Nov 27 - Dec 1 Buildertrend updates

The integration between Buildertrend and Pipedrive is now available

We added Pipedrive to our collection of CRM integrations on our updated Marketplace. You can now easily convert your Pipedrive sales into active jobs in Buildertrend. This integration will allow for the seamless transfer of information including client name, address, phone number and email address – no manual entry needed.

What else went live?

• Job Estimate header updates: We created a vertical action toolbar on the right side of the Job Estimate window. This toolbar will always be visible as you scroll and work on your estimate for added convenience. The header has been updated to be slimmer with fewer buttons, giving you additional workspace.

• Hide budget columns and save preferred views: We added the ability for you to show or hide columns in your budget with the option to save as a preferred view. You can also show or hide columns that homeowners will see in their budget view.

• Quickly grant internal users access to all jobs and templates: We adjusted a setting on the Add Internal User screen that’ll allow admins to grant internal users access to all existing jobs, closed jobs and templates with one click.

Now in progress

• Invoicing labor with Time Clock: We’re developing new ways for you to easily send invoices for labor costs using the Time Clock feature.

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, 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.