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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 Learn how to organize and upload files in BuilderPal using folders. This keeps all your project documents (blueprints, contracts, photos, etc.) neatly structured and easy to find. Prerequisites An active BuilderPal account At least one existing projec...

Summary This tutorial covers the default folders in the Documents section of your project and guides you through uploading files to share with subcontractors or bid packages. Understanding these folders ensures efficient organization and secure sharing of proj...

Summary This tutorial covers the different methods to upload files and links to your BuilderPal project's Documents section, including local files, Google Drive, Dropbox, and external links. Mastering these upload types helps you efficiently organize and share...

Summary Rename and delete files to keep your documents organized in BuilderPal. Prerequisites Have an active BuilderPal account. Be logged in at https://app.builderpal.com. Have a project with at least one document uploaded. Rename Documents Navigate to "D...

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 i...

Summary Award Contact lets you skip the full bidding process and immediately assign a subcontractor to a contact you already know and trust. Use this when you have a preferred contact, don’t need competing quotes, and want them on the job right away. The subco...

Summary Bid conversations are the dedicated message threads between you (GC) and each subcontractor during the bidding phase. They keep all bid-related communication tied to the specific bid package and trade(s) — preventing scattered emails, texts, or externa...

Summary Bid levelling lets you compare subcontractor quotes against your own internal numbers — line item by line item — so you can evaluate pricing before awarding. This is the single place where you see your project estimate, your bid package estimate, and e...

Summary In BuilderPal, awarding a bid officially assigns one or more trades to a subcontractor and moves the project forward. There is no formal “Decline” button — this is intentional. Bids are declined implicitly by awarding a bidder or by letting un-awarded ...

Summary In BuilderPal, a Subcontractor represents a dedicated workspace for a specific trade or scope of work — for example, Plumbing, Electrical, or Concrete. You can create a subcontractor before you’ve hired anyone, allowing you to: • Plan their scope • Ass...

Summary In BuilderPal, subcontractors are directly tied to each project. Each one acts as a trade-specific workspace that connects planning, communication, documents, and bidding — all inside a single job. This is what lets you break a complex build into clean...

Summary This tutorial guides you through generating a time report in BuilderPal, including accessing the report, applying filters for date, project, or user, and exporting the details. This is essential for managers to track team hours, analyze productivity, a...