Episode 150: Inside Buildertrend – invoicing

 

Every other Thursday, we 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.

 

What do users need to know about the upcoming invoicing feature update?

Today on “Inside Buildertrend,” Emma Dickinson, product manager, joins Zach and Charley to talk about the upcoming updates to the Invoicing feature and how it’ll bring the best of both CoConstruct and Buildertrend together.

 

Tune in to hear more about how the new invoicing workflow will help streamline financial processes and create a better experience for homeowners.

 

What are the key takeaways?

• What’s new with invoicing?: The update to the Invoice feature will introduce a new workflow for adding costs that are elsewhere in Buildertrend. When creating an invoice, users can pull in costs from estimates, selections and change orders into a single invoice.

 

• How does it benefit homeowners?: Needing to invoice costs from multiple features and sending three separate invoices creates confusion for clients. The update will eliminate the confusion by allowing costs to be collected and sent to homeowners in a single invoice document.

 

• How does it save users time and money?: The biggest benefit is that users can easily check a single invoice to make sure they haven't missed any costs. This means it'll be less likely that they miss costs that should’ve been invoiced to their clients. The other big benefit is the amount of time saved. Instead of invoicing from three features, it’ll all be done from one.

 

Why is this cool for Buildertrend users?

Creating construction invoices is an essential piece of running a successful business. And keeping numbers accurate requires simple workflows and organization. That’s why our Product team has worked hard to create a new invoicing experience that will streamline the process and make it easier for homeowners.

 

 

LINKS AND MORE

 

Related content:

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