STAGE:
🚀 Recently Launched
✨ Improved ⚡ Small software renovations Project Management Financial

Small software renovations: October

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 and Files updates

  • PDF signature request update: The Signature Request tool within Files has been updated to enhance the usability and responsiveness, which will provide a more seamless experience when you request signatures on PDF documents.

  • Generate Folder QR codes: You can now create QR codes for file folders directly in the app and copy and paste QR links.

  • Attach multiple files to Selections and Warranties: You can now attach multiple files to existing Selection choices and Warranties from the action menu within Files.

  • Faster permission management for files and folders: You can now edit who has access to files and folders directly from the File list, in a single click.

  • View all, add or edit attachments directly in Daily Logs: You can now view all, add or edit photos, videos or documents directly in a Daily Log opposed to navigating to the Daily Log List page.

Financial update

  • New financial columns on the Jobs List: You can now view Original Budget Costs, Revised Budget Costs and Amount Invoiced data across multiple jobs, via the Jobs List. These columns can be added to a saved or default view.


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.

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