bb-help-centre

How do I download an invoice/receipt

Fri, 01 Nov 2024 04:51:04 GMT

How to Download an Invoice/Receipt

All invoices on the Build Buddy app are Recipient Created Tax Invoices (RCTI). There are two easy ways to download receipts in the Build Buddy app: through individual tasks or via the financials page.

Within a Task

Navigate to the task you're looking for via the dashboard.
Click on the "Payments" tab.
Click the download icon next to the payment stage.
A pop-up window with the receipt will appear.
Click the download icon in the top-right corner to save it.

Within the Financials Page

Click the "Financials" page icon on the navigation bar.
Select "Budget Tracking."
Choose the cost centre or code related to the task.
Click on the task you're looking for.
Go to the "Payments" tab.
Click the download icon next to the payment stage.
A pop-up window will appear, then click the download icon on the top-right corner to save the receipt.

How do I purchase a product

Fri, 01 Nov 2024 04:36:05 GMT

How do I purchase a product

Build Buddy follows industry best practices, which may seem a little unusual to someone who has not previously built a house. When it comes to products and materials for your house, whether it be a steel roof or an appliance, we recommend going through the process of quoting. This also ensures that you access wholesale pricing at every opportunity.

Your workflow will tell you when it is time to select a product, time to purchase a product and then time to arrange delivery and installation of that product.

To purchase products for your home in Build Buddy, follow these steps during the pre-construction phase:

Select an Interior Designer: The platform will prompt you to choose an interior designer as part of your unique workflow.
If you’re confident in making design choices on your own, feel free to mark the task a DIY.
Make Your Selections: After selecting your designer, you’ll be guided through the process of choosing everything for your home, from detailed colour options to brick selections. You'll be prompted at every step to make sure you complete your selections.
Upload Design Selections: Once all your choices are finalised, upload these selections into the platform.
Request Quotes: After your selections are uploaded, the workflow will prompt you to request quotes for items like appliances. You’ll start receiving quotes based on the products you chose during the selection process.

This process ensures you're guided step by step and have full control over your selections and purchases.

If you wish to purchase a product off-platform, just DIY the relevant tasks or mark them as complete. You can track these purchases in your Spend vs Budget Tracker.

How to make a payment

Fri, 01 Nov 2024 03:46:40 GMT

How to make a payment

You can make a payment using your credit card or digital wallet.

Credit Card: You can instantly make a payment using your credit card. Your credit card details will never be stored.
Digital Wallet: You can allocate funds towards a task using your digital wallet and once you're happy with the work being complete you can release the funds. You can also instantly make a payment using your digital wallet.

To make a payment within a task:

Navigate to the task you wish to make a payment for.
Click the "Payments" tab
Click the orange button to either allocate a payment or approve a payment.
A window will popup prompting you to select a payment method: Credit Card or Wallet.
Credit Card: Enter your credit card details as prompted and click the orange "Pay Now" button.
Wallet: You will be prompted to either "Pay Now" or "Allocate" your funds.

To make a payment within "Financials" feature:

Navigate to the "Spend vs Budget Tracker" tab.
Click on the cost centre you wish to make a payment towards.
Click on the specific task you wish to make a payment towards.
Click the orange button to either allocate a payment or approve a payment.
A window will popup prompting you to select a payment method: Credit Card or Wallet.
Credit Card: Enter your credit card details as prompted and click the orange "Pay Now" button.
Wallet: You will be prompted to either "Pay Now" or "Allocate" your funds.

How to setup your Digital Wallet

Fri, 01 Nov 2024 03:39:27 GMT

How to setup your Digital Wallet

Your digital wallet is a reflection of your bank account, where you can allocate and release payments as you wish. This can be whatever bank account you wish to link, as long as it is compatible with PayTo. The Build Buddy platform itself does not hold any funds or perform any transactions on your behalf.

Before you setup your digital wallet, we recommend that you check with your bank if you are unsure if your bank account works with PayTo. The digital wallet let's you see:

Wallet Balance: Reflects the total amount being transacted
Pending Funds (if applicable): How much is currently in the process of being released
Allocated Funds: Funds that have been allocated to a PRO, but has not been released

Steps for setup

You can setup your digital wallet once your "Onboarding Meeting" task has been marked complete. The prompt or task will appear for setting up your digital wallet.

This is how you can setup your wallet:

Once you have completed your "Onboarding Meeting" task, a series of notification tiles will populate on your dashboard. One being "Create Wallet".
Click on the "Create Wallet" button.
A window will pop-up, click the "Create Wallet" button.
Another window will pop-up, click the "Got it!" button.
You will then need to add in your bank account details.
Click "Save" once completed.
Your digital wallet is now set up.

You can view your digital wallet on your dashboard or by clicking your profile picture in the top right-hand corner.

Variations

Fri, 01 Nov 2024 03:08:58 GMT

Variations

In Build Buddy, you can easily access an overview of a task’s variations through the Variations tab. Here, you'll find the status of each variation (awaiting approval, approved, rejected), any additional days needed for completion, and the associated costs. This transparency allows you to discuss and integrate changes directly with PROs, ensuring nothing gets overlooked.

Overview of Variations

When you open the Variations tab, you’ll see a table that lists all variations, their statuses, additional completion days, and costs. You can easily accept or decline each variation, making it simple to manage changes throughout your project.

Process of Raising Variations

User Request : The process begins when you request a change in the scope of work. You’ll message the PRO about the desired change.
Proposal by PROs: Only PROs can raise variations. After your request, the PRO will provide details regarding any necessary adjustments, including timing, cost changes, and other relevant information.
User Decision: Once you receive the PRO's proposal, you’ll see each proposed variation along with their status, additional completion days, and costs. You can then choose to accept or decline each variation, streamlining the management of changes in your project.
Continue Task: After accepted, continue with the task as usual, following what the task says is your next step.

This structured process ensures that all modifications are handled efficiently, keeping your project on track.

What skills and insurance do I need to add?

Fri, 01 Nov 2024 02:23:32 GMT

What skills and insurance do I need to add?

If you’re hiring contractors or professionals to handle your project, you don’t need to add skills or insurance to your profile. Instead, general insurance documents should be uploaded to the document library for safekeeping.

However, if you’re a contractor or tradesperson working on the project yourself, it’s important to add your skills and insurance information in your Profile Settings . This ensures you meet project requirements and stay organised.

How to add skills?

1. Open Your Profile

If you are a mobile user : From the dashboard screen, locate the navigation bar on the bottom of the screen, you'll see an icon labeled "More", represented by three horizontal lines. Tap this icon to expand more menu options. After the menu expands, tap on the Build Buddy User section at the top (next to your profile picture).

If you are a laptop or tablet user : From the dashboard, click on the profile icon in the top-right corner to access your account.

2. Scroll to the Skills Section

Once in the profile, scroll down until you see the Insurance section. It should say "List your Skills here."

3. Add Your Skills

Tap the "Add Skill" or "Add Now" button. This will open a form where you can select :

A skill from the dropdown list
Sub skills from the dropdown list
Document no.
Expiry date
Upload your relevant licence (accepted formats: JPG, JPEG, PNG, PDF, XLS, DOC AND DOCX).

