- STAGE:
- 🚀 Recently Launched
Small software renovations: January
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
Pre-saved views on the Job Costing Budget: To provide quick access to important data in your Job Costing Budget, we now provide three pre-saved views. You can access a Costing View, Client View and Profit View.
Expand All includes Cost Code level: The Job Costing Budget’s Expand All button now expands the Cost Code level instead of just the Cost Categories. We also provided a See More option in the related tags for columns with 20+ related items.
Subcontractor suggested match in Cost Inbox: When a receipt is uploaded to the Cost Inbox, Buildertrend can now suggest a subcontractor or vendor match, making it faster for you to review and approve receipts.
Online Payment Report updates: In the Online Payment Report for Buildertrend Payments, we consolidated the inbound payment view into fewer columns. We added a date range filter and introduced View, which allows users to group and sort by selecting a pre-configured view.
Files / Project Management updates
Navigate to Lien Waivers or Messages where files are attached: From a file's Related Items section, you can navigate directly to Lien waivers or Messages where the file is attached.
Filter files by key fields: You can now filter by File Name, Last Edited or Date Added within file folders to quickly locate relevant files.
Updated Schedule attachments: The attachments experience for schedule items has been redesigned to be more cohesive and modern. Changes include:
A new View All option on the schedule item details, so all attachments can be viewed at once.
The List View can now be opened from the schedule item details.
We relocated the Download, Draw and Annotate options to the Context Menu.
The subcontractor and client viewing icons are no longer clickable. (Users can adjust this from context menu.)
Single clicking the file now opens the new File Viewer.
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.