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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

Bidding FAQs

Payments & Billing FAQs

Notifications FAQs

AI FAQs

Troubleshooting FAQs

Manage Your Projects

Project Setup & Basics

Everything you need to control what happens inside a project — update details, manage participants, adjust settings, and understand project roles.

Navigate & Organize Your Projects

Project Setup & Basics

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

Project Setup & Basics

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

Project Setup & Basics

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

Time Tracking Clocking In & Out

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...

Admin GC
Team Project Manager
Team Supervisor

Team Member Import: Quick Guide (CSV, Excel, QuickBooks IIF)

Team Office Team Settings

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

Team Office Reporting

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Supervisor

Contact Import Modal: Quick Guide (CSV, TSV, Excel)

Team Office Team Settings

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

Getting Started

BuilderPal Free: Why It’s More Than a “Starter Plan”

Plans & Pricing BuilderPal Plans

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 ...

Admin GC
Admin SUB

BuilderPal Pro: Unlocking Advanced Features

Plans & Pricing BuilderPal Plans

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 ...

Admin GC
Admin SUB
Team Finance Manager
Team Business Manager
Team Project Manager
Team Supervisor

Plan Comparison

Plans & Pricing BuilderPal Plans

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Business Manager

How to Subscribe or Upgrade

Plans & Pricing Managing Your Subscription

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Business Manager

Payment Methods & Invoices

Plans & Pricing Managing Your Subscription

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...

Admin GC
Admin SUB

Refunds & Guarantees

Plans & Pricing Managing Your Subscription

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...

Admin GC
Admin SUB
Team Business Manager
Team Finance Manager

Using the BuilderPal AI Chat

Support

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...

Admin GC
Admin SUB
Team Finance Manager
Team Business Manager
Team Project Manager
Team Supervisor
Team Member

Live Support

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...

Admin GC
Admin SUB
Team Business Manager
Team Project Manager
Team Finance Manager
Team Supervisor
Team Member

Escalating an Issue

Support

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Business Manager
Team Supervisor
Team Member

Privacy & Security Overview

Privacy & Security

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...

Admin GC
Team Business Manager
Team Project Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Password & Login Security

Privacy & 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...

Admin GC
Team Business Manager
Team Project Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Data Privacy & Visibility

Privacy & Security

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...

Team Supervisor
Team Member
Admin GC
Team Project Manager
Team Business Manager
Admin SUB
Team Finance Manager

Exporting or Requesting Your Data

Privacy & Security

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 ...

Admin GC
Team Business Manager
Team Project Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Reporting Security Issues

Privacy & Security

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...

Admin GC
Team Business Manager
Team Project Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Download the Mobile App

Mobile & App Basics

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...

Admin GC
Team Project Manager
Admin SUB
Team Business Manager
Team Finance Manager
Team Supervisor
Team Member