Getting Started & FAQs

Frequently asked questions and some best practices to tackle in the beginning of closeout

14 articles in this collection
Written by Edward Gonzalez, Paul Miyake, and Hannah Weidman

Getting Started

Buildr Walkthrough

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

Written by Edward Gonzalez
Updated over a week ago

Setting up a project

How to get your first project setup in Buildr

Written by Edward Gonzalez
Updated over a week ago

How to Set Up Multiple Projects in Buildr

Connect multiple Buildr projects to one Procore project

Written by Hannah Weidman
Updated over a week ago

Manage Account Roles and Permission Levels

How to manage the account permission levels of your team.

Written by Hannah Weidman
Updated over a week ago

Add Team Members to Buildr

Add or Remove Users at the Account Level

Written by Paul Miyake
Updated over a week ago

Add Team Members to a Project

Project permissions

Written by Edward Gonzalez
Updated over a week ago

General FAQs

How to Delete a Project

Delete projects, remove duplicate projects

Written by Paul Miyake
Updated over a week ago

Subcontractor? Meet Buildr.

Get to know Buildr, the software your GC would like you to use to upload closeout documents.

Written by Edward Gonzalez
Updated over a week ago

How Does the Reminder Function Work?

Written by Edward Gonzalez
Updated over a week ago

Directory

Project Directory Management

Add subcontractors, team members, owners, and groups to the directory.

Written by Edward Gonzalez
Updated over a week ago

How do I Include a Contact in the Project Delivery Directory?

Marking a contact as primary marks them as the point of contact at that company and includes them in the delivered directory

Written by Edward Gonzalez
Updated over a week ago

How to Import your Directory into Buildr from a CSV

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

Written by Edward Gonzalez
Updated over a week ago

Reports

Creating Custom Reports

Need a specific report emailed to you weekly? Look no further.

Written by Edward Gonzalez
Updated over a week ago

How to View Report of Project Progress for All Companies

How to expand Top Open Requirements by company and view and download a Project Progress report.

Written by Edward Gonzalez
Updated over a week ago