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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 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 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 Su...

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...

Summary Before continuing, we recommend reviewing the Create a Bid Package (Basics) article, since attaching documents is a natural step inside that workflow. You may also want to review the general uploading guide: Upload Files & Photos. Attaching the right d...

Summary Invite subcontractors to submit bids on your project’s bid packages directly in BuilderPal. This is the primary way to collect competitive proposals, control visibility, and start bid conversations. How-To Video Prerequisites An active project in Bui...

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...