June 23rd, 2025
Billdr PRO: Introducing the All-New Client Dashboard
We are pleased to announce a major revamp of our client dashboard!
Check out what’s new:
1. Public Link
You can now easily access your client dashboard in view-only mode as a contractor to better understand what your clients see and experience.
This also makes sharing with anyone who needs to view the information easier. Rest assured—only the client(s) you’ve added can take actions (such as signing a quote) after logging in.
View: Client Dashboard Example (View only)
You can find the link to your client dashboard inside a project.
Simply click on “View Dashboard.”
2. Improved Layout and UI
The previous design was a bit outdated—it's now been completely revamped to meet today’s standards. We made sure that the dashboard looks great on mobile, tablet, and desktop.
3. Daily Logs, Construction Reports, and Schedule
You can share Daily Logs, Construction Reports, and a project Schedule via the Client Dashboard. (If you choose to share this type of document)
4. Add Unlimited Clients
Previously, the system only allowed one primary contact and a single secondary email. Now, you can add as many clients as you like!
5. QuickBooks Sync
We’ve taken it a step further by allowing you to sync all your QuickBooks Online client contacts. No more merging clients manually—simply select an existing client when creating a project, and you're good to go!
6. Client Notes
You asked—we listened. You can now add internal notes about clients, such as insurance information, directly in their profile.
👉 Let us know how you like the new dashboard—and especially how your clients like it!
Other Improvements
You can now add markup in your change orders.
You can create cost codes directly from the quote.