Stefan S.

A set of articles related to our new Finance and Accounting Features

Finance

A general overview and simple steps to make your setup a breeze.

Getting Started

Payment Method Settings

General Overview

Configure Settings

BuilderPad Finance (inBuild) Mobile App

Learn about the inBox. Process invoice details automatically, itemize costs, and send for approval.

inBox

Invoice Review (Admin)

Invoice Review (Manager)

inBox (Manager)

Uploading Invoices/Bills/Receipts Tutorial

inBox (Admin)

Splitting Invoices with Multiple Pages

Editing Populated Invoice Information

Automatically organize and find invoices with ease. Access project invoices, assign billing periods, and filter and export data.

Accounts Payable

Finding Invoices in Accounts Payable

Filter and Export Data

Contract Invoices

Billing Periods

Payments

Add, edit, or remove invoice data with ease.

Invoice Management

Data Exports


Line Items


Edit PDF


View an Invoice's Workflow Status


Projects

Budget Adjustments


Creating Change Orders and Generating a Change Order Document

Creating Contracts


Editing Schedule of Values for a Contract


Change Orders


Contracts budget column addition


Upload a Budget into BuilderPad Finance


In Scope vs Out of Scope Change Orders


We know you have other financial needs, which is why we are designed to integrate seamlessly with a wide range of other solutions.

Integrations

Connect Your Email

QuickBooks Online

QuickBooks Desktop

DocuSign

For your system settings and preference insights.

Settings

Workflows

Company Cards

Setting Up Credit Cards for Expense Tracking

User Settings & Permissions

Adding a Vendor in the Settings

Automatically Move Labeled Emails to a Folder in Outlook

Convert a Shared Mailbox to a User Mailbox in Microsoft 365

Managing users, notifications, and deleting company cards (credit & debit)

Merging Duplicate Vendors

Feedback

Roadmap

Changelog

A collection of useful articles for setting up your account. 

Get started quickly with BuilderPad using our easy-to-follow Quick Start Tutorials. Learn the essentials of our construction management software, from initial setup to core features, and streamline your building projects today. Master BuilderPad and enhance your project efficiency.

Quick Start Tutorials

Get started with BuilderPad by completing your initial account and company setup. This guide walks you through the essential first steps after registration, from confirming your email to entering your company profile details.

Initial Onboarding (Profile & Company Setup)

Learn how to effectively manage your project timelines in BuilderPad with our step-by-step guide. This article explains how to use the schedule feature to keep your projects on track and ensure timely completion.

How do I manage my schedule?

Learn how to collaborate effectively in BuilderPad by adding your team members and clients to your projects. This article provides a step-by-step guide on how to invite and manage project collaborators.

How do I add my team/client to a project?

Easily expand your project team in BuilderPad by sending invitations to new members. This article will guide you through the process of inviting your team, managing their access levels, and setting permissions to ensure smooth collaboration on all your projects.

Invite Your Team

Starting a new construction project in BuilderPad is simple. This guide will walk you through the process of creating a new project, from entering initial details to setting up the project dashboard, ensuring you have everything you need to get your project off to a great start.

Creating a New Project

How does the activity feed work?

Get acquainted with the BuilderPad main dashboard, your central hub for managing all your construction projects. This article provides a comprehensive overview of the dashboard's features and functionalities, helping you to navigate and utilize it effectively for streamlined project management.

Understanding the Main Dashboard

Understanding the Project Dashboard

Take BuilderPad with you wherever you go by downloading our mobile app. This article will guide you on how to download and install the BuilderPad app on your iOS or Android device, so you can manage your projects on the go.

Downloading the Mobile App

A collection of articles related to the Scheduling section of your BuilderPad app. 

Scheduling

Learn how to create dependencies and streamline your project timelines in BuilderPad by adding predecessors to your tasks. This guide explains how to link tasks, set up dependencies, and ensure a logical workflow for your projects, preventing delays and improving overall efficiency.