4. Save Your Skills

After entering your skills, tap ''Confirm'' to add them to your profile. Your newly added skills will now be listed in the Skills section.

How to add insurance?

1. Open Your Profile

If you are a laptop or tablet user : From the dashboard, click on the profile icon in the top-right corner to access your account.

2. Scroll to the Insurance Section

Once in the profile, scroll down until you see the Insurance section. It should say "List your Insurances here."

3. Add Your Insurance

Tap the "Add lnsurance" or "Add Now" button. This will open a form where you can select :

An insurance type from the dropdown list
Insurance no.
Expiry date
Upload a copy of your insurance (accepted formats: JPG, JPEG, PNG, PDF, DOC AND DOCX).

4. Confirm

After entering your insurance, tap ''Confirm'' to add them to your profile. Your newly added insurances will now be listed in the section!

What is a Workflow Customisation Meeting?

Fri, 01 Nov 2024 00:38:39 GMT

What is a Workflow Customisation Meeting?

After setting up your Build Buddy account, verifying your email, and entering your project details, the next important step is scheduling your Workflow Customisation Meeting . This one-on-one session with our team helps us learn more about your specific project. We’ll review the details you’ve entered and discuss your goals to create a tailored workflow that suits your needs.

How to Book It?

Once you've completed the first tasks, such as watching the intro videos, the app will prompt you to book your Workflow Customisation Meeting. You can easily schedule it through the app.

Why It’s Important?

The Workflow Customisation Meeting ensures that your unique Build Buddy workflow is fully customised to your project. This is crucial to configure that the right tasks are showing up for your project, making sure that everything runs smoothly from start to finish.

How to Prepare?

Come ready with any ideas or plans you already have. If you have already acquired or are working on any documentation, have it on-hand to discuss as well. Our experts will help guide you through the next steps, ensuring you’re fully prepared to make informed decisions that align with your vision, budget, and requirements.

Data, Privacy, and Security (Auth0)

Fri, 01 Nov 2024 00:34:13 GMT

Data, Privacy, and Security (Auth0)

At Build Buddy, safeguarding your personal information is at the core of what we do. To ensure your data stays secure, we've integrated Auth0, a powerful, industry-leading solution for authentication and authorisation. Auth0 helps protect your account from unauthorised access by managing logins and securely storing your credentials, so you can have peace of mind knowing your information is safe.

As soon as you register on our app, Auth0 is automatically configured to create a secure account for you. This system enables secure access to your account across any device, ensuring that only you can manage and view your project details.

Why is it important to use your real email and phone number? By registering with a valid email address and phone number, you ensure that we can verify your identity and contact you with essential updates, security notifications, or any time-sensitive information related to your project. This step also helps us provide you with better support and service.

With Auth0, we protect your login credentials, providing a seamless yet secure experience for accessing the platform, while safeguarding your data.

I need construction advice

Thu, 31 Oct 2024 00:33:41 GMT

I need construction advice

If you need construction advice, you can receive dedicated assistance for any queries throughout the home-building process, with responses guaranteed within two business days. For help with construction or technical issues, contact us via:

Email: support@buildbuddy.au
Customer Support: 1300 990 980

Additionally, depending on the Construction Buddy tier you chose, you can also contact your Construction Buddy directly for personalised construction advice. We recommend this as you will receive tailored advice, specific to your project. Your Construction Buddy is to be there on-site to act as your personal advisor, offering expertise, and recommendations throughout the entire construction phase of your new home build.

I need technical support

Thu, 31 Oct 2024 00:30:37 GMT

I need technical support

You can receive dedicated assistance for any queries throughout the home-building process, with responses guaranteed within two business days. For help with construction or technical issues, you can reach out via:

Email: support@buildbuddy.au
Customer Support: 1300 990 980

You can also provide technical feedback by following the instructions here .

How to give app feedback

Thu, 31 Oct 2024 00:29:25 GMT

How to give app feedback

To provide feedback on the app, follow these steps:

Locate the Feedback Form in the menu. On desktop, this is in the bottom left corner of the navigation bar. On mobile, it is at the bottom of the 'more' menu.
Enter your name, email, select the type of problem, and describe your issue. You can also attach any relevant files such as screenshots.
Click "Submit".
A member of the Expert Support and Guidance Team will contact you shortly to assist with your feedback.

How to view different layers

Thu, 31 Oct 2024 00:27:22 GMT

How to view different layers

This is regarding the "Designer" feature, only available in the desktop login.

To view different layers on your land in Build Buddy, follow these simple steps:

Navigate to the "Designer" page from the navigation bar.
Click on the magnifying glass icon on the left and enter your site address.
On the right-hand side, you'll see a layers icon—click it.
A list of available layers will appear.
You can toggle the layers on or off to see various details about your land, such as:
Zonings: See what your land is zoned for and any special purposes (like tourism zones).
Contours: Check for slopes and ground elevation with detailed or basic contour views.
Max Building Heights: View in 2D or 3D the maximum heights allowed for buildings on your site.
Flood, bushfire, and other zones: Identify areas at risk for floods, bushfires, heritage sites, or environmental concerns like koala biodiversity or fire ant zones.
Easements and utilities: See easements, water supply pipes, and strata lots.
Suburb and council boundaries: View boundary lines for your suburb or council area.
Transport areas: See rail lines or transport-oriented development zones.
Satellite and near-map views: Switch between satellite imagery and map views.

These layers provide valuable insights to help you better understand your land and any building restrictions or considerations.

Understanding the Summary card

Thu, 31 Oct 2024 00:25:54 GMT

Understanding the Summary card

This is regarding the "Designer" feature inside the Desktop version of Build Buddy.

When you enter your site address into the search bar, a summary card will pop up with key details about your property. Here’s what you’ll see:

Property Value Estimate: An estimated value of the property.
Lot Size: The size of your land.
Street Frontage: The width of the front of your property (the part facing the street).
Planning Rules: The building rules and regulations set by your local council.
Risks and Overlays: Important info like whether your land is in a fire zone, flood zone, or other risk areas.
Elevation: How high your property is above sea level.

You can also download this information as a report for easy reference.

How can I search my address?

Thu, 31 Oct 2024 00:22:59 GMT

How can I search my address?

To search your address using designer mode, follow the below steps:

Log in to your Build Buddy account on desktop. This feature is not available on mobile devices.
Click on the "Designer" page on the navigation bar.
Click the magnifying glass icon on the top left-hand side.
Under "Find and research individual sites", enter in your address and select it from the pre-populated list.
Now, you can view any information about your site.

How do I arrange delivery of a product

Wed, 30 Oct 2024 01:04:52 GMT

How do I arrange delivery of a product

To arrange the delivery of a product, the Build Buddy workflow will guide you with a delivery task at the right time.

Once you've completed the procurement tasks and paid for your products, related tasks will automatically appear. For example, you'll see a task like, "Brick Supply: Confirm supply and delivery date for Brick Delivery 1." Once that’s completed, a new task will appear, such as, "Brick Supply: Confirm receipt of the Brick Delivery 1."

If you have multiple deliveries, additional tasks will be prompted after each one is finished. For instance, after confirming Brick Delivery 1, a task for "Brick Delivery 2" will show up to ensure you stay on track.

