BuildBook Product Updates

New

➡️  Create a printable report of your selections, also formatted to save as a PDF!

• A new menu located in the upper right of Selections now includes a Print button
• Choose what details you want included in the report including Category View or Room View, prices, descriptions, or comments
• Option to only show items in Open or Completed status
• Use the print preview to instantly see adjustments before printing
• Export to PDF for supported operating systems (Most Windows and Mac systems feature a PDF option for printing)

➡️  Rearrange Categories within Selections

• The same new menu located in the upper right of Selections that includes the Print button also includes a new "Arrange Categories" option
• The new arrangement is reflected everywhere they are displayed (Budget, Selections, print preview)

➡️  Convert an Opportunity to a Project

• You can now convert an existing opportunity into a project with just a few clicks!
• From the Opportunity, there is now an option to “Convert to Project.” The new project can be created from a Project Template or from scratch.
• Newly created projects from Opportunities will include a new link at the top of the project to the Opportunity - and from the Opportunity, a link back to the project.
• Link settings can be adjusted in the Project Settings area, where existing Projects and Opportunities can be linked together.

Edit Chat and Comments

• Now you can edit any comments or chat messages that you’ve sent! Simply click the ••• menu on a chat or comment, choose Edit, and make your changes.
• When a comment has been edited, we’ll show an “(edited)” tag next to it, so that everyone’s on the same page.

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‍‍Fixes & Improvements

• Combined Activity and Comments Feed enhancement where all Comments and Activity for an item are now in a single, chronological order, making it easier for you to see the history of an item.

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• Fixed a bug where Selection costs were intermittently being reset to $0
• Downloading an image from Files now automatically downloads the image vs. opening it in a separate tab
• Improved the UI for Favorited Projects with long names in the main Projects list
  

New

• We added a Google Map link to each project address beneath the project title on web and mobile so that everyone on the project can easily access the location of the project on the go!

‍‍Fixes & Improvements

• The back button on Android presented a bug where the user was logged out
• Deleting a Phase from the Schedule that also had Tasks grouped inside of that Phase would previously delete the Tasks from the Schedule, but the Tasks still remained in the Tasks tab. We enhanced this so that deleting a Phase with Tasks will keep the Tasks in the Schedule and will only delete the Phase.
• Fixed a bug where Task assignments in Opportunities weren’t saving
• Made enhancements to Card View in Opportunities that makes this the default view vs. List View
  

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.