Oct 7-11 Buildertrend updates

Recently Launched

Give Job Costing Budget permissions
New permissions allow you to grant access the Job Costing Budget for specific internal roles. Users who aren’t full admins will be able to view the Job Costing Budget when granted access. Please note, the Job Costing Budget is powered by all related financial tools, so changing permissions will auto-grant permissions to all related items.

Provide scope options on proposals
This experience will have multiple release updates until fully implemented. The following release is now available:

• Client option approvals: Homeowners have the ability to approve or decline scope options, which will then update the owner-facing project cost and price totals.

Small software renovations for October

• New financial columns on the Jobs List: You can now view Estimated Cost, Revised Cost and Amount Invoiced data across multiple jobs on the Jobs List. These columns can also be added to saved or default views.

• Generate folder QR codes: You can now create QR codes and copy and paste QR links for file folders directly in the app.

Moved to Early Adopter

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. This experience will have two release updates, and the roadmap card will move to Recently Launched once everything is complete.

This release allows Deposits paid through Buildertrend Payments to sync to QuickBooks Online. Deposits sent to QuickBooks Online can only be applied to invoices through Buildertrend.

Small software renovations in Early Adopter

• Share schedule items and phases with homeowners: Users can now share both schedule items and phases with homeowners. When both are shared homeowners using the web will see both, mobile app users will only see schedule items.

• Attach multiple files to Selections and Warranties: You can now attach multiple files to existing Selection choices and Warranties from the action menu within Files.

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.