Understanding your My Teams section

Wed, 30 Oct 2024 00:55:24 GMT

Understanding the My Teams section

Project Members

Project members are people you would like to be part of your project. This could be your partner, relative, friend or whoever you want it to be. You can invite as many people to your project as you'd like. To add a project member click here . To learn more about project member permissions click here .

Build Buddy Pros

These Build Buddy Pros are Pros that you have specifically engaged with within your tasks. Each tile represents an individual Pro, their contact details and the tasks they are related to. When you click on the tile, you will view the Pros business profile.

Setting project member permissions

Wed, 30 Oct 2024 00:52:44 GMT

Setting project member permissions

There are different types of permissions for different types of project member roles. To learn more about these different permission levels, click here .

You can set a project member's permission when you initially invite them to your project.

You can also edit a project member's permission by following the below steps:

Navigate to "My Teams" page on the navigation bar.
Click on the "Project Member" bar.
Click on the three dots on the projects member's tile.
Add the details of the member you would like to invite including their name, email, phone number and permission level.
Click the orange "Next Button"
The member will receive an email to join the platform and to set up their profile.

You can view member permission levels here .

How to remove project members

Wed, 30 Oct 2024 00:49:54 GMT

How to remove project members

To remove a project member, follow the below steps:

Navigate to the "My Teams" page on the navigation bar.
Click on the "Project Members" bar.
On the respective member you wish to remove, click the three dots.
Click "Remove User".

Member Permission Levels

Wed, 30 Oct 2024 00:27:52 GMT

Member Permission Levels

Build Buddy offers different member permission levels, each with specific permissions and access levels. These member types include Creator, Manager, Contributor and Viewer.

Creator : A Creator is an Owner Builder that has full access to the platform, including banking, dashboard, defects, designer, document library, messaging, projects, viewing reports, selections and tasks.
Manager : A Manager is a Partner or Relative that can make task payments, view transactions, view dashboard, defects, document library, messaging, edit project details, view reports, selections and tasks.
Contributor (previously Supervisor) : A Contributor can view transactions, defects, designer, document library, messaging, edit project details, view reports, edit and view tasks, and manage variations.
Viewer (Coming Soon) : A Viewer is a curious Friend who can only view the dashboard, defects, document library, reports and tasks.

Creator permission level is automatically assigned to the user who first created the project. There can only be one Creator per project, and cannot be reassigned.

How to add project members

Wed, 30 Oct 2024 00:25:21 GMT

How to add project members

Follow the below steps to add a project member:

Navigate to the "My Teams" page on the navigation bar.
Within the "Project Members" bar, click the three dots on the right-hand side.
Click "+ Invite Member".
A window will popup prompting you to fill out the following fields:
Member Name
Member Email
Member Contact Number
Member Access - learn more about member permission levels here .
Click the orange "Next" button once complete.
The member you have invited will have received an email prompting them to create an account to join your project.

Overview of the Financial Section

Tue, 29 Oct 2024 04:47:13 GMT

Overview of the Financials Section

How to track additional items that don’t match any task

Mon, 28 Oct 2024 23:27:20 GMT

How to track additional items that don’t match any task

To track additional items that don’t match any task, follow the below steps:

Navigate to the "Financials" page in the navigation bar.
Click the "Budget Tracker" tab.
In the search bar, search "Miscellaneous"
Click on the "9999 Miscellaneous" cost centre and then click the orange "+ Add Expense".
A window will popup prompting you to fill out the following fields:
Payee Name
Description
Amount
Payment Date
Relevant documents or receipts
Click the orange "Save" button once you have filled out the fields.
Your additional expenses will not show under the "9999 Miscellaneous" cost centre.

How to add a new cost centre

Mon, 28 Oct 2024 23:24:10 GMT

How to add a new cost centre to your budget

To add a new cost centre, follow the below steps:

Navigate to the "Financials" page from the navigation bar.
Click on the "Estimated Budget" tab.
On the top legend bar, to the right, click the "+ Add New Budget Item" button. Any new budget items will automatically be categorised in a "Miscellaneous" cost centre.
A window will popup prompting you to add a description, amount and note.
Click the orange "Save" button once you have filled out the fields.
The new budget item will now show under the "9999 Miscellaneous" cost centre.

At this time, it is not possible to create any additional cost centres to "9999 Miscellaneous". This cost centre also cannot currently be renamed.

How to edit my locked budget

Mon, 28 Oct 2024 23:20:40 GMT

How to edit my locked budget

Follow the below steps to edit your locked budget:

Navigate to the "Financials" page in the navigation bar.
Click the "Estimated Budget" tab.
Click the relevant cost centre item you wish to change.
Click the pencil icon for the relevant item line you wish to edit.
A window will popup prompting you to add in variation amounts to the line item.
Make variations as you wish, then click the orange "Save" button.
Once you have saved your changes, under "User Variations" you can view the budget changes you have made.

Understanding the Budget tab

Mon, 28 Oct 2024 23:17:17 GMT

Understanding the Budget tab

The Budget page is available only after a Bill of Allowances has been provided by a professional estimator. To learn how to get one, click here .

To gain a thorough understanding on your financial summary page, get familiar with the legend:

Accepted: Quotes you have accepted that have planned payments not yet due (orange hatched).
Allocated: Payments set aside via your Digital Wallet but not yet paid (burnt orange).
Paid: Payments completed (orange).
Projected Savings: Expected savings (green hatched).
Savings: Actual savings after payments (green).
Projected Over Budget: Expected overspending (red hatched).
Over Budget: Actual overspending (red).

Breakdown of the page

Cost Code/Centre Breakdown

A cost centre/code is like a specific bucket where you put all the costs related to a certain part of your project. The purpose of a cost centre/code is to help organise and monitor expenses by grouping related costs together, making it easier to manage and review your budget.

You’ll see a list of cost centres or cost codes from your Bill of Allowances (e.g., surveyor, geotechnical). This section shows your budget for each cost centre and how you're tracking against it. You can also the dropdown and search bar at the top to filter and search for specific tasks, such as new tasks, in progress, or completed.

Click on a cost centre/code to expand to view the associated bill of quantities. For each line item you can view the following information:

Quantity
Rate
Bill of Allowances
User Variation
Budget

Adding a user variation

You can also add variations related to the line item by clicking the pencil icon to the right of the line.

A window will pop-up, where you can enter a variation to the right of the Bill of Allowances.
You can also add a note about this variation, for example, you increased your budget and want to account for it here.
Click the orange "Save Button".
Your variation change will populate user the "User Variation" column.

View Switching

Toggle between the Tracking View (your actual budget) and the Estimated View (forecasted spending) for each line item.

This page helps you monitor and manage your spending, track your progress, and understand how your budget is performing throughout your project at a task level.

Using your Spend vs Budget Tracker

Mon, 28 Oct 2024 23:14:56 GMT

Using your Spend vs Budget Tracker

The Spend vs Budget page is available only after a final estimate has been provided by a professional estimator. To learn how to get one, click here .

