This update has been a long time coming, but we just released a major update to Buildwise this morning that includes: - Cost Plus and Fixed Cost invoicing - NEW Client Summary format design - Statements - Plus a bunch of backend system updates that will improve the Buildwise experience for you A couple of key things to note: 1️⃣ This is our initial invoicing release, and it does NOT sync to QBO at the current time. The plan is to have everyone test out the invoicing and provide feedback so we can adjust anything we need to prior to connecting to QBO. 2️⃣ When you create the first invoice in Buildwise, you'll be asked to set the starting number. This was programmed this way mainly for QBO users, but it also applies to other accounting systems as well. The concept is that you don't want invoices generated in Buildwise having the same invoice number as previous invoices in QBO or the accounting system you use. 3️⃣ Tutorials: Based on the complexity of the invoicing feature, the plan will be to update some tutorials soon, but in the meantime, please post any of your questions here in the feed. If there are enough interested, we will schedule a live office hours webinar to walk through the feature. 4️⃣ This is only applicable to the web application, and no changes to the mobile app have been made. Let me know how it goes!

One of my employees is having trouble with his phone or the app. He has reinstalled it, reset pass word, and either it takes him to the job log or receipt entry or it says account not active. when I check on my desk top it says he is active??

Hi everyone, excited to be here and begin the journey of Buildwise, Incorporating AI and streamlining tech throughout my company, and to be a part of this growing community. I have a residential construction company in Rhode Island, new to the area and fairly new to “New” Construction builds after many years in remodeling, as well as previous lifetimes working as a camera operator, chef, commercial fisherman, among other pursuits and interests. I am a GC and Certified Passive House Builder, in the awkward transition between hands on vs. delegation and management/operations. My goal is to learn and build this framework to help minimize confusion and headaches, and hopefully will free up some of my time and mental capacity to be in the field more, to think creatively, to pursue more opportunities and go to bed at night without the wheels spinning and calculating. Great to be here.

Hey team! @Bryan Kaplan, I wanted to ask about adding in a function to preserve line item mark-ups when new estimates are copied from existing estimates. As a fixed-cost builder, we can and will play with our mark-ups if it helps to achieve a goal or reduce costs further. Some of our estimates are incredibly long, and if I've changed individual mark-ups, it can take a long time to make sure they match in the new estimate before updating anything else. They have to match to make sure the two estimates start as apples-to-apples. Perhaps an option to "Preserve mark-ups in new estimates" vs "Default to project mark-ups", or something like that. Is this a feature anyone else would use? Let me know your thoughts! Ryan.

Hi @Bryan Kaplan , it is possible to export an existing draft estimate from Buildwise as a CSV file? I'm hoping to export as CSV from Buildwise, continue to refine it in excel, then import it back into Buildwise. I've attached an image of the estimate in question. Thanks!