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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 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...

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...

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 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 ...

Summary Office Permissions and Access in BuilderPal control what users can see and do within specific offices or across the company, ensuring secure, role-based collaboration while preventing unauthorized data access. This feature helps multi-office contracto...

Summary BuilderPal's Project Updates & Progress Tracking feature provides a centralized way to log, monitor, and report on construction project advancements, ensuring all stakeholders stay informed about status, milestones, and potential issues in real-time. ...

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...

Summary This tutorial guides you through the process of creating your first project in BuilderPal, allowing you to organize work, assign team members, and set visibility options for collaboration. How-To Video Prerequisites An active BuilderPal account with ...

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...

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...

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 ...

Summary This tutorial covers how to create and release a bid package in BuilderPal, allowing you to invite subcontractors to bid on specific trades for your project. Bid packages streamline subcontractor hiring by organizing requirements, trades, and invitatio...

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...

Summary This tutorial guides you through enabling and setting up the BuilderPal Kiosk App for shared device clock-ins at project sites. It streamlines timesheet tracking, ensures accurate hour logging for your crew, and boosts operational efficiency for admins...

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 Prerequisite...

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 Prerequisites BuilderPal Pro subscr...

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...

Summary Requirements let you define the qualifications, documents, or standards subcontractors must meet (or claim to meet) before bidding on your bid packages. They appear to subcontractors during the “Request to Bid” process so they can self-certify what the...

Summary The Trades & Cost Breakdown section lets you define which trades are included in your bid package and the exact cost items subcontractors will price. This creates a clear, consistent structure so all incoming bids use the same line items, making compar...