To gain a thorough understanding on your financial summary page, get familiar with the legend:

Accepted: Quotes you have accepted that have planned payments not yet due (orange hatched).
Allocated: Payments set aside via your Digital Wallet but not yet paid (burnt orange).
Paid: Payments completed (orange).
Projected Savings: Expected savings (green hatched).
Savings: Actual savings after payments (green).
Projected Over Budget: Expected overspending (red hatched).
Over Budget: Actual overspending (red).

Breakdown of the page

Cost Code/Centre Breakdown

You’ll see a list of cost centres or cost codes from your final estimate (e.g., surveyor, geotechnical). This section shows your budget for each cost centre and how you're tracking against it. You can also the dropdown and search bar at the top to filter and search for specific tasks, such as new tasks, in progress, or completed.

Click on a cost centre/code to expand to view the associated tasks. For each task you can view the following information:

Payment stage
Payment type: Direct or Wallet
Status
Amount
Paid date
Number of quality assurance items
Option to pay for a line item if necessary
Option to download invoice after a payment is completed

You can also add additional expenses related to the task by clicking the orange "+ Add Expense".

Once all tasks under a cost code are completed, the cost code will lock and show whether you are over or under budget.

View Switching

Toggle between the Tracking View (your actual budget) and the Estimated View (forecasted spending) for each line item.

This page helps you monitor and manage your spending, track your progress, and understand how your budget is performing throughout your project at a task level.

Using your Financial Summary page

Mon, 28 Oct 2024 23:12:06 GMT

Using your Financial Summary page

The Financial Summary page is available only after a final estimate has been provided by a professional estimator. To learn how to get one, click here .

To gain a thorough understanding on your financial summary page, get familiar with the legend:

Accepted: Quotes you have accepted that have planned payments not yet due (orange hatched).
Allocated: Payments set aside via your Digital Wallet but not yet paid (burnt orange).
Paid: Payments completed (orange).
Projected Savings: Expected savings (green hatched).
Savings: Actual savings after payments (green).
Projected Over Budget: Expected overspending (red hatched).
Over Budget: Actual overspending (red).

Breakdown of the page

Current Budget Summary

On the left side of the page, you’ll see a list of cost centres or cost codes from your final estimate (e.g., surveyor, geotechnical). This section shows your budget for each cost centre and how you're tracking against it. You can also the dropdown and search bar on the left tile to filter and search for specific tasks, such as new tasks, in progress, or completed.

Click on a cost centre to go to the Estimate Budget page for more details. Learn more about the Estimate Budget page here .

Budget Tracking Wheel

On the right side, this wheel visually shows how much of your budget has been spent and how much remains. This wheel uses the same legend as mentioned previously.

Task Progress Bar

Shows the percentage of tasks completed. Click to expand for a breakdown of progress at each stage of the journey for example, design, discovery to fix-out and final.

Market Comparison

This value is how much Build Buddy has saved you so far compared to traditional builders. This is calculated based on the average cost of building a residential home with a traditional home builder.

Graphs

Here, you can view two different graphs:

Spending Trend: View spending trends quarterly, monthly, or fortnightly.
Cumulative Spending: Track your budget, estimated budget, and spending forecast over time.

This page helps you monitor and manage your spending, track your progress, and understand how your budget is performing throughout your project.

Why can’t I access the Spend vs Budget Tracker?

Mon, 28 Oct 2024 06:30:25 GMT

Why can’t I access the Spend vs Budget Tracker

To gain access to the Spend vs Budget tracker feature you must have received a Bill of Allowances from an estimator. To learn how to get a estimate from an estimator through the Build Buddy platform, click here .

A professional estimator is essential for a new home build because they ensure accurate cost forecasting, helping you stay within budget and avoid unexpected expenses. Here are some key reasons:

Accurate Budgeting: Estimators provide precise cost estimates for materials, labor, and other project expenses, allowing you to set a realistic budget.
Time Efficiency: Estimators streamline the planning process by calculating quantities and costs quickly, helping prevent delays in the project timeline.
Cost Control: With detailed breakdowns, you can compare costs, negotiate with suppliers, and make informed decisions to optimise spending.
Risk Mitigation: Estimators identify potential cost overruns early, minimising financial surprises during construction.
Improved Planning: They ensure that all aspects of the build, from foundation to finishes, are accounted for, preventing underestimating crucial areas.

If you have already received a Bill of Allowances in the platform, follow these steps to access the Spend vs Budget Tracker. If you have followed these steps and still cannot see the Spend vs Budget Tracker, contact our Expert Guidance and Support team.

How to lock in an estimate

Mon, 28 Oct 2024 06:14:16 GMT

How to lock in an estimate

To lock in your budget you will need to have received a Bill of Allowances from your estimator. To learn how to get a Bill of Allowances, click here .

To lock in your budget follow the below steps:

Navigate to the "Financials" section via the menu or navigation bar.
Once you have received a Bill of Allowances, there will be an orange notification at the top of the page. When you have checked your Bill of Allowances and wish to lock it in and start tracking against it, click the orange "Lock Budget" button on the right hand side.
A window will popup confirming you want to lock in your budget as you cannot undo this action.
Once you are happy to lock in your budget, click the orange "Lock Budget" button on this confirmation screen.
Once you have locked in your budget, you now have access to the rest of the Financials features, click the orange "Explore" button to access it.

How to get a Bill of Allowances (BoA)

Mon, 28 Oct 2024 01:37:34 GMT

How to get a Bill of Allowances

To receive a Bill of Allowances (BoA), you will need to do the following:

Provide necessary reports in relation to your land per your Build Buddy workflow.
Finalise your selections.
Finalise your plans including elevations, joinery and electrical details.
Engage with an Estimator via the Build Buddy platform.
Your selected Estimator will then create your Bill of Allowances and submit it to the Build Buddy platform.
Once you are happy with your Bill of Allowances, you can lock your Bill of Allowances under the "Financials" tab in the navigation bar.

How do I know when a payment is due?

Wed, 23 Oct 2024 06:56:47 GMT

How do I know when a payment is due?

Every task that requires a payment will have unique payment stages depending on the PRO you engage with.

There are two ways to know when a payment is due.

Option 1: You will receive an email and SMS notification prompting you to make a payment.

Option 2: On your dashboard, view tasks that have an orange dollar symbol, or toggle to the "Payments Request" tab to view all tasks needing a payment.

How to search for a document

Wed, 23 Oct 2024 06:53:15 GMT

How to search for a document

This is how you can search for a document in the shared document library:

Navigate to the "Document Library" page from the navigation bar.
Enter a key word in the search bar or filter documents by tags.

How to replace a document

Wed, 23 Oct 2024 06:51:55 GMT

How to replace a document

To replace a document you simply need to do the following:

Delete the relevant document, click here to learn how.
Upload the new document, click here to learn how.

How to merge documents

Wed, 23 Oct 2024 06:49:58 GMT

How to merge documents

You cannot merge documents within the platform at the moment. This will soon be updated, to keep up with app updates click here .

How to tag a document

Wed, 23 Oct 2024 06:47:19 GMT

How to tag a document

Tagging documents in Build Buddy ensures they’re organised and easily accessible. Here's how you can tag a document:

When you upload a document in the Document Library, you’ll be prompted to tag it:

Select the relevant Tag from the "File" dropdown list.
Choose the most appropriate checkbox that categorises your document.
For example, if you're uploading an Owner Builder certificate, select the "Owner Builder – Permit/Certificate" tag.

