See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
Wish you had more customization when adding descriptions to your Selections? Now you do with our recent enhancements to text editing.
Easily create header titles, create bulleted lists, and hyperlink your text just like you would with any word document!
Have you ever had collaborators fail to join your projects? Or perhaps you've encountered a team member who has been invited to multiple projects but can't find the invite for a specific one 🔍 ?
You'll notice that there is now a new tab within Projects called Invites:
Now your team members, collaborators, and clients can see all of their Project invites inside the new “invites” tab AND accept them all at once 👀 🎉.
Check out this help doc to learn more about invitations.
Life’s all about options, so why shouldn't your Client’s experience be the same? This highly requested new feature will allow Pros to provide Clients with a more powerful experience, while giving more control and input into their dream home, renovation, or remodel 🏡.
On the flip side, Pros can now send out Selection Approvals with options that are organized and visually appealing 🧡.
✅ How to create Selection Options
1. Just head to your Selections tab
2. Click into a pre-existing Selection or add a new one
3. Add your Selection details and save it
4. Click + Add New Selection Options
5. Add your new option
6. Repeat
✅ How to send out for approval
A lovely tie into our newly released feature, Selection Approvals, you now have the ability to send your options out for approval to your clients. You can do so, directly from your Selections home page, using the radial button.
🥸 What happens when my Client selects and approves an option?
Once your Client has chosen their favorite option, you will receive a digital approval that will automatically update the Selection choice and automatically change the selection status from "pending" to "approved".
🧐 What else should you know?
1. Before sending out your choices to your client, you can pre-set the projected option, which will be highlighted in blue and labeled, "projected".
2. The price of your "projected" option will impact your "projected price" within your budget
"I don't want my sub-contractors or collaborators to see or comment on Tasks that aren't assigned to them." 🤔
Is this something you've thought about or requested in the past?
Well ...
There is a new permission for Tasks called "Read and Comment on Assigned." When this permission is selected, the only tasks a user can see are tasks assigned to them 🔥. Additionally, they can only comment on these tasks, not edit. This permission is available to both Pro Team Members and Collaborators.
How can I set this new permission?
1. Access the profile of your Pro Team Member or Collaborator
2. Navigate to their "Projects" tab on their Profile
3. Select the Project you want to manage their Task access
4. Edit the user's "Task" access and select "Read and Comment on Assigned" from the dropdown list.
If you’d like to learn more about the new update to managing your setting Project Permissions, check out our full help doc.
Task lists can be long and daunting, especially for any month-long renovation or home build 😓. If only you had the ability to sort your tasks by their status, similar to how you manage opportunities in BuildBook. This way you could see everything broken out by category, while also gaining a better perspective on your project's health.
Well, we're happy to announce that we've enhanced how you manage tasks via a Kanban board ✅ 🎉 🔥.
With this new feature enhancement to tasks, you can easily drag and drop your tasks in-between status as it fits your project's workflow. After you've moved a status
How can you view this new mode?
Easily toggle your task list by using the toggle menu at the top of the list. From the drop down you will see two options, List View and Card View. Depending on your preference, you, your team members, and your collaborators can manage your tasks from these two views.
If you’d like to learn more about the new update to managing your Tasks, check out our full help doc.
