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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...

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...

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...

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 ...

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...

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...

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...

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, ...