Sometimes, a task will prompt you to upload a document, guiding you through the tagging process:

For instance, a task might appear saying: "BASIX Assessor: Upload the BASIX Assessment" or "Building Certifier (CC): Upload the Construction Certificate."
The task will specify which tag to use for the document you're uploading.
Follow the document upload steps below to complete the process.

How to download a document

Wed, 23 Oct 2024 06:45:30 GMT

How to download a document

This is how you can download a document in the shared document library:

Navigate to the "Document Library" page from the navigation bar.
Click the three dots to the right of the document you wish to download.
Click "Download Document".

How to delete a document

Wed, 23 Oct 2024 06:44:26 GMT

How to delete a document

This is how you can download a document in the shared document library:

Navigate to the "Document Library" page from the navigation bar.
Click the three dots to the right of the document you wish to delete.
Click "Delete Document".

Why can’t I change the name of a document?

Wed, 23 Oct 2024 06:42:02 GMT

Why can’t I change the name of a document?

The name of a document is automatically set based on the tag you used when uploading it. This ensures consistency across all files and allows for easy navigation and quick identification within the platform. By standardising document names, it helps everyone on the project locate important documents without confusion.

Do I get notifications for messages?

Wed, 23 Oct 2024 06:40:16 GMT

Do I get notifications for messages?

Yes, you will receive notifications for new messages via both SMS and email, ensuring you never miss an important update.

To update your notification settings, click here to learn how.

How can I message people?

Wed, 23 Oct 2024 06:36:58 GMT

How can I message people?

There are two ways to message a Pro - via the dashboard or from within a task.

Dashboard

Go to your dashboard and look at the right-hand side, below your digital wallet.
Here, you’ll see your recent messages, along with the task name and the Build Buddy Pro associated with it.
Click on the message, and your conversation with that Pro will pop up, allowing you to message them directly.

Task

Open the task where you want to message the Pro engaged with it.
Click the Messages tab and select the message. Your chat with the Pro will appear, and you can continue messaging them.
OR Within the task, click the speech bubble icon in the top right corner to quickly access and send messages to the Pro involved in that task.

Who can I message?

Wed, 23 Oct 2024 06:29:08 GMT

Who can I message?

Currently, you can message the following contacts within Build Buddy:

Pros you’re actively engaged with: These are the Pros who you are working with on your project.
Potential Pros: You can also message Pros who have submitted a quote for a task, even if you haven’t accepted their quote yet.

How to Edit a Review

Wed, 23 Oct 2024 06:25:59 GMT

How to edit a review

If you've already submitted a review and want to make changes, follow the below steps:

After submitting a review, you'll see the option to edit it. Look for the task with your review and find the orange "Edit Review" button.
Click on the orange button to begin editing your review.
You can now update your review as needed. Once you're happy with the changes, re-submit the review by clicking the submit button.

How to Leave a Review

Wed, 23 Oct 2024 06:23:56 GMT

How to leave a review

Leaving a review helps ensure quality and trust within the Build Buddy community.

Here's how to do it:

After you mark a task as complete, a popup will appear prompting you to leave a review for the Pro.
Follow the on-screen prompts to provide your feedback.
Submit your review to help others make informed decisions when working with that Pro.

Task Documents

Wed, 23 Oct 2024 06:15:34 GMT

Task Documents

In the Documents tab, you’ll find a list of documents that are required from you to help the Pro prepare an accurate quote for the job. It’s essential to upload these documents before requesting quotes to ensure you receive the most accurate estimates.

Once the job is complete, you’ll also see a section labeled “Documents Expected to Be Produced.” Here, you’ll need to upload the documents generated as a result of the completed task.

Additionally, you can find a section for Other Documents, where you can see if any other relevant documents need to be uploaded.

All documents in this section are pre-tagged, so all you need to do is upload the relevant document.

You can learn more about your Document Library here .

Introduction to Quotes and Contracts

Wed, 23 Oct 2024 05:33:45 GMT

Introduction to Quotes and Contracts

Quotes and contracts provide peace of mind by simplifying the process of requesting, confirming, and managing project agreements.

Easy Quote Management

With Build Buddy, you can effortlessly request, receive, and accept quotes from professionals (PROs). Once you accept and approve a quote, the system automatically generates a contract for you to sign.

Learn how to request a quote here and learn how to accept a quote here .

Secure Document Storage

All signed contracts are securely stored in the task's Shared Document Library, ensuring clarity and compliance with industry standards throughout the design and building process.

Contract Generation

Contracts are generated based on the value of the job and state regulations. For example, in NSW, if the job exceeds $5,000, a formal contract will be created. If it’s under $5,000, a simpler agreement will be generated.

Build Buddy compiles all relevant information into one comprehensive contract document, including:

Standard terms and conditions
Business terms and conditions (if applicable)
Special conditions (detailed in the quote)
Payment schedule (detailed in the quote)
Scope of works (task tab)
Relevant attachments

This ensures you have everything you need in one place for a smooth project experience.

Quality Assurance

Wed, 16 Oct 2024 06:29:40 GMT

Quality Assurance

Our Quality Assurance process has been developed by industry experts and is aligned with best practices to ensure compliance with construction standards. It provides an easy way for you to report defects for any checklist item.

In the Quality Assurance tab inside tasks, you have access to two main sections: Quality Assurance Checklist and Defects. You can find more information about defects here .

You can access quality assurance checklists directly through the “Quality Assurance” tab within each task. Where relevant, each task comes with a built-in checklist designed to keep the scope of work on track and ensure it meets industry standards.

You can also add your own checklist items, however, we recommend you add your own checklist items before you request any quotes.

To use the checklist, simply tick the box next to each item after you have checked the quality of that item, which is tailored specifically to the task at hand. This streamlined process helps maintain quality throughout your project.

Defects

Wed, 16 Oct 2024 05:33:17 GMT

Defects

The Defects feature in Build Buddy makes it simple for you to ensure that any issues or defects in your build are promptly addressed. It works hand in hand with Quality Assurance, so if you're already using the Quality Assurance checklist, you can easily raise defects as part of that process. Learn more about Quality Assurance here.

Raising a Defect

Located within the Quality Assurance tab, the "Raise a Defect" button lets you log any defect. You’ll be able to add details like the defect category, a description, location, deadline for fixing, and even upload supporting documents or photos.

Once a defect is raised, it becomes a task for the Build Buddy Pro, who will review and resolve it, ensuring your project stays on track and meets the highest standards.

Guide to Defect Management Statuses

What skills do I need to add

Wed, 16 Oct 2024 05:20:02 GMT

What skills do I need to add?

You don’t need to add skills if you're working with contractors or other professionals who will handle all aspects of your project.

However, if you are a contractor or tradesperson yourself, and plan to be doing work on your own project in Build Buddy, you can add your skills and insurances in your settings. If you plan on doing parts of the project yourself, such as installing appliances or managing minor tasks, it’s useful to list your skills and insurances here.

