Help center
Walkthroughs, troubleshooting, and best practices for every Buildra feature.
Getting Started
Set up your workspace, invite your team, and pick the right plan.
View 3 articles →Projects & Workspace
Create projects, add cover photos, geocode addresses, and archive cleanly.
View 3 articles →Plans & AI Features
Upload plan sets, ask Buildra anything, and let AI surface spec conflicts.
View 3 articles →Workflow: RFIs, Submittals, Tasks
Move RFIs through review, track submittals, and write daily logs that stick.
View 3 articles →Field Operations
GPS clock-in, photo documentation, and hands-free decision logging.
View 3 articles →Financial: Budget, Pay Apps, Change Orders
Build a budget, run G702/G703 pay apps, and track every change order.
View 3 articles →Integrations
Connect QuickBooks, Google Calendar, Stripe Connect, and more.
View 3 articles →Billing & Account
Change plans, cancel cleanly, and lock down your account with 2FA.
View 3 articles →Getting Started
- How to create your first projectA 5-minute walkthrough: project name, address, cover photo, and your first team invite.4 min read
- How to invite team members and assign rolesSend invites by email, pick a role (Owner, PM, Field, Read-only), and revoke access cleanly.5 min read
- Understanding Buildra plans and tier limitsSolo, Crew, Firm, and Scale — what each tier includes, project caps, and when to upgrade.6 min read
Projects & Workspace
- Upload a cover photo to identify your projectA clear cover photo makes your portfolio scannable. Here is the right size, crop, and format.3 min read
- Set a project address and get auto-geocoded weatherBuildra geocodes the address once, then pulls hourly weather and daylight for your nudges.4 min read
- Archiving vs completing a project — when to use eachCompleting locks the books. Archiving hides the project. Here is the decision tree.5 min read
Plans & AI Features
- Uploading PDF plans for AI analysisDrop a plan PDF, watch it index, and start asking questions. File size, page count, and OCR notes.6 min read
- How to use Ask Buildra (AI Q&A) effectivelyPrompt patterns that work, citation reading, and what to do when an answer feels off.7 min read
- Running spec conflict detectionBuildra finds contradictions across spec sections. Here is how to trigger it and review results.6 min read
Workflow: RFIs, Submittals, Tasks
- Creating and managing RFIsOpen an RFI, attach a plan reference, route to the architect, and close the loop cleanly.6 min read
- Tracking submittals through the approval cycleSubmittal log, approval routing, and a sane way to handle revisions without losing the audit trail.7 min read
- Daily log best practicesThree habits that make daily logs the most-cited document at every closeout.5 min read
Field Operations
- GPS clock-in: how it works and what to expectHow the geofence is drawn, what data we store, and how to handle the "out of range" case.6 min read
- Photo documentation: tagging and AI searchTake a photo, let AI suggest tags, and pull it up months later with a plain-English search.5 min read
- Voice-to-decision: capturing field decisions hands-freeTap the mic, say what you decided, hang up. Buildra transcribes, tags, and routes it.5 min read
Financial: Budget, Pay Apps, Change Orders
- Building a budget with cost codesStart from a template or your last project, lock the structure, and import via CSV if needed.8 min read
- Creating G702/G703 pay applicationsGenerate AIA-style pay apps from your schedule of values, add stored materials, and export to PDF.9 min read
- Tracking change orders end-to-endFrom a field RFC to an approved CO with signatures and a budget impact line item.7 min read
Integrations
- Connecting QuickBooks OnlineOAuth flow, account mapping, what syncs (and what does not), and how to disconnect cleanly.6 min read
- Syncing schedules to Google CalendarPush your schedule to a shared Google Calendar so subs and clients see the latest dates.4 min read
- Accepting client payments via Stripe ConnectOnboard with Stripe Connect, set up payouts, and pair payments to specific pay applications.7 min read
Billing & Account
- Changing your Buildra planUpgrade or downgrade in two clicks. What gets prorated, what is locked in, and how teams scale.4 min read
- Canceling your subscriptionHow to cancel, what happens to your projects, refund windows, and re-activation later.5 min read
- Enabling two-factor authenticationTOTP-based 2FA setup with an authenticator app, recovery codes, and forced enrollment for the team.5 min read
Still stuck? We will help.
Logged-in users can open a support ticket from anywhere in the app. Everyone else can reach us at support@buildra.app.
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