Sept 11-15 Buildertrend updates

An easier way to request deposits is now in progress

Our new Deposits feature will make it easy to categorize money added to your account. This experience will allow you to send deposit requests to your clients and apply them to future invoices. You’ll also be able to ensure your job running total accurately represents your received payments.

We're also actively working on:

The following items are new to our in-progress Small software renovations roadmap card.

• Save expanded line items: Save default views on Invoices, Estimates, Proposals, Bids, Change Orders, POs and Bills to show line item descriptions. This saves time by eliminating extra clicks to expand every time you view the page.

• Estimate Quick Find: Save time locating a specific line item by entering information into the new quick find box. You can click into the box to jump to a specific group or enter text to locate all similar items.

• Job Estimate header updates: We’re creating a vertical action toolbar on the right side of the Job Estimate. This toolbar will always be available as you scroll or work on your estimate page for added convenience. The current header will also become slimmer with fewer buttons, which will provide you with additional workspace.

• Hide budget columns and save preferred views: We’re adding the ability for users to show or hide columns in their budget and save it as a preferred view. Users will also be able to show or hide columns in the homeowner’s budget view within their Customer Portal.

• Improved Reminder clarity on To-Do's: A new timestamp in the To-Do reminder dropdown provides a specific date for reminders so you can easily see when the notification will be sent.

• Download indicator: A new icon will appear once you initiate a download and will let you know the download is processing.

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.