Small software renovations: December

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.

Project management updates

• Job status permissions: New permissions allow you to grant or restrict access based on job status. Jobs with a Presale status can be seen by those in sales roles and can be restricted for those in field crew and project manager roles. Alternatively, jobs with an Open status can be restricted to those in sales roles. This mirrors the historical model, allowing those in sales roles access to Lead Proposals and those in other roles access to Job Estimates

• File replacement update: Replacing a file within a job now updates only the file in that specific job, leaving the source template and other jobs untouched. This ensures that documents are unique to each job and remains relevant to each project.

• Easily preview your files: Use the new file viewer within Document Info to preview and interact with files without downloading or switching tabs.

Financial updates

• Give custom roles viewing access to the Job Costing Budget: Admins can now give custom role users viewing access to the Job Costing Budget without the ability to add, edit or delete other financial information.

• Automatic invoice reminders via SMS text: Clients can now receive a SMS text reminder for invoices shared via text if invoice reminders are turned on.

• Approve & Pay button for Change Orders: We added an Approve & Pay button to client facing change orders, allowing them to go directly to the invoice instead of approving the change order and then being prompted to make a payment.

• Notify clients on deposits with SMS text deposit requests: Builders using Buildertrend Payments can now notify clients for deposit requests via SMS text.

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.