# How to Navigate the Mobile App in BuilderPal

## **Summary**

This guide walks you through the main areas of the BuilderPal mobile app so you know where everything is and how to move around quickly.




## **Prerequisites**

* **Role:** Any role (navigation is universal)
* **Device:** iOS or Android mobile device
* **Access:** Must be logged into the BuilderPal mobile app



## **Steps**

### **1. Start on the Inbox (Home Screen)**

This is the first screen you'll see after logging in. It shows updates from your projects.

**Use the Inbox to:**

* View activity across your projects
* Open invitations, approvals, messages, and updates
* Jump directly into a project or action by tapping any row
![](https://colony-recorder.s3.amazonaws.com/files/2025-12-02/4154b5d8-5666-478d-9d6b-de0f25d4aa97/stack_animation.webp)


### 2. Use the Bottom Navigation Bar

The bottom bar is always visible and gives you access to the main parts of the app.

It includes:

* **Inbox** – Your main activity feed
* **To-Do List** – Tasks assigned to you
* **+** – Quick Actions panel
* **Projects** – List of all jobs you have access to
* **Menu** – Global tools + project tools

![](https://colony-recorder.s3.amazonaws.com/files/2025-12-02/4154b5d8-5666-478d-9d6b-de0f25d4aa97/stack_animation.webp)
You’ll use these five buttons to get almost everywhere.


### 3. Open Your To-Do List

The **To-Do List** tab shows all personal tasks assigned to you.

You can:

* View everything you need to complete
* Tap a task to open its details
* Jump into the related project or action

[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764714782992.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764714782992.png)

### 4. Browse Your Projects

Tap **Projects** to open your full project list.

From here, you can:

* Scroll through all projects
* Tap any project to open it
* Use the **+ Quick Actions** menu to open that project’s tools

[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764714839718.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764714839718.png)

Once a project is selected, it will appear automatically inside the Quick Actions panel.


## **5. Use the + (Quick Actions) Button**

The **+ button** is for **creating new items**.
It does *not* show global tools or project tools.

When you tap **+**, you will see creation options such as:

* **Action**
* **Time Entry**
* **File or Photo**
* **Folder**
* **Contact**
* **Subcontractor**
* **Scheduled Work**
* **Phase**
* **Punch List**
* **Site Instruction**
* **Request for Information (RFI)**
* **Change Order**
* **Purchase Order**
* **Bill**


[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764715404102.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764715404102.png)
[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764715445509.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764715445509.png)

Use this button whenever you need to **add something new** inside a project.



## **6. Use the Menu (Project & Global Tools)**

The **Menu** button on the bottom right opens BuilderPal’s full tools panel.

This panel contains:

### **A. Global Tools (always visible)**

* **Clock In/Out**
* **Job Connector**
* **Team Office**
* **Support**

[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764715286583.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764715286583.png)

### **B. Project Tools (after selecting a project)**

If no project is selected, you’ll see **Select Project** first.

Once a project is selected, you’ll see tools for that project:

* **Overview**
* **Schedule**
* **Actions**
* **Documents**
* **Job Chat**
* **Participants**
* **Site Office**

[![](https://docs.builderpal.com/uploads/images/gallery/2025-12/scaled-1680-/image-1764715318851.png)](https://docs.builderpal.com/uploads/images/gallery/2025-12/image-1764715318851.png)

This is where you go to **navigate into any part of a project**.



### 7. Accessing User Settings (Profile Icon in the Top Right)

To edit your account details, notifications, or preferences, tap your **profile picture** in the top-right corner of any screen.

This opens:

* Profile info
* Email & username
* Pro access (if applicable)
* Fast Start Guides
* Notification preferences
* Logout


Account settings are **not** part of the Menu tab.


## Confirmation

You’ll know you understand the app layout when you can easily move between:

* Inbox → Project → Tools
* Projects → Quick Actions → Overview/Actions/Documents/etc.
* Inbox → + → Clock In/Out
* Profile Icon → Account Settings


## Tips

* **Quick navigation:** Tap any Inbox row to enter that exact thread or project.
* **Fast clocking:** Tap **+ → Clock In/Out** from anywhere.
* **Project tools:** Open **Menu** or **+** after choosing a project.
* **Account settings:** Only found under the **profile icon**, not in Menu.



## **Related Articles**

* [Mobile vs Web, Whats the difference?](https://docs.builderpal.com/books/mobile-app-basics/page/mobile-vs-web-whats-the-difference)
* [Download The Mobile App](https://docs.builderpal.com/books/mobile-app-basics/page/download-the-mobile-app)
* [Get Setup](https://docs.builderpal.com/shelves/get-setup)