BuildBook Product Updates

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. 

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What’s new with People?

• Easily add a Person directly from the People tab
• Add attachments to a Person’s profile
• Associate people to a Vendor
• See user type, vendor association, and role associated with a person

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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.

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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. 🙏

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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

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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?

• Click the dotted circle icon within the Task menu
• Select the progress status as it pertains to your task
• Save your tasks

What statuses can you set? 

Please note: All new and existing tasks will be pre-set with a status of "none".

• Not Started
• In Progress
• On Hold
• Complete

For more details on how to create, manage an update your Task List, check out this help doc.

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Additional bug fixes and enhancements🐞:

• Manage Vendor from the new Vendors tab
• New unit types added to estimating (liter, meter, and gram)
• Ability to bulk edit your Price Book
• General web and mobile performance enhancements

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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

• A new Vendors tab is available within the More dropdown (previously “Tools”)
• A Vendor is a company (a lumberyard, hardware store, supplier, or contractor) that is used for Invoicing and Expenses
• Vendors are separate entities compared to Contacts

➡️ How to create and edit Vendors

• Select Vendors from the More dropdown (previously "Tools")
• Click +Add New
• Add Vendor details including vendor name, category (materials, retail, labor, etc.), phone, email, and street address
• Add notes
• Add attachments
• Done

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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.

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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.

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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?

• Log into your BuildBook account 
• Click the Tools tab and select Price Book from the menu
• Download the Cost Code import template (if you have your own excel file, feel free to upload that file)
• Format your existing codes to match the template’s column categories
• Save your new file and name it
• Use the Cost Code Importer tool to upload them to BuildBook

For full details on how to fully utilize the Cost Code Import tool, visit our help doc

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