Meet Bob, your new AI assistant in Billdr, ready to help you make sense of your data in seconds.

• Today: Bob can quickly answer questions about your projects:

  • 🔎 Finance analytics: “List all projects in construction with project info, contract amount, invoice to date, paid to date, account receivable, account payable and contract balance?”

  • 💵 Sales pipeline: “List all the projects in to bid and quote sent stages with amount of quotes sent and date at which the last quote was sent, client name, tags, project owner? Also summarize the latest emails communication with each customer.”

  • 🕓 Timesheets: “Who hasn’t submitted their hours for the week of April 6, 2026?”

• Coming soon: In the coming weeks, Bob will go beyond answering questions and be able to take action on multiple objects within the platform.

  • ⏭️ Create projects

  • ⏭️ Create invoices

  • 📊 Create reports with graphs

  • 👤 Create clients

  • ✅ Create todos

  • ⏰ Send reminders

• On the horizon: Thereafter, our team will work hard to build more skills for Bob, in order to continuously add more value to your operations.

  • ⏭️ Create quotes

  • 📑 Create custom reports (finance, daily logs summary, sales funnel, AR, AP and more)

  • 📝 Draft emails

  • 📁 Read files, plans, and expenses

  • 📆 Create schedules

As we continue learning and iterating on Bob’s AI capabilities, Bob is currently free of charge for all users. In the coming months, we will eventually move to a usage-based token system, which will be separate from your main subscription plan. Please let us know what features you’d like to see next on the roadmap! We will iterate continuously in order to deliver a world class AI experience right at your fingertips.

Note: Bob the AI assistant is separate from our Support Chatbot. Please continue to use the Support Chatbot for account assistance and Bob AI for your operations.

Upcoming Webinar – Thursday, April 30th at 5 PM EST – Live on Zoom

If you haven’t registered yet, here is the link:

https://us02web.zoom.us/webinar/register/WN_XQ-5h-j3S1GBZ55u4QVIqw#/registration

You will learn about recent and upcoming product updates, the upcoming mobile app, and AI.