Search Results

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 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 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 This tutorial guides you through enabling the Require Clock In/Out feature in BuilderPal Pro, ensuring team members use live clock-ins and clock-outs for accurate time tracking. It matters because it minimizes errors from manual entries, improves payro...

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 needed An act...