See the how BuildBook is continuing to simplify construction software with our latest features, product improvements, and bug fixes.
Big news! We've officially released our new Client Invoicing feature into your account 🎉!
Client Invoicing is the first of many new features that help you make money and track Invoice metrics including what's been Invoiced, Paid, or Overdue.
We know you’re excited, but before you log into your account or create a free trial, here are some more details on this incredible new feature!
Create an Invoice for any cost that wasn't budgeted for, or automatically add items directly from your Budget ... the choice is yours!
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Use our calculate by percentage tool to help you instantly calculate how much you want to Invoice based on selected Budget Items. This feature allows pros to invoice at certain milestones in the Project. For example: 25% of the total Project's Budget as a down payment.
Like Proposals, you have multiple options to share an Invoice with a client. Send them an email with a PDF attachment of the Invoice, send them to a shared web link, or download it and hand it to them in person ... whatever works best for you and your client.
Stay on top of your money and become more organized thanks to new Invoice metrics, available in your Project's Financials tab. The Invoicing dashboard shows you all the money you've Invoiced, what's been paid, overdue, or remaining on a project ... in real dollars.
When you email your clients through BuildBook, it should represent you, not us! That’s why we’re pumped to announce that all email proposals sent to your clients will include your company’s branding. Your name will appear as the sender, and your logo will be included at the top of each email!
How have we enhanced our email tool?
Estimating is the number one thing pros come to BuildBook for. That's why we added a few extra 🛎️ bells and whistles to our Estimating and Proposal tool. What have we done? We’ve made it even easier to generate Estimates and share Proposals with clients. What changes have we made?
Sometimes you need to add a few 🧾 documentsAdd document and image attachments to ProposalsTurn approvals into Projects fasterCollect E-SignaturesSend branded Proposal emails, images, blueprints, contracts into your proposal and it's a pain to have to send it separate from your Proposal. That's what we've added the ability to include attachments into your client Proposals. The best part is ... any attachment included in a Proposal that is converted over to a Project will transfer over into the Projects file folder!!!
Estimates have an activity log that tracks views (by users not logged into BB), email shares (with delivery status tag), publishes, accepts/declines, and version actions (create/delete).
Price Book items can now be added on the fly using the three dot menu to the right of line items in both budget and estimates. Items are copied to the price book as they appear in the line item row.
Your feedback helped us launch a brand new home dashboard for the BuildBook mobile app, allowing you to get to tasks and projects faster.
We also know that not every job site has access to cell phone service or wifi. That’s why we’ve also launched a new “offline” mode that will allow you to access tasks in the app, even when service is spotty!
Another highly anticipated feature enhancement is finally here ... E-Signatures!!!
That's right, you can now sign and collect e-signatures on BuildBook's Estimate and Proposal tool. E-Signatures makes it easier to start a new Project with confidence, while securely capturing client approvals from anywhere, even from their smartphone!
Two way signatures allows you, the pro, to pre-sign a Proposal before it's sent out to your client. While also allowing the client to open up any shared Proposal and type in or draw their signature. The date and IP address will be recorded and merged with both signatures in the final PDF and Web version.
