BuildBook Product Updates

See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.

March 17, 2023

Mobile enhancements: Improved PDF uploading and viewing performance for Daily Logs 📱

Feature Enhancement

Key moments happen on the job site and the BuildBook mobile app is key for you or your team to document everything in real-time.

With this most recent enhancement, we've optimized the performance when adding a PDF document to Daily Logs. You will notice faster upload speeds when adding a PDF or document from your phone into the app. Additionally, accessing PDFs within Daily Logs is faster thanks to a new PDF previewer.

Additional updates, enhancements and fixes 🐞

  • Daily log access within projects
  • Enhanced date selector
  • General bug fixes and performance enhancements

Haven't installed the BuildBook mobile app? 

Note: To check out this latest update for yourself, either sign in to your account or sign up for a free 10-day trial.
March 17, 2023

Copy Task lists into any Project ✅

Feature Enhancement

Wish you could take a task list from a previous job and bring it into that new one?

You're not alone!

With our new enhancement to Task Management, you can now copy any Task list and share it with a new Project. Streamlining your ability to generate a Task list and Schedule. 😀

Copy tasks showcase

How can I copy a task into a Project?

  • Start at the destination Project and go into Tasks.
  • Use the ellipsis menu to use the "Copy From" option.
  • Select a Project or Project Template from the dropdown menu to bring those into your list of Tasks.
copy task date picker

Once you've chosen a task to copy, we've made it easy for you to adjust the start date with two options.

  1. Remove all dates: this allows you to start with a fresh Schedule and pick the dates you want each task to have
  2. Change dates: this allows you to choose a new start date based on the new Project's timeline. The first Task will begin on the date you choose and all other Task dates will shift to match, based on the previous Schedule.

Note: To check out this latest update for yourself, either sign in to your account or sign up for a free 10-day trial.
March 17, 2023

Create and track Expenses 🤑

New Feature
Feature Enhancement

Balancing your Project's Estimated Budget against what it actually ends up costing can be difficult—and even harder to communicate down to the client!

That's why we are so excited to announce our newest feature, Expense tracking! 🤩  🎉 🧡

With this incredible upgrade to your BuildBook account and Budgeting tool, you will now be able to automatically track purchases made throughout a project, upload receipts, tag vendors, and assign them to Budget line Items and/or Selections. 😲

Three things you should know about tracking Expenses within BuildBook?

1️⃣ When adding an Expense, a few details help keep everything organized. ✅

  • Vendor (or Payee): tracks who you purchased materials or services from
  • Budget Line Item: allows you to assign the expense to a specific line item within your Budget
  • Selection: allows you to assign it directly to any existing Selection
  • Attachment: allows you to upload receipts or images of the product
  • Cost: tracks the actual price of the Expense and will automatically be reflected on your Projects Budget
  • Description: tracks any specific details or information regarding the purchase
  • Date: tracks when you officially made a purchase

2️⃣ Easily assign any Expense to a Vendor, existing Budget Line Item, or Selection.

Simply add a new expense, upload a receipt (or image of the product), and use the drop-down menus to quickly associate it with existing Budget details.

This amazing new enhancement will provide your clients with a better understanding of where their money is going, while also helping you keep track of how you're tracking against your Projects' original Budget.

3️⃣ When viewing Expenses on your Budget or within a specific Line Item there is a new "Cost to Date" column that reflects the actual cost for each item's Expense.

This allows you to now track the Cost to Date, against the Estimated Price and Projected Price, directly from your Budget tab or a specific line item. 🥰

We're so excited for you to experience creating and tracking Expenses within BuildBook! For a more detailed breakdown of Expenses, head to our knowledge base and read this help doc.

Note: To check out this latest update for yourself, either sign in to your account or sign up for a free 10-day trial.
March 17, 2023

New and improved Project Templates 🧡

Feature Enhancement
New Feature

Templates, Templates, and more Templates! 📝

If you've logged into your BuildBook account, you've probably seen the new look on the Projects homepage. That new addition includes a Projects, Templates, and Archives tab. 👀

The Projects tab will be the home for all of your new and ongoing Projects. Within your Project list you will be able turn any Project into a Project Template with the click of a button! 😲

It gets even better ...

All saved Project Templates will now be available to manage and edit directly from the Templates tab! Once you've saved a Project Template it can be used for any new Project you start. 🤩

We've also added an Archives tab which will allow you to move old Projects from your active Project list.

BuildBooks project and project templates

How do I create a Project Template?

You can create Project Templates from an existing Project by going to your list of Projects and using the "+ Create Template" ellipsis menu within a specific project. This will copy over assets, reset all statuses, reset assignments, and clear out comments and chats. Giving you a fresh Template to use moving forward!

easily create a project template

What's the difference between a Project and a Project Template

A Project is an active job you are managing. All updates, including task assignments and communication, will still be managed directly from the main Project.

A Project Template is the main component of a Project and how you can quickly jumpstart a new Project. Project Templates are not intended for notifications, project management, or inviting clients. Additionally, you will not see a Project Template Schedule, Tasks, or Activities in your Calendar or Dashboard. Project Templates will be indicated by a blue notification bar at the top of the page.

For a deep dive into how to use Templates view this help doc

Note: To check out this latest update for yourself, either sign in to your account or sign up for a free 10-day trial.
March 13, 2023

Pending user status with task assignments 🫢

Feature Enhancement
New Feature

Have you ever sent an invite to a project, only for them to never accept? 😡

Thanks to the feedback from our builders we learned this was a major hangup in their project and task management capabilities.

With our new feature enhancement to invites, you can keep your project moving and start assigning them tasks—even if they have a pending invitation. 🎉🎉🎉

pending invitation view

When you view your Project's settings page and see your list of Team Members, Collaborators, and Clients a "pending" status will let you know who has yet to accept their invitation. You'll also have the ability to quickly re-send an invitation directly from your contact list.

Once they've been sent an invite, you can start assigning them tasks. 👀

assigning task to pending users

It's important to note, pending users will not receive updates or notifications when they are assigned a task until they have officially created a BuildBook account and joined your project. However, with this amazing enhancement you won't get clogged up in your schedule and can still have visibility into who is handling business. ✅

Additionally, when filtering your Task list between users, you can drill down into any pending user. Pending users are identified by their email address and a grey avatar.

seeing tasks assigned to pending users

For more details on pending user and unclaimed invites view this help doc

Note: To check out this latest update for yourself, either sign in to your account or sign up for a free 10-day trial.

Just like you, we don't stop building until our clients are happy

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