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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 ...

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...

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 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...

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 Scheduled Work streamlines project management by pr...

Summary This tutorial covers how to create and manage Requests for Information (RFIs) in BuilderPal to seek clarifications on project details, ensuring timely resolutions and maintaining project documentation. Prerequisites Role or permission needed An a...

Create a Bill Summary This tutorial covers how to create and manage bills in BuilderPal to record vendor invoices, match them to purchase orders, and integrate with project financials for accurate accounting and payments. Prerequisites Role or permission...

Summary This tutorial covers how to create and manage punch lists in BuilderPal to track and resolve final project issues, ensuring smooth project closeout and efficient team collaboration. Prerequisites Role: Team Project Manager, Team Member, or Team Superv...

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, ...