Adding Predecessors

Customize your project schedules in BuilderPad by defining your workdays. This article explains how to set your company's working days, which will accurately reflect in your project timelines and help in creating realistic and manageable schedules.

Setting Your Workdays

Keep your projects on schedule with the BuilderPad Progress Tracker. This article explains how to use the Progress Tracker to monitor task completion, view overall job progress, and keep your team and clients informed with real-time updates.

Understanding the Progress Tracker

Effectively manage your construction schedules with BuilderPad's powerful scheduling tools. This article provides a comprehensive guide to help you create, update, and track your project timelines, ensuring your projects stay on track from start to finish.

Managing Your Construction Schedule

Visualize your project timelines and dependencies with BuilderPad's intuitive Gantt view. This article will guide you on how to effectively use the Gantt chart to manage your project schedule, track progress, and ensure a clear and structured workflow for your entire team.

Using the Gantt View

Save time and streamline your workflow by bulk-completing schedule items within a phase in BuilderPad. This article will show you how to efficiently mark multiple tasks as complete at once, helping you to keep your project schedules up-to-date with minimal effort.

Bulk Completing Schedule Items in a Phase

Get started quickly with your projects by using the Default BuilderPad Schedule. This article explains how to use our pre-built schedule template, which has been crafted based on industry best practices, to create a solid baseline for your project timelines. Learn how to apply and customize the default schedule to fit your specific project needs.

Using the Default BuilderPad Schedule

Save time and standardize your project workflows by creating schedule templates in BuilderPad. This article will guide you through the process of creating, saving, and applying schedule templates to new projects, ensuring consistency and efficiency across all your construction jobs.

Creating Schedule Templates

Need to make adjustments to your project schedule? This article explains how to easily change the start and/or end dates of individual schedule items in BuilderPad. Learn how to modify your timelines to accommodate changes and keep your project on track.

Changing the Start and/or End Date of a Schedule Item

Stay on top of your project deadlines by effectively managing overdue items in BuilderPad. This article will show you how to identify, track, and resolve overdue tasks to keep your projects on schedule and prevent delays.

Managing Overdue Items

Master your project timelines by understanding the critical path in BuilderPad. This article explains how to identify the critical path in your schedules, helping you to prioritize essential tasks, manage dependencies, and ensure your projects are completed on time.

Understanding Critical Path

Keep your workspace organized by archiving completed projects in BuilderPad. This article explains how to archive projects, so you can maintain a clean and focused view of your active jobs while still retaining access to past project information.

Archiving Projects

A useful guide for setting up your Default Lag Type settings and managing Lag Days in your BuilderPad Projects.

Understanding Lag Type in BuilderPad Schedules

Get a clear and organized view of your project timelines with the calendar view in BuilderPad. This article explains how to use the calendar view to visualize your construction schedule, track key dates, and manage your tasks effectively, ensuring a smooth and timely project flow.

Using the Calendar View for Your Project's Construction Schedule

Managing Successor Dates When Completing Items - Interactive Successor Management

Master your construction portfolio with BuilderPad’s Calendar Overlay. Learn how to utilize the Global Schedule view to overlay multiple project timelines, visualize resource allocation, and identify scheduling conflicts across all active job sites.

Using the Calendar Overlay

Streamline your project setup by importing pre-defined schedules directly into BuilderPad. This guide walks you through navigating the settings and preparing your data for a seamless import.

How to Import a Schedule Template

Users can start discussions directly within a Schedule Item. Manage task details and participate in a dedicated activity feed with the In-Task Schedule Item Collaboration feature. 

How to Collaborate on a Schedule Item

How to Add Checklists to Schedule Templates

A collection of articles related to Communication Features of your BuilderPad app. 

Communication

Master the BuilderPad Activity Feed with this introductory guide. Learn the basics of how to post updates, attach files, and control the visibility of your posts to effectively communicate with your team and clients. This article covers all the essential features to get you started with seamless project communication.

