Buildertrend product updates

Effective collaboration means ensuring everyone has the same information. With our dynamic file management experience, as changes are made on the fly, you can ensure updates are captured in real time for easily reference. You’ll have quick access to version history and can see where files are referenced throughout a project so everyone’s on the same page.

Share QR codes that link directly to project document folders with other internal users, subcontractors and clients, so they can access multiple files with ease.

You can now more clearly define the base scope of work plus any additional upgrades or optional scopes of work both on the estimate worksheet and directly on the client facing proposal. Your clients can favorite options to understand the price impacts before approving or declining directly on their proposal to determine the final scope of the job.

A modernized client portal provides consolidated project updates and the most important, actionable items right up front – empowering customers to participate in their build with ease. Present their projects with the same quality you provide in your builds with this updated client experience. 

To help provide more control over your project profitability we added the ability to control default markup or margin by Cost Type (i.e. labor, material, equipment, subcontractor rate, etc.).  Markup and margin can be set at the individual line item or at the job level for estimates and change orders.

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.

The new Job Costing Budget is your one-stop shop for seeing a wholistic view of each project’s financial health. We added columns for both job costing and sales tracking, expandable cost code rows to see underlying details and sources of values and added flexibility to use cash or accrual account methods. The Job Costing Budget also works with our QuickBooks Online and Xero integrations, so you can analyze the profit impacts of realized labor, scope changes and unexpected expenses in real time. You can also customize the view and share with your clients through the Customer Portal for enhanced collaboration and cost transparency.

In the Estimate feature, we merged the Estimate Worksheet with the Build Proposal view to create the new Proposal Worksheet. This updated experience allows you to add, move, edit, and format your line items and categories on a single page without having to go back and forth.

This was the first step of our ongoing redesign of our proposal creation experience designed to help you win more jobs, faster.