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70 total results found

Setup Kiosk App

Team Office Timesheet Settings

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. ...

Admin GC
Admin SUB
Team Supervisor

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

Clock-in Location

Time Tracking Advanced Time Controls

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...

Admin GC
Admin SUB
Team Project Manager
Team Supervisor

Overtime Tracking

Time Tracking Advanced Time Controls

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 ...

Admin GC
Admin SUB
Team Supervisor
Team Project Manager

Time Approval

Time Tracking Advanced Time Controls

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...

Admin GC
Admin SUB
Team Supervisor
Team Project Manager

Require Clock In/Out

Time Tracking Advanced Time Controls

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...

Admin GC
Team Project Manager
Admin SUB
Team Supervisor

How to Navigate the Mobile App in BuilderPal

Mobile & App Basics

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...

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

Bid on a Job

Bidding as a Subcontractor

Summary This tutorial guides you through finding available jobs, requesting to bid, and submitting a quote in BuilderPal. Bidding connects subcontractors with general contractors, helping you secure work efficiently while ensuring accurate estimates and clear ...

Admin SUB
Team Business Manager

Instant Job Matching (Pro)

Job Connector Basics

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...

Admin SUB
Admin GC
Team Business Manager
Team Project Manager

Sharing & Visibility Rules

Project Setup & Basics Manage Your Projects

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...

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

How to setup Payroll and run a report

Team Office Reporting

Summary This tutorial guides you through configuring payroll settings and generating payroll reports in BuilderPal. Proper payroll setup ensures accurate tracking of team hours, compliance with payment schedules, and efficient financial management, reducing er...

Admin GC
Admin SUB
Team Finance Manager

Roles & Permissions Overview

Getting Started

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...

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

Permissions & Participants in Actions

Actions Working With Actions

Summary This article explains how Action visibility and permissions work in BuilderPal—who can see an Action, who can interact with it, and how roles affect editing, assigning, and deleting. Prerequisites You understand your team role (Admin, Project Manager,...

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

Requirements Before Bidding

Bidding as a Subcontractor

Summary Additional requirements are conditions set on a bid package that help subcontractors understand what the general contractor expects before submitting a bid. They clarify expectations early so both sides can avoid wasted time and misaligned bids. Why It...

Admin SUB

Navigate the Global & Project Menus

Getting Started

Summary The Global and Project Menus in BuilderPal provide quick access to key features and tools. The Global Menu handles account-wide navigation, while the Project Menu focuses on project-specific actions, helping users switch contexts efficiently. How It He...

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

Edit Personal Profile

Getting Started

Summary This tutorial guides you through updating your personal profile in BuilderPal, including your contact details, password, and profile picture. Keeping your profile current ensures smooth communication and accurate team interactions on projects. Prerequi...

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

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