Activity Feed 101

Learn how to effectively communicate and collaborate in BuilderPad by posting to the activity feed. This article provides a step-by-step guide on creating and sharing updates, attaching files, and using various features to keep your project stakeholders informed.

Posting to the Activity Feed

Easily share specific updates and comments with your team and clients by linking directly to a post in the BuilderPad activity feed. This article will show you how to generate and share a direct link to any post, improving communication and ensuring everyone stays on the same page.

Sharing a Link to a Specific Post

Acknowledge updates and show appreciation in the BuilderPad activity feed by using the "like" feature. This article explains how to use likes to quickly interact with posts and comments, helping to streamline communication and foster a positive and collaborative project environment.

Using Likes

Improve communication and get the attention of specific team members or clients by using "@" mentions in the BuilderPad activity feed. This article explains how to use the "@" mention feature to directly notify users, ensuring your messages are seen by the right people at the right time.

Using At (@) Mentions

Control who sees your posts in the BuilderPad activity feed by using audiences. This article explains how to create and manage custom audiences, allowing you to tailor the visibility of your updates and ensure the right information reaches the right people.

Understanding How to Use Audiences

Stay informed about your project's progress with the BuilderPad Progress Summary Email. This article explains how the automated email summary works, what information it contains, and how it helps keep you and your stakeholders updated on key project developments.

Understanding the Progress Summary Email

Learn how to create stunning, interactive presentations of your work with the BuilderPad Walkthrough Mode. This guide provides step-by-step instructions for showcasing your projects to clients and stakeholders through immersive virtual tours.

Walkthrough Mode Guide - Showcase Your Work

Never lose your work with the draft posts feature in BuilderPad. This article explains how to save your activity feed posts as drafts, so you can come back to them later to edit and publish whenever you're ready.

Draft Posts - How to Save and Edit Your Posts Later

Optimize your BuilderPad Activity Feed with Tagging. Learn how to tag posts to specific Schedule Phases or Schedule Items to easily organize project updates and quickly filter your feed for progress photos, notes, and communications related to specific stages like Framing or a task like Frame Home. Stop scrolling and find project information instantly.

Using Tags to Organize Your Activity Feed

Using hashtag (#) references

Mark Thompson

A collection of articles related to the Selections section of your BuilderPad app. 

Selections

Mastering Cost Codes: A Comprehensive Guide to Getting Started - Get started with effective financial management in BuilderPad by understanding and using cost codes. This article provides an introduction to what cost codes are, why they are essential for your construction projects, and how to set them up to accurately track your project expenses.

Introduction to Cost Codes & Getting Started

Learn how to add new selection items to your projects in BuilderPad. This article provides a step-by-step guide on creating and detailing your selection items, from adding photos and descriptions to setting costs and approval statuses, ensuring a smooth and organized selection process for your clients.

Creating a New Selection Item

Take control of your project finances by creating and managing budgets in BuilderPad. This article will guide you through the process of setting up budgets for your projects, tracking expenses against your budget, and ensuring your projects stay within their financial limits.

Creating Budgets

Ensure timely client decisions and keep your projects on schedule by setting up selection reminders in BuilderPad. This article will show you how to create and manage automated reminders for your clients' selection items, preventing delays and improving communication.

Setting Up Selection Reminders

Streamline your client approval process with BuilderPad. This article will guide you on how to effectively manage and track client approvals for selections and other project items, ensuring clear communication and timely decisions to keep your projects moving forward.

How to Handle Client Approvals

Seamlessly create your own templates to easily manage your Selections board.

Creating and Importing your own Selections Templates

Speed up your selection process by cloning or duplicating selection items in BuilderPad. This article will show you how to quickly copy existing selection items, saving you time and effort when setting up similar selections across your projects.

How to Clone (Duplicate) a Selection Item

Using Variants in Selections

Instantly generate a professional PDF report of all approved client selections, organized by category and complete with project details, images, and pricing for easy sharing.

