See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
You might notice a total revamp to how you manage your contacts in BuildBook 🦺. The new “People” tab gives our pros a more centralized area to add, view, and manage all the people who interact with your company.
What’s new with People?
How can I invite a Person to a Project?
Using the same invitation process, pros can invite People from the Project dashboard. A new dropdown option is now available that allows you to invite an existing person to the project and assign them as a collaborator or client 😎.
If a Person does not currently exist and you are adding them for the first time when inviting them into a Project, an account will be created and searchable from the People tab.
Please note, if adding a Pro Team Member to your account, they are still managed from your Pro Team settings page.
If you’d like to learn more about the new People update, check out our full help doc.
Say goodbye to the cluttered mess of paper bill slips and hello to easy Bill-tracking.
If you've got that stack of bills piled up, this newest enhancement to your Financials tab is sure to declutter that mess. 🙏
This is just another step to help you fully operate your company inside of BuildBook. Connecting the financial data directly with the workflow of any ongoing project.
What can you do with this new feature?
🧾 Upload and store your bill statements
👀 Track down statements or records
🗓️ Assign payment due dates
✅ Understand which Bills have been paid or unpaid
💰 Track your Project's current costs
Wouldn't it be nice if you could set the status of a Task you're working on? Or, provide an update if a Task needs to be put on hold because you're waiting on materials?
Guess what! Now you can update the progress of any Task with our most recent enhancement to Task management👏.
How do you update the progress status of a Task?
What statuses can you set?
Please note: All new and existing tasks will be pre-set with a status of "none".
For more details on how to create, manage an update your Task List, check out this help doc.
Additional bug fixes and enhancements🐞:
A few weeks ago we released Expenses, a new feature that allows BuildBook pros to document invoices and track a project's cost-to-date 💰. In addition, it provided the ability to add a Vendor to each Expense.
However, we knew it wouldn't be long until our pros would want a single space to manage and track a full list of Vendors. So, our product team got right to work and wouldn't you know it ... a new Vendor tab is here 🥰!
➡️ What you should know about Vendors
➡️ How to create and edit Vendors
Another great enhancement that is included in this release is the ability to create new Vendors when generating an Expense 😲.
Any time you create a new Expense and it is tied to a Vendor that does not already exist in your list, that company will automatically be added to your Vendor List. From there, you will have the ability to manage and edit that Vendor's profile and details. 👏
For more details on how to create, manage an update your Task List, check out this help doc.
When we released Estimates and Proposals at the beginning of the year, an amazing feature included with that release was the Price Book with Cost Code tool.
You can access your Price Book, which includes a separate tab for Cost Codes, from the Tools menu. If you’re not familiar with it, we suggest you check out this help doc.
After the release, we chatted with our builders and learned how everyone was using this feature. Our number one request? "Can we import our own cost codes into BuildBook?".
That’s why we’re excited to introduce the Cost Code Import tool. 🔥
This new enhancement streamlines the time it takes to bring your Cost Codes into BuildBook. Automatically syncing your construction company’s processes directly into your account!
How do you import your Cost Codes?
For full details on how to fully utilize the Cost Code Import tool, visit our help doc