Release notes

Quote Groups

We’re introducing a third level in the quote structure, allowing you to group categories by phase or by area/room. For example:

Kitchen (Group – Level 1)
→ Countertops & Cabinets (Category – Level 2)
→→ Install granite countertop (Task – Level 3)

The video below shows you how you can easily drag and drop categories into a group. Tasks can also be moved from one category to another. Additionally, it's now easier to delete multiple categories or tasks at once using multi-select.

Margin and Markup

Until now, quotes and invoices only supported markup as the default option. We’ve now added margin as an alternative. You can switch between markup and margin based on your preference.

This won’t affect the final price—it simply changes the way the profit percentage is calculated.

• Markup is helpful when you know your cost and want to set a selling price.

• Margin is helpful when you want to ensure a specific profit percentage based on the selling price.

Choosing the wrong method can lead to lower profits or overpriced quotes, so pick the one that best fits your pricing strategy.

Custom Messages for Invoices and Change Orders

Previously, you could only customize the message sent with a quote. Now, you have the same flexibility for invoices and change orders.

This update makes it easier to CC recipients and tailor the content of your messages for each document type.

From the settings page, you can now customize the default email content for major documents sent to your customers:

• Quote

• Invoice

• Change Order

• Document Reminders (related to the three documents above)

This feature allows you to centrally manage and edit the default messages that go out to your customers. You can also use dynamic tags such as [amount], [client_name], etc., which will automatically populate with the correct information based on the project and document.

Additionally, your company name now appears clearly in your customers’ inboxes—instead of "Billdr"—making communication feel more personalized.

More improvements are on the way, including:

• The ability to edit email content for each invoice or change order (as you can already do with quotes)

• Displaying your company name across all communication, replacing "Billdr" on top of the 3 documents mentioned above.

Let us know what you think of this update and what’s coming next!

As an administrator, you can now easily share files or folders with your field employees.

To do so, open a project, go to the Files tab, and toggle the Shared with Employee option on or off.

Once shared, your employees can quickly access these files, organized by project, directly from their mobile phones. This is especially useful for viewing plans and other key documents on the go.

The Billdr PRO Daily Logs feature is now more collaborative and informative. Here are the latest improvements:

• A new page will be generated for each daily log, making it easier to share with others.

• You can create a daily log template with custom questions for your employees.

• You can review their answers and reply easily for better daily collaboration.

• You can edit the date of a daily log.

• When a new daily log comes in, all administrators will be notified (previously, only the owner was notified)

• Weather information is now displayed at the time of daily log creation.

• We created a photo gallery

You can now upload your subcontractor’s insurance or any other document and add the associated expiration date.

Navigation: Contacts > Professionals > Add a contact or Edit

You will receive a notification by email 30 days before a document is set to expire.
If a document has already expired, a warning message will appear in the professional contact list.

Upcoming related update: Next week, we'll make it easier to import professional contacts in bulk!

Assign Cost-Code/Category per Shift

We've improved our timesheet feature by allowing you to link each shift to a specific cost-code (work category). One or multiples.

Example 1:

• Monday 24th

• 06h:00 → On Demolition

OR

Example 2:

• Monday 24th

• 02h:00 → On Demolition

• 04h:00 → On Electricity

Your employees or yourself can attribute a shift to one or multiple cost codes.

We're also introducing a new analysis table that compares budgeted hours versus actual hours worked.

For contractors working in Quebec, your export file now includes the project title, making it easier to identify whether a project is residential or commercial.

Other Improvements Coming Soon (End of April)

• Automatically link shifts to expenses

• Add questions for employees before clock-in (e.g., Did you bring your safety gear?)

Expense - Payment Account
For each expense, we added a new column that allows you to select an associated payment account (e.g., VISA 4555). It is also synced with QuickBooks.

Improved Contact Page
We added a search function and a sorting feature, making it easier to find a contact quickly.

We have added a reminder function for the following documents:

• Quotes

• Invoices

• Change orders

By clicking the "Send Reminder" button, an automated email will be sent to your clients.