March 27th, 2026
TL;DR: We’re launching a mobile app for employees (April 30) and admins (June 30), available on iOS and Android. Built for the field, with more improvements coming based on your feedback.
Employee Mobile Portal
We’e been listening closely to your feedback on the employee web app, and we’re looking forward to bringing that experience to you as a native mobile app, — targeted for April 30, 2026.
We’ll be sharing more details (and how to download the app) as we get closer to launch.
The web app remains fully available in the meantime, but we think you’ll prefer mobile once it’s here.
Admin Mobile Portal (Lite)
We’re also working on a lite version of the admin mobile portal, focused on supporting admins in the field. With the app, we’ll be able to:
Create and manage projects
Access important documents
Handles essential admin tasks on the go
This will be an iterative release: we’ll be starting with a lightweight version targeted for late June this year, and we’ll continue improving it based on your feedback.
We’re really excited about this — so we had to shoot a quick video 👇
What would you like to see in the mobile admin experience? Let us know in the comments, and stay tuned for more product updates 🙂 We’re working hard every day to make the product even better!
March 24th, 2026
Project Notifications & Auto Assignments
We’ve added more control so project owners can be automatically assigned to projects. Being assigned to a project will send you notifications related to it, mainly daily logs.
From the My Team page, once logged in, you can enable auto-assign to always receive notifications. Note that you cannot enable this setting for someone else—only the logged-in user can turn it on.
As a reminder, you can always add yourself as a “team member” on a project to receive notifications for specific projects.
Quote – Categories
You can now create new categories directly within a quote. Previously, you had to leave the page and go to My Templates & Costs > Categories, which interrupted the workflow. Now, when you start searching for a category, if none exists, you can create it on the spot for future use 🙂. The cost code is optional. The rate value is used as prefilled information but can be changed at any time.
Quotes – Unit Price Display
We’ve added the option to display the unit price within the quote.
Invoices – Track What’s Already Billed
When creating an invoice for your client, if you want to import items from change orders or the payment schedule using the “Add From” function, the side panel now shows exactly which items have already been billed.
Additional improvements related to this are coming soon, including progressive invoicing.
Professional – Cost Code Association
You can now assign a default cost code to a professional contact. This helps save time by automatically applying the same cost code (e.g., “03 - Mobilization”) when adding expenses related to that contact or supplier—one less click.
Other small fixes
Fixed HEIC image preview in daily logs
Fixed PO Bills export
Fixed Accounts Receivable (AR) on the invoice global page to exclude in-process payments and only count received amounts
Added contact details on hover for quicker access to person information
Stay tuned for more product updates 🙂 And remember, your feedback is always welcome—we’re working hard every day to make the product even better!
March 11th, 2026
Within each project, you can now add detailed internal notes about anything.
To add a note, open a project, go to the Communications tab, select the Notes tab, and click + Note.
Enjoy creating great notes!
March 5th, 2026
TL;DR: We added a to-do template to help you work faster, improved scheduling, and introduced the ability to send payment receipts by email.
To-Dos Template
Introducing a To-Do Catalog (a list of independent tasks) and To-Do Templates (groups of related tasks) to standardize task creation and reuse across projects.
You can assign default assignees to tasks, save them to your catalog (with or without assignees), and create templates or reuse tasks directly in your projects. We also added the ability to display the user who completed a task.
How to create a To-Do Catalog / Template
Option 1 — From Templates
Navigate to Templates & Costs → To-Dos tab.
Option 2 — From an existing project
If you already have To-Dos in a project:
Go to Project → To-Dos → Click “Save as Template.”
Scheduling Improvements
1 - Locking Activities 🔒
Previously, activities that were linked with a predecessor or successor could move, even when you wanted them to stay on specific fixed dates. This was especially problematic when those activities were already completed (in the past), forcing you to remove the links to prevent them from shifting.
You can now lock activities to prevent them from moving.
2 - Remove all dependencies ⛓️💥
You can now remove all dependencies (e.g., Finish-to-Start) much faster.
3 - Keep existing dates with the auto-sequence
Before, when selecting multiple activities and using Auto-Sequence, the system created Start-to-Finish dependencies but did not properly handle existing dates. Lags were not calculated, which could disrupt the original schedule.
