To get started, sign into Buildr with your Procore credentials:

Next, click Let's Go or Create a New Project:

Choose the Procore project you'd like to manage closeout for, upload an image (optional), and designate the stage of the project:

Next, you'll find a few simple steps to get the ball rolling.

First, Import your Spec Book from Procore. Simply click Import specifications from Procore:

Review your specs and add any additional specs by clicking + Create Division
or + Create Section. Click Next to move forward.

Second, just like the Spec Book, import your directory over with one-click and remove any vendors that aren't included in the closeout process:

Select Your Company, Your Owner, and all your Subcontractors. Be sure to remove any vendors that are not included in the closeout process:

Lastly, it's time to set up your Requirements. Import them from Procore or from a CSV, or manually add requirements. 

When Importing from Procore, select all the submittal types you want to import and click Import:

To manually add requirements, click New Requirement as shown in the picture above. Select the Type of requirement, fill in the Description and Category, and select the appropriate Companies:

You have now successfully set up your project! 🎉

On your main dashboard, you can now see all of your vendors progress, your overall progress, and even click into each vendor and manage them individually. This is the main view which allows you to manage and complete your closeout process.

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