# Team Finance 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

- The login email your Admin forwarded to you
- The temporary password from that email
- Internet connection

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.

## Related Articles

- [Edit Personal Profile](https://docs.builderpal.com/books/getting-started/page/edit-personal-profile)
- [Navigate the Global & Project Menus](https://docs.builderpal.com/books/getting-started/page/navigate-the-global-project-menus)
- [Clock In/Out](https://docs.builderpal.com/books/time-tracking/page/clock-inout)
- [Upload Files & Photos](https://docs.builderpal.com/books/documents/page/upload-files-photos)
- [Message in Job Chat]((https://docs.builderpal.com/books/communication/page/message-in-job-chat))

# 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

- You must be logged into your BuilderPal account.
- Applicable to all user roles with access to account settings.

## Steps

1. **Navigate to your My Account page.**  
    Access the settings menu and select the option to view or edit your personal account details.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-16/54798036-8571-4234-83f4-4ca57d2974ff/stack_animation.webp)
2. **Update your personal information.**  
    Edit fields such as your name, email address, and phone number as needed, then save the changes.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-16/dd2803cb-198d-404d-94ff-b34a0279ef57/ascreenshot.jpeg?tl_px=0,0&br_px=2602,1454&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=431,131)
3. **Change your account password.**  
    Enter your current password, then input your new password twice to confirm and apply the update.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-16/af18f646-b3cb-4d08-9a5c-706d79daa9bd/ascreenshot.jpeg?tl_px=0,401&br_px=2602,1856&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=322,308)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-16/6b2cd038-f966-41b5-a7e3-cf3ed9e6250e/stack_animation.webp)

## 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.

## Related Articles

- [Edit Team Profile](https://docs.builderpal.com/books/team-office/page/edit-team-profile)
- [Create Team Members](https://docs.builderpal.com/books/general-contractor-guide/page/create-team-members)
- [Password & Login Security](https://docs.builderpal.com/books/privacy-security/page/password-login-security)

# 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

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/08a71c66-27bf-4e66-85b5-193cdf014eaa/stack_animation.webp)

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/42e74431-e5aa-4cc8-b176-466f34348928/stack_animation.webp)

## 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.

## Related Articles

- [Manage Your Account Settings](https://docs.builderpal.com/books/team-office/page/edit-team-profile)
- [Navigate & Organize Your Projects](https://docs.builderpal.com/books/project-setup-basics/chapter/navigate-organize-your-projects)
- [Project Setup & Management](https://docs.builderpal.com/books/project-setup-basics/page/create-your-first-project)
- [Roles & Permissions Overview](https://docs.builderpal.com/books/getting-started/page/roles-permissions-overview)

# 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

- An iOS or Android device

## Steps

1. **Download for iPhone (iOS) — tap the link or search in the App Store, then install and open.**
    
    [Download on the App Store](https://apps.apple.com/ca/app/builderpal/id6748155127)
2. **Download for Android — tap the link or search in the Google Play Store, then install and open.**
    
    [Download on Google Play](https://play.google.com/store/apps/details?id=com.builderpal.mobile&pcampaignid=web_share)
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?**

Ensure you're searching "BuilderPal" exactly; check your region's store availability or contact support.

**Can I use the app without internet?**

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

## Related Articles

- [How to Navigate the Mobile App in BuilderPal](https://docs.builderpal.com/books/mobile-app-basics/page/how-to-navigate-the-mobile-app-in-builderpal)
- [Sign up for BuilderPal](https://docs.builderpal.com/books/getting-started/page/sign-up-for-builderpal)
- [Create a Subcontractor](https://docs.builderpal.com/books/hire-trades-manage-bids/page/create-a-subcontractor)
- [Clock In/Out](https://docs.builderpal.com/books/time-tracking/page/clock-inout)
- [Download the Mobile App](https://docs.builderpal.com/books/mobile-app-basics/page/download-the-mobile-app)

# 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

- You must have an active project created in BuilderPal.