How to add skills? (Mobile User)

Open Your Profile

From the dashboard screen, locate the navigation bar on the bottom of the screen, you'll see an icon labeled "More", represented by three horizontal lines. Tap this icon to expand more menu options. After the menu expands, tap on the Build Buddy User section at the top (next to your profile picture).

Scroll to the Skills Section

Once in the profile, scroll down until you see the Skills section. It should say "List your Skills and Accreditations here."

Add Your Skills

Tap the "Add Skill" or "Add Now" button. This will open a form where you can select :

A skill from the dropdown list
Sub skills from the dropdown list
Document no.
Expiry date
Upload your relevant licence (accepted formats: JPG, JPEG, PNG, PDF, XLS, DOC AND DOCX).

Save Your Skills

After entering your skills, tap ''Confirm'' to add them to your profile. Your newly added skills will now be listed in the Skills section.

How to add skills? (Laptop and Tablet User)

Open Your Profile

From the dashboard, click on the profile icon in the top-right corner to access your account.

Scroll to the Skills Section

Once in the profile, scroll down until you see the Skills section. It should say "List your Skills and Accreditations here."

Add Your Skills

Tap the "Add Skill" or "Add Now" button. This will open a form where you can select :

A skill from the dropdown list

Sub skills from the dropdown list

Document no.

Expiry date

Upload your licence (accepted formats: JPG, JPEG, PNG, PDF, XLS, DOC AND DOCX).

Save Your Skills

After entering your skills, tap ''Confirm'' to add them to your profile. Your newly added skills will now be listed in the Skills section.

How to add skills? (Laptop and Tablet User)

Open Your Profile

From the dashboard, click on the profile icon in the top-right corner to access your account.

Scroll to the Skills Section

Once in the profile, scroll down until you see the Skills section. It should say "List your Skills and Accreditations here."

Add Your Skills

Tap the "Add Skill" or "Add Now" button. This will open a form where you can select :

A skill from the dropdown list
Sub skills from the dropdown list
Document no.
Expiry date
Upload your relevant licence (accepted formats: JPG, JPEG, PNG, PDF, XLS, DOC AND DOCX).

Save Your Skills

After entering your skills, tap ''Confirm'' to add them to your profile. Your newly added skills will now be listed in the Skills section.

How to customise your workflow

Wed, 16 Oct 2024 04:28:28 GMT

How to customise your workflow

Right now, users cannot customise their own workflows. Our Expert Guidance and Support Team will customise your workflow to suit your project. This happens at the beginning of the project during the Workflow Customisation Meeting. It also is reviewed and updated as required, during the Checkpoint Review tasks.

Workflows are set up based on industry best practices and quality standards, but if you need to make changes, Build Buddy's Expert Guidance and Support team can help! Just reach out, and they can adjust tasks or stages to fit your project. In the future, you'll be able to customise your workflow directly from the platform.

How your workflow is generated

Wed, 16 Oct 2024 03:06:36 GMT

How your workflow is generated

Your workflow is created specifically for your project, based on your home build needs and location. Each step in the process follows best practices in the industry, making sure you know exactly what needs to be done at each stage. Tasks come with easy-to-follow descriptions, clear instructions, and quality checks to keep your project moving smoothly.

Your workflow is generated when you create a project. It is then configured during your Workflow Customisation Meeting with our Expert Guidance and Support Team. This configuration is very important to ensure that the right tasks appear for your unique project.

How to create your project

Wed, 16 Oct 2024 03:03:38 GMT

How to create your project

Project Set-Up
After verifying your account, you’ll be prompted to set up your first project. Begin by entering a project name (e.g., "Sam’s Dream Home").

2. Select Your Project Type
Choose the type of project you're working on. At this stage, only "Build a New House" is available. "Renovations" will be an option soon.

3. Enter Your Site Address

Input the address of your project site. This is the physical location where the build will take place.

4. Choose Your Current Design Status
Select the option that best describes where you are in the design process:

I’m Ready To Design My New Home: If you're just getting started, this option allows you to explore floor plans and begin the design process.
I’m Ready To Get My Home Design Approved: If you’ve completed your design and are ready to seek approval, select this option.
My New Home Design Has Been Approved : Choose this if your design is finalized and approved.
I’m Ready to Commence Construction: Select this option if everything is in place and you’re ready to start construction.
I’m Ready To Get My Home Design Approved: If you’ve completed your design and are ready to seek approval, select this option.
My New Home Design Has Been Approved: Choose this if your design is finalized and approved.
I’m Ready to Commence Construction: Select this option if everything is in place and you’re ready to start construction.

5. Site Address Status

Indicate the current condition of your project site:

Knock Down, Rebuild: Select this if there’s an existing structure on the land that needs to be demolished before building.
Vacant Block: Choose this if your project site is empty and ready for construction.
Click on the orange “Next” button

6. Home Design Type

Indicate the best tile that suits your home design type:

Single-Storey Home
Double-Storey Home
Duplex and Dual Occupancy Homes
Granny Flats

How to reset your password

Wed, 16 Oct 2024 02:58:49 GMT

How to reset your password

If you’ve forgotten your password, simply click on the "Forgot Password" link located below the password field. This will start the password recovery process. You’ll be redirected to a page where you'll need to confirm your email address.

Next, check your inbox for an email from Build Buddy (be sure to check your spam folder if you don’t see it right away). Open the email and click the provided link to be redirected to a secure page, where you can set a new password for your account.

Your new password must include:

At least 8 characters
Both lower- and upper-case letters
At least 1 number
A special character (e.g., @, #, $, %, ^)

Once you’ve entered and confirmed your new password, click "Save." Your password will be successfully updated, and you can now log in with your new credentials.

Task statuses

Wed, 16 Oct 2024 02:51:00 GMT

Task Statuses

Task statuses provide a quick visual guide to help you track progress at a glance. As you work through each task, the status automatically update based on your actions and the task's dependencies.

Here’s what each status means:

Solid Orange : Requires Your Attention – This task is ready for your action.

Reverse Orange : Waiting for Others – This task is pending someone else’s action before you can proceed.

Solid Grey : Future Task – No immediate action required; this task will come up later in the project.

Reverse Grey : Dependent Task – This task depends on the completion of preceding steps and will become actionable once they’re completed.

Green : Task Completed – Congratulations! This task is marked complete.

How to DIY a task

Wed, 16 Oct 2024 02:48:46 GMT

How to DIY a task

Throughout your home build, you have the option to DIY (Do-It-Yourself) certain tasks and specifications. This means you can complete tasks off-platform while still tracking your progress within the Build Buddy platform.

DIY Tasks

When a task becomes available, look for the three dots next to the task name. Click on the three dots to choose the “Do It Yourself” option.
Once a task is marked as DIY, a symbol will appear next to the task name, indicating that you will be handling this work off-platform.

DIY Specifications in the Scope of Works

Before you request quotes, you can customise and edit your scope of works.
To mark a specification as DIY, click the three dots next to the specification and select the “Do It Yourself” option. A symbol will then appear next to that line, indicating it is a DIY task.

This flexibility allows you to take control of certain aspects of your project while keeping everything organised and tracked in the Build Buddy platform.

