Buildr Handover

Watch a full Project Closeout in 11 minutes to refresh your memory for an upcoming project.

Buildr Walkthrough

How to get your first project setup in Buildr

Set Up a Project in Buildr

Connect multiple Buildr projects to one Procore project

How to Set Up Multiple Projects in Buildr

Add and Remove Team Members from a Project

Add Companies and Contacts to the Project Directory

Import your contacts and companies from a CSV into the project directory

How to Import Companies and Contacts Using a CSV

Designate Primary Contacts

Import specifications from Procore or create them manually

Create Specifications

Guide to Utilizing Locations

How to Delete a Project

Hannah Weidman

Edward Gonzalez

Project Setup

Buildr University: Training Videos

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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.

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

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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.

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