## 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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/5d33f6f7-5d2a-45e5-9b58-95736801a5b8/stack_animation.webp)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/832f5180-59b4-486b-8eaf-1d44caa04330/stack_animation.webp)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/e0a35378-45b4-4743-9b3f-8657ab761aa4/stack_animation.webp)
4. **Click Publish.** Finalize the phase by clicking the **Publish** button to make it active in your project.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-11/3c3baa68-728b-4ba6-8803-44128e9e79a9/ascreenshot.jpeg?tl_px=303,0&br_px=1680,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=783,17)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/c4fae18e-df21-4d85-b6d2-65152ab9ea22/stack_animation.webp)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/a5e5c072-fc64-4732-9e76-112114160d58/stack_animation.webp)

## 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.

## Related Articles

- [Get Started with Scheduling & Calendars](https://docs.builderpal.com/books/scheduling-calendars/page/get-started-with-scheduling-calendars)
- [Scheduled Work Actions & Schedules](https://docs.builderpal.com/books/scheduling-calendars/page/scheduled-work-actions-schedules)
- [Create & Assign Actions](https://docs.builderpal.com/books/actions/page/create-assign-actions)
- [Predecessors](https://docs.builderpal.com/books/scheduling-calendars/page/predecessors)
- [Project Schedule](https://docs.builderpal.com/books/scheduling-calendars/page/how-to-use-the-project-schedule-in-builderpal)

# 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

<iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" id="bkmrk-" referrerpolicy="strict-origin-when-cross-origin" src="https://www.youtube.com/embed/sUY2hCyDOJg?si=MJcj2XhH8q_2afNi" title="YouTube video player" width="560"></iframe>

## Prerequisites

- Access to a project in BuilderPal.
- Team members or subcontractors available for assignment.

## Steps

1. **Navigate to your project.** Go to [https://app.builderpal.com/project/](https://app.builderpal.com/project/%7Bproject-id%7D)
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-10/dc504162-760a-4b5f-aff4-deb134661612/ascreenshot.jpeg?tl_px=0,371&br_px=1992,1484&force_format=jpeg&q=100&width=1120.0)
2. **Open the New dropdown and select Action.** This opens the action creation menu.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/b6bf51dc-cfbe-4510-b8e4-8358b3687543/stack_animation.webp)
3. **Choose the action type.** Select from the list, such as Scheduled Work for time-bound tasks.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-10/e4923405-95c1-4303-9cc6-cc9e3cb81086/File.jpeg?tl_px=0,0&br_px=1992,1113&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=991,37)
4. **Enter the title and details.** Provide a clear title and any additional information needed for the action.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/be64cf22-e9a8-4c71-a6b7-2f5b24632f73/stack_animation.webp)
5. **Set dates if applicable.** For scheduled work actions, add start and end dates; refer to specific action guides for other types.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/64800278-c4bf-4df6-8255-2dfa3b1ab507/stack_animation.webp)
6. **Assign the action.** Click **Assign Scheduled Work** (or equivalent) to choose a team member or subcontractor.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/00b6b1b6-41e1-4b30-a5bf-97b709f5471c/stack_animation.webp)
7. **Add participants.** Include others who need updates on the action's progress.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/1ec44af2-b672-4ab0-8e6a-1c29371677c5/stack_animation.webp)
8. **Publish the action.** Click **Publish** to save and notify assignees.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-10/6a26faf4-3c93-45d2-8b33-35cad0374fc5/ascreenshot.jpeg?tl_px=0,0&br_px=1992,1113&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1009,-6)
9. **Review and interact.** The action appears in the actions page and schedule; add comments or files as needed.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-10/2cdaabf0-52a4-4532-aa34-d1226683f012/stack_animation.webp)

## 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.

## Related Articles

- [Edit &amp; Delete Actions](https://docs.builderpal.com/link/edit-delete-actions)
- [Permissions &amp; Participants in Actions](https://docs.builderpal.com/link/permissions-participants-actions)
- [Comment on an Action](https://docs.builderpal.com/link/comment-on-action)
- [Create a Scheduled Work Action](https://docs.builderpal.com/link/create-scheduled-work-action)
- [Actions Page Overview](https://docs.builderpal.com/link/actions-page-overview)

# 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

<iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" id="bkmrk-" referrerpolicy="strict-origin-when-cross-origin" src="https://www.youtube.com/embed/nhNK4oq5jBI?si=JoKwkRQhc2355gj9" title="YouTube video player" width="560"></iframe>

## Prerequisites

- Log in to your BuilderPal account.
- Ensure you are assigned to at least one active project.
- For manual time entries, confirm your role permissions allow it (not restricted to Time Clock only).

