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How do I download an invoice/receipt | Build Buddy
1 November 2024
To download an invoice or receipt, go to the task's 'Payments' tab or the 'Financials' page, then click the download icon next to the payment stage.
How do I purchase a product | Build Buddy
1 November 2024
Discover how to select an interior designer, make design choices, request quotes, and purchase products for your home during the pre-construction phase in Build Buddy.
How to make a payment | Build Buddy
1 November 2024
To make a payment in Build Buddy, navigate to the payment section within a task. Select the invoice you wish to pay, choose your payment method, and follow the prompts to complete the transaction securely.
How to setup your Digital Wallet | Build Buddy
1 November 2024
You'll receive a notification on your dashboard to set up your Digital Wallet. Just follow the provided instructions, and you'll be ready to manage your transactions effortlessly!
Manage Task Variations in Build Buddy: Steps and Overview Guide
1 November 2024
Variations allow Build Buddy Pros to account for any additional work outside the original scope. This ensures any necessary changes or extra tasks are easily managed and tracked as your project evolves.
What skills and insurance do I need to add? | Build Buddy Help Centre
1 November 2024
Learn how to add your skills and insurance to your Build Buddy profile if you’re a contractor or tradesperson working on your own build.
What is a Discovery Meeting? | Build Buddy
1 November 2024
Learn how the Workflow Configuration Workflow helps tailor your Build Buddy experience to your specific project needs, ensuring everything runs smoothly from start to finish.
Data, Privacy, and Security (Auth0) | Build Buddy
1 November 2024
Build Buddy prioritises your data privacy using Auth0 for secure account access. Registering with a valid email and phone number helps us verify your identity and keep you informed. Enjoy a seamless, secure experience!
Need construction advice? Build Buddy
31 October 2024
"For construction advice, locate the Feedback Form in the navigation bar. Fill in your name, email, and details about your inquiry, then click 'Submit.' A member of the support team will reach out to assist you shortly.
I need technical support | Build Buddy
31 October 2024
For technical support, find the Support Form in the bottom left corner of the navigation bar. Fill in your name, email, and details about your issue, then click 'Submit.' A member of the support team will contact you shortly to assist.
How to give app feedback | Build Buddy
31 October 2024
To give feedback on the app, locate the Feedback Form in the menu, fill in your details, describe your issue, and click 'Submit.' An Expert Support team member will reach out to assist you shortly.
How to view different layers | Build Buddy
31 October 2024
To view different layers on your land in Build Buddy, go to the 'Designer' page and enter your site address using the magnifying glass icon. Click the layers icon to access a list of available layers. You can toggle them on or off to see important details like zoning, contours, maximum building heights, and flood or bushfire risk areas.
Understanding the Summary card | Build Buddy
31 October 2024
When you enter your site address into the search bar, a summary card will appear, showing key property details like the estimated value, lot size, street frontage, planning rules, risks, overlays, and elevation. You can also download this information as a report for easy reference.
How can I search my address? | Build Buddy
31 October 2024
To search your address in designer mode, log into your Build Buddy account, navigate to the Designer page, and click the magnifying glass icon. Enter your address to view site information from the pre-populated list.
How to access the 3D selections view with Build Buddy
30 October 2024
To access the 3D selections view, you'll need 3D architectural drawings.
How do I arrange delivery of a product | Build Buddy
30 October 2024
To arrange product delivery, follow the Build Buddy workflow. After payment, related delivery tasks will appear, such as confirming supply and delivery dates. Additional tasks will prompt for multiple deliveries, keeping you organised!
Understanding your My Teams section | Build Buddy
30 October 2024
The 'My Teams' section allows you to manage project members, view their roles, and adjust permissions. You can also see the Build Buddy pros you've engaged with thus far, ensuring effective collaboration and organisation.
Setting project member permissions | Build Buddy
30 October 2024
Set project member permissions when inviting a new member by choosing their role as either a manager, contributor, or viewer to define their level of access and involvement.
How to remove project members | Build Buddy
30 October 2024
To remove project members, go to 'My Teams,' click the three dots next to the member's name, and select 'Remove User' to update your project team.
Member Permission Levels | Build Buddy
30 October 2024
Manage member permissions by designating roles such as Manager, Contributor, or Viewer during the invitation process.
How to add project members | Build Buddy
30 October 2024
To add project members, go to 'My Teams' and click the three dots and 'Invite Members' to invite collaborators to your project.
29 October 2024
Explore how Build Buddy’s financial tools help you take control of your building budget. In this post, we dive into the features that make tracking costs and staying on budget easier than ever.
How to track additional items that don’t match any task | Build Buddy
28 October 2024
To track additional items that don't match any task, click 'Add Additional Expense' and enter the relevant details to ensure all your expenses are accounted for.
How to add a new cost centre | Build Buddy
28 October 2024
To add a new cost centre, simply click 'Add Additional Expense' and enter the expense details to keep your budget organised and up to date.
