STAGE:: 🚀 Recently Launched

✨ Improved ⚡ Small software renovations Owner Portal / Client Communication Project Management Financial

Small software renovations: November

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.

Project management updates

Warranty job status: Builders can now assign the job status of Warranty to any job.
Share Schedule items and phases with clients: Users can now share Schedule items and phases with clients. When both are shared, clients using the desktop application will see both and mobile app users will continue to only see schedule items.
View Last Active date for clients: When a job is selected on the Jobs menu, you can now see when your clients were last active in Buildertrend.

Financial updates

Apple Pay for invoices and deposits: Your clients can now take advantage of a faster, simpler checkout using Apple Pay for Owner Invoices and Deposits.
Deposits in the Customer Portal: Deposits are now included in the Pay Now and Action Items sections of the Customer Portal.
Open Book financial reporting updates: We updated some of the high-level financial reporting areas for jobs marked as Open Book. Changes include:
- Customer Portal: We updated the Job Price Summary within the Client Portal, removing the Job Running Total. In its place you can now share more accurate Open Book job price summaries with Contract Price (approved proposal price), Current Price (based on actual and project costs incurred) and the difference between the two as Price Adjustments.
- Builder Portal: On Owner Invoices and Job Info the Job Running Total has been replaced with Revised Owner Price in the remaining balance calculation.

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.