Oct 21-31 Buildertrend updates

Recently Launched

Send Deposits to Quickbooks Online
As a quick follow up to our recently launched Deposits feature, you now have the ability to send Deposit payments to QuickBooks Online. Deposits paid through Buildertrend Payments will sync to QuickBooks Online and Deposits paid offline (e.g., cash, check, card outside of Buildertrend Payments) can be marked as paid and will sync to QuickBooks Online.

Provide scope options on Proposals
This experience will have multiple release updates until it’s fully implemented. The following release is now launched:

• Favorite optional scopes: Clients can now favorite options on their Job Proposals. Selecting the star icon next to Job Proposal options will result in a favorite subtotal at the bottom of the proposal and add to the total proposal price – allowing Clients to preview the cost impact of desired options before committing to approval. All options must be approved or declined to approve a proposal, regardless of favorite status. 

Small software renovations for October

• Faster permission management for files and folders: You can now edit who has access to files and folders directly from the File list, in a single click.

• View all, add or edit attachments directly in Daily Logs: You can now view all, add or edit photos, videos or documents directly in a Daily Log opposed to navigating to the Daily Log List page.

Moved to Early Adopter

Small software renovations in Early Adopter

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

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

  • Client portal: We removed the Job Running Total from the Job Price Summary. Builders can now share Open Book job price summaries with clients, via the client portal.

  • Builder portal: On Owner Invoices and the Job Info areas 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.

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.