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Summary This tutorial shows you how to change the color tag of any project so you can quickly identify and organize projects by color in your Projects list. Prerequisites Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Mana...

Summary This tutorial shows you how to customize the Schedule, Projects list, and dashboard views in BuilderPal using filters, toggles, date ranges, and display options so you see exactly the information you need. Prerequisites Role or permission needed: Any...

Summary This tutorial shows how to export your project schedule from BuilderPal: As an Excel file (.xlsx) for reporting, editing, or sharing How-To Video {{VIDEO_MODULE}} Prerequisites Role or permission needed: Any team member with access to the project Se...

Summary BuilderPal allows you to continue working offline—creating tasks, logging time, adding notes, and editing documents—and automatically syncs everything once you regain an internet connection. Prerequisites Role or permission needed: Any team member An...

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...

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...

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 ...

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...

Summary This article explains how Action visibility and permissions work in BuilderPal—who can see an Action, who can interact with it, and how roles affect editing, assigning, and deleting. Prerequisites You understand your team role (Admin, Project Manager,...

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...

Summary This tutorial covers how to enable and manage GPS verification for clock-ins in BuilderPal Pro, ensuring time is logged accurately at job sites. It helps prevent off-site entries and provides confidence in time tracking data. How-To Video Clock-In Loca...

Summary Overtime tracking allows team members to label overtime hours directly during time entry, ensuring accurate payroll and reports without manual calculations. This feature is available in BuilderPal Pro. How-To Video Overtime in BuilderPal ProThis video ...

Summary Enable Time Locking in BuilderPal Pro to prevent edits to time entries after a specified cutoff period, ensuring payroll accuracy and protecting reports from last-minute changes. How-To Video Time Lock in BuilderPal ProThis video shows how Time Lock pr...

Summary This tutorial guides you through enabling and using the Time Approval feature in BuilderPal Pro, adding a review step to verify time entries before they are finalized for payroll. This ensures accuracy, catches errors, and prevents issues in reports or...