating Owner Invoices from Time Clock, you now have the ability to stack line items that share the same cost code. This consolidation makes it easier for homeowners to review their invoices.

• Set job-level margin or markup from Estimates: There’s a new % button on the Estimate toolbar that allows you to set a job-level margin or markup default percentage from the Estimate page.

• Recommended templates: You can now access the Recommended Templates tab where you can find all Buildertrend’s most-used job templates.

• Import tags on leads: When importing your leads from Excel you can now also import your tags.

  In Progress

• Apply U.S. tax to Estimates, Change Orders and Selections: Tax functionality will be added to Estimate, Change Order and Selections line items. This update will allow builders to give homeowners more transparency when it comes to the cost of their project.

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.