BuildBook Product Updates

One of our top requested features of the year is finally here!

You can now customize days of the week as non-working to reflect your team's weekly schedule. 🎉 🤩

After you've set your schedule, your calendar will reflect the total duration of a project, as well as the total amount of working days ... creating more clarity for your clients and team members.

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➡️ New and improved

Now, you can now see Opportunity-based activities on your Global Schedule in additional to project activities.

Why is this so great?

🐦 Full birds-eye view on all your opportunities and activities?
✅ Track opportunity based tasks that need to be knocked off
📈 More insights into your sales funnel
👀 Ability to look ahead at upcoming jobs
🏆 Win more clients.

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Fixes and improvements

• Removed mobile task ellipsis menu
• Enhanced project filtering for Tasks on Pro Dashboard
• Fixed error when client clicks on chat notification when not logged in

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The new Global Search feature will provide the ability to quickly search across projects, opportunities, and tasks. Start typing in keywords into the search and quickly see matching results from project names, logs, tasks, and opportunities.

New

➡️ Ability to print and export your Tasks into a report and post it at the job site.

• Tasks printing provides the ability to generate a task list to print or export to PDF
• Create a PDF for a set of Tasks assigned to the to a team member or sub contractor
• Send report via text/email
• Print out a set of Tasks to have on the jobsite - to hand to people or staple on the wall

It's just another great way to keep your team or subs on track and accountable throughout the week and length of the project. 👍

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We know that it’s crucial to have the ability to easily see a snapshot of what’s coming up across your projects, especially as your company scales! The NEW Pro Dashboard provides a full view of upcoming tasks and activities.

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➡️ New

Up Next Calendar 🗓️  

• Quick view of your schedule for today.
• Quickly navigate through the week or month to see what's coming up.
• Navigate a calendar to see daily views of your schedule
• Open a task, project, or opportunity without leaving the Dashboard.

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➡️ New

Task Lists ✅

• Get a full breakdown of your upcoming tasks for the entire team or individual team members.
• View tasks that have a due date and tasks that don't
• Open a task and mark it complete or leave a comment without leaving the Dashboard
• View your assigned tasks and quickly filter to other people's tasks
• See all tasks or filter by project or opportunity tasks

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➡️ New

Activity Feed 📊

• View the latest activity across all projects and opportunities
• Filter out activity by team member, sub-contractor, or client
• See all activities or filter by project or opportunity activity

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