You can now share the full project schedule directly with your employees

Employee Schedule View

(view-only, no edit access). It updates in real time as you make changes to your version.

To enable the sharing option, toggle on the employee in your admin portal.

PDF Enhancements

Fixed an issue where the title, signature, and attached documents would not appear on the Purchase Order PDF.

Thanks for your feedback! Keep it coming 🙂

We’re introducing a more flexible pricing display, starting with a price per group–only view.

At the quote customization step, you can now easily switch from the default category-only view to a price per group display, or choose a more granular breakdown if needed.

Thanks for your feedback! Keep it coming 🙂

New and Improved PDF Experience

We revamped the entire structure of our PDF documents (eg quotes, invoices ..) to make them more consistent across all your communications, especially between what you see in the preview and what your clients receive.

We also added more branding and customization options, allowing you to choose what appears in the header and whether your logo is placed on the left or right side.

Find out more on our new branding page.

Bid Requests – Improvements

Global Page

Two weeks ago, we released bid requests at the project level. We’ve now added a new global bid request page that lets you track bid requests across all projects more easily—or create a new one directly from there.

Quotes – Task-Level Cost Codes

Previously, cost codes could only be assigned at the quote category level. You can now assign cost codes at the task level, giving you more granular budget tracking—especially useful when separating subcontractor costs.

Deleted Employees

Previously, when employees were deleted, their timesheet data was no longer accessible. You can now restore deleted employees or export their data directly from the My Team page.

We’ve added colors to project tags! When you create a tag, you can now associate it with a color of your choice. This makes tags quicker and easier to recognize at a glance.

You can also add emojis to tag names if you’d like 😊

You can now manage your bid requests within our platform, track your contracts with sub-trades, and manage your expenses—all in one place. It’s truly a time-saver compared to manual processes.

Key Advantages ⚡️

• Speed
  What takes 30+ minutes manually now takes just 2 minutes.

• Simplicity for Subs
  No account required = faster responses.

• Automatic Tracking
  Real-time status updates replace Excel.

• One-Click POs
  Accept bid → Create PO → Done.

• Professional Presentation
  Makes you look more organized and sophisticated.

• Better Sub Relationships
  Easier for them = faster responses for you.

• Complete Expense Tracking
  The same attention to detail on both sides of your business.

Bid Request – Tutorial Video

How Bid Requests Work in Billdr PRO?

Step 1: Create the Bid Request

• First, create a quote and add categories with a clear description of the scope of work

• Then, select the categories you want to sub-trade (e.g., plumbing)

• Choose a due date and select the subcontractor(s) you want to invite

• Set automatic reminders (e.g 48 hours before the due date)

• Enter the expected work start date (for sub-trade availability)

• Attach documents

• Click Send!

Step 2: Subcontractor Experience (Their View)

• Subcontractors don’t need to create an account to view the scope of work

• They receive an email with a “View Bid Details” button

• Once opened, they can review the scope of work, enter a price and dates, and submit their bid.

Step 3: Automatic Tracking & updates

All bid requests are automatically tracked in one place under the Quotes tab within a project

See at a glance:

• Real-time status per trades/categories (e.g., pending, submitted, declined)

• Number of bid requests sent

• Due dates and start dates

Step 4: One-Click Purchase Order Creation

Once you selected your subcontractor(s), you can efficiently create a purchase order (PO).

The PO is automatically generated with:

• All bid information

• Attached documents

• Contract amount

From there, you can easily track:

• Total contract

• Amount billed

• Amount paid

• Remaining balance

• Amount owed once vendor bills are uploaded to the platform

Stay tuned for more updates!

Billdr team

TL;DR: We added (1) a new scanning tool for purchase order bills, (2) a dedicated forwarding address for PO bills and (3) a global payments page.

1 - Purchase Order Bills Document Scanning (OCR)

We added document scanning (OCR) to purchase order bills. Previously, this feature was only available for expenses.

This update helps you save time by simply dropping your document, allowing our system to automatically recognize and extract the document’s content.

2 - Dedicated Forwarding Address

This feature helps you skip manual document uploads by using OCR to directly record expenses or bills to pay in Billdr PRO.

How to use it?

Option A:
Forward the expense or bill to pay when you receive an email from your supplier, based on the document type, to the corresponding address:

• company-name@expenses.billdr.ai for expenses

• company-name@bills.billdr.ai for bills to pay

Option B:
Ask your suppliers to send the document directly to your personalized forwarding address.

Go to Settings > Business and scroll down until you see “Email forwarding addresses” to find your personalized forwarding address.

3 - Global Payment Page

We created a dedicated Payments tab in the global invoice page to help you easily visualize all payments received in one place across all projects.

Stay tuned for more updates, and Happy New Year!

Thanks,
The Billdr Team

We have enhanced our scheduling tool with a more intuitive and powerful Gantt view.

In this update, you can:

• Create milestones 🔶

• Create groups and organize activities within them 📁

• Use bulk actions to group, ungroup, and move activities between groups ⚡️

• Use negative lags — dependencies can now start before the predecessor ends ↪️

• Benefit from progressive display within activities and groups %

• Add notes to your activities 📝

• Enjoy improved overall performance and UI 💪🏻

Related upcoming updates

Soon, you will be able to:

1. Generate a schedule directly from your contract (Early January 2026)

2. Share schedules more easily with your employees and subcontractors (February 2026)

Stay tuned, and happy holidays! 🎄

Thanks,
The Billdr Team

We’re excited to introduce Client Credit Memos in Billdr.

What is it?

A credit memo for a client is a document used to give credit to a customer when they’ve been overcharged, returned goods or services, or when you need to reduce the amount they owe.
It follows the same concept as credit memos in QuickBooks and allows you to adjust invoices without deleting or recreating them.

How it works?

Once a credit memo is created and sent, it will appear with a Status: Unapplied.

You can then apply this credit to an existing invoice, which will reduce the amount your client needs to pay. Credit memos automatically sync with QuickBooks under the same client or sub-client.

Where to find it

• Open a project

• Go to the Invoices tab

• Click New → Credit Memo

The credit memo will also be visible in the client dashboard, listed on the Invoices page

Related feature

Support for supplier credit memos is coming and is planned for Q1 2026.