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Navigating the Mobile App

How to Navigate the Mobile App in BuilderPal

Workflow / Tutorial

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

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

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

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

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

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

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

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.
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