## Steps

1. **Access the time tracking page** — Navigate to the **Clock In-Out** section in your menu.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-15/935a284b-2702-4f77-9025-8724480595bd/ascreenshot.jpeg?tl_px=156,15&br_px=1532,784&force_format=jpeg&q=100&width=1120.0)
2. **Select tracking details** — Choose a **Project**, **Cost Code**, and optionally an **Action** to log time against.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/25e09f05-0b19-425f-b618-1299037ee47a/stack_animation.webp)
3. **Start or stop timing** — Click **Clock In** to begin, then **Clock Out** to pause or end the session.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/91c8acef-4351-433a-9790-0adfeffe48b1/stack_animation.webp)
4. **Enter manual time if allowed** — If not limited to clock-only mode, click **Set** to add a manual entry with details.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/e67eb3e9-b684-410d-8173-2e2645936da8/stack_animation.webp)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/2c7959d5-cb50-412b-8a18-b9f44f820ae0/stack_animation.webp)

## 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 &amp; 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.

## Related Articles

- [Use the Kiosk App](https://help.builderpal.com/books/on-the-job/page/use-the-kiosk-app)
- [Filter &amp; Review Time Entries](https://help.builderpal.com/books/on-the-job/page/filter-review-time-entries)
- [Time Report](https://help.builderpal.com/books/on-the-job/page/time-report)
- [Payroll Report](https://help.builderpal.com/books/on-the-job/page/payroll-report)
- [Use Supervisor Approval](https://help.builderpal.com/books/on-the-job/page/use-supervisor-approval)
- [Create Cost Codes &amp; Divisions](https://help.builderpal.com/books/get-setup/page/create-cost-codes-divisions)
- [Role Permissions Explained](https://help.builderpal.com/books/get-setup/page/role-permissions-explained)

# 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

- Have a BuilderPal account with a team member profile set up under a Pro subscription.
- Know your 4-digit security pin (set via your team member profile in the app).
- Access to a device with the Kiosk App enabled for your team.

## 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.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-15/56c43085-df0f-4cbe-9997-7598189eeb3e/ascreenshot.jpeg?tl_px=170,97&br_px=1546,866&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=527,167)
2. **Enter your security pin to log in.** Input your 4-digit security pin, configured in your team member profile, to access the app.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/c1c495f0-d558-42ea-8a98-11b8b2e721c4/stack_animation.webp)
3. **Clock in and select details.** Click **Clock In**, then select the project, cost code, and optionally an action to start tracking your time.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/2bb26079-ba50-46e7-949c-91f170de0215/stack_animation.webp)
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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/d230d046-7bf5-491f-a6c4-061348a97e91/stack_animation.webp)
5. **Change your security pin if needed.** Select **Change Pin**, then enter a new 4-digit pin to secure your profile.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-15/decc3b23-3522-4af1-a7eb-5513df590269/stack_animation.webp)

## 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](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.

## Related Articles

- [Clock In/Out](https://docs.builderpal.com/books/time-tracking/page/clock-inout)
- [Use Supervisor Approval](https://docs.builderpal.com/books/time-tracking/page/use-supervisor-approval)
- [Filter &amp; Review Time Entries](https://docs.builderpal.com/books/time-tracking/page/filter--review-time-entries)
- [Time-tracking &amp; Kiosk App Control Center](https://docs.builderpal.com/books/company-back-office/page/time-tracking--kiosk-app-control-center)
- [Generate Time Report](https://docs.builderpal.com/books/company-back-office/page/generate-time-report)

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

- You must have access to an active project in BuilderPal.
- Prepare your files or photos on your device, Google Drive, or Dropbox beforehand.
- No special permissions required beyond your assigned role.

## 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.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/144acb0e-6096-4d99-9d61-66930364b8c5/stack_animation.webp)
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.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-11/84c4998b-64a0-4425-a9b4-2ec5c5ccdcbb/ascreenshot.jpeg?tl_px=157,158&br_px=1534,928&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=629,445)
3. **Confirm the project selection.** Ensure the correct project is selected to associate the upload properly.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/7c85e8af-9f21-4fea-9e3a-678a564d27ad/stack_animation.webp)
4. **Set sharing options.** Choose if you want to share the file with subcontractors and bid packages for broader access.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/05f00d88-d712-4356-ba19-8422523400f7/stack_animation.webp)
5. **Verify the upload location.** Your document is now accessible in your project documents page.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/1a87482c-2639-46c2-9467-fa2eeba2f521/stack_animation.webp)

## 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 &amp; 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 &amp; 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.)

