Alert subs/vendors X days before bid package deadline – Set how many days in advance Buildertrend will automatically remind subs or vendors of an upcoming bid package deadline to help ensure timely responses.

Default bid request notification text – Customize the default message included in your bid requests to maintain consistent communication and save time when sending multiple bids.

Group Proposal Worksheet By – Choose how you want your estimate items to be grouped in proposals.

Default Columns – Set the standard columns that will appear in your estimate, such as quantity, unit cost, markup, etc. This helps ensure estimates display the right level of detail for your team and clients by default.

Changes made to your global profit defaults will only apply to new jobs, not existing jobs.

Header, Content, Show Contact Name & Phone, Show Address, and Show Company Information – Set your desired layout and content to be included by default when creating a proposal.

Default "What to Display" – Choose which estimate details appear by default in proposals for consistency and clarity.

Default Introductory Text – Set standard opening text to appear at the beginning of each proposal, helping to establish context or greet the recipient.

Default Title – Define a preset title that will automatically populate on new proposals to streamline the creation process.

Default Closing Text – Add a consistent message or call to action that appears at the end of proposals to reinforce next steps or express appreciation.

Default Release Text – Set standard language that will be included in the email when a proposal is released to the client for review.

Estimate Disclaimer – Add a custom message or legal disclaimer that clients must review before approving their proposal. To update the verbiage, click Change.

Show client internally declined Change Orders – Allows clients to view Change Orders that your team declined internally, providing added transparency if enabled.

Show line items to client – Determines whether clients can see individual cost breakdowns within a Change Order.

Invoice Change Orders upon client approval – Automatically generates an invoice when a client approves a Change Order, streamlining your billing workflow.

Change Order approval disclaimer – Add a custom message or legal disclaimer that clients must review before approving a Change Order. To update the verbiage, click Change.

Price – Show the total cost of the Change Order.

Discussions – Include discussion history for context and transparency.

Line Items – Display detailed breakdowns of materials, labor, or services.

Performing Subs/Vendors – List the subcontractors or vendors responsible for executing the work.

Signature Lines – Add signature fields for necessary approvals.

Custom Fields – Include any additional custom information specific to your workflow.

Include Time Clock Labor in the Job Costing Budget on new jobs – Automatically include labor costs tracked through the Time Clock in the Job Costing Budget for all newly created jobs, ensuring more accurate actual cost reporting.
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Determine how your Job Costing Budget reports your Actual Costs – Choose how actual costs are calculated (Cash or Accrual) and displayed in your budget reports, giving you control over how expenses are tracked and interpreted across your jobs.

Include unreleased purchase orders in pending costs of the job costing budget – When enabled, this setting includes totals from unreleased purchase orders in the Pending Costs column of the Job Costing Budget, alongside totals from released but unapproved purchase orders.

Create separate POs for each line item when using the PO creation wizard – Automatically generate individual purchase orders for each line item during bulk PO creation, offering greater detail and control over subcontractor or vendor tasks.

Allow subs/vendors to request payment – Enable sub/vendors to submit payment requests directly through the platform, streamlining the billing and approval process.

Purchase Order prefix – Customize the starting prefix for all PO numbers to match your internal naming or tracking system for easier reference.

Require signature on Purchase Orders – Enforce a signature requirement on POs to ensure authorization and accountability before work begins.

Send PO approval reminders up to X – Set how many days in advance Buildertrend will automatically remind subs/vendors of a purchase order approval deadline to help ensure timely responses.

Default scope of work – Establish a standard scope of work that auto-populates on new POs for consistency across projects.

Purchase Order disclaimer – Add a custom message or legal disclaimer that sub/vendors must review before approving a Purchase Order. To update the verbiage, click Change.

Show paid amount – Include total paid towards the purchase order on printout.

Show custom fields – Include any additional custom information specific to your workflow.

Bills prefix – Customize the starting prefix for all Bill numbers to match your internal naming or tracking system for easier reference.

Default Cost Code for Bills – If a bill is created using the Flat Fee option instead of itemized line items, the selected cost code will automatically apply to the full flat fee amount.

Add PO suffix to bill number – When selected, bill numbers will include the related PO prefix and number as a suffix.

Alert users X days before upcoming due date – Set how many days in advance Buildertrend will automatically remind you of an upcoming bill payment deadline to help ensure timely responses.

Hides lien waivers on all jobs – This will disable and hide the ability to send all lien waivers on Bills.

Default additional signature line to ON on printouts – Default and name an additional signature line on all lien waiver printouts.

Invoice prefix – Define a custom prefix that will appear before the invoice number to help organize and identify invoices easily.

Notify internal users of upcoming invoice deadlines – Automatically alert your team before invoice due dates to help ensure timely follow-up and collection.

Notify clients of upcoming invoice deadlines – Send clients reminders ahead of invoice due dates to encourage on-time payments.

Notify clients after invoice deadlines have passed – Automatically notify clients when an invoice is overdue to help prompt resolution.

Use job address on invoices – Display the job site address on the invoice to provide context and clarity for both internal teams and clients.

Payment terms – Select the default payment terms (e.g., Net 30, Due on Receipt) that will be applied to all new invoices.

Default invoice description – Set a default message or description that appears on every invoice to provide consistency and save time.

Draw numbers – Indicates the number of draw invoices to be created on new fixed priced jobs.

Percentage – Set the the percentage of the contract price (based on the estimate totals sent to the budget) to be applied to each draw.

Invoice – The title used for the draw invoice when it's created.

Contract type – Establish unique defaults based on each contract type (Fixed price and Open book).

Hide line items from client – Prevent clients from viewing individual invoice line items, showing only the total amount instead for a simplified presentation.

Combine line items by cost code – If Hide line items from client is unchecked, consolidate multiple line items under the same cost code into a single grouped entry to streamline the invoice layout.

Include line item details selection – If Hide line items from client is unchecked, choose which specific details (e.g., description, quantity, unit price) to display for each line item on the invoice.

QR code – If you are enrolled in Buildertrend Client Payments, create a QR code to be displayed on printed copies of this invoice to allow for online payment

Custom Fields – Allow your client to see any additional custom information specific to your workflow.

Description – Allow your client to see a default invoice-level description that summarizes the purpose or scope of the billing for clarity and context.

When a rate is in use within a job or invoice, it cannot be edited or deleted until it is removed from use in those entities.

Taxes can only be added to invoices, at the point of sale. You may manually increase the contract price to account for eventual sales taxes.

If you do not want to include taxes on a job, set your job’s and/or invoice's tax rate to No Tax.