Release notes

Hi there,

We’re the Customer Success team — Quinn, Ashley, and Francois — and we’re excited to host a webinar to help you master our new features.

Save the date:

• Date: Thursday, April 30

• Time: 5 PM Eastern Time

• Location: Live on Zoom (English)

Can’t make it live? No worries, we’ll post the full Zoom recording the next day so you can watch it on your own time.

During this webinar, we’ll walk you through:

👨‍💻 Recent Updates

• A recap of the major improvements released over the past six months

• A recap of the major product improvements we’ve release over the past six months

📱 Billdr Mobile

• A walkthrough of our new Employee and Admin mobile app

🤖 New AI Agents

• Bob: Ai general copilot (LIVE - BETA)

• Bruno: Ai Senior estimator (ETA: May 2026)

• Billie: Ai Receptionist (ETA: Q3 2026)

Questions?

We’d love to have you join us—register for free on Zoom and be the first to know what’s next for Billdr.

See you there,
The Billdr Customer Success Team
(Quinn, Ashley, and Francois)

Si vous êtes assez nombreux pour les webinaires en français, nous pourrions également en proposer dans cette langue. Faites-le savoir à François ou vous pouvez toujours prendre un rendez-vous personnel via ce lien.

Timesheet – Control Cost Code Selection

Control which cost codes employees can choose after clocking out of their timesheet

Where to find it
Settings > Employee Mobile Portal > Timesheet Cost Code Tracking

What it does
You can control the list of cost codes (working categories) an employee can select when clocking out.

Options

• All cost codes

• Contract cost codes only

• Specific cost codes

Generate Schedule from Quote

Work faster by generating a construction schedule from a quote, regardless of its status.

Where to find it
Select any project > Schedule tab > New Schedule from Quote button

What it does
Automatically preselects all categories and tasks from your quote to generate a schedule.

Options

• All items generation

• Specific items generation

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.

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.