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Summary This tutorial guides you through creating a new BuilderPal account, from entering your contact details to setting up basic business information. Signing up is essential for accessing BuilderPal's project management tools, enabling you to manage teams, ...

Summary BuilderPal Pro is built for teams who want to take their operations to the next level. While BuilderPal Free includes all the essentials for day-to-day projects, the Pro plan unlocks powerful team and administrative tools that improve accuracy, reduce ...

Summary BuilderPal offers two straightforward plans: BuilderPal Free and BuilderPal Pro. Both give you full access to the core platform, but they’re built for different business sizes and needs. This comparison helps you pick the right plan for your team today...

Summary BuilderPal offers flexible subscription options so your team can unlock advanced features when you’re ready. You can upgrade to the BuilderPal Pro plan from several places inside the app — during sign-up, from Team Office, or whenever you attempt to us...

Summary BuilderPal Free isn’t a trial and it isn’t a lightweight version of the platform. It’s a full, capable plan built for real contractors running real jobs — with Unlimited Users, Unlimited Projects, and all the essential tools you need to keep your team ...

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 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 This article explains how messaging and document exchange works within a bid on BuilderPal. Whether you’re preparing your quote, negotiating terms, or finalizing details after being awarded, all bid-related communication is handled inside the Bid Conve...

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 creating and publishing phases in BuilderPal to organize your project actions and schedules. Phases help structure complex projects by grouping related tasks, making it easier to track progress and dependencies—essentia...

Summary This tutorial covers how to use the Job Chat feature in BuilderPal for team communication within projects. It ensures smooth collaboration, quick updates, and document sharing to keep projects progressing efficiently. Prerequisites You must be assigne...

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 using the BuilderPal Kiosk App, a Pro feature, to clock in and out, select projects and cost codes, and manage your security pin. It ensures accurate time tracking for teams on the jobsite, streamlining payroll and prev...

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 As a team admin in BuilderPal, you can easily remove individual team members from your team. This action revokes their access and removes them from the team roster. Note that BuilderPal does not charge per user—there is no cost associated with team me...

Summary This tutorial guides you through setting up cost codes and divisions in BuilderPal, essential for organizing financial tracking, budgeting, and time entries in projects. Proper setup ensures accurate cost allocation, reporting, and compliance across yo...

Summary This tutorial guides you through creating a group in BuilderPal to organize your team members efficiently. Groups enable quick tagging for assignments, communications, and permissions across projects, helping streamline collaboration and task managemen...

Summary This tutorial guides you through editing your team profile in BuilderPal, including updating company details, adding service areas, uploading images, and showcasing a portfolio. Keeping your profile current helps attract better job matches, improves te...

Summary This tutorial guides you through exporting employee data from QuickBooks Desktop as an IIF file, converting it to CSV, and verifying it for import into BuilderPal. This ensures seamless data transfer for team setup, avoiding errors in live environments...