Buildertrend product updates

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. 

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.

With our expanded invoicing options, line items can be pulled in from new areas of the platform that include Time Clock, Bills, QuickBooks Costs and Xero Costs. This is particularly beneficial for cost plus builders who bill directly for project costs, eliminating hours of work and enabling builders to generate invoices with just a few clicks.

We’ve made several updates across the Estimate, Invoice and Budget workflows that benefit cost plus builders to support the transparency and collaboration needed for open book projects.



Better markup and margin control empowers you to set detailed pricing standards. New ways to build owner invoices ensure you are collecting for all direct costs, including Time Clock labor and Bills. You can also use Bill attachments when the transparency is needed. Expanded budget visibility gives you the financial intelligence you need about your job – and lets you decide what to share with your homeowners.



These changes empower you to protect your profit while also ensuring your client knows where their money is going.