General Contractors
Guides for General Contractors and builders
By Joanna and 5 others6 authors290 articles
- Welcome to BuildPass
- How to invite workers
- Unable to Access BuildPass Admin
- Cheat Sheet (Admin)
- How to Add Admin Users
- How to Reset Your Password
- How do I change my company name and logo?
- How Do I Change My Personal Details?
- How to enable notifications in the admin app
- Do you have an email I can send to companies we work with to introduce BuildPass?
- Bulk uploading companies into BuildPass
- Understanding the Navigation Bar
- How to switch between your BuildPass accounts
- Exporting your data from BuildPass
- How do I log onto the BuildPass Admin Portal?
- Calling BuildPass for support (North America)
- Customizing Your Navigation Bar in BuildPass
- An Overview of BuildPass Settings
- How do I ensure BuildPass emails aren't marked as spam?
- Supasite - How To Capture Phone Call Summaries In BuildPass
- SMS Disruption — Outbound Messages Currently Affected
- How to induct a worker without scanning a QR code
- My worker is unable to induct and is seeing a message about JSA being required
- How do I generate a PDF of an orientation?
- Previewing Orientations in BuildPass
- How to Assign a Site Orientation to a project
- How to generate your QR Code poster
- How Do I Request a Re-Orientation?
- How do I manually create a Worker's Orientation?
- What is a site orientation?
- What is a Company Orientation on BuildPass?
- What is a company orientation and how do I enable it?
- How do I add a worker and their Certifications to BuildPass?
- How to Customize Site Orientations
- How to download and use worker helmet stickers
- How do I sign off as a visitor?
- Bulk export sign-ons for all current projects?
- How can I sign off all workers at the end of the day?
- How Do I Set Up Rotating QR Codes for My Project?
- How do I export sign ins?
- How do I generate a report of company sign-ins?
- What is a Sign In?
- How do I sign a worker off manually?
- Can I manually sign on a visitor?
- Are workers automatically signed out at the end of the day?
- How to enable night shift for workers using Site Timings
- How does BuildPass calculate a worker's hours for a sign-on?
- How to navigate the Meetings Module
- What changes have been made to the Meetings module?
- How do I generate a PDF of a meeting?
- How do I add an attendee to a meeting that wasn’t originally invited?
- How are workers notified of a meeting?
- How do I run a Pre-Shift Meeting?
- What is a Pre-Shift Meeting?
- What’s the difference between notices and meetings?
- Site Logs 101
- How do I change the default hours allocated to each sign on?
- How do I quickly find a site log?
- How do I complete a site log for another day?
- How do I see the site log that an image was uploaded on?
- How do I generate a PDF of a site log?
- How do I customize the fields on a site log?
- How do I copy a site log?
- How do I add a site log
- What is a Site Log
- How can I limit worker access to permits?
- Export a Permit
- How to configure Permit notifications
- How can I edit a permit template?
- How can I approve Worker's permit application?
- How do I view my currently active permits?
- How can I suspend a workers permit?
- How do I setup a new permit?
- What is a permit?
- Who can apply for Permits in BuildPass?
- How to filter my Forms
- What Are Knocklists Used For?
- What is a Form Template
- How to Export a Form into PDF
- How do I add conditional logic to templates?
- How do I edit a Form template?
- Who can create and edit site orientations?
- How to create an access Form template?
- Highlighting Form Information
- How to create Form Categories
- How do I share a form with a worker?
- How do I share a form?
- How to Download a PDF Version of Your Form
- How do I start a form?
- How to Categorize Your Forms
- How do I remind someone to complete a form?
- How do I view a completed form?
- How do I create a form template?
- How do I generate a QR code for a Form?
- How to select a company within a form
- How to make completed forms by workers visible to other workers with the BuildPass Worker app
- How to Set Up a Company Account
- How do I export data to a spreadsheet?
- How Do I Get Notifications For a Project?
