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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 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 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 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 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 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...

Summary This tutorial covers the process of exporting employee data from Sage 50 Desktop to a CSV file for integration with BuilderPal or other payroll and timesheet systems. This is useful for construction teams to sync employee details, time entries, and pay...

Summary This tutorial covers how to invite new contacts to connect with your team in BuilderPal, including adding details, sending invitations, and alternative import methods. Inviting contacts helps build your network for collaboration on projects, bids, and ...

Summary This tutorial guides you through adding and configuring taxes and fees in BuilderPal, ensuring accurate cost tracking and budgeting for your construction projects without affecting profitability calculations incorrectly. Prerequisites You must have on...

Summary This tutorial guides you through approving time entries in BuilderPal's Team Office. Accurate time approval ensures proper payroll processing, project cost tracking, and compliance with labor regulations. Prerequisites A BuilderPal account with one of...

Summary This guide walks you through the main areas of the BuilderPal mobile app so you know where everything is and how to move around quickly. Prerequisites Role: Any role (navigation is universal) Device: iOS or Android mobile device Access: Must be logged...

Summary Sharing & Visibility Rules define who can see what inside BuilderPal—across projects, documents, tasks, and communication. BuilderPal keeps each team’s internal work private while surfacing only the information required for collaboration between Genera...

Summary Every person on your team has a role, and that role determines what they can see and do inside BuilderPal. This article gives you a clear overview of the six main roles, how permissions work, and what to expect when different people open the same proje...

Summary This article explains how Action visibility and permissions work in BuilderPal—who can see an Action, who can interact with it, and how roles affect editing, assigning, and deleting. Prerequisites You understand your team role (Admin, Project Manager,...

Summary Team Members don’t create their own accounts in BuilderPal. Instead, their Admin creates the account for them and BuilderPal automatically emails the login credentials (email + temporary password) to the Admin. The Admin then forwards those details to ...

Summary The Global and Project Menus in BuilderPal provide quick access to key features and tools. The Global Menu handles account-wide navigation, while the Project Menu focuses on project-specific actions, helping users switch contexts efficiently. How It He...

Summary This tutorial guides you through updating your personal profile in BuilderPal, including your contact details, password, and profile picture. Keeping your profile current ensures smooth communication and accurate team interactions on projects. Prerequi...

Summary How refunds work for BuilderPal Pro subscriptions, including what’s covered, what isn’t, and how to request one. Common Issues & Fixes 1. I paid for Pro but I don’t see Pro features Cause Your subscription may not have synced yet, or it may have been p...