Search Results

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 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 Job Connector helps subcontractors discover, request, and receive job opportunities directly inside BuilderPal. It’s your entry point into finding work — whether you’re browsing open jobs in your area or responding to invitations from general contracto...

Summary Filtering and searching jobs lets subcontractors narrow down available work in the Job Connector based on location and trade, so you’re only seeing jobs that are relevant to your crew. What This Is The job search feature helps subcontractors find open ...

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 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...

Summary This article explains how submitted bids behave in BuilderPal, including how subcontractors can update bids, what happens after a bid is awarded (and potentially un-awarded), and how long bidding remains open. What Are Submitted Bids? A submitted bid i...

Summary This article explains how messaging and document exchange works within a bid on BuilderPal. Whether you’re preparing your quote, negotiating terms, or finalizing details after being awarded, all bid-related communication is handled inside the Bid Conve...

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 Update your project settings, including status, assigned manager, address, and adding actions or documents to a project. This guide will show you how to customize project configurations and attach files as the job progresses. Prerequisites Role or...

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 article explains how project access works in BuilderPal—who can see which projects, how team boundaries affect visibility, and how General Contractors and Subcontractors collaborate without ever sharing full project workspaces. Understanding these...

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 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 guide walks you through the three calendar views in BuilderPal—Personal, Project, and Master Schedule—and shows you how to quickly start using them to stay on top of deadlines and tasks. Prerequisites Role or permission needed: Any team member An...

Summary Scheduled Work Actions are the planned tasks and milestones you create in BuilderPal with specific due dates. The Schedules view (Personal, Project, and Master) displays all of these in a calendar format so you can see what’s due and when across your w...

Summary The Master Schedule (also called the Global Calendar) in BuilderPal displays every task, deadline, and scheduled item across all projects you have access to in one company-wide calendar view. It gives managers and admins a complete overview of workload...

Summary Your Personal Calendar (My Schedule / To-Do List) in BuilderPal shows every task, action, and deadline assigned to you across all projects in one private view. Prerequisites Role or permission needed: Any team member (always available) Setup required:...