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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...

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...

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 ...

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...

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...

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...

Summary This tutorial covers how to add team members to a project by opening the participants window, searching for users, and saving changes. It helps ensure the right people have access for collaboration and task assignment. Prerequisites ● Role or permis...

Summary This tutorial covers the basics of finding, filtering, and switching between projects in BuilderPal. It helps you quickly access the right project dashboard and organize your list using filters for efficient management. Prerequisites ● Role or permi...

Summary This tutorial explains how to use filters to sort and group your projects by status, tags, or date in BuilderPal. It helps you quickly find and organize relevant projects for efficient workflow management. Prerequisites Role or permission needed: Any ...

This article explains the key features of the Project Dashboard in BuilderPal and how to use them for effective project oversight. Summary The Project Dashboard groups navigation, monitoring, and management tools in one place, helping teams stay informed and t...

Summary Internal projects in BuilderPal are private workspaces for your team’s internal use, such as company operations, training, or non-client jobs. They allow secure collaboration without external sharing. Prerequisites Role or permission needed: Admin (GC...

Summary This reference covers the fields and options available in the Project Settings modal of BuilderPal, allowing users to edit core project information like name, manager, description, and color. Key Details ● Definition/description: Project Settings is...

Summary Scheduled Work in BuilderPal allows you to plan, assign, and track specific tasks within your construction projects, ensuring timelines are met and resources are allocated efficiently. How It Helps Scheduled Work streamlines project management by pr...

Summary This tutorial covers how to create and manage Requests for Information (RFIs) in BuilderPal to seek clarifications on project details, ensuring timely resolutions and maintaining project documentation. Prerequisites Role or permission needed An a...

Create a Bill Summary This tutorial covers how to create and manage bills in BuilderPal to record vendor invoices, match them to purchase orders, and integrate with project financials for accurate accounting and payments. Prerequisites Role or permission...

Summary This tutorial covers how to create and manage punch lists in BuilderPal to track and resolve final project issues, ensuring smooth project closeout and efficient team collaboration. Prerequisites Role: Team Project Manager, Team Member, or Team Superv...

Summary This tutorial covers how to upload files and photos directly into your BuilderPal projects from various sources, helping you keep all job-related documents centralized. Effective uploading ensures quick access for your team, streamlines collaboration, ...