Now, you can preserve the dates already in place when auto-sequencing your schedule by selecting “Keep Existing Dates.”
Payment Receipt Email 📧
When recording a payment manually, you now have the option to send a payment receipt to your customer.
Thanks, as always, for your feedback! 🙏 We keep working hard to make your life easier.
Stay tuned for more updates.
February 25th, 2026
Previously, we only had one Terms and Conditions template, which was prepopulated on your quotes and change orders. This made it difficult to use different terms for each project or change order, as editing the template was cumbersome.
Now, you can create multiple versions of your Terms and Conditions and select the appropriate one for each quote or change order!
To create multiple versions of your T&Cs:
Go to Settings > Project Settings.
Click Add new template.
In your document, like a quote, you will then be able to select which terms and conditions you would like to load.
February 23rd, 2026
We are excited to introduce a new role within your Billdr account: Project Managers.
Admins can control which projects users with the Project Manager role can access and view.
How to add a Project Manager?
Navigate to the My Team page.
Add a new member.
Select Project Manager as the role.
How to assign a project manager to a project?
Go to an existing project or create a new one.
In the Summary tab, find Team Members.
Click Manage.
Select Add a Team Member.
Note: Project Managers can also create projects directly themselves.
What can Project Managers view and access? 👀
Project Managers can see:
Only the projects they have been assigned to
Projects they have created
All information within those projects only.
✔️ They cannot see other projects or any information related to them
✔️ They won’t receive any notifications for projects they are not assigned to
Even on global pages, such as invoices, projects will be filtered to show only the ones they are assigned to. The Insights page is also hidden from them.
Why do I need to upgrade to Titanium to access this feature?
As outlined on our pricing page, the permissions with the Project Manager role is a new feature reserved for members on the Titanium plan.
To upgrade your subscription, please contact your Customer Success Representative at support@billdr.ai
To check which plan you’re on, go to the Subscription page.
💡 If you change your subscription in the middle of its current cycle, you can benefit from a prorated amount.
What’s Next with permissions?
We understand that you may want even more control over who can do what. Rest assured, we’re already working on it!
Thank you for your feedback, and stay tuned for more updates.
Other improvements
In your settings, you can add, resize, or recenter your profile picture. Your picture will be displayed in the project list so you can easily identify the assignees!
Stay tuned for more updates coming next week.
February 19th, 2026
Now Available in the Mobile Employee Portal!
Employees can now view their assigned tasks in a weekly calendar view, so they always know where to go and what to do at a glance.
Employee Task Weekly Calendar View
Your employees now benefit from a simple task view, where they can clearly see:
Where do they need to go for the day
What they need to do
This is an existing feature that has been enhanced to make the information easier to understand through a weekly calendar view.
If they click on the address in blue, it will open their favorite map application, such as Google Maps, so they can be ready and on the go in no time 🙂 🏎️
Note: We have also removed sensitive information, such as client contact details, by default. However, you can still share this information in a note or comment if needed.
Important: If you do not set a start date or due date on a task, and you assign it to an employee, the task will not appear in their mobile portal.
February 19th, 2026
Introducing a new feature: a centralized, project-based email communication thread.
How does it work?
Each time you send a document—such as a quote via Billdr PRO—if your client replies to that email thread, we automatically capture the response and display it directly in the related project.
You can also initiate a new email from Billdr to communicate with your client through this same channel.
In addition, you can leave internal notes between you and your team, all tied to that specific project.
More technical details
You may notice a unique email address generated for each project.
Example: reply+project_ID@reply.billdr.ai
This allows us to automatically tag and associate all communications with the correct project.
What are the advantages?
Your entire team can see what has been discussed.
All communications are centralized in one place, making them easier to search and manage.
Looking ahead
This update is just the first milestone in our communication features.
Looking ahead, we’ll help you send emails faster with AI-suggested replies.
You’ll also be able to email your subcontractors or employees directly from each project.
We’re also exploring text message integration, so all your project communications can truly live in one place. Please tell us what you would like to see next!
February 13th, 2026
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 🙂
February 12th, 2026
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 🙂