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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

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

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 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

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

Setup Kiosk App

Team Office Timesheet Settings

Summary This tutorial covers how to set up the BuilderPal Kiosk App, enabling your crew to clock in and out from a shared device on the jobsite. It simplifies time tracking for teams, reducing the need for individual logins and ensuring accurate payroll data. ...

Admin GC
Admin SUB
Team Supervisor

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

Overtime Tracking

Time Tracking Advanced Time Controls

Summary Overtime tracking allows team members to label overtime hours directly during time entry, ensuring accurate payroll and reports without manual calculations. This feature is available in BuilderPal Pro. How-To Video Overtime in BuilderPal ProThis video ...

Admin GC
Admin SUB
Team Supervisor
Team Project Manager

Time Approval

Time Tracking Advanced Time Controls

Summary This tutorial guides you through enabling and using the Time Approval feature in BuilderPal Pro, adding a review step to verify time entries before they are finalized for payroll. This ensures accuracy, catches errors, and prevents issues in reports or...

Admin GC
Admin SUB
Team Supervisor
Team Project Manager

Require Clock In/Out

Time Tracking Advanced Time Controls

Summary This tutorial guides you through enabling the Require Clock In/Out feature in BuilderPal Pro, ensuring team members use live clock-ins and clock-outs for accurate time tracking. It matters because it minimizes errors from manual entries, improves payro...

Admin GC
Team Project Manager
Admin SUB
Team Supervisor

How to Navigate the Mobile App in BuilderPal

Mobile & App Basics

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...

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

Sharing & Visibility Rules

Project Setup & Basics Manage Your Projects

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...

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

Roles & Permissions Overview

Getting Started

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...

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

Permissions & Participants in Actions

Actions Working With Actions

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,...

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

Login as Team Member

Getting Started

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 ...

Team Member
Team Finance Manager
Team Supervisor
Team Business Manager
Team Project Manager