Buildr Handover

A quick introduction to the Buildr Training in the following videos

Welcome to Buildr

Getting Started with Project Setup

Import Directory from Procore

Import Specs from Procore

Review Closeout Categories

Create Requirements

Upload Closeout Documents

Introduce Your Subs to Buildr

Identify Submitters

Request Requirements

Reviewing and Completing Requirements in Buildr

How to bring Procore documents into Buildr using Syncs

Syncs

Settings and Last Steps

Invite owners to access their closeout documentation, submit warranty requests, and set up Buildr on a mobile device.

Final Closeout Package

Warranty Management

Edward Gonzalez

Hannah Weidman

A step-by-step guide on every step you need to complete for a successful closeout

Buildr University - Handover

Buildr University: Training Videos

Find answers and get help from Intercom Support and Community Experts

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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.

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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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