Nov 25-27 Buildertrend updates

Recently Launched

Sync bill edits to Quickbooks and Xero
Users connected to QuickBooks Online or Xero can edit pre-existing, unpaid bills in Buildertrend and those edits will automatically sync in their accounting platform. This prevents having to make edits to bills in both platforms or delete and re-create bills to make changes.

Combine Invoice line items by Cost Code
When creating an Owner Invoice from the Estimate or Cost Inbox, you can now combine line items by Cost Code. This will significantly reduce the length of the overall invoice and simplify the presentation, making them more digestible for clients.

Small software renovations for November

• Easily view and navigate to associated entities for files: We added an Associated Items section to the overflow menu on every file. This will help you easily identify all associated items a file is attached to. You can also navigate directly to the where the file is attached, in the following features: Daily Logs, Schedule items, Bills, Purchase Orders, Change Orders, Bid Packages, Owner Invoices, Selections, Warranties, Estimates and Requests for Information.

• New document version history: A document version history view is now accessible within Document information. You can now use the Upload New Version button instead of Replace File. You can view a list or download previously saved document versions. You can also see version numbers, timestamps and the user who replaced the file.

• Simplified Job Cost Budget for fixed price jobs: In the Job Costing Budget the following columns will default as off for fixed price jobs: Original Sales Price, Revised Sales Price, Amount Invoiced, Remaining to Invoice and % Invoiced of Owner Price.

• Google Pay for Invoices and Deposits: Homeowners can now take advantage of a faster, simpler checkout and pay Owner Invoices and Deposits using Google Pay.

In Progress

Save Daily Log drafts on mobile
We’re updating the quick add Daily Log experience on the mobile app to allow builders to store drafts on their device. This helps to ensure Daily Log information is never lost. If a builder tries to close a Daily Log without saving, the log will auto-save and be stored as a local draft.

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.