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Subcontractor Guide
Team Business Manager Guide
Team Finance Manager Guide
Team Member Guide
Team Project Manager Guide
Team Supervisor Guide
Office Overview
General FAQs
Account & Access FAQs
Project FAQs
Timesheets FAQs
Invites & Team Management FAQs
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Manage Your Projects
Everything you need to control what happens inside a project — update details, manage participants, adjust settings, and understand project roles.
Navigate & Organize Your Projects
Find and organize your projects from the main project list — learn how to sort, search, clean up old jobs, and move quickly between the work you manage.
Internal Projects
Learn how Internal Projects work in BuilderPal — when to use them, how they differ from full construction projects, and how your team can track internal work, documents, and actions in a simplified workspace.
My Workspace
Discover how the My Tasks Workspace helps you manage your personal actions across all projects — a focused, lightweight dashboard designed just for your own tasks, notifications, and documents.
Setup the Kiosk App
Summary This tutorial guides you through enabling and setting up the BuilderPal Kiosk App for shared device clock-ins at project sites. It streamlines timesheet tracking, ensures accurate hour logging for your crew, and boosts operational efficiency for admins...
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 QuickBooks IIF employee exports. Uses headers‑only AI mapping: only your column names are analyzed to auto‑map fields. Your actual names, emails, and phone number...
Approve Time
Summary This tutorial guides you through approving time entries in BuilderPal's Team Office. Accurate time approval ensures proper payroll processing, project cost tracking, and compliance with labor regulations. Prerequisites A BuilderPal account with one of...
Contact Import Modal: Quick Guide (CSV, TSV, Excel)
Contact Import Modal: Quick Guide (CSV, TSV, Excel) What this does Quickly add many contacts from a file into BuilderPal. Uses headers‑only AI mapping: only your column names are analyzed to auto‑map fields. Your actual contact data stays local by default. Th...
Terminology Glossary
BuilderPal Free: Why It’s More Than a “Starter Plan”
Summary BuilderPal Free isn’t a trial and it isn’t a lightweight version of the platform. It’s a full, capable plan built for real contractors running real jobs — with Unlimited Users, Unlimited Projects, and all the essential tools you need to keep your team ...
BuilderPal Pro: Unlocking Advanced Features
Summary BuilderPal Pro is built for teams who want to take their operations to the next level. While BuilderPal Free includes all the essentials for day-to-day projects, the Pro plan unlocks powerful team and administrative tools that improve accuracy, reduce ...
Plan Comparison
Summary BuilderPal offers two straightforward plans: BuilderPal Free and BuilderPal Pro. Both give you full access to the core platform, but they’re built for different business sizes and needs. This comparison helps you pick the right plan for your team today...
How to Subscribe or Upgrade
Summary BuilderPal offers flexible subscription options so your team can unlock advanced features when you’re ready. You can upgrade to the BuilderPal Pro plan from several places inside the app — during sign-up, from Team Office, or whenever you attempt to us...
Payment Methods & Invoices
Summary: This article explains how to add, manage, and update payment methods for your BuilderPal Pro subscription, and where to find your invoices and billing history. Prerequisites You’ll need one of the following roles on your team: Team Administrator Team...
Refunds & Guarantees
Summary How refunds work for BuilderPal Pro subscriptions, including what’s covered, what isn’t, and how to request one. Common Issues & Fixes 1. I paid for Pro but I don’t see Pro features Cause Your subscription may not have synced yet, or it may have been p...
Using the BuilderPal AI Chat
Summary The BuilderPal AI Chat is the fastest way to get help inside the app. Whether you’re learning a feature, troubleshooting an issue, or searching for the right article, the AI delivers instant, accurate answers 24/7 — with live agents ready to jump in wh...
Live Support
Summary BuilderPal offers live support when you need help beyond what the AI Chat or Help Center can provide. Our team is available to assist with account issues, billing, technical problems, and anything that requires a human to look directly at your situatio...
Escalating an Issue
Summary Most questions can be handled directly in the BuilderPal AI Chat or by a live support agent. However, some issues require deeper technical review or engineering involvement. Escalating an issue ensures these problems are prioritized and resolved quickl...
Privacy & Security Overview
Summary We know your business runs on trust — trust with your team, trust with your subs, and trust with the tools you use every day. BuilderPal is designed to protect that trust by keeping your data secure, private, and always in your control. This article gi...
Password & Login Security
Summary Keeping your account secure is one of the most important parts of using BuilderPal. This article covers how login works, what you’re responsible for, and what to do if something ever goes wrong. Key Details Every BuilderPal user has a private User Prof...
Data Privacy & Visibility
Summary BuilderPal gives you full control over who can see your information, your team’s information, and the content you share inside the app. This article explains how data visibility works, what stays private, and what becomes public based on the actions yo...
Exporting or Requesting Your Data
Summary You always have the right to access, export, or request deletion of your information in BuilderPal. Whether you need a copy of your team data, project details, or billing information, this article explains how that process works. Common Issues & Fixes ...
Reporting Security Issues
Summary We take security seriously. If something in your account doesn’t look right, or if you think you’ve found a vulnerability, we want to know right away. This article explains how to report issues and what you can expect after contacting us. Common Issues...
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...