See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
With so many new products and feature settings to manage, we've gone ahead and given a much need update to your account settings page. 🙏
Easily manage your account, company, financial, and opportunity configurations from one place. Including the ability to manage your Price Book, Cost Codes, and Estimate.
Attention is in the details. That’s why we’re pumped to release Project Notes! Notes will allow you to clip general project information to the top of every project, for everyone to see! Share specific job site details like access codes, client phone numbers, or general notes about the property.
How to create a Project Note?
Communication is a crucial part of any project. Our newest Chat upgrade brings all your Project Chats into a new Chat Inbox, providing quicker access to all your conversations.
What else is new?
How can you access Chat Inbox?
Simple ... click into the new "Chat" tab within your top navigation.
All of your Projects will appear in a list view within the new Inbox feature. Choose the Project Chat you want to view and you can access it without needing to go directly into that Project.
Our goal is to give you more and more control over Project details and what your clients or team members can have access to.
This new enhancement to Expenses gives you the control to turn off the Expense tab from your client’s dashboard.
From your Budget tab use the "Client Visibility" to deselect Bills & Expenses from your client's portal.
To learn more about managing Expenses, check out this help doc.
Keeping up with all of your Vendor’s COI can be a daunting task. More Vendors means more things to keep track of. Now, as you add Vendors to your account you can attach their COI with an expiration date!
New notification settings also allow you to send reminder emails to all admins of your account once a COI is set to expire.