## Related Articles

- [Creating and Using Folders](https://docs.builderpal.com/books/documents/page/creating-and-using-folders)
- [Default Folders Explained](https://docs.builderpal.com/books/documents/page/default-folders-explained)
- [Upload Types](https://docs.builderpal.com/books/documents/page/upload-types)
- [Rename / Delete Documents](https://docs.builderpal.com/books/documents/page/rename-delete-documents)

# 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

- You must be assigned to an active project in BuilderPal.
- Access the project via https://app.builderpal.com.

## Steps

1. **Access Job Chat** — Navigate to **Job Chat** in your project menu at https://app.builderpal.com.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-12/a18c2caa-0abf-43ff-a693-393f5d099dd1/user_cropped_screenshot.webp?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=66,178)
2. **Choose a chat channel** — Select either the **General** chat for team-wide discussions or message the project owner directly.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-12/c4a2bbca-3241-46bb-803a-20d7783305d2/user_cropped_screenshot.webp?tl_px=303,0&br_px=1680,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=764,27)
3. **Join the conversation** — Project participants must send an initial message to join and start receiving notifications.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-12/e4f9bb89-380f-42fe-8441-32d38b4d5829/stack_animation.webp)
4. **Use project owner chat** — The project owner chat provides a direct communication line to the project owner.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-12/db5473c2-9239-40d8-8a57-0115ed0f469b/stack_animation.webp)
5. **Respond and attach documents** — Reply to messages directly from your inbox and add relevant documents to the chat.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-12/b81923c0-7334-45ef-a90c-36fe3f955a4d/stack_animation.webp)

## 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.

## Related Articles

- Communication Overview
- Messaging in Actions &amp; Bids
- Using Mentions and Tags
- Who Can See My Messages?
- Manage Your Notifications

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

<div bis_size="{"x":182,"y":16,"w":840,"h":0,"abs_x":194,"abs_y":235}" bis_skin_checked="1" id="bkmrk-"></div>## 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](https://docs.builderpal.com/uploads/images/gallery/2026-03/scaled-1680-/screen-shot-2026-03-09-at-11-06-16-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-03/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](https://docs.builderpal.com/uploads/images/gallery/2026-03/scaled-1680-/screen-shot-2026-03-09-at-11-06-25-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-03/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.

## Related Articles

<div bis_size="{"x":182,"y":1090,"w":840,"h":111,"abs_x":194,"abs_y":1309}" bis_skin_checked="1" id="bkmrk-team-roles-and-permi"><div bis_size="{"x":182,"y":1090,"w":840,"h":111,"abs_x":194,"abs_y":1309}" bis_skin_checked="1">- [Team Roles and Permissions](https://docs.builderpal.com/team-roles-and-permissions)
- [How to Set Up a Project in Team Office](https://docs.builderpal.com/how-to-set-up-a-project-in-team-office)
- [Time Tracking in Site Office](https://docs.builderpal.com/time-tracking-in-site-office)
- [Managing Bid Packages](https://docs.builderpal.com/managing-bid-packages)
- [Document Uploads and Approvals](https://docs.builderpal.com/document-uploads-and-approvals)

</div></div>

# How to setup Payroll and run a report

## Summary

This tutorial guides you through configuring payroll settings and generating payroll reports in BuilderPal. Proper payroll setup ensures accurate tracking of team hours, compliance with payment schedules, and efficient financial management, reducing errors and supporting timely compensations for your team.

## How-To Video

<iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" id="bkmrk-" referrerpolicy="strict-origin-when-cross-origin" src="https://www.youtube.com/embed/vPGtapvPbKY?si=1DX7AqvGdp9mPP8z" title="YouTube video player" width="560"></iframe>

## Prerequisites

- An active BuilderPal Pro account with administrative access.
- Relevant team roles such as Admin or Finance Manager.
- Submitted timesheets from team members for the reporting period.

