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Summary This tutorial covers how to create and manage estimates in BuilderPal to plan project costs effectively. Accurate estimates help in budgeting, resource allocation, and ensuring project profitability. Prerequisites An active BuilderPal account. An exis...

Summary Keep track of your project by viewing and managing the project's budget, which is built from estimates, change orders, purchase orders, bills, and time-clocked labor. This tutorial guides you through accessing the budget, marking items as paid, and exp...

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...

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 If you need to cancel your BuilderPal account or request the deletion of all associated data, our support team is here to help you through the process. Account cancellations and data deletion must be handled manually to ensure accuracy and security. Co...

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 is designed to keep your team aligned across every office, without requiring duplicate work or manual updates. This article explains how data moves between offices and what users can expect when working across multiple locations. Why It Ma...