How to edit my locked budget | Build Buddy
28 October 2024
Editing a locked budget is not recommended, but if necessary, go to the cost code, click the edit button on the line item, and adjust the quantity and rate as needed.
Understanding the Budget tab | Build Buddy
28 October 2024
The Budget tab provides a clear overview of your project's financial plan, comparing your current expenses against your final estimate to help you stay on track and make informed financial decisions.
Using your Spend vs Budget Tracker | Build Buddy
28 October 2024
Your Spend vs Budget Tracker is designed to help you manage and monitor your project's budget effectively, allowing you to track expenses, stay within budget limits, and make informed financial decisions.
Using your Financial Summary page | Build Buddy
28 October 2024
Your Financial Summary page provides a comprehensive overview of your project's financials, helping you track expenses, payments, and budget allocations for better financial management.
Why can’t I access the Spend vs Budget Tracker? | Build Buddy
28 October 2024
If you're unable to access the Spend vs Budget Tracker, it's likely because your professional estimator hasn't uploaded your estimates to the Build Buddy platform yet.
How to lock in an estimate | Build Buddy
28 October 2024
To lock in an estimate, ensure your professional estimator uploads the final estimate to the Build Buddy platform. Then, navigate to the Financials section and click 'Lock Budget' to lock in your budget.
How to get an estimate | Build Buddy
28 October 2024
To get a Bill of Allowances, engage with a professional estimator through Build Buddy. They will assess your project plans and provide a detailed cost Bill of Allowances to help you plan your budget effectively.
How do I know when a payment is due? | Build Buddy
23 October 2024
Stay informed about payment due dates with Build Buddy! You’ll receive email and SMS notifications for upcoming payments, and you can also check the "Payment Requests" tab on your dashboard to view all tasks that require payment.
How to search for a document | Build Buddy
23 October 2024
To search for a document in Build Buddy, simply use the search bar located in the shared document library. Enter relevant keywords to quickly find the document you need.
How to replace a document | Build Buddy
23 October 2024
To replace a document in Build Buddy, you'll need to delete the existing document and then re-upload the new one. This ensures your files stay up-to-date and organised.
How to merge documents | Build Buddy
23 October 2024
At this time, merging documents is not a feature in Build Buddy, and documents must be managed individually.
How to tag a document | Build Buddy
23 October 2024
Tagging a document in Build Buddy helps you organise and categorise your files for easy retrieval. Simply open the document, click on the tag option, and add the relevant tag to enhance searchability.
How to download a document | Build Buddy
23 October 2024
Downloading a document in Build Buddy is easy! Just locate the document you want in the Shared Document Library, click the download icon, and it will be saved to your device for easy access.
How to delete a document | Build Buddy
23 October 2024
Need to remove a document? Deleting a document in Build Buddy is simple! Just navigate to the document in the Shared Document Library, click the delete option, and confirm your choice.
Why can’t I change the name of a document? | Build Buddy
23 October 2024
Document names in Build Buddy are fixed to maintain organisation and consistency across the platform. This ensures that all team members can easily find and reference the documents they need.
Do I get notifications for messages? | Build Buddy
23 October 2024
Stay informed with Build Buddy! You’ll receive notifications for messages, keeping you updated on all communications related to your project.
How can I message people? | Build Buddy
23 October 2024
With in-app direct messaging, you can message Build Buddy Pros directly within tasks in Build Buddy, facilitating seamless communication and collaboration throughout the project.
Who can I message? | Build Buddy
23 October 2024
You can directly message any tradespeople or consultants involved in your project. Stay connected and keep communication clear throughout every stage of your build.
How to edit a review on Build Buddy
23 October 2024
Learn how to easily update a review you've submitted in Build Buddy. Follow simple steps to edit and resubmit your feedback for a smooth project experience.
How to leave a review | Build Buddy
23 October 2024
Leaving a review for a Pro is simple. After a task is completed, you can provide feedback on your experience with the Pro to help maintain quality and transparency across the platform.
Task Documents | Build Buddy
23 October 2024
Task Documents are essential for helping Pros complete their work efficiently. Upload any necessary documents directly to the task to ensure everything needed is readily accessible.
Introduction to Quotes and Contracts | Build Buddy
23 October 2024
You can easily request and accept quotes from different Pros right within the platform. Once a quote is accepted, a contract is automatically generated for digital signing, streamlining the process and keeping everything in one place.
Quality Assurance | Build Buddy
16 October 2024
Build Buddy's pre-populated quality assurance checklist is developed by industry professionals, ensuring every item aligns with industry best practices for a smooth and high-quality build.
Defect Management | Build Buddy
16 October 2024
The Defects feature makes it simple for you to ensure that any issues or defects in your build are promptly addressed.
What skills do I need to add | Build Buddy
16 October 2024
If you're doing parts of your project yourself in Build Buddy, easily add your skills info. Follow our quick guide to list your qualifications and stay organised for smooth project management.
How to customise your workflow | Build Buddy
16 October 2024
Learn how Build Buddy customises workflows to fit your project needs and what options are available for future customisation.