How to Change Task Dates

Wed, 16 Oct 2024 02:38:05 GMT

How to change task dates

To edit a task date, the following steps are followed:

Open a task and click on the dates underneath the task title. A timeline will pop-up on the right-hand side.
Click on the pencil button to edit the dates.
Once the dates are updated, the following related task dates will automatically reschedule as well.

How to view tasks

Mon, 14 Oct 2024 03:27:57 GMT

How to view tasks

Build Buddy allows you to manage and track their tasks through multiple views: List View, Calendar View, Timeline View (Gantt Chart). Here’s how you can access and use these views :

Access List View :

The List View is a structured, task-focused view that provides a detailed overview of all your active and completed tasks.

Go to the Dashboard.
You’ll see a list of tasks under categories such as To Do, Overdue, In Progress, Stand By, Completed, and All Tasks.
From here, you can filter and organise tasks based on their status.

3. Access Timeline View (Gantt Chart) :

The Timeline View, presented in a Gantt chart-style, offers a clear and interactive way to manage tasks by stages and visualize project timelines.

Locate the navigation bar on the left side of the screen for desktop or tablet, or at the bottom for mobile.
Click on the Gantt Chart icon.
The left-hand side of the timeline displays collapsible task stages such as Discovery or Design.
Click on a task to view start and end dates, percentage completion, and prerequisite tasks.
The timeline also shows dependencies between tasks, allowing easy navigation between related activities.

2. Access Calendar View :

The Calendar View provides an organised, date-based look at your scheduled tasks and events.

Locate the navigation bar on the left side of the screen for desktop or tablet, or at the bottom for mobile.
Click on the calendar icon, which gives you access to a detailed overview of all scheduled tasks.
In this view, you can click on any task to view more details or make updates.

How to view tasks

Build Buddy allows you to manage and track their tasks through multiple views: List View, Calendar View, Timeline View (Gantt Chart). Here’s how you can access and use these views :

Access List View

The List View is a structured, task-focused view that provides a detailed overview of all your active and completed tasks.

Go to the Dashboard.
You’ll see a list of tasks under categories such as To Do, Overdue, In Progress, Stand By, Completed, and All Tasks.
From here, you can filter and organise tasks based on their status.

2. Access Calendar View

The Calendar View provides an organised, date-based look at your scheduled tasks and events.

Locate the navigation bar on the left side of the screen for desktop or tablet, or at the bottom for mobile.
Click on the calendar icon, which gives you access to a detailed overview of all scheduled tasks.
In this view, you can click on any task to view more details or make updates.

3. Access Timeline View (Gantt Chart)

The Timeline View, presented in a Gantt chart-style, offers a clear and interactive way to manage tasks by stages and visualize project timelines.

Locate the navigation bar on the left side of the screen for desktop or tablet, or at the bottom for mobile.
Click on the Gantt Chart icon.
The left-hand side of the timeline displays collapsible task stages such as Discovery or Design.
Click on a task to view start and end dates, percentage completion, and prerequisite tasks.
The timeline also shows dependencies between tasks, allowing easy navigation between related activities.

Types of tasks

Mon, 14 Oct 2024 00:58:37 GMT

Types of tasks

Tasks in Build Buddy are organised into specific categories to make project management easier and ensure everything is completed efficiently.

Here’s a simplified breakdown of the task types and their stages:

Each task type can be broken down into stages and subtasks. For example, bricklaying tasks include stages like "Procure," "Lower Works," "Mid Works," and "Upper Works," with specific subtasks like confirming, managing, or conducting quality checks. Some tasks may not require all subtasks, such as admin or lodging.

Understanding the Menu

Mon, 14 Oct 2024 00:35:17 GMT

Understanding the Menu

Navigate the menu for quick access to your dashboard, project reports, teams, and more.

Dashboard: The Dashboard serves as your mission control centre, offering a complete overview of your project’s status, financials, and tasks. Learn more about the Dashboard here .
Overview - Project Reports: These reports give you a visual overview on how your project is going.
Timeline View: This view allows you to see a complete timeline of tasks for your home build in a format similar to the popular Gantt chart style. This provides a clear and organised visual representation of the project schedule. Learn more about timeline view here.
My Team: Here you can view project members and Build Buddy Pros you have engaged with. Learn more about the My Team section here .
Calendar: This view allows you to view your project in a monthly calendar view, with an overview of tasks due, in progress and completed. Learn more about the calendar here.
Document Library: Here, you can view all documents you've uploaded related to your project. Learn more about your shared document library here .
Financials: This page provides you with an in-depth understanding on how your project is tracking against your budget. Learn more about the financials page here .
Selections: The selections portal allows you to choose the inclusions and finishes you want in your new home build. For more information about selections, click here .
Designer: Here, you can view information related to your land or site. You can also see if any Build Buddy World home designs are suitable for your land. Learn more about the designer page here .
Feedback: This forms allows you to submit any feedback you may have about the app to our expert guidance and support team. Learn how to submit feedback here .

How to add another project

Mon, 14 Oct 2024 00:20:53 GMT

How to add another project

You can easily manage multiple projects on Build Buddy. To add a new project you will need to :

Navigate to the dashboard and click on the arrow next to your current project in the top header.
Click on the "Start New Project" orange button
You will be prompted to enter the relevant details for your project such as the project name, location, and type. If you need more information on this step click here

Edit Your Profile Picture : A Step by Step Guide

Mon, 14 Oct 2024 00:19:18 GMT

Edit profile picture

Personalise your Build Buddy profile by uploading a profile picture. Adding a profile image helps identify your account, making interactions with your team more personal and recognisable.

Here are the steps to set your profile picture:

Click on your profile image in the corner, to access your profile settings.
Click "View Profile".
Click the pen tool on the current image. This will open a new window for you to upload an image.
Drag and drop an image into the box to upload. Or alternatively, click the box to select a file from your device to upload. Please note that your image must be in one of the following file formats: .jpg, .jpeg or .png
Click the orange "Upload" button.

Notifications

Mon, 14 Oct 2024 00:17:47 GMT

Notifications

Customise your notification preferences for different types of alerts across SMS, email, or app notifications. You can choose which notifications you receive by ticking the boxes from two categories:

General Notifications: Includes invitations to join a Build Buddy organisation or project, notes received and note updates.
Workflow Notifications: Includes notifications for quotes received, deposits or payments due, sign-off requirements, raised defects, and project invitations.

You can adjust these preferences at any time to match your needs and ensure that you stay updated in the most convenient way possible.

Edit user details

Mon, 14 Oct 2024 00:03:16 GMT

Edit user details

In your profile, you can update essential personal details like your name, email, and phone number. This is crucial to keep your contact information up to date for communication with your team and service providers.

To edit your details, simply navigate to the profile section and click "Edit Profile."

Understanding your dashboard

Thu, 19 Sep 2024 04:30:54 GMT

Understanding your dashboard

The Dashboard serves as your mission control centre, offering a complete overview of your project’s status, financials, and tasks.

Progress Update

A status bar provides a visual snapshot of how your project is progressing. You can easily see which stages have been completed and which are still pending.

You can also click on the “Progress Breakdown” button which will give you access to a dropdown menu displaying the 10 stages of the build process. You can track progress by seeing which tasks have been successfully completed and what remains. It provides a comprehensive view of your project's key aspects like design, budgeting, and certification.

