See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
The next chapter of BuildBook is here! 🎉
Our biggest release of the year has finally hit your BuildBook account with the launch of our new Estimating and Sales Proposal feature.
You can read all about these features here, but below is a quick overview video and breakdown of how these features will work together
➡️ Generate an Estimate and Proposal
➡️ Send and share a branded Proposal
➡️ Digital Client Approvals
➡️ Converting Estimate into a Project Budget
First thing you'll want to try with this new feature is ...
➡️ Generating an Estimate and Proposal 🤩
Now you’ll be able to quickly generate an Estimate within an Opportunity and share a Proposal with your client.
What does an Estimate include?
🚜 General scope of work
💸 Estimated cost of selections, labor, resources, and materials
💰Ability to create a custom Price Book for speed and consistency
🏡 Ability to convert into a Project
After you've generated an Estimate you'll want to ...
➡️ Send and share a Proposal with clients 📩
After you’ve generated an Estimate and are ready to get it in front of your client, you can share beautifully branded Proposals from an online web link, email, or text message.
What does a Proposal include?
🦺 Cover image and company details
🧾 Contract details
💵 Creating a payment schedule
✅ Client approval options
Want to see an example of a shared proposal? Check it out.
Once you've shared a proposal it's time to wait for ...
➡️ Digital client approvals ✅
Once you send off a Sales Proposal to a client, they will have the ability to digitally accept or decline any proposal that is shared with them.
If you’re more of a people person, no worries! You always have the option to print or save as PDF.
The moment a client approves your Proposal you're going to ...
➡️ Convert an Estimate into a Project Budget 🧾
After you've received digital confirmation and approval from your client you can start the job instantly by converting an Opportunity, with an attached Estimate, into a Project and Project Budget.
An exciting improvement you will see once you've converted your first Estimate into a Project is a new "Financials" tab that replaces the old "Budget" tab.
This is super important to understand, so please note: all projects created prior to this release WILL NOT have a "Financials" tab. For now, only new projects you create will be able to take advantage of this feature. We are working on an enhancement to allow you to upgrade existing projects and hope to release this soon.
What's inside the new Financial tab?
💰 Budget summary - see how you are tracking against your original budget with change orders, credits, and payments
📝 Original Budget details - record of initial estimate and approved proposal
🪑 Change Orders - clearly track your change orders throughout a project
💳 Credits - keep a detailed record of any credits you're applying to your client
💸 Payments - update status of payments from your clients
👀 Client Visibility Controls - control exactly how much detail you'd like the client to be able to see within the Budget
New and improved!
We've enhanced our file and image gallery, making it easier to organize and find images or files related to your project.
How did we enhance this experience?
📁 Know what file types your viewing,
🌇 Recognize images faster with enhanced image thumbnails
📝 Organize your files better for your clients and team members
Do you have a pesky sub contractor that just doesn't want to create a BuildBook account?
Now you can send sub contractors a link with full task details they can view without creating an account.
How can you start sharing task links?
🖥️ Log in to your BuildBook account
🖱️ Open a task and click the "Share" dropdown arrow
👀 Toggle on "Share with Public Link" - you can also preview what is being shared by clicking "See what the public sees"
👉 Click the "Copy the Link" button
📱Paste the link in a text or email and start sharing
You can now instantly create new Tasks, Daily Logs, Projects and Opportunities directly from your home dashboard!
Why is this so great?
👀 Faster activity and task creation
✅ Use the BuildBook mobile app to create tasks on site
📈 Streamline how you add new project opportunties