## Steps

1. **Navigate to the Timesheet Settings section in BuilderPal.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/ec1a8a8e-818c-4731-8e9b-7c2ef57f5b0a/stack_animation.webp)
2. **Click Configure Payroll to select your pay period and start date, then click Save to apply the settings.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/9dc8f3b8-7d58-4c5b-8a19-ad449378c047/stack_animation.webp)
3. **Navigate to the Payroll Report page, set the desired time period, and apply any necessary filters.**
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-04/7a0493e0-db6e-439f-b4b5-a6dd7f6536b5/ascreenshot.jpeg?tl_px=0,144&br_px=1376,913&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=604,283)
4. **Click Export Report, select a format, and choose to preview or finalize; if finalizing, check Include past non-finalized entries as needed.**
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-04/e578a020-9b38-4ad8-a072-007a3e646fba/ascreenshot.jpeg?tl_px=219,280&br_px=1595,1050&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,388)
5. **The exported report will download automatically; view finalized reports by clicking Finalized reports or the document icon in the top right.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/5cee90d5-0694-42b3-b551-ed2499fe46d3/stack_animation.webp)

## Confirmation

Exported forms will automatically download. You can also view finalized reports by clicking "finalized reports" or clicking the document icon in the top right corner.

## FAQ

**What happens when I finalize a payroll report?**  
Finalizing marks all included time entries as approved and paid, preventing them from being included in future reports to avoid duplicate payments.

**How can I include unpaid entries from past periods in a new report?**  
Select the option to Include past non-finalized entries before exporting to pull in any outstanding entries from previous pay periods.

**Can I edit payroll settings after initial setup?**  
Yes, return to Timesheet Settings and click Configure Payroll to update the pay period or start date as needed.

**Why might some time entries not appear in the report?**  
Entries may be excluded if they fall outside the selected time period, have already been finalized in a previous report, or don't match applied filters.

**What report formats are available for export?**  
Common formats include CSV, PDF, or Excel; select the one that best suits your payroll processing needs.

## Related Articles

- [How to approve timesheets](https://docs.builderpal.com/books/team-office/page/approve-time)
- [Roles &amp; Permissions Overview](https://docs.builderpal.com/books/getting-started/page/roles-permissions-overview)
- [Setting up team members](https://docs.builderpal.com/books/team-office/page/create-team-members)
- [Generating time reports](https://docs.builderpal.com/books/team-office/page/generate-time-report)

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

# Create Cost Codes & Divisions

## Summary

This tutorial guides you through setting up cost codes and divisions in BuilderPal, essential for organizing financial tracking, budgeting, and time entries in projects. Proper setup ensures accurate cost allocation, reporting, and compliance across your team.

## Prerequisites

- Access to the Company Back Office as an admin or finance role.
- Basic understanding of your company's cost structure.

## Steps

1. **Navigate to the Manage Cost Codes and Divisions page in your team office.**
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-11/f72a129f-b688-424b-9168-ee1946ce6669/ascreenshot.jpeg?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1311,-17)
2. **Click the plus button in the top right corner and select Add Division.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/d59488be-17d2-41fd-beff-e6e52b742a11/stack_animation.webp)
3. **Enter the division code, display name, and description.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/6248e2b6-d147-4adc-8041-7dc86220a9bc/stack_animation.webp)
4. **Click Select a Sector to browse and choose from a pre-loaded list of divisions if needed.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/adacf259-7690-45fd-ac44-b1085ce09ef5/stack_animation.webp)
5. **Click Save to add the division.**
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-11/18c97850-a49c-459b-a2f5-2458acdd51a0/ascreenshot.jpeg?tl_px=303,0&br_px=1680,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=572,257)
6. **Select Add Cost Code from the plus button dropdown in the top right corner.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/2bb7dde0-1e7d-4342-8f74-139965551b7c/stack_animation.webp)
7. **Enter the cost code details, including code, display name, description, time clockable status, unit type, default quantity, default amount, and associated division.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/0e56c272-2ca9-4b6d-8f5c-d35b6ba2c279/stack_animation.webp)
8. **Click Save to add the cost code.**
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-11/30e5d522-26fe-4897-a288-c3b8f057d32e/ascreenshot.jpeg?tl_px=303,0&br_px=1680,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=568,187)
9. **Click Import divisions and cost codes as an alternative setup option.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/f9e92b70-9f77-43a1-a8b3-6940921fdef0/stack_animation.webp)
10. **Choose to import custom cost codes or BuilderPal's default set.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/7697ec47-2825-42b2-8a2a-fd70756afca7/stack_animation.webp)
11. **Click Import to complete the setup.**
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-11/5332d288-7b11-40b0-8eb3-78122dee7425/stack_animation.webp)

## Confirmation

The new divisions and cost codes appear in the list on the Manage Cost Codes and Divisions page, ready for use in time entries, budgets, and reports.

