Let’s build together! What can we add as a feature to make BuilderPad even more useful to you?
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Split one invoice across multiple projects
Description: Each invoice can only be assigned to one project today. When a vendor bills for work on several projects in a single invoice, there’s no way to split that invoice’s amount across those projects the way you can add multiple tags. Splitting a multi-page PDF into separate invoices only helps when each project is on its own page. What would help: The ability to assign more than one project to an invoice and split its amount between them, so each project’s budget picks up its share of the cost. Example: A vendor sends one invoice covering materials delivered to three job sites. The full amount has to go to a single project, even though the cost belongs to all three. Submitted on behalf of Kristen Speight, Speight Built.
Include all invoice numbers on the memo line when paying multiple invoices
Description: When several invoices are paid together in one payment, inBuild only exports one invoice number to the memo line of the QuickBooks transaction. The other invoice numbers covered by that payment don’t come through, so they have to be added by hand in QuickBooks to match the payment back to its invoices. What would help: When a single payment covers more than one invoice, include every invoice number on the main memo line of the QuickBooks transaction. Example: A payment covers three invoices from the same vendor. Only the first invoice number shows on the memo line in QuickBooks, so the other two have to be typed in manually every time. Submitted on behalf of Kristen Speight, Speight Built.
Automatically close the previous billing period when a new one is created
Today, when a new billing period is created, the previous one stays open until it’s closed manually on each project. With more than one billing period open, the budget defaults to the older one, so changes assigned to the newer period don’t show up there. It would be great to have an option to automatically close the previous billing period when a new one is created, so there’s only one open period per project and nobody has to go into each job to close it. Requested by: Hayley Scheel, Office Manager, Malmquist Construction
Auto-number new change orders
When creating a new change order, the CO number has to be entered by hand. It would help if BuilderPad automatically filled in the next CO number for that project (for example, CO 4 after CO 3), while still letting you edit it if needed. This would save time and avoid duplicate or skipped numbers. Requested by: Hayley Scheel, Office Manager, Malmquist Construction
Auto-fill the approved date when the owner signs a change order
Right now, the approved date on a change order has to be entered manually. When a change order is signed and approved by the owner through DocuSign, BuilderPad could fill in the approved date automatically using the signing date. This would save a step and keep the approved date accurate. Requested by: Hayley Scheel, Office Manager, Malmquist Construction
Use the signed change order as the default copy
When a change order is sent through DocuSign and everyone has signed, the signed PDF gets attached to the change order, but the auto-generated copy stays on it too. It would be great if the signed copy became the default version in BuilderPad once all signatures are in, and the auto-generated copy was removed or hidden, so there’s only one official version to reference and share. Requested by: Hayley Scheel, Office Manager, Malmquist Construction
Show the invoices billed to each change order (like contracts do)
Description: On a contract, you can see the list of invoices billed against it. Change orders don’t have that. When a CO’s billed total doesn’t look right, there’s no way to see which invoices make it up. The only option today is to open every invoice on the contract, one by one, and check which SOV lines each one was assigned to. This comes up most when a single CO is overbilled while the contract as a whole still has room to bill. Tracking down the invoices behind that overage is slow, and it’s easy to miss one. What would help: An invoice list on each change order, matching the one on contracts, showing every invoice billed against that CO and the amount applied, or A clickable billed amount on each CO line in the contract’s Schedule of Values that opens the invoices behind it. Example: A contract has two change orders that are over-invoiced, even though the contract itself still has remaining budget. To find which invoices caused the overage, every invoice on the contract had to be reviewed individually. Submitted on behalf of Toraye Izatt, Genova Construction.
Show/hide toggle for bank account and routing numbers when entering vendor payout details
Description: When entering a vendor's bank details under Payout destination, the account and routing numbers are masked with asterisks as you type. This keeps sensitive info protected, but it makes it hard to double check the numbers while entering them, which increases the risk of a typo sending a payment to the wrong account or causing it to fail. Suggested solution: Add an eye icon next to the account and routing number fields so users can temporarily reveal what they've typed, then hide it again. The numbers would stay masked by default, and existing saved numbers would still never load back into the form. Why it matters: Makes it easier to verify bank details against the vendor's form before saving Reduces the chance of failed or misdirected ACH payments caused by a mistyped digit Keeps the current security protections in place, since numbers stay hidden unless the user chooses to reveal them Requested by: Genova Construction (Featurebase conversation 1304)
Option to stop the message window from opening automatically when inBuild loads
Description: A dialogue box opens by itself every time inBuild is opened, apparently because someone sent a message. For people who are in the middle of work (month end, in this case), it gets in the way, and there's no way to control when it appears. What would help: A setting (per user) to turn off the automatic pop-up, so the message window only opens when the user chooses to open it. If there's a new message, show a small indicator, such as a badge or a dot, instead of opening the window, so nothing is missed. Why it matters: Users want to decide when to read messages. An automatic pop-up on every login interrupts work, especially during busy periods. Submitted on behalf of Zach Smith, Smith Mountain Builders.
