Search Results

Summary This tutorial covers the process of exporting employee data from Sage 50 Desktop to a CSV file for integration with BuilderPal or other payroll and timesheet systems. This is useful for construction teams to sync employee details, time entries, and pay...

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 ...

Summary This tutorial guides you through adding and configuring taxes and fees in BuilderPal, ensuring accurate cost tracking and budgeting for your construction projects without affecting profitability calculations incorrectly. Prerequisites You must have on...

Summary This tutorial covers how to set up the BuilderPal Kiosk App, enabling your crew to clock in and out from a shared device on the jobsite. It simplifies time tracking for teams, reducing the need for individual logins and ensuring accurate payroll data. ...

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...

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...

Summary This tutorial covers how to enable and manage GPS verification for clock-ins in BuilderPal Pro, ensuring time is logged accurately at job sites. It helps prevent off-site entries and provides confidence in time tracking data. How-To Video Clock-In Loca...

Summary Overtime tracking allows team members to label overtime hours directly during time entry, ensuring accurate payroll and reports without manual calculations. This feature is available in BuilderPal Pro. How-To Video Overtime in BuilderPal ProThis video ...

Summary This tutorial guides you through enabling and using the Time Approval feature in BuilderPal Pro, adding a review step to verify time entries before they are finalized for payroll. This ensures accuracy, catches errors, and prevents issues in reports or...

Summary This tutorial guides you through enabling the Require Clock In/Out feature in BuilderPal Pro, ensuring team members use live clock-ins and clock-outs for accurate time tracking. It matters because it minimizes errors from manual entries, improves payro...

Summary This guide walks you through the main areas of the BuilderPal mobile app so you know where everything is and how to move around quickly. Prerequisites Role: Any role (navigation is universal) Device: iOS or Android mobile device Access: Must be logged...

Summary Instant Job Matching automatically surfaces relevant job opportunities based on your trade and location, so you don’t have to manually search for work. What This Feature Does Instant Job Matching is a BuilderPal Pro feature that helps subcontractors ge...

Summary In BuilderPal, awarding a bid officially assigns one or more trades to a subcontractor and moves the project forward. There is no formal “Decline” button — this is intentional. Bids are declined implicitly by awarding a bidder or by letting un-awarded ...

Summary In BuilderPal, a Subcontractor represents a dedicated workspace for a specific trade or scope of work — for example, Plumbing, Electrical, or Concrete. You can create a subcontractor before you’ve hired anyone, allowing you to: • Plan their scope • Ass...

Summary In BuilderPal, subcontractors are directly tied to each project. Each one acts as a trade-specific workspace that connects planning, communication, documents, and bidding — all inside a single job. This is what lets you break a complex build into clean...

Summary Before continuing, we recommend reviewing the Create a Bid Package (Basics) article, since attaching documents is a natural step inside that workflow. You may also want to review the general uploading guide: Upload Files & Photos. Attaching the right d...

Summary Requirements let you define the qualifications, documents, or standards subcontractors must meet (or claim to meet) before bidding on your bid packages. They appear to subcontractors during the “Request to Bid” process so they can self-certify what the...

Summary The Trades & Cost Breakdown section lets you define which trades are included in your bid package and the exact cost items subcontractors will price. This creates a clear, consistent structure so all incoming bids use the same line items, making compar...

Summary Invite subcontractors to submit bids on your project’s bid packages directly in BuilderPal. This is the primary way to collect competitive proposals, control visibility, and start bid conversations. How-To Video Prerequisites An active project i...

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...