Team Office
Team Office Overview
Timesheet Settings
Reporting
How to setup Payroll and run a report
Summary This tutorial guides you through configuring payroll settings and generating payroll repo...
Approve Time
Summary This tutorial guides you through approving time entries in BuilderPal's Team Office. Accu...
Generate Time Report
Summary This tutorial guides you through generating a time report in BuilderPal, including access...
Export Employee Data from QuickBooks Desktop for Import into BuilderPal
Summary This tutorial guides you through exporting employee data from QuickBooks Desktop as an II...
Export Employee Data from Sage 50 Desktop
Summary This tutorial covers the process of exporting employee data from Sage 50 Desktop to a CSV...
Team Settings
Create Team Members
Summary This tutorial guides you through adding new team members to your BuilderPal account, eith...
Deleting a Team Member
Summary As a team admin in BuilderPal, you can easily remove individual team members from your t...
Create Cost Codes & Divisions
Summary This tutorial guides you through setting up cost codes and divisions in BuilderPal, essen...
Team Member Import: Quick Guide (CSV, Excel, QuickBooks IIF)
What this does Quickly add multiple team members from a file. Works with CSV/TSV/TAB, Excel, and...
Contact Import Modal: Quick Guide (CSV, TSV, Excel)
Contact Import Modal: Quick Guide (CSV, TSV, Excel) What this does Quickly add many contacts fro...
Create Groups
Summary This tutorial guides you through creating a group in BuilderPal to organize your team mem...
Edit Team Profile
Summary This tutorial guides you through editing your team profile in BuilderPal, including updat...
Invite Contacts
Summary This tutorial covers how to invite new contacts to connect with your team in BuilderPal, ...
Manage Taxes & Fees
Summary This tutorial guides you through adding and configuring taxes and fees in BuilderPal, ens...