Flag or auto-create budget lines for costs coded to cost codes not on the budget
Description: When an invoice is coded to a cost code that doesn't exist on a project's budget, the cost doesn't show up anywhere on the budget. There's also nothing on the budget screen that tells you a cost is missing. This happens to us often with unforeseen costs that don't match any of the original budget lines. When someone reviews the budget, the totals look complete, but they're actually short. The only way to catch it right now is to manually compare the budget against QuickBooks, which is time consuming and easy to miss. What would help: Automatically create a budget line (at $0.00 original budget) when a cost is coded to a cost code that isn't on the project's budget yet, or At minimum, show a warning or an "Uncategorized / Unbudgeted Costs" section on the budget so users know there are costs that aren't being counted in the totals. Example: On our 329 Trans Basement project, invoice #16630 ($98.67) was coded to cost code 3.53.2, which wasn't on the budget. The cost didn't appear in Total Work Completed, and we only found it by checking QuickBooks. Submitted on behalf of Mike Mizelle, Allure Homes NC.
Short Keys back for Inbox assignments
When sending invoices out of the Admin Inbox to the PM approval inbox’s, you would be able to ctrl → enter to send the invoice with a pop up box stating “A review request will be sent to:” and usually in the past the “continue” box would be highlighted per say and all you would need to do is “enter” and the invoice goes on its merry way. But I can even tab it on the sending new request pop up to get it out, I have to use my curser to send it out. When there are over 100 invoices in the inbox to send out its a royal pain in the butt when that short key is missing. It works for the “deleting” and invoice, I have to tap 3x to delete it but I can at least tab it. It would be sick to have that back please!
Bulk DocuSign sending
Incorporate a bulk send feature in Docusign to select all the vendor invoices to one project in one billing cycle (this filter option is already there) and send each invoice out as a individual invoice and not combine them. Prior to IB merging there was a time it was working but then it wasn't anymore. But it would be super helpful to have that and not have to select each individual invoice especially if there are more then 5 invoices of the same vendor to send LW for.
Auto-Distribute Final Retention Amounts Across Contract Line Items
When closing out a vendor's contract at end of job, the Final Retention Invoice currently requires manually entering the retention release amount line by line under each cost code and change order. For contracts with many line items, that means keeping two browser tabs open (the Invoice screen and the Contract's Schedule of Values) and copying numbers back and forth, sometimes 20 to 40 times per contract, since the SOV's retainage-per-line data isn't surfaced on the invoicing screen itself. Requested feature: on Final Retention Invoices, add an option to auto-distribute the total retention release amount across the contract's rows, based on what the contract's SOV already has marked and booked for retainage per line. This would remove the manual tab switching and copy-paste entirely for multi-line contracts. Real-world impact: one customer doing 20+ final retention contract close-outs in a single day, each with potentially dozens of line items, estimates this would save significant time and reduce the risk of manual entry errors on numbers that need to be exact. Suggested by Ira Wasserman, RJ Dailey Construction Co.
Inbox sorting - ability to sort the inbox by "Date"
Allure Homes NC has requested a date sorting option for the invoice inbox in the V2 product. Mike Mizell reported that he prefers to view his oldest invoices first, but the current inbox layout requires him to scroll to the bottom of the list to find them, as no date-based sort is available at this stage. Current Behavior: Within the V2 inbox, users can currently sort invoices by project, vendor, and file name. No option exists to sort by date. Date sorting is only available downstream, in the Accounts Payable system, once invoices have already left the inbox. Requested Enhancement: Add a date sorting option to the invoice inbox in V2, alongside the existing project, vendor, and file name filters. This would allow users like Mike to prioritize.
Keyboard Shortcut Conflict: Invoice Navigation vs. Text Editing
I am experiencing a conflict with the keyboard shortcuts for navigating between previous and next invoices in BuilderPad Finance (inBuild). The current assignment of `Ctrl + Left/Right Arrow` interferes with my habitual use of these keys for word-by-word text navigation when typing notes, a common function in many applications. This causes me to accidentally navigate away from the invoice I am editing, leading to frustration and requiring me to go back and re-type. I would like to request that the 'prev invoice/next invoice' keyboard shortcuts be changed to the `Up/Down Arrow` keys, as this would resolve the conflict and align better with navigating a vertical list of inbox items.
Phone Number/Email Address
When creating a new project, include an area to input their phone number and email address. Have this information easily accessible/viewable below their address on the app and desktop at all times.
Adding Multiple Checklists to Schedule Items
The ability to add checklists to schedule items is great! Thank you for implementing this. Any way to have the ability to add multiple checklists to the same schedule item? I had developed separate checklist templates for each of our milestones and once a schedule item has a checklist attached, it does not populate to be able to receive another.
QR Codes
The capability for BP to create a QR code for individual folders/files within the File Cabinet.
Sorting Capabilities - Variants
Sorting and/or search capabilities in the Variants types and choices areas of Default Settings.
Remove Photo Option from Selections Export
The option to not a display a photo on the PDF export for individual selections items. The line would then only be as tall as the text. Ex: