Team Business Manager Guide


Login as Team Member

Summary

Team Members don’t create their own accounts in BuilderPal. Instead, their Admin creates the account for them and BuilderPal automatically emails the login credentials (email + temporary password) to the Admin. The Admin then forwards those details to the Team Member.

This guide shows Team Members how to log in for the first time on both web and mobile — the process is identical on both platforms.

Prerequisites

If you didn’t receive the email, ask your Admin to forward or resend it.

Steps

  1. Open BuilderPal — On web, go to https://app.builderpal.com. On mobile, open the BuilderPal app.

  2. Enter your login email — Type or paste the email address your Admin provided into the Email field.

  3. Enter temporary password — Paste the temporary password from the email into the Password field.

  4. Log in — Click or tap Log In.
    You will immediately be prompted to create a new password for security.

  5. Create a new password — Choose a secure, memorable password and save it. Your account is now fully activated.

Confirmation

After setting your new password, you will land on the BuilderPal dashboard and can start using the platform right away.

FAQ

I didn’t receive the login email. What should I do?
Contact your Admin — they received the original email and can forward it or resend the invitation.

Are the login steps different on mobile vs. web?
No — the process is exactly the same on both platforms.

What if I forget my new password later?
Use the Forgot password? link on the login screen to reset it via email.

Edit Personal Profile

Summary

This tutorial guides you through updating your personal profile in BuilderPal, including your contact details, password, and profile picture. Keeping your profile current ensures smooth communication and accurate team interactions on projects.

Prerequisites

Steps

  1. Navigate to your My Account page.
    Access the settings menu and select the option to view or edit your personal account details.

  2. Update your personal information.
    Edit fields such as your name, email address, and phone number as needed, then save the changes.

  3. Change your account password.
    Enter your current password, then input your new password twice to confirm and apply the update.

  4. Add or update your profile picture.
    Click on the profile picture area to upload a new image from your device files, then confirm to complete the setup.

Confirmation

Your personal profile is now fully set up. You'll see the updated details reflected immediately in your account, and any changes like email or phone will be used for notifications and team visibility.

FAQ

Q: What happens if I enter the wrong current password when changing it?
A: The system will prompt an error and require you to re-enter the correct current password before proceeding; no changes will be saved until verified.

Q: Can I upload any image file for my profile picture?
A: Supported formats include common image types like JPEG and PNG; ensure the file is appropriately sized to avoid upload issues.

Q: Do email or phone changes require additional verification?
A: Yes, BuilderPal may send a verification code to the new email or phone to confirm the update for security.

Q: How often should I update my profile information?
A: Update it whenever your contact details change or to add a profile picture for better team recognition on projects.

Q: Is editing my profile visible to other team members?
A: Basic info like name and picture is visible to your team, but sensitive details like email are private unless shared explicitly.

Navigate the Global & Project Menus

Summary

The Global and Project Menus in BuilderPal provide quick access to key features and tools. The Global Menu handles account-wide navigation, while the Project Menu focuses on project-specific actions, helping users switch contexts efficiently.

How It Helps

These menus streamline workflow by centralizing access to essential areas like account settings, projects, notifications, and office tools, reducing time spent searching and improving productivity across roles.

How It Works

The Global Menu appears on every page and includes links to your account, projects list, notifications, company back office, and support. The Project Menu, available within a project, offers direct links to dashboards, schedules, actions, documents, time tracking, and chats. Hover or click icons to expand sub-options.

When to Use

Use the Global Menu for company-level tasks like managing teams or viewing all projects. Switch to the Project Menu for focused work on a specific project, such as updating schedules or assigning actions.

Screenshots

Next Steps

Once familiar with navigation, explore creating your first project or managing notifications to get started with core features.

FAQ

Q: How do I access the Global Menu from anywhere in the app?
A: The Global Menu is always visible in the top navigation bar. Click the profile icon or menu button to expand it and select options like "My Account" or "Projects."

Q: What if the Project Menu isn't showing?
A: Ensure you're inside a specific project view. If not, navigate to a project from the Global Menu first. If issues persist, check your role permissions in account settings.

Q: Can I customize the menus?
A: Menus are standardized for consistency, but you can adjust preferences like notifications in your account settings to influence what appears in quick access areas.

Q: How do menus differ on mobile?
A: On mobile, the menu appears as tabs at the bottom of the screen for space efficiency, but functionality remains the same—tap to expand and navigate.

Download the Mobile App

Summary

The BuilderPal mobile app gives you all the power of the desktop platform, optimized for fast, simple, on-site work. You can access your projects, clock in and out, upload photos, communicate with your team, and receive instant notifications — all from your phone.

Whether you're a supervisor, tradesperson, or business owner, you can download the app and sign in using the same email and password you use on desktop.

Prerequisites

Steps

  1. Download for iPhone (iOS) — tap the link or search in the App Store, then install and open.

    Download on the App Store

  2. Download for Android — tap the link or search in the Google Play Store, then install and open.

    Download on Google Play

  3. Log in using your BuilderPal email and password.

Confirmation

Once logged in, confirm by accessing your projects and features like clocking in/out — the app is ready for use, mirroring desktop functionality optimized for mobile.

FAQ

What if I forget my password?

Reset it via the "Forgot Password" link on the login screen or desktop site.

Is the app available in my region?

BuilderPal app is available worldwide in the App Store and Google Play.

What are the minimum device requirements?

iOS 14 or later for iPhone; Android 8.0 or later.

Why can't I find the app in the store?

Can I use the app without internet?

Some features like viewing cached data work offline, but uploads and updates require connection.

Add Phases

Summary

This tutorial guides you through creating and publishing phases in BuilderPal to organize your project actions and schedules. Phases help structure complex projects by grouping related tasks, making it easier to track progress and dependencies—essential for efficient project management.

Prerequisites

Steps

  1. Select Phase from the actions section in the add new dropdown menu. Select "Phase" from the "+ New" dropdown menu in the top right corner.

  2. Give your phase a title and set the dates. Enter a descriptive title for the phase and specify the start and end dates using the provided date pickers.

  3. Add any additional notes relevant to the phase. Include any extra details, instructions, or context in the notes field to provide more information about the phase.

  4. Click Publish. Finalize the phase by clicking the Publish button to make it active in your project.

  5. Once published, choose to add new or existing actions to the phase. After publishing, select and add either new actions or existing ones to associate them with the phase for better organization.

  6. View your phase in the schedule and actions pages. The phase will now appear in your project's schedule and actions views, helping to organize and visualize related actions.

Confirmation

Your phase appears in the project schedule and actions list, grouping related actions for better visibility and organization.

FAQ

Can I edit a phase after publishing?
Yes, navigate to the phase in your actions or schedule, then update the title, dates, notes, or associated actions as needed.

What happens if I delete a phase?
Deleting a phase removes it from the schedule but does not delete linked actions; they remain as standalone items in the project.

How do phases affect dependencies or predecessors?
Phases group actions visually but do not automatically set dependencies; use the predecessors tool separately to link actions across phases.

Why can't I add a phase to an archived project?
Archived projects are read-only; reactivate the project status first to enable editing or adding phases.

Create & Assign Actions

Summary

This tutorial guides you through creating and assigning actions in BuilderPal, such as scheduled work or other task types. Actions help organize tasks, assign responsibilities, and keep projects on track by notifying team members and integrating with schedules.

How-To Video

Prerequisites

Steps

  1. Navigate to your project. Go to https://app.builderpal.com/project/

  2. Open the New dropdown and select Action. This opens the action creation menu.

  3. Choose the action type. Select from the list, such as Scheduled Work for time-bound tasks.

  4. Enter the title and details. Provide a clear title and any additional information needed for the action.

  5. Set dates if applicable. For scheduled work actions, add start and end dates; refer to specific action guides for other types.

  6. Assign the action. Click Assign Scheduled Work (or equivalent) to choose a team member or subcontractor.

  7. Add participants. Include others who need updates on the action's progress.

  8. Publish the action. Click Publish to save and notify assignees.

  9. Review and interact. The action appears in the actions page and schedule; add comments or files as needed.

Confirmation

You can now make comments, add files and more! You can also view in your actions page and schedule. The assignee and participants will be notified in their inboxes.

FAQ

Q: Can I assign an action to multiple people?
A: Yes, select multiple assignees during the assignment step, or add participants for updates without primary responsibility.

Q: What happens if I forget to set dates for a scheduled work action?
A: The action will still create, but it won't appear on calendars until dates are added via editing.

Q: How do notifications work for assigned actions?
A: Assignees and participants receive inbox notifications; check the Inbox Feed for updates.

Q: Is there a limit to the number of actions per project?
A: No limit in BuilderPal Free, but organize them effectively using filters on the Actions page.

Q: Can I create custom action types?
A: Currently, use the predefined types; suggest new ones via support for future updates.

Clock In/Out

Summary

This tutorial guides you through clocking in and out in BuilderPal to track work hours accurately. Proper time tracking ensures precise payroll, project costing, and compliance, helping teams monitor productivity and manage budgets effectively.

How-To Video

Prerequisites

Steps

  1. Access the time tracking page — Navigate to the Clock In-Out section in your menu.

  2. Select tracking details — Choose a Project, Cost Code, and optionally an Action to log time against.

  3. Start or stop timing — Click Clock In to begin, then Clock Out to pause or end the session.

  4. Enter manual time if allowed — If not limited to clock-only mode, click Set to add a manual entry with details.

  5. Log time from an action — Inside an action, click the Add dropdown in the top right, select Time Entry, and repeat the selection steps.

Confirmation

Your time entry is recorded and visible in the timesheet, ready for review or approval.

FAQ

What if I forget to clock out?
BuilderPal may auto-pause sessions after inactivity, but check your timesheet to add or edit entries manually if permitted by your role.

Why can't I select a Cost Code?
Cost Codes must be set up in your company settings first; refer to the Create Cost Codes & Divisions article for setup.

Can I add time entries without clocking in real-time?
Yes, if your permissions allow manual entries via the Set button or from within actions.

What does "Time Clock only user" mean?
It restricts users to live clocking without manual edits; see Team Member Permissions for role details.

How do I associate time with a specific Action?
Optionally select an Action during clock-in to link hours directly to tasks for better project tracking.

Use the Kiosk App

Summary

This tutorial guides you through using the BuilderPal Kiosk App, a Pro feature, to clock in and out, select projects and cost codes, and manage your security pin. It ensures accurate time tracking for teams on the jobsite, streamlining payroll and preventing errors. A BuilderPal Pro subscription is required to access this feature.

Prerequisites

Steps

  1. Open the Kiosk App and select your profile. Launch the BuilderPal Kiosk App on your device and choose your profile from the list to begin.

  2. Enter your security pin to log in. Input your 4-digit security pin, configured in your team member profile, to access the app.

  3. Clock in and select details. Click Clock In, then select the project, cost code, and optionally an action to start tracking your time.

  4. Clock out to end your shift. Log back in with your pin and click Clock Out to stop the timer and record your hours.

  5. Change your security pin if needed. Select Change Pin, then enter a new 4-digit pin to secure your profile.

Confirmation

After clocking out, your time entry will appear in the time report under the selected project and cost code, confirming successful tracking.

FAQ

Q: What if my team doesn’t have a Pro subscription?
A: The Kiosk App is exclusive to BuilderPal Pro. Upgrade at https://www.builderpal.com/pro.

Q: What if I forget my security pin?
A: Contact your team admin to reset it via your team member profile in BuilderPal.

Q: Can I clock in without selecting a project?
A: No, the Kiosk App requires a project selection for accurate time tracking.

Q: Does the Kiosk App work offline?
A: Yes, it records time locally and syncs when online, as per Pro time tracking features.

Q: Why don’t I see the Clock In button?
A: Verify your pin and ensure your team’s Pro subscription is active with Kiosk access enabled.

Upgrade to BuilderPal Pro for this feature → https://www.builderpal.com/pro

Upload Files & Photos

Summary

This tutorial covers how to upload files and photos directly into your BuilderPal projects from various sources, helping you keep all job-related documents centralized. Effective uploading ensures quick access for your team, streamlines collaboration, and creates a reliable audit trail for progress tracking and compliance.

Prerequisites

Steps

  1. Open the create menu and select upload type. Click the plus button in the bottom center of your screen and select File or Photo from the list of create options.

  2. Choose your upload source. Select whether to upload your photo or document from existing project documents, your device, a Google Drive share link, or a Dropbox share link.

  3. Confirm the project selection. Ensure the correct project is selected to associate the upload properly.

  4. Set sharing options. Choose if you want to share the file with subcontractors and bid packages for broader access.

  5. Verify the upload location. Your document is now accessible in your project documents page.

Confirmation

Your document is now accessible in your project documents page.

FAQ

What if the share option for subcontractors doesn't appear?
This option only shows if your project has active subcontractors or bid packages set up. Add them first via the project settings or bid management tools.

Can I upload files from multiple sources in one session?
No, each upload is handled individually, but you can repeat the process quickly for multiple files.

Why isn't my uploaded file visible to the team?
Check the sharing settings from step 4 and ensure team members have the appropriate permissions as outlined in Document Visibility & Permissions.

What happens if I select the wrong project?
You can edit the file's project association later in the documents page, but selecting correctly during upload saves time.

Are there file size limits for uploads?
BuilderPal supports files up to a reasonable size for construction docs, but very large files may require compression; monitor your account storage in settings.

Can I upload screenshots of my issue into BuilderPal support chat if I need help? In any BuilderPal support chat (or the in-app help chat), just drag & drop your screenshot, or click the paperclip icon and select the image(s). You can upload multiple screenshots at once. This helps our support team see exactly what you’re seeing and solve your issue much faster. (You can also paste images directly with Ctrl+V on desktop.)

Message in Job Chat

Summary

This tutorial covers how to use the Job Chat feature in BuilderPal for team communication within projects. It ensures smooth collaboration, quick updates, and document sharing to keep projects progressing efficiently.

Prerequisites

Steps

  1. Access Job Chat — Navigate to Job Chat in your project menu at https://app.builderpal.com.

  2. Choose a chat channel — Select either the General chat for team-wide discussions or message the project owner directly.

  3. Join the conversation — Project participants must send an initial message to join and start receiving notifications.

  4. Use project owner chat — The project owner chat provides a direct communication line to the project owner.

  5. Respond and attach documents — Reply to messages directly from your inbox and add relevant documents to the chat.

Confirmation

Your message or document appears in the chat thread, and joined participants receive a notification.

FAQ

Q: Why am I not getting notifications for Job Chat?
A: You must send an initial message in the chat to join the conversation and enable notifications.

Q: Can I communicate privately with the project owner?
A: Yes, use the dedicated project owner chat for direct, one-on-one messaging.

Q: How do I attach files to a message?
A: While composing or replying to a message, use the attachment option to add documents directly into the chat.

Q: Who can see messages in the General chat?
A: All project participants who have joined the conversation can view and respond to messages in the General chat.

Create a Bid Package (Basics)

Summary

This tutorial covers how to create and release a bid package in BuilderPal, allowing you to invite subcontractors to bid on specific trades for your project. Bid packages streamline subcontractor hiring by organizing requirements, trades, and invitations in one place, ensuring efficient bidding and project progression.

How-To Video (Full Walkthrough)

Prerequisites

Steps

  1. Navigate to the Bidding page. Go to the Bidding page within your project.

  2. Start a new bid package. Click New in the top right corner.

  3. Enter basic details. Provide a title, description, deadline, optional start date, and attach relevant documentation—documents marked as visible to bid packages are pre-populated.

  4. Add notes and requirements. Include internal notes for your team and any additional requirements for subcontractors.

  5. Specify trades. Add the trades you need to hire for the project.

  6. Add line items. Manually enter cost items or import them from estimating—cost codes remain hidden from bidders, showing only descriptions.

  7. Invite bidders. Select from existing contacts, add new ones, or import using the BuilderPal AI helper.

  8. Review options. Confirm details and choose options like requiring bid requests, flagging for union members, or making it private (Pro users only)—non-private packages are discoverable on Job Connector.

  9. Release the package. Click Release for bids to make it live and send invitations.

Confirmation

Once details are confirmed, click release for bids and your bid package will now be live and invitations will be sent.

FAQ

What if I need to protect sensitive pricing information?
Cost codes are not visible to bidders—only line item descriptions are shown to maintain your pricing strategy.

How do I import contacts quickly?
Use the BuilderPal AI helper in the invite bidders step to import contacts efficiently.

Can I limit who sees the bid package?
Pro users can make bid packages private, visible only to invited bidders; otherwise, they are discoverable on Job Connector.

What happens to pre-populated documents?
Documents marked as visible to bid packages are automatically attached, saving time on uploads.

Team Office and Site Office: What’s the Difference?

Summary

BuilderPal offers two primary workspaces: Team Office for administrative and management tasks, and Site Office for on-site operations. This article explains the key differences to help you choose the right one for your role and tasks.

How It Helps

Team Office streamlines back-office processes, enabling efficient project setup, team coordination, and financial oversight.
Site Office supports field teams by facilitating real-time updates, approvals, and communication, reducing delays and improving productivity on the job site.

Team Office:
Screen Shot 2026-03-09 at 11.06.16 AM.png

How It Works

Team Office is designed for desktop use, providing tools for comprehensive management like permissions, cost codes, and finance. Site Office is optimized for mobile, focusing on field activities such as time tracking, punch lists, messaging, and uploads. While some features overlap, the interfaces are tailored to the environment—detailed views in Team Office and quick-access actions in Site Office.

