BuildBook Product Updates

We’re so excited to announce a whole new way to visualize Opportunities: Card View 🥳

Card View will be the default view in Opportunities. Features of this new view include the ability to:

• Prioritize Opportunities within each stage using drag and drop
• Easily rearrange Opportunities within a specific stage using drag and drop

• See totals for all cards in each stage
• Have a better understanding of what team members who are assigned to Opportunities have on their plates

‍‍Fixes & Improvements

• Fixed an issue related to copy/pasting values when inviting new Pro Team members
• Fixed an issue where incorrect Task notifications were being sent
• Adjusted how Task filters work to make it more intuitive
• Fixed an issue related to using right-click to create schedule items
• Fixed an issue on mobile where canceling a photo upload would cause the app to hang or crash
  

We just added some very awesome enhancements to Tasks in BuildBook including one big wish list item: The ability to rearrange Tasks! Wish granted 🪄.

You can now drag and drop to rearrange tasks in any order you’d like, or automatically sort them by due date. 

We also added filters to tasks for more customization:

• Filter by Assignee to focus on your tasks, a teammates, or any combination of people.
  

• Filter by Tag to focus on a specific set of tasks. You can use Tags for anything you’d like - trades, priority, room, punch-list, or anything specific to how you work
  

Fixes & Improvements

• We’ve added the ability to download images and files attached to comments.
• We’ve added the option to delete the existing company logo in your Company Settings and upload a new one (.png or .jpg)
• Clicking “Download image” on a file would only open it in the current browser tab. Now it downloads right away.
• Chat notifications in the menu bar are now much faster to appear
• We’ve squashed many other small bugs around the app for smoother sailing!  
  

Enhancements

• Videos now appear in the Gallery View of Daily Logs
• Overages in the Budget and Selection amounts now appear in the color red to bring attention to these items
  

Fixes & Improvements

• Improved the read-only client dashboard preview with many small fixes and enhancements
• Updated the view titles in Daily Logs to “Timeline View” and “Gallery View”
• Improved the process of using Save and Add Another in Phases, Tasks, and Selections so that the new item is pre-filled with relevant default values
• Fixed a bug where Limited Access Users had access to files in the Activity Feed
• Fixed a bug where client notifications were erroneously appearing as Unread
• When marking a Base Cost as complete, the Projected Amount field changed to zero if the projected amount had not been explicitly set as something different than the Estimated Amount. This has been fixed.
  

Clients are no longer able to create or edit Tasks. Clients can still see and comment on Tasks shared with them, but cannot make adjustments to the Task itself. 

Fixes & Improvements

• Project Templates: When creating a new project from an existing one, the order of items in the newly created project were out of order. Tasks, Budget items, and Selection items now maintain the correct order in the new project, and their status is correctly reset.
• Mobile app login improvements: We’ve dramatically improved the mobile app login experience, which means that you should no longer need to log in nearly as often. 
• Improved Daily Log layout. It’s now much easier edit and view Daily Logs, including an improved user interface to show you how many comments there are, who posted the log, the date the log was posted, and smaller image thumbnails. Plus, now you can simply click on the Log to edit it.

• ‍Date display improvements: When a date spans a year, we now display the year, so that it’s clear which year the date is set for.‍
• Schedule View dependency arrows: We fixed a bug that caused the dependency arrows to sometimes disappear when zooming on the Schedule View.
• ‍Improved in-app feedback: We’ve added more confirmation notifications around the app – like when uploading a file, sending an invitation, and creating a Task or Log.  ‍
• New Calendar View filters: We’ve added Assigned To and Item Type filters to individual project calendars, making it easier to just show the items you want to see.

‍

We released a very big upgrade to our lead and contact management tools! These upgrades give you and your team even better tools to manage your sales pipeline and pave the way for future enhancements.

• “Leads” have been renamed to “Opportunities”
• Opportunities and Contacts have a new look and feel that matches the Projects area.
• Opportunities and Contacts are now available in our iOS and Android apps!
  

Organize your Opportunities: 

• Move Opportunities through your sales pipeline using stages: New, Qualifying, Estimating, Won, Lost, and Archived
• Sort Opportunities by most recently updated, or click the column headers for custom sorting.
• Filter Opportunities quickly based on title, address, owner, or client name.

Each Opportunity includes these features:

• Owner: Opportunities can be assigned to specific Pro Team Admins to make sure nothing falls through the cracks. 
• Client information: The contact information for your client is easily accessible in the Opportunity. An Opportunity can also have multiple Contacts attached.
• Property Information: Google map with driving directions, parcel, structure, tax history, and more are available, giving you a lay of the land. 
• Customizable Project Type: Choose between New Construction, Gut Renovation, Kitchen Remodel, Bathroom Remodel, Addition, or create your own custom job types.
• Budget: Enter an estimated budget to keep your opportunities organized.
• Planned Schedule:  Enter a planned start date or date range. 
• Notes: Enter notes from the field easily, and capture details. 
• Attachments: Add photos, docs, or blueprints to help keep everything organized. 
  

• Tasks: Opportunity Tasks function the same as Project Tasks and include the ability to add a due date, notes, attachments, and an assignee.
• Activity Feed: Catch up on the history of Opportunity history with a single glance.

We also made some big enhancements to Contacts in order to give Contacts an updated UI to be consistent with Projects, allow customers to keep notes and attachments within a Contact, and have more control over information like company name and contact type.