Sept 16-20 Buildertrend updates

Recently Launched

Small software renovations for September

• Attach files to a Selections or Bids: Users can now attach single files to an existing selection choice or bid package from the action menu within Files.

• Attach multiple files to To-Do's and Schedule items: Users can now attach multiple files to existing To-Do’s and schedule items from the action menu within Files.

• Customer Portal impersonation reminder: When you view the Customer Portal from your builder page, there's now a banner at the top reminding you that you're impersonating a homeowner.

Moved to Early Adopter

Track owner deposits and credit memos

• Deposits allow you to request advanced homeowner payments from a pre-sale job or sales lead and apply it to one or more future invoices.

• Credit Memos can be used for product returns, overcharges, service issues or discounts to lower the amount owed on an owner invoice or eliminate an invoice entirely.

Provide scope options on proposals

This experience will have multiple release updates until fully implemented. The following releases are now in Early Adopter:

• Clearly display optional scopes: On estimates, you can now mark groups as Optional. This will make it clear to homeowners which items are the core scope of work, and which are optional.

• Builders can approve or decline optional scopes: You can now physically approve or decline scope options, which will update the builder-facing project cost and price totals.

Small software renovations in Early Adopter

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

• Attach multiple files to bid packages and change orders: You can now attach multiple files to existing bid packages and change orders 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.