Small software renovations: May

STAGE: 🚀 Recently Launched

At Buildertrend, we care about your feedback. Below are some of the items we recently launched that’ll impact several of our most-used features. These customer-driven updates will help improve your workflows and make your day run smoother.

Financial updates

Matching online and printed Owner Invoices: To help reduce homeowner confusion, we updated the format of Owner Invoices in the Customer Portal to be consistent with the PDF print version.
Job Costing Budget updates:
- Custom homeowner views: Share real-time financial data with your homeowners with the option to hide or display individual budget columns.
- See related items: Your Cost Codes rows can now be expanded to show related items, allowing you to see underlying details for the values.

Project Management updates

Trash option added to Files: In our Files features (documents, photos and videos) we updated the Delete buttons to Send to Trash. Files that are sent to the new Trash folder will be kept there for 14 days before they’re deleted. You’ll be able to download files from Trash or delete them forever. Restoring deleted files is not an option. Note: Our mobile app still says Delete, but the trash action still exists. However, the option to access the Trash folder is web only.
Search keywords in Chat: Users can now search Buildertrend Chat with keywords to quickly locate or reference conversations. Click on search results to see the keyword instance or scroll to the bottom to view the latest Chat entry.
Easily import subcontractor or vendor lists: You can now import your own subcontractor or vendor lists through Settings. Note: We will be adding a mass-delete function with a future update.
Recommended Schedule templates: When you start a new job from scratch, you’ll now see template suggestions in the Schedule tool based on Job Type selected in Job Details.

Learn more about these updates by visiting the Help Center.

We're always looking for opportunities to help you work simpler. To receive emails when updates go live Subscribe to the roadmap. If you’d like to provide feedback on these small software renovations, click What do you think of this roadmap item? on the left side of the page.