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WELCOME TO THE BUILDBOOK HELP CENTER!


Getting Started With BuildBook

Learn the basics to easily get set up and be successful

5 articles
Account Info

Learn how to access information within your account

3 articles
Clients

Everything to do with Clients!

1 article
QuickBooks Online Integration
13 articles
Price Book and Cost Codes

How to create, import, and use your Cost Codes and set up your Price Book

3 articles
Opportunities and Estimates

Learn how to use BuildBook's powerful lead management tools, create Estimates
and send Proposals to Clients

8 articles
Projects Overview

How to create and manage information within your Projects

4 articles
Project Communication

Includes all you need to know about Chat, Daily Logs and Files

3 articles
Project Tasks

Learn how to manage your Project Tasks

8 articles
Project Schedule

Working with the Gantt Chart and Project Schedule

4 articles
Project Financials

Learn everything there is to know about Project Financials including Budgets,
Invoicing and tracking your Project's cost.

12 articles
Selections

Create and manage your finish choices for the Project.

3 articles
Global Options

Goes over Global Scheduling, Invoices, Bills & Expenses, and Estimates

5 articles
People and Vendors

Manage everyone you collaborate with in BuildBook

2 articles
Collections & Portfolio

Everything you need to know about setting up your Portfolio

4 articles
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