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55 total results found

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

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

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 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

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

Navigate the Global & Project Menus

Getting Started

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...

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

Edit Personal Profile

Getting Started

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...

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

Using the BuilderPal AI Chat

Support

Summary The BuilderPal AI Chat is the fastest way to get help inside the app. Whether you’re learning a feature, troubleshooting an issue, or searching for the right article, the AI delivers instant, accurate answers 24/7 — with live agents ready to jump in wh...

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

Live Support

Support

Summary BuilderPal offers live support when you need help beyond what the AI Chat or Help Center can provide. Our team is available to assist with account issues, billing, technical problems, and anything that requires a human to look directly at your situatio...

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

Escalating an Issue

Support

Summary Most questions can be handled directly in the BuilderPal AI Chat or by a live support agent. However, some issues require deeper technical review or engineering involvement. Escalating an issue ensures these problems are prioritized and resolved quickl...

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

Privacy & Security Overview

Privacy & Security

Summary We know your business runs on trust — trust with your team, trust with your subs, and trust with the tools you use every day. BuilderPal is designed to protect that trust by keeping your data secure, private, and always in your control. This article gi...

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

Password & Login Security

Privacy & Security

Summary Keeping your account secure is one of the most important parts of using BuilderPal. This article covers how login works, what you’re responsible for, and what to do if something ever goes wrong. Key Details Every BuilderPal user has a private User Prof...

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

Data Privacy & Visibility

Privacy & Security

Summary BuilderPal gives you full control over who can see your information, your team’s information, and the content you share inside the app. This article explains how data visibility works, what stays private, and what becomes public based on the actions yo...

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