Exporting Approved Selections as a PDF document

Streamline construction selections with BuilderPad’s Activity Feed. Instantly comment on specific selection items, use @mentions to notify stakeholders, and track approvals without leaving your Selections workspace.

Clarify Choices with the Selections Activity Feed

Users can start discussions directly within a Selection Item. Manage selection details and participate in a dedicated activity feed with the Selection Item. 

How to Collaborate on a Selection Item

A collection of articles related to the File Cabinet section of your BuilderPad app. 

File Cabinet

Discover the seamless integration between Selections and the File Cabinet in BuilderPad. This article explains how files uploaded to your selection items are automatically organized and stored within the File Cabinet, ensuring all your project documents are easy to find and manage.

How Files Uploaded in Selections Integrate with the File Cabinet

Instantly document job site progress by uploading photos and videos directly from your phone to BuilderPad. This guide shows you how to use our mobile app to add files from your camera roll straight into your project's File Cabinet, streamlining your on-site workflow.

How to Upload Files from Your Camera Roll to the File Cabinet [Mobile App Feature]

Learn how to use the BuilderPad File Cabinet to upload, organize, and manage all your project documents. This guide covers creating folders, setting permissions, and accessing files like plans, contracts, and images from any device.

How to use the File Cabinet

Enhance construction project communication with BuilderPad’s Document Collaboration. Learn to upload PDFs, tag team members, attach files to comments, and track updates directly from the File Cabinet and Main Activity Feed.

Document Collaboration -  Communicate directly in your File Cabinet

A collection of articles related to options you have for managing your User and Client permissions. 

User Management / Permissions

Efficiently manage all users associated with your BuilderPad projects from a single, centralized location. This article will guide you through the process of adding, editing, and deactivating users, as well as assigning roles and permissions to ensure everyone has the appropriate level of access.

Managing Users

Define and customize user access in BuilderPad by creating new roles with specific permissions. This article will guide you through the process of creating new roles, assigning permissions, and managing what different users can see and do within your projects, ensuring you have complete control over your project data.

Creating New Roles

Gain a clear understanding of role permissions in BuilderPad to effectively manage user access and control your project data. This article breaks down the different permission levels and what they mean, helping you to assign the right roles to your team members and clients.

Understanding Role Permissions

Enhance job site awareness and safety with BuilderPad's On-site Alerts. This guide shows administrators how to set up and configure automatic push notifications that alert you the moment a team member arrives at a job site, improving team coordination and security.

How to Set Up Notifications and Use On-site Alerts

Toggle the visibility of the 'Amount' field on selection items with the "Show item cost" option to create customized, role-based views within your Users and Roles settings."

How to Show or Hide Selection Item Prices

A collection of articles related to the BuilderPad mobile app. 

Mobile App

Learn how to keep your team and clients in the loop by posting updates to the Activity Feed directly from the BuilderPad mobile app. This guide provides a step-by-step walkthrough on how to create posts, attach files, and communicate effectively while on the go.

Secure your BuilderPad account with Face ID or Touch ID for quick and easy access. This guide shows you how to enable biometric login on your mobile device, adding an extra layer of security to your account.

Enabling Face ID / Touch ID

Manage your photo storage preferences on the BuilderPad mobile app. This article explains how to choose between saving photos to the cloud to conserve device space or directly to your mobile device for local access. Find out how to adjust your camera settings in just a few taps.

Saving Photos on Mobile Device

A step-by-step guide on how to enable and use the Enhanced GPS feature to capture project photos with industry-leading location accuracy.

Enabling the Enhanced GPS feature for improved location accuracy

A quick guide explaining how to enable and use the on-screen Display Level to capture perfectly aligned photos directly within the BuilderPad app.

Using the Display Level Feature in Your Camera

Clear your cache to quickly resolve loading issues, improve performance, or see the latest feature updates.

How to Clear Your BuilderPad Mobile App Cache

A collection of articles related to your Account and Billing settings within your BuilderPad app. 