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How Data Flows Between Offices

Summary

BuilderPal is designed to keep your team aligned across every office, without requiring duplicate work or manual updates. This article explains how data moves between offices and what users can expect when working across multiple locations.

Why It Matters

Multi-office companies often face silos, duplicate data, and manual updates, leading to confusion and inefficiency. This enables seamless collaboration across locations while maintaining local control, reducing errors and saving time on data management.

How It Works

Data flows as shared company-wide (visible across offices) or office-specific (tied to one location unless reassigned); assignment determines visibility and access.

For example, a customer record updated in the Toronto office instantly reflects in Vancouver's reporting, but a local schedule in Toronto stays office-specific unless shared.

Workflow / Tutorial: Manage Project Participants
Reference: Project Settings Reference