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Sign up for BuilderPal

Summary

This tutorial guides you through creating a new BuilderPal account, from entering your contact details to setting up basic business information. Signing up is essential for accessing BuilderPal's project management tools, enabling you to manage teams, schedules, and jobs efficiently right from the start.

Prerequisites

  • Access to a web browser and internet connection.
  • A valid email address or phone number for verification.
  • Optional: A referral code if provided.

Steps

  1. Go to https://app.builderpal.com/get-started.

  2. Enter your email or phone number, then click Continue.

  3. Enter your referral code if you have one, then click Continue.

  4. Enter the verification code sent to your email or phone.

  5. Enter your personal details, agree to the Terms and Conditions and Privacy Policy, then click Next.

  6. Enter your business details, then click Next.

  7. Select the option that best describes your role and responsibilities, then click Next.

  8. Click Next or skip through the feature highlights.

  9. Select the areas you service, then click Next.

  10. Select your trades, then click Next.

  11. Review the Pro subscription options to complete signup.

Confirmation

Check out our Pro Subscription!

FAQ

Q: Can I sign up using a phone number instead of an email?
A: Yes, enter your phone number in the initial field to receive a verification code via SMS.

Q: Is a referral code required to sign up?
A: No, the referral code is optional; you can proceed without one by clicking Continue.

Q: What happens if I don't agree to the Terms and Conditions?
A: You must agree to the Terms and Conditions and Privacy Policy to click Next and complete the personal details step.

Q: How do I select multiple trades or service areas?
A: In the respective steps, click on multiple options from the list before clicking Next.

Q: What if I need to change my role after selecting it?
A: You can edit your profile later as described in the Edit Personal Profile article.

  • Create a Business Profile
  • Edit Personal Profile
  • Navigating the Global & Project Menus
  • Checklists
  • Terminology Glossary

Metadata

Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT)
Feature Area: Free
Article Type: Workflow / Tutorial

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