General Contractors
Guides for General Contractors and builders
By Joanna and 8 others9 authors277 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?
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 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 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?
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 add a company to a project?
How do I add a new company?
How to request custom document types from companies
How do I bulk upload 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 do I get inducted?
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?
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 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