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60 total results found

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 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

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

Edit Project Details

Project Setup & Basics Manage Your Projects

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...

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

Find Projects (Search & Filters)

Project Setup & Basics Navigate & Organize Your Projects

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 ...

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

What Are Internal Projects?

Project Setup & Basics 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...

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

Project Settings Reference

Project Setup & Basics Manage Your Projects

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...

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

Project Lifecycle Overview

Project Setup & Basics Getting Started

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...

Admin GC
Admin SUB
Team Business Manager
Team Finance Manager

How to Create a Change Order

Project FAQs

Summary This tutorial covers how to create and manage change orders in BuilderPal to document scope, cost, or schedule changes, ensuring project alignment, budget updates, and stakeholder approvals. Prerequisites Role or permission needed An active proje...

Team Project Manager
Team Finance Manager
Team Business Manager

Upload Files & Photos

Documents

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, ...

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