- DATE:
- AUTHOR:
- The Buildertrend Product Roadmap team
- RELATED ROADMAP ITEMS:
- Small software renovations in EA
Nov 11-15 Buildertrend updates
Recently Launched
Small software renovations for November
View Last Active date for clients: When a job is selected on the Jobs menu, you can now see when your clients were last active in Buildertrend.
Share Schedule items and phases with clients: Users can now share Schedule items and phases with clients. When both are shared, clients using the desktop application will see both and mobile app users will continue to only see schedule items.
Moved to Early Adopter
Small software renovations in Early Adopter
Centralized defaults for Homeowner job settings: We’ve consolidated all homeowner-related permission options into one new section in Company Settings, titled Homeowners. You can now configure all default settings for the Customer Portal from this section instead of configuring settings one-by-one on individual jobs. You can also override individual job settings as needed.
Client access to Job Costing Budget items: Through a new job setting, you can now show your clients related items on the Job Costing Budget via the Customer Portal. Related items will display the same as they do on your Builder Portal. This additional transparency helps you avoid inquiries from your clients on the outline of budget values and what may be contributing to being over or under budget.
QuickBooks Online deposit record for Buildertrend Payments settlements: If you're using Buildertrend Payments and are connected to QuickBooks Online, we now automatically create a bank deposit record in QuickBooks when a Buildertrend Payments settlement is created.
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