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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...
Team Office and Site Office: What’s the Difference?
Summary BuilderPal offers two primary workspaces: Team Office for administrative and management tasks, and Site Office for on-site operations. This article explains the key differences to help you choose the right one for your role and tasks. How It Helps ...
Editing Offline
Summary This tutorial explains how to edit projects offline using BuilderPal's local cache and sync changes when back online. It's useful for job sites with poor internet. Prerequisites ● Role or permission needed: Any team member ● Any setup required: Hav...
Create Team Members
Summary This tutorial guides you through adding new team members to your BuilderPal account, either individually or by importing multiple at once. Adding team members is essential for collaborating on projects, assigning roles, and managing permissions effecti...
Create & Assign Actions
Summary This tutorial guides you through creating and assigning actions in BuilderPal, such as scheduled work or other task types. Actions help organize tasks, assign responsibilities, and keep projects on track by notifying team members and integrating with s...
Clock In/Out
Summary This tutorial guides you through clocking in and out in BuilderPal to track work hours accurately. Proper time tracking ensures precise payroll, project costing, and compliance, helping teams monitor productivity and manage budgets effectively. How-To ...
How to setup Payroll and run a report
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...