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51 total results found

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 ...

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

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

How to Use the Project Schedule in BuilderPal

Scheduling & Calendars Calendars & Views

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...

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

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 spl...

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

Team Office and Site Office: What’s the Difference?

Office Overview

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 ...

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

Editing Offline

Scheduling & Calendars Tools & Customization

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...

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

Create Team Members

Team Office Team Settings

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...

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

Create & Assign Actions

Actions Working With 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...

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

Clock In/Out

Time Tracking Clocking 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 ...

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

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