Buildr Handover

Hannah Weidman

Gracie Bradley

Manage your account setup, team access, and account-wide settings

Account Management

Invite, update, and remove users in the account settings

Manage Account Team Members

How to manage the account permission levels of your team.

Manage Account Roles and Permission Levels

Manage account users, roles, and permissions

Team Management

Upload your company logo to your Buildr account

Upload Your Account Logo

Set the default closeout categories used when new projects are created

Manage Default Closeout Categories

View trades, add new trades, and export your account trade list

Manage Account Trades

Create and manage the business units used to organize projects and warranty issues

Manage Business Units

Create and manage reusable project templates

Manage Project Templates

Account Settings

Monitor closeout progress and warranty activity from the dashboard.

Account Dashboard

Generate an account-level closeout summary across projects

Generate a Closeout Overview by Project Report

How to generate a Warranty Issue report at the account level

Generate Warranty Issues Report

How to create and subscribe to Custom Reports

Custom Reports

Report on closeout and warranty progress across your Buildr account

Account Reports

Buildr University: Training Videos

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.