## FAQ

**Q: Can I edit a cost code after saving it?**  
A: Yes, click the edit icon next to the cost code in the list to update details like description or time clockable status.

**Q: What happens if I import BuilderPal's defaults?**  
A: It populates standard divisions and codes based on common construction categories, which you can customize further.

**Q: Why can't I see the import option?**  
A: Ensure you have admin or finance role access; if not visible, check your permissions in team settings.

**Q: Are cost codes required for time tracking?**  
A: Yes, they help categorize hours accurately for reporting and budgeting in projects.

**Q: How do divisions group cost codes?**  
A: Divisions act as categories (e.g., Electrical), organizing related cost codes for easier management and filtering.

## Related Articles

- Manage Taxes &amp; Fees
- Generate Payroll Report
- Time-tracking &amp; Kiosk App Control Center
- Edit Company Profile
- Create Team Members

# Manage Taxes & Fees

## Summary

This tutorial guides you through adding and configuring taxes and fees in BuilderPal, ensuring accurate cost tracking and budgeting for your construction projects without affecting profitability calculations incorrectly.

## Prerequisites

- You must have one of the following roles: **Admin (GC)**, **Admin (SUB)**, **Admin (SHORTCUT)**, **Team Project Manager**, **Team Finance Manager**, or **Team Business Manager**.
- Access to the **Team Office** in BuilderPal at https://app.builderpal.com.

## Steps

1. **Navigate to the Taxes &amp; Fees page** — go to the **Team Office** and select **Taxes &amp; Fees**.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/5ea80c9f-d95d-4ef1-bc6c-00786115fc17/stack_animation.webp)
2. **Add a new tax or fee** — click the **+** button in the top right corner.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/b4a67e0d-4ff6-43f0-8c4a-99fafc4c540f/stack_animation.webp)
3. **Enter the details** — fill in the name, abbreviation, and description for the tax or fee.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/4f87ef20-0bea-4b11-a113-45c7a2836df6/stack_animation.webp)
4. **Configure category and settings** — select the category (**Tax**, **Fee**, or **Other**), unit type (% or dollar amount), and default amount. The status starts as inactive until used in a cost item; archived taxes/fees cannot be used with new cost items.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/07db7327-6653-40a0-948a-11e5da176356/stack_animation.webp)
5. **Set default options** — choose **Exclude from Budget** to hide it as a pass-through cost that doesn’t affect profit, and **On by Default** to apply it automatically to all new cost items.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/bc4447d9-a12c-44bb-8d37-77ddc7a5145f/stack_animation.webp)
6. **Save and verify** — click **Save**, then confirm by creating a new cost item in your project estimate and budget.
    
    ![](https://colony-recorder.s3.amazonaws.com/files/2025-09-28/bd4d5a87-37ff-4d66-adc5-53f1f7612e58/stack_animation.webp)

## Confirmation

You’ll know it worked when the tax or fee appears in your list, changes to active upon use in a cost item, and applies correctly without impacting budgets if excluded.

## FAQ

Q: Why is my tax or fee showing as inactive?  
A: New taxes and fees start inactive and become active only after being used in at least one cost item.

Q: What happens if I archive a tax or fee?  
A: Archived items cannot be applied to new cost items, but they remain on existing ones.

Q: How does "Exclude from Budget" affect my projects?  
A: It treats the tax or fee as a pass-through cost, hiding it from budget calculations to avoid impacting profit margins.

Q: Can I edit a tax or fee after saving?  
A: Yes, return to the Taxes &amp; Fees page and click on the item to edit its details, but changes may not retroactively apply to existing cost items.

Q: What's the purpose of the abbreviation field?  
A: The abbreviation provides a short code for quick reference in estimates, budgets, and reports.

## Related Articles

- Manage Cost Codes
- Create a Budget
- Finance Center Overview
- Edit Project Budget
- Budget Report