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.

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.