Small software renovations: February

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.

Files / Project Management updates

• Updated Messages and RFI attachments: The attachments experience for Messages and RFI's has been redesigned to be more cohesive and modern. Updates include a new View All option in the schedule item details modal, relocated annotation tools in the context menu, persistent attachment views, non-clickable Sub/Client viewing icons (now adjustable via the Context menu) and a new File Viewer that opens with a single click.

• Updated Lead Opportunity, Lead Activity and Lead Proposal attachments: The attachments experience for Lead Opportunities, Lead Activities and Lead Proposals has been redesigned to be more cohesive and modern. Updates include a new View All option in the schedule item details modal, relocated annotation tools in the context menu, persistent attachment views, non-clickable Sub/Client viewing icons (now adjustable via the Context menu) and a new File Viewer that opens with a single click.

Financial updates

• Pass credit card fees to clients: You can now automatically pass credit card fees as a surcharge to their clients during checkout – but remember, you must opt-in to this feature. Your clients will be charged a flat rate of 2.99% for all card transactions. However, with this change, we’re also removing the option for clients to transact with American Express.

• Estimate line item access on Job Costing Budget: We’ve linked the estimate-related items under Original Budget Costs. This allows you to view estimate line items directly in the Job Costing Budget.

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.