Modern Customer Portal Summary page

What's new?

To deliver more valuable information to homeowners, we modernized the Customer Portal summary page for desktop users with a more user-friendly look and experience.

Changes include:

• Updating the left-hand side with clearer builder contact information, homeowner Action Items and a Communications section.

• Updating the main page content with a clearer Project Financials section. We removed the remaining balance and invoice totals and replacing them with a new Next Invoice callout. We also changed the current Daily Log section to a horizontal list called Project Updates and removed the weather section.

We used in-platform messaging to inform current homeowners that their portal would soon have a new look and updated information.

Newly invited homeowners now receive in-app messaging introducing the value of using the Customer Portal and guiding them through the experience.

How can I provide feedback on this release?

To provide suggestions click What do you think of this roadmap item? on the left side of the page.

We regularly review feedback in order to continuously improve Buildertrend. By analyzing this feedback we can identify areas for improvement, prioritize development efforts, and make enhancements that will better meet your needs. This ongoing process of review and improvement helps us ensure Buildertrend remains a valuable and effective tool.

How can I learn more?

If you have questions about this release or desire training visit our Help Center or contact our Customer Support team:

• Phone: 888-415-7149

• Email: support@buildertrend.com