- All Categories Administration
Introduction
Administration
Vendors & Partners
Purchase Order Views
Submitting an Invoice
Construct Schedule
Task Notes for Vendors
Payments/Remittance Advice
Vendor Export POS
Project Management
Purchasing and Estimating
Invoicing
Items
Introduction To Items
Navigating Items
When to Create a New Item
Unit of Measure
PO - BoM on Purchase Orders
Cost Model - Budgets
Bulk Item Creation and Modification Tools
Items FAQ
Attributes
Item Costing & Primary Vendors
Classification Codes
Creating Styles/Pallets/Storyboards
Jobs/Projects
Non-Job Purchase Orders
Construct
Introduction To Construct
Apply a Schedule - Prepare
Manage Construction Templates
Construction Dashboard
Delay Notes
Undo Task
Plan - Assign Start Date
Subtasks and Worksets
Task Notes
Sales
Sales Document Configuration
Sales Model Template Configuration
Sales Regions
Update Upgrade/Option Pricing
Docs
Introduction to Docs
Uploading a Document
Configuring Categories and Types
Bulk Permission Assignment
Reporting
Warranty
Introduction to Warranty
Accessing and Navigating the Warranty Module
Dashboards
Reviewing and Triaging Warranty Requests
Creating Warranty Requests
Find and Manage Warranty Jobs
Managing Warranty Requests
Managing Deficiencies and Work Orders
Closing Warranty Requests
Accounting
Administration
User Roles
What are Roles in BuildBase?. Roles are specific designations given to each user and should align with job title/position/responsibilities within the company. Roles help identify the operational acce…
Users
In order for people to access users, either trades partners or builder employees, those people need to have a user in BuildBase. You can access the user management screen under administration --> use…
