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How to Invite Owners to View the Closeout Package Online, PDF, or Mobile
How to Invite Owners to View the Closeout Package Online, PDF, or Mobile

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

Thamya Albuquerque avatar
Written by Thamya Albuquerque
Updated over a week ago

With Buildr's Project Delivery, you can invite project owners to set up their company's Buildr account, access closeout documentation, and create warranty requests all online, without having to download a massive zip file.

You'll also be able to export your project's documents as a closeout package to put on a hard drive, flash drive, or hand over as a hard copy.

What Owners Access with Project Delivery:

  • Access to the Owner's Portal via their own Buildr account

  • Web browser and mobile access to completed closeout documentation

  • Central location to submit, view, and collaborate on Warranty Requests

  • Handover Mobile App: Access to all their projects on the go

  • Project Export: Complete closeout package including a fully hyperlinked Table of Contents

How to Invite Project Owners

Inviting your owners will automatically send them an email to set up their Buildr account. Project owners will get their own Buildr experience, tailored to viewing closeout documents and warranty items during post-construction.

To invite an owner, navigate to your project and select the Project Delivery tab. Click New Invitation:

Search for the User in the drop-down, then click Create:

Once invited, the owner will receive an email with a link to create their Buildr account:

You can track which owners have accepted their invite by reviewing the Status:

Once the owner creates their account, they will be able to access the Owners Portal:

Note: If your project owner cannot locate the emailed invitation, have them check their spam/junk folder in case their inbox directs the invite there.

Project Exports

Exporting a project will enable you to download all closeout documentation to put on a hard drive, flash drive, or print as a hard copy. PDF exports will contain a hyperlinked Table of Contents to easily navigate the turnover package:

Buildr Handover Mobile App

With Buildr installed on your customer's mobile device, they will be able to access the project directory, documents, and warranty items on the go:

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