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Getting Started
Quick Start Tutorials
Initial Onboarding (Profile & Company Setup)
How do I manage my schedule?
How do I add my team/client to a project?
Invite Your Team
Creating a New Project
How does the activity feed work?
Understanding the Main Dashboard
Understanding the Project Dashboard
Downloading the Mobile App
Scheduling
Adding Predecessors
Setting Your Workdays
Understanding the Progress Tracker
Managing Your Construction Schedule
Using the Gantt View
Bulk Completing Schedule Items in a Phase
Using the Default BuilderPad Schedule
Creating Schedule Templates
Changing the Start and/or End Date of a Schedule Item
Managing Overdue Items
Understanding Critical Path
Archiving Projects
Understanding Lag Type in BuilderPad Schedules
Using the Calendar View for Your Project's Construction Schedule
Managing Successor Dates When Completing Items - Interactive Successor Management
Using the Calendar Overlay
How to Import a Schedule Template
How to Collaborate on a Schedule Item
How to Add Checklists to Schedule Templates
Communication
Activity Feed 101
Posting to the Activity Feed
Sharing a Link to a Specific Post
Using Likes
Using At (@) Mentions
Understanding How to Use Audiences
Understanding the Progress Summary Email
Walkthrough Mode Guide - Showcase Your Work
Draft Posts - How to Save and Edit Your Posts Later
Using Tags to Organize Your Activity Feed
Using hashtag (#) references
Selections
Introduction to Cost Codes & Getting Started
Creating a New Selection Item
Creating Budgets
Setting Up Selection Reminders
How to Handle Client Approvals
Creating and Importing your own Selections Templates
How to Clone (Duplicate) a Selection Item
Using Variants in Selections
Exporting Approved Selections as a PDF document
Clarify Choices with the Selections Activity Feed
How to Collaborate on a Selection Item
File Cabinet
How Files Uploaded in Selections Integrate with the File Cabinet
How to Upload Files from Your Camera Roll to the File Cabinet [Mobile App Feature]
How to use the File Cabinet
Document Collaboration - Communicate directly in your File Cabinet
Attaching a File from Your File Cabinet to a Post
Media
Using the Media Section
Adding Media: Upload or Capture Directly
Media vs File Cabinet: What Goes Where
User Management / Permissions
Managing Users
Creating New Roles
Understanding Role Permissions
How to Set Up Notifications and Use On-site Alerts
How to Show or Hide Selection Item Prices
Mobile App
Posting to the Activity Feed
Enabling Face ID / Touch ID
Saving Photos on Mobile Device
Enabling the Enhanced GPS feature for improved location accuracy
Using the Display Level Feature in Your Camera
How to Clear Your BuilderPad Mobile App Cache
Account / Billing
How to Change Your Password
How to Manage Notifications
Selecting Your Plan
Upgrading / Downgrading Your Plan
Finance
Getting Started
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
Accounts Payable
Invoice Management
Projects
Integrations
Settings
Finance
inBox
Learn about the inBox. Process invoice details automatically, itemize costs, and send for approval.
Invoice Review (Admin)
Invoice Review (Manager)
inBox (Manager)
Uploading Invoices/Bills/Receipts Tutorial
inBox (Admin)
Splitting Invoices with Multiple Pages
Editing Populated Invoice Information