BuildBook Product Updates

We continue to increase the performance and usability of the BuildBook Mobile App. That’s why we’re so fired up about this most recent update!

Task Manager inside the app has taken a big leap forward, creating a more fluid experience for pros and pro team members who are on the job site and need to create Tasks as they go!

Best ways to create a Task on the mobile app

1. Directly from the mobile apps dashboard, where you must choose the Project and then add a Task
2. Inside a selected Projects: project is already assigned and cannot be changed from Task creation view

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Copying Task Lists was released just under a month ago, and the biggest feedback we received was, “What about a project schedule?”.  

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So our product team thought, yea … what about a schedule 🧐! That’s what lead us down the path to this newest feature enhancement, which gives our pros that exact ability!  Taking the tedious work of rebuilding a Project Schedule and replacing it with just a few clicks of the mouse.

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How can I copy a Schedule?

• Start at the destination Project and go into Schedule.
• Use the ellipsis menu to use the "Copy From" option.
• Select a Project Schedule  from the dropdown menu you’d like to replicate

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Once you've chosen a Schedule, we've made it easy for you to adjust the start date with two options.

1. Keep existing dates: Will keep the same timeline as your previous schedule
2. Change dates: this allows you to choose a new start date based on the new Project's timeline. The first Phase of your schedule will begin on the date you choose and all other dates will shift to match, based on the previous Schedule.

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For a full guide to the Schedule and Gantt Chart, read this help doc.

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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