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Summary This tutorial guides you through creating a new BuilderPal account, from entering your contact details to setting up basic business information. Signing up is essential for accessing BuilderPal's project management tools, enabling you to manage teams, ...

Summary This tutorial guides you through the process of creating your first project in BuilderPal, allowing you to organize work, assign team members, and set visibility options for collaboration. How-To Video Prerequisites An active BuilderPal account ...

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 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...

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...

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 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...

Summary This tutorial covers how to upload files and photos directly into your BuilderPal projects from various sources, helping you keep all job-related documents centralized. Effective uploading ensures quick access for your team, streamlines collaboration, ...

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 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...

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...

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 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 ...

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 covers how to create and release a bid package in BuilderPal, allowing you to invite subcontractors to bid on specific trades for your project. Bid packages streamline subcontractor hiring by organizing requirements, trades, and invitatio...

Summary This tutorial guides you through finding available jobs, requesting to bid, and submitting a quote in BuilderPal. Bidding connects subcontractors with general contractors, helping you secure work efficiently while ensuring accurate estimates and clear ...

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...

What this does Quickly add multiple team members from a file. Works with CSV/TSV/TAB, Excel, and QuickBooks IIF employee exports. Uses headers‑only AI mapping: only your column names are analyzed to auto‑map fields. Your actual names, emails, and phone number...

Contact Import Modal: Quick Guide (CSV, TSV, Excel) What this does Quickly add many contacts from a file into BuilderPal. Uses headers‑only AI mapping: only your column names are analyzed to auto‑map fields. Your actual contact data stays local by default. Th...

Summary If you need to cancel your BuilderPal account or request the deletion of all associated data, our support team is here to help you through the process. Account cancellations and data deletion must be handled manually to ensure accuracy and security. Co...