You can now use the new Preview tab and enhanced formatting options to control exactly how pricing details are displayed to your clients. This gives you more flexibility to tailor each Change Order to the situation, without extra workarounds.

With customizable pricing visibility and live previews, you’ll communicate scope changes more clearly, strengthen client confidence, and save time by streamlining the process from creation to approval.

We’ve redesigned the Daily Log list to help you find information faster. All notes are now fully visible without clicking “Read More,” and you can view custom fields, edit or print with a single click, and open attached documents right from the list. Photo previews are more compact, and a timestamp icon shows when each log was created or updated. These enhancements make it easier to stay informed, take action quickly, and keep your projects on track.

We’ve added a new column in the Shift tab that clearly shows why a shift was moved. You can also easily update the reason using the new action button. This update replaces shift notes, which were rarely used, and simplifies how shift reasons are captured.

Now, shift reasons are only prompted when editing within schedule item details, whether the schedule is online or offline, making it easier to keep your team aligned and your schedule accurate.

We’ve added a new setting that lets you include unreleased Purchase Orders (POs) in your Job Costing Budget. When enabled, these POs will appear in the Pending Costs column until they are approved, giving you earlier insight into your projected costs.

This added visibility helps you forecast more accurately, streamline your budgeting process, and reduce the manual work often needed to track upcoming costs.

You can now copy individual line items from past estimate worksheets directly into your current estimate. Key details like description, quantity, and unit price come along automatically, saving you time and reducing the need for manual entry.

This makes it faster and easier to reuse relevant scope from past work, helping you move proposals from draft to sent with greater accuracy and less effort.

For Open Book jobs, Buildertrend now auto-fills the markup field on invoices based on the cost code AND cost type from the original estimate.

This eliminates the need to manually re-enter markup values for each invoice, saving time and reducing the chance of errors.

It also ensures greater accuracy and consistency across your billing process, helping you maintain professional standards and maximize profitability.

We're improving how the Revised Client Price (RCP) is calculated by pulling directly from the signed estimate, rather than relying solely on job markup defaults.

This means your client-facing financials will more accurately reflect the actual contract, helping build trust and reduce confusion. It also ensures the Job Costing Budget aligns with what your clients see, making it easier to track profitability, reduce errors, and present clean, reliable numbers throughout the life of the project.

You can now view past estimate worksheets directly within the Proposal Dashboard without exporting to Excel just to reference prior versions.

This enhancement helps you stay focused in Buildertrend, cuts down on manual work, and makes it easier to compare changes across proposals over time. It’s a faster, more efficient way to keep your estimates organized and accessible right where you need them.

You can now create a default draw schedule at the account level that will automatically apply to all new Fixed Price jobs. This saves you from manually setting the same schedule each time.

If a specific job needs a different schedule, you can still customize it as needed. This update helps reduce repetitive setup steps, keeps your billing process consistent, and improves overall efficiency.

You can now create and manage Draw Schedules right from the Invoices tab, making it easier to stay organized and streamline your billing workflow. This update improves visibility and saves time by reducing the need to navigate elsewhere to set up milestone billing. Available for Fixed Price and Billed When Finished jobs.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.