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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.

How-To Video

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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 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.

  • Manage Contacts
  • Create Team Members
  • Invite Bidders
  • Edit Team Profile
  • Manage Connections
  • Create Groups

Metadata

Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Finance Manager, Team Business Manager
Feature Area: Team & Company Settings
Article Type: Workflow / Tutorial

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