When to Use

Use Team Office for office-based tasks like setting up projects, managing teams, or handling finances. Switch to Site Office for field work, including logging time, creating punch lists, or approving uploads on the go. For hybrid features like bid packages or documents, start with Team Office for planning and use Site Office for execution.

Site Office:
Screen Shot 2026-03-09 at 11.06.25 AM.png

Next Steps

Review your role's permissions and explore the relevant workspace. If needed, follow tutorials on setting up teams or tracking time.

FAQ

What if I need access to both Team Office and Site Office? Most roles have access to both; switch via the app menu based on your current task.

Are there differences in features between the two? Core features are available in both, but Site Office prioritizes mobile-friendly tools for field use, while Team Office offers advanced desktop views for admin tasks.

Can I use Site Office on desktop or Team Office on mobile? Yes, but the experience is optimized as described—mobile for Site Office field tasks and desktop for Team Office management.

How do permissions differ between Team Office and Site Office? Permissions are role-based across both, but Site Office may limit advanced edits to ensure quick field operations.

What happens if workflows differ between mobile and desktop? For hybrid features, refer to specific tutorials; differences are minimal but noted where relevant.

Invite Contacts

Summary

This tutorial covers how to invite new contacts to connect with your team in BuilderPal, including adding details, sending invitations, and alternative import methods. Inviting contacts helps build your network for collaboration on projects, bids, and subcontracting.

Prerequisites

Steps

  1. Navigate to the Contacts page in Team Office. Go to the Team Office section and select Contacts to manage or add new connections.

  2. Click the plus button to add a new contact. Locate the + button in the top right corner and click it to open the new contact form.

  3. Fill out the contact and company information. Enter the required details for the individual contact, including any associated company information in the provided fields.

  4. Click Save to send the invitation. Review the entered information, then click Save to finalize and send an invitation for the contact to connect with your team.

  5. Wait for the invited contact to accept the invitation. The contact will receive a notification in their inbox; once accepted, the new team contact will appear in the Contacts page in Team Office.

  6. Import contacts using BuilderPal AI. Alternatively, upload a file or describe contacts to the BuilderPal AI helper to import them into your contacts list.

Confirmation

Once the invitation is sent and accepted, the new contact will be listed in your Contacts page in Team Office, ready for assignment to projects or bids. You'll see the updated contact list immediately after acceptance.

FAQ

Q: What if the contact doesn't receive the invitation?
A: Check the email or phone number entered for accuracy. Invitations are sent via notification in BuilderPal; resend by editing the contact and saving again.

Q: Can I invite multiple contacts at once?
A: Yes, use the AI import method to upload a file with multiple contacts or describe them in bulk to the BuilderPal AI helper.

Q: What happens if the contact declines the invitation?
A: The contact won't appear in your list, but you can reinvite them by adding the contact again and saving.

Q: Are there any limits on the number of contacts I can invite?
A: No limits in the free plan, but ensure contacts align with your team's service areas for better matching.

Q: How do I edit a contact after inviting?
A: Go to the Contacts page, select the contact, make changes, and save to update details without resending the invitation.

Create Groups

Summary

This tutorial guides you through creating a group in BuilderPal to organize your team members efficiently. Groups enable quick tagging for assignments, communications, and permissions across projects, helping streamline collaboration and task management for larger teams.

Prerequisites

Steps

  1. Navigate to the Groups page. Go to https://app.builderpal.com/company-back-office and select Groups from the Team & Company Settings section.

  2. Start creating a group. Click Create Group or the plus icon in the top right corner to open the group setup dialog.

  3. Set up group details and add members. Enter a name and description for the group, then use the search bar to select and add users; click Save to confirm.

  4. Review the new group. Verify the group appears in your list, with members now tagged for easy reference.

Confirmation

You can now view your group and group members will receive a tag.

FAQ

Q: Who can create groups in BuilderPal?
A: Admins (GC, SUB, SHORTCUT) and roles like Team Project Manager, Team Finance Manager, and Team Business Manager have access via Company Back Office.

Q: Can I add users who aren't yet team members?
A: No, the search bar only shows existing team members; add them first using the Create Team Members workflow.

Q: What happens if I don't add a description?
A: The group will still save, but a description helps clarify its purpose for other users viewing the group list.

Q: How do groups affect permissions?
A: Groups simplify tagging but don't directly set permissions; manage those separately in Team Member Permissions.

Q: Can I use groups across projects?
A: Yes, groups are company-wide and can be tagged in any project for assignments or mentions.