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BuilderPal Pro: Unlocking Advanced Features
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 ...
Plan Comparison
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...
How to Subscribe or Upgrade
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...
Bid Conversations
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...
Bid Levelling and Comparing Estimates
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...
Direct Award Contact
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...
Communication in Bids
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...
Create & Assign 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...
Add Phases
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...
Message in Job Chat
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...
Clock 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 ...
Use the Kiosk App
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...
Create Team Members
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...
Create Cost Codes & Divisions
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...
Create Groups
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...
Edit Team Profile
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...
Invite Contacts
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 ...
Approve Time
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...
Setup the Kiosk App
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...
Clock-in Location
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...