Keep clients informed with Client Updates

What's new?

We’re building a dedicated area of the platform called Client Updates where you can go to quickly create and provide weekly recap summaries for your clients.

This new feature will collect daily inputs from Schedule Items, Change Orders, Daily Logs, Invoices and Selections. It’ll also include an AI draft assist button to help you generate a summary in seconds.

Builders can choose the most valuable information for their clients and use the draft assistance tool to create a weekly summary. This will help keep clients updated and involved with their project.

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?

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