Buildertrend product updates

This new tool provides seamless, secure and customizable document signing directly in the platform for both you and your team. Whether you are looking to lock down that final contract or want signoff on updated plans you can now request, sign and document what’s important in Buildertrend.

Create invoices automatically based on your preset draw schedule and link them to schedule items when estimate data is sent to the Job Costing Budget.

This exciting new feature harnesses the entries you and your team make across the platform to build clear and concise summaries of the week’s progress as well as what’s upcoming in the week ahead. Using our Generate AI Summary tool you can easily create weekly updates that include all the highlights with the click of a button.

The Proposal Dashboard provides access to all proposals in one central location. You’ll find all lead proposals that were converted to jobs as well as any new job proposals that are created. Once a proposal is released, you’ll have access to a downloadable copy in .CSV or PDF format for your records.

Effective cost forecasting means updating your projected costs as new information arises – even without formal changes or finalized bills. Projected Cost adjustments on the Job Costing Budget allow you to account for expected changes before the actual costs arrive, keeping your budget and forecasts accurate. You can identify areas needing attention, make informed decisions and maintain control over your job and business performance.

We completely revamped our Payments experience. It’s now built and owned by our team here at Buildertrend, and you don’t have to leave the platform or contact third parties for your payment status. We’ve also changed our pricing to ensure even better rates for our customers, and we eliminated the confusion around ACH pricing by introducing a flat fee. Similarly, we’ve introduced two lower rates for debit and credit card payments that are unheard of in the construction industry.

We improved security and payment speed by eliminating extensive payment holds and adding a built-in risk and fraud mitigation system. Additionally, an improved micro deposit communication and payer checkout experience makes it more intuitive and eliminates the confusion around customers saving their account information.

We recently rolled out the option to offer your homeowners financing as part of our continued expansion of our Financial Management offerings.

In this initial Draw Request phase, builders who have been approved to offer Home Improvement Financing products from our partners will have the ability to submit a draw request directly from within the platform. With a simple click, you can request preapproved funds to be sent directly from our banking partner to you.

Buildertrend Chat makes it easier than ever to ensure collaboration between your teammates, active subcontractors and homeowners. Communication between key stakeholders can happen seamlessly – without you as the middleman.

• Create group chats:
  • Allow your project managers to get instant replies from job site crews.
  • Make it easier for onsite team to communicate with your office staff
• Connect project managers and designers with homeowners:
  • Make it so your team doesn’t have to give out their personal contact information.
• Coordinate subcontractors:
  • Allow your electrician, plumber, painters and others to communicate directly about project details.

Buildertrend Chat is available on both desktop and mobile, so you can communicate instantly from anywhere.