Nov 4-8 Buildertrend updates

Recently Launched

Small software renovations for November

• Apple Pay for invoices and deposits: Your clients can now take advantage of a faster, simpler checkout using Apple Pay for Owner Invoices and Deposits.

• Open Book financial reporting updates: We updated some of the high-level financial reporting areas for jobs marked as Open Book. Changes include:

  • Customer Portal: We updated the Job Price Summary within the Client Portal, removing the Job Running Total. In its place you can now share more accurate Open Book job price summaries with Contract Price (approved proposal price), Current Price (based on actual and project costs incurred) and the difference between the two as Price Adjustments.

  • Builder Portal: On Owner Invoices and Job Info the Job Running Total has been replaced with Revised Owner Price in the remaining balance calculation.

• Warranty job status: Builders can now assign the job status of Warranty to any job.

• Deposits in the Customer Portal: Deposits are now included in the Pay Now and Action Items sections of the Customer Portal.

Moved to Early Adopter

Small software renovations in Early Adopter

• View Last Active date for clients: On the job dashboard 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 only see schedule items.

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.