See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
Key moments happen on the job site and the BuildBook mobile app is key for you or your team to document everything in real-time.
With this most recent enhancement, we've optimized the performance when adding a PDF document to Daily Logs. You will notice faster upload speeds when adding a PDF or document from your phone into the app. Additionally, accessing PDFs within Daily Logs is faster thanks to a new PDF previewer.
Additional updates, enhancements and fixes 🐞
Haven't installed the BuildBook mobile app?
Have you ever sent an invite to a project, only for them to never accept? 😡
Thanks to the feedback from our builders we learned this was a major hangup in their project and task management capabilities.
With our new feature enhancement to invites, you can keep your project moving and start assigning them tasks—even if they have a pending invitation. 🎉🎉🎉
When you view your Project's settings page and see your list of Team Members, Collaborators, and Clients a "pending" status will let you know who has yet to accept their invitation. You'll also have the ability to quickly re-send an invitation directly from your contact list.
Once they've been sent an invite, you can start assigning them tasks. 👀
It's important to note, pending users will not receive updates or notifications when they are assigned a task until they have officially created a BuildBook account and joined your project. However, with this amazing enhancement you won't get clogged up in your schedule and can still have visibility into who is handling business. ✅
Additionally, when filtering your Task list between users, you can drill down into any pending user. Pending users are identified by their email address and a grey avatar.
For more details on pending user and unclaimed invites view this help doc
We have three great enhancements to Schedules and Gantt Charts.
🔎 New zoom and viewing options to Gantt Charts
🧾 Customize Gantt Chart side menu
🖨️ New Calendar print style options
➡️ First, we've made scrolling to your phases and tasks quicker with a new Zoom to Fit and Zoom to Item options inside your Gantt Chart.
Zoom to Fit will allow you to quickly get the full picture of your Project's Schedule into the view of your browser.
Zoom to Item will allow you to quickly jump to a specific Phase of Task within your left hand sidebar.
Fore more details on your Gantt Chart view this help doc
➡️ Next we've got another enhancement that allows you to customize more of the left-hand sidebar menu.
Just scroll your mouse between each column and you can drag the width of each column to help you format data in a more friendly way.
Fore more details on your Gantt Chart view this help doc
➡️ Final enhancement ... we've create a new calendar style to choose from when printing your calendar.
For more details on printing your calendar visit this help doc
If you've ever wanted to limit or have more controls over what your Pro Team Members, Collaborators, or Clients have access to, or can see when they log in ... we've got a doozy of an release for you! 👀
That's right! you can now customize user access within your BuildBook account. Woot woot! 🎉
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In this update we're going to break down the new user roles available to you within your BuildBook account and how to customize Pro Team Members, Collaborator, and Client access.
For a full detailed breakdown and description, feel free to check out this help doc.
Permission controls haven't changed location. Go to a specific project's settings tab. You'll see your Pro Team Members, Clients, and Collaborators listed, but the newest addition you'll notice is a new permission drop down to help manage access.
With this amazing new enhancement to privileges, you can now define the level of platform access for a Pro Team Member or Collaborator. Each individual user has their own set of permission drop-downs underneath their profile. Each dropdown has a set of permission levels to select from.
When inviting a new Pro Team Member or Collaborator, you will notice that you can now set and customize their access before you invite them to a project! 🧡
Unlike PTMs and Collaborators, there is a single permission dropdown that controls the permission for all Clients on a project. Here you can easily turn on and off what a Client will see within their Client Portal.
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We know there is a lot to take in, so if you need more resources, please feel free to read this help doc for a more detailed breakdown on our new Pro Team Member, Collaborator, and Client permission settings.
By now, you’ve probably created your very first Estimate and shared a Proposal to win a new project. If so, pretty awesome right? If not, what are you waiting for … go try it out!
With this new enhancement ... your clients will now have the ability to export and print any Estimate they’ve received from you. Whether you shared a public link or sent it over email, there is a new button in each Estimate that makes it easy for clients to print out a hard copy. 🧾
Additional enhancements and bug fixes 🐞
- Your Budget within the Financials tab can now be organized via a spreadsheet view and category view
- Converted estimates into a Project will display who and when it was converted in the Opportunity details
