Buildr Handover

Edward Gonzalez

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

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

How to get your first project setup in Buildr

Connect multiple Buildr projects to one Procore project

How to manage the account permission levels of your team.

Delete projects, remove duplicate projects

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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