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BuilderPal Pro: Unlocking Advanced Features

Plans & Pricing BuilderPal Plans

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 ...

Admin GC
Admin SUB
Team Finance Manager
Team Business Manager
Team Project Manager
Team Supervisor

Plan Comparison

Plans & Pricing BuilderPal Plans

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Business Manager

How to Subscribe or Upgrade

Plans & Pricing Managing Your Subscription

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Business Manager

Bid Conversations

Hire Trades & Manage Bids Bid Levelling & Communication

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...

Admin GC
Team Business Manager
Team Project Manager

Bid Levelling and Comparing Estimates

Hire Trades & Manage Bids Bid Levelling & Communication

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...

Admin GC
Team Project Manager
Team Business Manager

Direct Award Contact

Hire Trades & Manage Bids Award Bids & Manage Subcontractors

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...

Admin GC
Team Business Manager
Team Project Manager

Communication in Bids

Bidding as a Subcontractor

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...

Team Business Manager
Team Project Manager
Admin GC
Admin SUB
Team Finance Manager

Create & Assign Actions

Actions Working With Actions

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...

Admin GC
Team Project Manager
Team Business Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Add Phases

Scheduling & Calendars Scheduling Basics

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...

Admin GC
Admin SUB
Team Project Manager

Message in Job Chat

Communication

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...

Admin GC
Team Project Manager
Team Business Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Clock In/Out

Time Tracking Clocking In & Out

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 ...

Admin GC
Admin SUB
Team Business Manager
Team Project Manager
Team Finance Manager
Team Supervisor
Team Member

Use the Kiosk App

Time Tracking Clocking In & Out

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...

Admin GC
Team Project Manager
Team Business Manager
Admin SUB
Team Finance Manager
Team Supervisor
Team Member

Create Team Members

Team Office Team Settings

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...

Admin GC
Team Project Manager
Team Business Manager
Admin SUB
Team Finance Manager
Team Supervisor

Create Cost Codes & Divisions

Team Office Team Settings

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager

Create Groups

Team Office Team Settings

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...

Admin GC
Team Project Manager
Team Supervisor
Team Business Manager
Admin SUB

Edit Team Profile

Team Office Team Settings

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...

Admin GC
Admin SUB
Team Business Manager
Team Project Manager

Invite Contacts

Team Office Team Settings

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 ...

Admin GC
Team Project Manager
Team Business Manager
Team Finance Manager
Team Supervisor
Admin SUB

Approve Time

Team Office Reporting

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...

Admin GC
Admin SUB
Team Project Manager
Team Finance Manager
Team Supervisor

Setup the Kiosk App

Time Tracking Clocking In & Out

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...

Admin GC
Team Project Manager
Team Supervisor

Clock-in Location

Time Tracking Advanced Time Controls

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 Clock-In Loca...

Admin GC
Admin SUB
Team Project Manager
Team Supervisor