Enhance Client Transparency with External Budget Views
At JobTread, we're excited to introduce a powerful new feature designed to enhance transparency and trust between you and your clients — External Budget Views. This innovative update empowers you to easily customize and share specific budget views with your customers and vendors, providing them with unprecedented visibility into project finances.
What Are External Budget Views?
External Budget Views allow you to create tailored budget perspectives by selecting which columns and custom fields you want to share. You can now control which financial details your customers and vendors see, ensuring they have access to the most relevant and accurate information. This feature is particularly beneficial for Cost-Plus builders who need to provide their clients with a fully transparent, open-book experience.
Key Features:
- Customizable Budget Views: Select specific budget columns and custom fields that are relevant to your clients or vendors. This flexibility allows you to create a view that best suits their needs without overwhelming them with unnecessary details.
- Role-Based Access: Grant access to these customized budget views through the customer and vendor roles in your JobTread Settings. Once enabled, a new tab will appear in their portal, allowing them to view the budget with read-only access.
- Document Expansion: If a paper trail supports the numbers in your budget, your customers and vendors can expand the relevant cells to review the document list. This ensures complete clarity on how figures are derived, fostering greater trust and confidence in your project management.
Why External Budget Views Matter
In the construction industry, transparency is more than just a best practice — it's a competitive advantage. Clients today expect visibility into the financial aspects of their projects, and with External Budget Views, you can meet and exceed those expectations. By providing clear, accessible budget information, you strengthen your relationships with clients and vendors, making collaboration smoother and more effective.
Who Benefits from This Feature?
While this feature is valuable for all types of construction projects, it's particularly advantageous for Cost-Plus builders. The ability to offer a fully transparent, open-book experience can set you apart from competitors, helping you win more projects and build lasting client relationships.
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How to Get Started
Activating External Budget Views is straightforward. Simply navigate to your JobTread Settings and adjust the permissions for your customers and vendors. Once set up, the new budget view tab will automatically appear in their portal, ready for them to explore.
The Best Construction Budgeting Software and Client Portal
At JobTread, we're committed to delivering tools that not only simplify your workflow but also elevate your client interactions. External Budget Views are just one more way we're helping you build better, more transparent projects. Stay tuned for more updates as we continue to innovate and improve our construction budgeting software to meet your needs.
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