BuildBook Product Updates

One of the enhancements behind Estimates and Proposals was our new Financials tab, and we knew it wouldn’t be long until everyone started asking for the new financials tab to be available for older projects.

Well, it didn’t take long, because you now have the ability to take any past project budget and convert it to the new financials view. Once converted you can track your job costs while keeping your clients up to date on the status of the Project Budget, including any Change Orders, Credits, and Payments. 🧡

This is amazing for another reason!

You now have the ability to take any existing project template and make it compatible for new projects you convert from an estimate. Amazing! 🤩

Ever wanted to print your Project's Schedule so you can post it on the job site or bring it to an in-person client visit? Well ... now you can! 

Depending on how many Phases or Tasks your schedule may have, there are a few different ways you’ll want to configure your print settings.

Here's a great resource doc to walk you through the optimal ways to print your schedule.

‍

An exciting improvement you will see once you've converted your first Estimate into a Project is a new "Financials" tab that replaces the old "Budget" tab.

This is super important to understand, so please note: all projects created prior to this release WILL NOT have a "Financials" tab. For now, only new projects you create will be able to take advantage of this feature. We are working on an enhancement to allow you to upgrade existing projects and hope to release this soon.

What's inside the new Financial tab?

💰 Budget summary - see how you are tracking against your original budget with change orders, credits, and payments
📝 Original Budget details - record of initial estimate and approved proposal
🪑 Change Orders - clearly track your change orders throughout a project
💳 Credits - keep a detailed record of any credits you're applying to your client
💸 Payments - update status of payments from your clients
👀 Client Visibility Controls - control exactly how much detail you'd like the client to be able to see within the Budget

‍

The next chapter of BuildBook is here! 🎉

Our biggest release of the year has finally hit your BuildBook account with the launch of our new Estimating and Sales Proposal feature.

You can read all about these features here, but below is a quick overview video and breakdown of how these features will work together

➡️ Generate an Estimate and Proposal
➡️ Send and share a branded Proposal
➡️ Digital Client Approvals
➡️ Converting Estimate into a Project Budget

‍

First thing you'll want to try with this new feature is ...

➡️ Generating an Estimate and Proposal 🤩

Now you’ll be able to quickly generate an Estimate within an Opportunity and share a Proposal with your client.

What does an Estimate include?
🚜 General scope of work
💸 Estimated cost of selections, labor, resources, and materials
💰Ability to create a custom Price Book for speed and consistency
🏡 Ability to convert into a Project

‍

After you've generated an Estimate you'll want to ...

➡️ Send and share a Proposal with clients 📩

After you’ve generated an Estimate and are ready to get it in front of your client, you can share beautifully branded Proposals from an online web link, email, or text message.

What does a Proposal include?
🦺 Cover image and company details
🧾 Contract details
💵 Creating a payment schedule
✅ Client approval options

Want to see an example of a shared proposal? Check it out.

‍
Once you've shared a proposal it's time to wait for ...

➡️ Digital client approvals ✅

Once you send off a Sales Proposal to a client, they will have the ability to digitally accept or decline any proposal that is shared with them.

If you’re more of a people person, no worries! You always have the option to print or save as PDF.

The moment a client approves your Proposal you're going to ...

➡️ Convert an Estimate into a Project Budget 🧾

After you've received digital confirmation and approval from your client you can start the job instantly by converting an Opportunity, with an attached Estimate, into a Project and Project Budget.

New and improved! 

We've enhanced our file and image gallery, making it easier to organize and find images or files related to your project.

How did we enhance this experience?

📁 Know what file types your viewing,

🌇 Recognize images faster with enhanced image thumbnails

📝 Organize your files better for your clients and team members

‍