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What is Job Connector?
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...
Filtering & Searching Jobs
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 ...
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...
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...
Manage Project Participants
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...
Navigate 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...
Edit Project Details
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...
Find Projects (Search & Filters)
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 ...
Learn The Project Dashboard
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...
What Are Internal Projects?
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...
Project Settings Reference
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...
Project Lifecycle Overview
Summary The project lifecycle in BuilderPal represents the stages of a construction project from initiation to closeout, integrated with dashboard tools for monitoring and management. This overview explains how BuilderPal supports each phase to streamline wor...
Upload Files & Photos
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, ...
Payment Methods & Invoices
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, Tea...
Scheduled Work Overview
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 In BuilderPal, Scheduled Work is an action type that i...
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 ...
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...
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 ...
How to Use the Project Schedule in BuilderPal
Summary This tutorial covers how to access and utilize the Project Schedule in BuilderPal, including viewing tasks in calendar or Gantt format, filtering by phase, and printing/exporting. It helps team members monitor deadlines and plan work within a specific...
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 spl...