Project Financial Overview

This section tracks and displays all the financial aspects of your project in real-time. It provides a breakdown of how your project budget is allocated, tracking the amount you've paid, what’s due, and what remains.

The total has a breakdown as follows:

Forecast total: A reflection of your locked-in budget, from the Financials section of your project.
Committed: Represents payments you have agreed to but haven't paid. For instance, if you've accepted a quote, the amount quoted will show here.
Due: Displays the total amount currently required to pay, such as invoices or bills awaiting payment.
Allocated: Shows how much you have allocated via your digital wallet, but not yet paid.
Paid: Reflects the total amount paid towards project-related expenses like materials, labor, and services.
Balance: The remaining amount in your project's budget. If you have overspent, the balance will show as negative and be highlighted in red to alert you.

Expected Completion date and savings

Based on the work completed and in progress, the platform calculates and provides an expected completion date. If tasks or deadlines are adjusted, the projected completion date will automatically update.

This section shows how much you have saved compared to your initial pricing estimate. It's updated as you move through the build, helping you track your financial efficiency.

Market comparison

This feature provides you with an estimate value on how much you are on track to save so far based on a standard estimate.

Recent messages

This section keeps you updated on the latest communications related to your project with your service providers.

Digital Wallet

Your digital wallet is a reflection of your nominated external bank account, where you can allocate and release payments as you wish.

The digital wallet let's you see:

Available Funds: How much of your wallet is available to spend and has not been allocated.

Wallet Balance: Reflects the total amount being transacted

Pending Funds (if applicable): How much is currently in the process of being released

Allocated Funds: Funds that have been allocated to a PRO, but has not been released.

Task List View

Your tasks are categorised into five distinct categories for easy navigation:

To Do: Tasks awaiting action.
Overdue: Tasks that require immediate attention.
In Progress: Work that is underway but not yet completed.
P ayment Requests: Tasks that where a payment is due.
All Tasks: A summary of all tasks in your project.

These categories are at the top of the task section, positioned just below your forecasted budget. As you progress through the build process, new tasks will be automatically generated to keep you on track and ensure a smooth workflow.

Overview of the Process

Thu, 19 Sep 2024 04:30:43 GMT

Overview of the Process

Understanding Tasks

Thu, 19 Sep 2024 04:30:42 GMT

Understanding Tasks

How to Upload Documents

Thu, 19 Sep 2024 04:30:40 GMT

How to Upload Documents

How to Request a Quote

Thu, 19 Sep 2024 04:30:39 GMT

How to Request a Quote

How to Accept a Quote

Thu, 19 Sep 2024 04:30:37 GMT

How to Accept a Quote

How to contact the Expert Guidance and Support team

Thu, 19 Sep 2024 01:45:23 GMT

How to contact the Expert Guidance and Support team

You can receive dedicated assistance for any queries throughout the home-building process, with response times usually within two business days. Whether you require specialised advice for your project, or you have a technical issue with your Build Buddy app, our Expert Guidance and Support team are available during business hours - Monday to Friday 9am to 5pm AEDT, excluding public holidays.

You can reach out via:

Email: support@buildbuddy.au
Customer Support: 1300 990 980
General Enquiries: 1300 990 990

How to create your account

Fri, 13 Sep 2024 04:19:17 GMT

How to create your account

Creating an account with Build Buddy is the first step to managing your home-building project efficiently. You’ll be able to set up your profile, verify your account, and start working on your project with ease.

How to sign up

Download the App
Get the Build Buddy app from either the Google Play Store or the Apple App Store.
Open the App
Once downloaded, open the app. You'll be prompted to either log in or sign up.
Enter Your Email
Type in your email address and click the orange “Continue” button.
Create a Password
Set up a password and click "Continue."
Enter Your Details
Fill in your first and last name, and mobile number. You'll also need to agree to the Terms and Conditions by checking the box before clicking “Next.”
Verify Your Email
Check your inbox for a verification email. Follow the instructions to verify your account (don’t forget to check the spam folder!). After verifying, return to the app.

How to log in

1. Open the Build Buddy app or login on any web browser here: https://app.buildbuddy.au/login

2. If you already have an account with us, enter the email and password you used to sign up.

3. Click "Log In," and you’re ready to go!

I forgot my password

Next, check your inbox for an email from Build Buddy (be sure to check your spam or junk folder if you don’t see it right away). Open the email and click the provided link to be redirected to a secure page, where you can set a new password for your account.

Your new password must include:

At least 8 characters
Both lower- and upper-case letters
At least 1 number
A special character (e.g., @, #, $, %, ^)

Once you’ve entered and confirmed your new password, click "Save." Your password will be successfully updated, and you can now log in with your new credentials.

How to verify my account

1. After signing up, check your email for a verification message.

2. Click the link in the email to verify your account (make sure to check your spam folder if you don’t see it).

3. Once verified, return to the Build Buddy app and continue setting up your project.

I can't find the confirmation email

1. Check your spam or junk folder, as the email may have been filtered.

2. Still can’t find it? You can resend the confirmation email by clicking "Resend" on the sign-up page.

3. If you continue having trouble, contact our support team for assistance .

bb-help-centre

How do I download an invoice/receipt

How to Download an Invoice/Receipt

Within a Task

﻿ Within the Financials Page

How do I purchase a product

How do I purchase a product

How to make a payment

How to make a payment

How to setup your Digital Wallet

How to setup your Digital Wallet

Variations

Variations

Overview of Variations

Process of Raising Variations

What skills and insurance do I need to add?

What skills and insurance do I need to add?

How to add skills?

How to add insurance?

What is a Workflow Customisation Meeting?

What is a Workflow Customisation Meeting?

Data, Privacy, and Security (Auth0)

Data, Privacy, and Security (Auth0)

I need construction advice

I need construction advice

I need technical support

I need technical support

How to give app feedback

How to give app feedback

How to view different layers

How to view different layers

Understanding the Summary card

Understanding the Summary card

How can I search my address?

How can I search my address?

How do I arrange delivery of a product

How do I arrange delivery of a product

Understanding your My Teams section

Understanding the My Teams section

Project Members

Build Buddy Pros

Setting project member permissions

Setting project member permissions

How to remove project members

How to remove project members

Member Permission Levels

Member Permission Levels

How to add project members

How to add project members

Overview of the Financial Section

Overview of the Financials Section

How to track additional items that don’t match any task

How to track additional items that don’t match any task

How to add a new cost centre

How to add a new cost centre to your budget

How to edit my locked budget

How to edit my locked budget

Understanding the Budget tab

Understanding the Budget tab

Breakdown of the page

Cost Code/Centre Breakdown

Adding a user variation

View Switching

Using your Spend vs Budget Tracker

Using your Spend vs Budget Tracker

Breakdown of the page

Cost Code/Centre Breakdown

View Switching

Using your Financial Summary page

Using your Financial Summary page

Breakdown of the page

Current Budget Summary

Budget Tracking Wheel

Task Progress Bar

Market Comparison

Graphs

Why can’t I access the Spend vs Budget Tracker?

Why can’t I access the Spend vs Budget Tracker

How to lock in an estimate

How to lock in an estimate

Within the Financials Page