- How to Assign Admin Users to Projects
- What is an Admin User
- What are Admin User Roles?
- What is the Difference Between Staff and Admin Users?
- How Do I Get the BuildPass App?
- How to Get the BuildPass Admin App
- What is the difference between staff and admin users?
- Show Last Completed on Public Forms [Setting]
- Critical Path in Scheduling (Gantt)
- Client Portal
- Do companies have to re-upload documents to each project?
- How to remove a Company from your account
- Can I request specific documents?
- How to remove a company from a project
- How to request custom document types from companies
- How Do I Upload JSA for a Company?
- How do I add a Companies to a project?
- How do I assign a company to a project?
- How do I add a new company?
- How to request custom document types from companies
- How to share an invite link with a company
- Subcontractor Introduction
- How do I view all files uploaded by a company?
- What is the difference between workers and staff?
- How do I add a worker and their certifications to BuildPass?
- Cheat Sheet (Worker)
- Re-Assigning A Workers Employer
- How to Find Which Workers Are Apprentices on a Project
- Prevent workers signing on without an approved orientation
- How Can I Create a Timesheet from Sign On/Sign Off Entries?
- How to delete my worker account
- How do I change my employer?
- Enabling Geolocation on iOS (for iPhone and iPad)
- Enabling Geolocation on Android
- How do I complete a timesheet as a worker?
- How workers sign on to Buildpass projects
- How to view all Workers associated with a Company
- How do I add certifications for a worker?
- How do I get more certification types added to BuildPass?
- How do I view all expired Certifications?
- How do I set up company-wide required certifications?
- How to Set Project-specific Certifications
- What happens if I add a new mandatory certification?
- How Can I Prevent Workers with Invalid Certifications from Signing On to Site?
- How to Streamline Certification Management Through BuildPass
- How to hide register items not relevant to my project?
- How do I change who a register item is assigned to?
- How do I change the columns on a register?
- How do I edit the register fields?
- How do I share a register item form with a company?
- How do I link a form to a register item?
- What is a project-specific register?
- Introduction to BuildPass Registers
- How do I create a register?
- How do I add a register item?
- Linking a Form to a Register
- How To Update Register Items
- How to invite a company to upload plant to my register
- How to review Plant and Equipment companies have uploaded to your register
- How do I assign defects to a location?
- How can I see defects across all of my projects?
- How can I enable defects in an Inspection or Form template?
- How do I edit a defect?
- How do I see the defects of a particular Company?
- How do I close out or resolve a defect?
- What are defects?
- How do I download a Defects report?
- How do companies respond to defects?
- How do I send a defect to the assignees?
- How do I generate a report of defects?
- Selecting Assignees for Actions and Punch List Items
- Creating a schedule
- How to assign schedule tasks to admins, companies, and workers
- What do companies I work with see about my schedule
- How to share updates and export schedules
- How scheduling conflicts work
- How to Export Schedules to PDF
- How to set up non-working days and exceptions
- Share live links of your schedule
- Calendar view across projects
- Subtasks
- Baselines
- How to connect projects on Procore and BuildPass
- How Do I Sync My Daily Site Log to Procore?
- How can I setup the BuildPass integration with Buildxact?
- How to connect projects on Procore and BuildPass
- Setup the BuildPass integration with Procore
- Setting your document sync location in Procore
- How can I set up the BuildPass integration with Adaptive?
- How to reconnect BuildPass to Procore
- How to attach additional documents to your JSA's in BuildPass?
- Exporting JSAs
- How do I archive and unarchive my JSAs?
- How do I make a JSA optional?
- What does the JSAs module do?
- How do I add JSAs for my own staff?
- What happens if JSAs are uploaded after an orientation is completed?
- How do I customise a JSA review form?
- What is a JSA Review Form?
- How Do I Review a JSA?
- Does BuildPass have JSA templates?
- How to Request JSA from a Company
- How do I upload a JSA for a subcontractor?
- Using the JSA Builder to submit JSAs