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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...

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...

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,...

Summary Team Members don’t create their own accounts in BuilderPal. Instead, their Admin creates the account for them and BuilderPal automatically emails the login credentials (email + temporary password) to the Admin. The Admin then forwards those details to ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...