Enhanced reliability when teams collaborate on budgets by preventing data conflicts during saves and merges.

Previously, AI leveling would preserve existing bid data even when newer document analysis was available. Now AI always applies the most current analysis to ensure accurate bidding.

Demo accounts can now explore drawings functionality with pre-loaded architectural plans including site plans, floor plans, and demolition drawings with realistic revision histories.

Resolves an issue where deleting the same budget item from multiple browser tabs could cause data corruption or errors during save operations.

Previously, quantities entered through different methods (imports vs manual entry) could have varying decimal precision, leading to inconsistent calculations. Now all quantities are standardized to 2 decimal places regardless of how they’re entered.

Project teams can now transfer drawing revisions from one sheet number to another, helping reorganize drawings and correct sheet assignments. When a revision is moved, it automatically gets renumbered on the destination sheet, and empty source sheets are cleaned up automatically.

The drawings viewer now provides better visual feedback with loading spinners and reduces screen flickering. Users can also download PDFs directly from the viewer.

The drawings tool is now available to all accounts, allowing project teams to upload, view, and manage construction drawings and plans within their projects.

The system now uses fast-forward merges for budget change requests when possible, significantly reducing merge times and improving the user experience when working with budget versions.

Added 14 comprehensive filtering examples to help Buildr AI generate more accurate reports. The AI can now better handle date ranges, company lookups, status filtering, and complex multi-field queries when creating project, task, and contact reports.

Resolves authentication issues that prevented bidders from accessing documents through the bidding portal.

The maximum file size for uploading documents to the budget assistant has been increased from 5MB to 30MB, allowing users to work with larger budget files and reports.

Upload spreadsheets, PDFs, and other documents for the budget AI agent to review and incorporate into budget analysis and planning.

Lead custom fields will temporarily not appear in the mobile app to ensure optimal performance. This feature remains fully available on desktop and web browsers.

Sales teams can now define custom fields for leads to capture project-specific information beyond standard fields. Custom fields can be linked between leads and projects, automatically transferring data when converting leads to projects.

When reviewing uploaded drawings, edits to sheet numbers and titles now appear instantly in the revision list without requiring a page refresh.

Inline text selection and annotation tools have been temporarily disabled in the PDF drawing viewer to resolve technical issues.

Fixed issues where document review could skip items during approval and inactive disciplines were incorrectly added to new projects.

Drawing sheet detail pages now use smart loading techniques to fetch only the data needed, resulting in faster page loads and smoother navigation between sheets.

Reports generated from external sources can no longer be edited to preserve data integrity. Users can still copy these reports to create editable versions.

Track vendor engagement with five new bidder metrics: Bids Submitted, Bids Invited, Bids Awarded, Bids Rejected, and Bids Did Not Respond.

Reports now display how many team members are assigned to each company role, helping managers track role distribution and identify staffing needs across projects.

Previously, workforce dashboard filters only allowed selecting one role at a time. Now managers can select multiple roles to view combined data across different positions, making workforce planning and analysis more flexible.

Removed cost columns from the cost model list for a cleaner interface focused on essential information, and improved milestone deletion to prevent data inconsistencies.

Create leads with calculated values based on cost model comparisons by selecting units or gross square footage as the value basis.

Inline Budget AI suggestions now use smaller text for compact viewing, while detailed modal views use standard text size for easier reading.

Users can now ask Budget AI to filter line items more precisely using multiple criteria simultaneously, making it easier to find specific budget information across complex projects.

Users accessing reports from mobile devices now get an optimized experience with responsive toolbars and secure transitions between mobile app and web interfaces.

The AI-powered budgeting assistant has been rebranded from “Budget Assistant” to “Budget AI” with an updated bot icon for clearer identification.

Budget Assistant can now update individual markup and measurement fields without requiring all data to be re-entered, and planning workflows now correctly mark the final step as complete.

When you start a new Budget Assistant conversation, the system automatically generates a descriptive name based on your first message instead of leaving it as “Untitled.” This makes it easier to find and organize your budget-related conversations.

A “Generate Message” button now appears when saving budget changes, using AI to create clear, descriptive commit messages based on the specific line items, measurements, or markups that were modified.

Budget teams can now search for multiple cost codes at once instead of searching one by one, significantly improving efficiency when working with large lists of cost codes.

All demo setups now automatically include Buildr AI chat and Budget Assistant AI features, making it easier to showcase AI capabilities during sales demonstrations and customer trials.

Single-step plans are automatically hidden to reduce visual clutter and show only meaningful multi-step planning processes.

Users can request access to Buildr AI directly from the chat interface. Once requested, the team will be notified and users will receive access when it’s ready.

Budget Assistant now automatically sorts line item suggestions by cost code, making it easier to review and organize budget recommendations. The assistant also improved accuracy when finding and validating cost codes.

Budget managers can create custom cost models by selecting specific milestones and applying individual escalation percentages. The system provides project comparisons and cost analysis tools to support better budgeting decisions.