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Login as Team Member
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 ...
Navigate the Global & Project Menus
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...
Edit Personal Profile
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...
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...
Mobile vs Web: What’s the Difference?
Summary BuilderPal works on both mobile and web, and both versions contain the same features, projects, and data. The difference is how you navigate. Mobile is optimized for fast, field-ready workflows; desktop is optimized for office work, reviewing informati...
Communication with Actions
Summary In BuilderPal, communication is built directly into Actions. Messages, files, and updates live inside the Action itself, keeping conversations tied to the work they relate to. Why It Matters The problem Actions solve Project conversations get split ac...
Edit, Update, Archive, or Delete an Action
Summary This tutorial shows how to edit an Action, update its status, archive it, or permanently delete it in BuilderPal. These tools let you make changes after an Action has been created, while keeping work and communication accurate. Prerequisites You have ...
What are Actions?
Summary Actions are BuilderPal’s way of turning real construction work into trackable, accountable items. They capture what needs to happen, who owns it, and the conversation and documents around it—all in one place. Why It Matters The problem Actions solve W...
How Actions Flow Between GCs and Subs
Summary BuilderPal uses a directional flow model to handle work between general contractors and subcontractors. Actions flow downstream when work is assigned and flow upstream when updates, responses, and completion move back to the GC—without transferring own...
View Actions
Summary This article explains where to find Actions in BuilderPal and how to open them. Actions can be viewed from your Inbox, To Do list, project Actions, or the Schedule, depending on how you prefer to work. Prerequisites Access to at least one BuilderPal p...
Organize Your Projects
Summary This tutorial shows how to organize your projects by updating location types, editing project status, and using filters to sort and group them. It helps keep your project list clean, searchable, and easy to manage as your workload grows. Prerequisite...