Podcast Episode 142: Inside Buildertrend – summary page

 

Every other Thursday, we’ll give our listeners a glimpse into the inner workings of our business with our new “Inside Buildertrend” series on “The Building Code.” What are our teams working on? What features are coming up and how will they benefit our users? What data and research are being collected behind the scenes? Tune in as we take a look inside Buildertrend.

 

How will the new Summary page help our customers?

 

On Episode No. 3 of “Inside Buildertrend,” Brad Dinan, product manager, joins Zach and Charley to talk about the newly refreshed Summary page.

 

Hear how the updated design of Buildertrend’s landing screen makes it easier and faster than ever for builders to prioritize their day.

 

What are the key takeaways?

• About the new Summary page: The usage of the original landing screen was very low. Most users would begin there but quickly navigate to another page. With the redesign, the goal was to personalize the experience for each individual user. It gives them the information that’s most important up front, so they can prioritize their day.

 

• Prioritizing your information: The Summary page is the first thing users see when they log in to Buildertrend. With the update, users can now see the overall landscape, a snapshot of what's going on with their projects. The most important information will appear based on set deadlines, so users can decide where they want to start.

 

• Easier account navigation: In addition to quicker navigation from the Summary page to another area of the software, there’s now an activity feed. The activity feed, a feature users love in the mobile app, is now available on the desktop version. This makes it easy to review the most recent and critical notifications first.

 

Why is this cool for Buildertrend users?

Our customers rely on us to equip them with a Summary page that assists with running their business. Being the first screen that our customers interact with, there was very little interaction. With the new redesign, there’s less friction, and critical information that moves jobs forward is front and center.

 

The new experience gives users easy access to tools for communicating quickly on urgent items that may require more attention.

 

LINKS AND MORE

 

Related content:

 

Check out the last “Inside Buildertrend” episode to learn about the offline Daily Log capabilities.

 

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Got podcast topic suggestions for 2022? Reach out to us at podcast@buildertrend.com.

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