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80 total results found

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

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

Escalating an Issue

Support

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...

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

Account Cancellations

Support

Summary If you need to cancel your BuilderPal account or request the deletion of all associated data, our support team is here to help you through the process. Account cancellations and data deletion must be handled manually to ensure accuracy and security. Co...

Admin GC
Admin SUB

Privacy & Security Overview

Privacy & Security

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...

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

Password & Login Security

Privacy & 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...

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

Data Privacy & Visibility

Privacy & Security

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...

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

Exporting or Requesting Your Data

Privacy & Security

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 ...

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

Reporting Security Issues

Privacy & Security

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...

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

Download the Mobile App

Mobile & App Basics

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...

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

Mobile vs Web: What’s the Difference?

Mobile & App Basics

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...

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

What is Job Connector?

Job Connector Basics

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...

Admin GC
Admin SUB
Team Business Manager
Team Project Manager

Create a Bid Package (Basics)

Hire Trades & Manage Bids Bid Package Creation

Summary This tutorial covers how to create and release a bid package in BuilderPal, allowing you to invite subcontractors to bid on specific trades for your project. Bid packages streamline subcontractor hiring by organizing requirements, trades, and invitatio...

Admin GC
Team Project Manager
Team Business Manager