Advanced Search
Search Results
300 total results found
How Internal Projects Differ From Regular Projects
Summary Internal projects in BuilderPal are private, team-only workspaces for non-client tasks like training or internal operations, while regular projects are designed for client-facing construction jobs with features for subcontractor collaboration and biddi...
Managing and Working Inside an Internal Project
Summary This tutorial covers how to manage and collaborate inside an internal project in BuilderPal, including adding participants, assigning tasks, and using core tools. It's useful for team-only workflows like training or operations, keeping data private fr...
What Is My Workspace?
Summary Your Workspace in BuilderPal is your company's dedicated hub where you manage projects, teams, and settings. It acts as the top-level container for all your construction projects and resources. Workspaces keep your company's data organized and secure,...
What Is My Workspace?
Summary Your Workspace in BuilderPal is your company's dedicated hub where you manage projects, teams, and settings. It acts as the top-level container for all your construction projects and resources. How It Helps Workspaces keep your company's data organized...
Roles & Permissions Overview
Summary Every person on your team has a role, and that role determines what they can see and do inside BuilderPal. This article gives you a clear overview of the six main roles, how permissions work, and what to expect when different people open the same proje...
How Actions Flow Between GCs and Subs
Summary BuilderPal uses a directional flow model to handle work between general contractors and subcontractors. Actions flow downstream when work is assigned and flow upstream when updates, responses, and completion move back to the GC—without transferring own...
Sharing & Visibility Rules
Summary Sharing & Visibility Rules define who can see what inside BuilderPal—across projects, documents, tasks, and communication. BuilderPal keeps each team’s internal work private while surfacing only the information required for collaboration between Genera...
Subcontractor Project Permissions & Visibility
TEST: How to Edit Articles on docs.builderpal.com
How to Edit Articles on docs.builderpal.com Summary This tutorial covers how to edit existing articles and pages in the BuilderPal documentation site at docs.builderpal.com. Admins and authorized team members can update titles, summaries, steps, images, and ot...
Punch Lists
Summary This tutorial covers how to create and manage punch lists in BuilderPal to track and resolve final project issues, ensuring smooth project closeout and efficient team collaboration. Prerequisites Role: Team Project Manager, Team Member, or Team Superv...
Scheduled Work Overview
Summary Scheduled Work in BuilderPal allows you to plan, assign, and track specific tasks within your construction projects, ensuring timelines are met and resources are allocated efficiently. How It Helps Scheduled Work streamlines project management by pr...
How to Create a Purchase Order
Summary This tutorial covers how to create and manage purchase orders in BuilderPal to procure materials, equipment, and services from vendors, integrating with budgets for efficient project financials. Prerequisites Role or permission needed An active p...
How to Create a Change Order
Summary This tutorial covers how to create and manage change orders in BuilderPal to document scope, cost, or schedule changes, ensuring project alignment, budget updates, and stakeholder approvals. Prerequisites Role or permission needed An active proje...