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70 total results found

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

Filtering & Searching Jobs

Job Connector Basics

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 ...

Team Business Manager
Admin SUB
Team Project Manager

Create Your First Project

Project Setup & Basics Getting Started

Summary This tutorial guides you through the process of creating your first project in BuilderPal, allowing you to organize work, assign team members, and set visibility options for collaboration. How-To Video Prerequisites An active BuilderPal account ...

Admin GC
Admin SUB
Team Project Manager

Communication with Actions

Actions Working 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...

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

Edit, Update, Archive, or Delete an Action

Actions Working With Actions

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 ...

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

What are Actions?

Actions Working With 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...

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

How Actions Flow Between GCs and Subs

Actions Working With Actions

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...

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

View Actions

Actions Working With 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...

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

Organize Your Projects

Project Setup & Basics Navigate & 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...

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

Manage Project Participants

Project Setup & Basics Manage Your Projects

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...

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

Navigate Your Projects

Project Setup & Basics Navigate & Organize Your Projects

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...

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