Hello Builterra User,
We continue in our commitment to keeping the Builterra app and platform up-to-date and in line with the most recent technologies. We are determined to see our clients succeed in their workplace by using Builterra and thus we continue working hard in improving Builterra's efficiency and maintaining superior frontline support. If you find yourself too busy with your day-to-day work responsibilities that might have caused you to miss the latest Builterra updates, then you are in luck! Today we are excited to announce that we will be re-starting our monthly newsletters to keep you informed and up-to-date on all things Builterra! Our newsletters will inform you of Builterra's key feature updates with some FAQ.
We have a lot of great new portals. If you haven't seen it already, check the portal list on any Builterra page to see the new list we have. Also, make sure you're checking the Training portal for new videos on how to use these features: portal.builterra.com/Training.
Many of our implemented features have come by way of our amazing clients. With that said, we love hearing your feature recommendations! If you have any features in mind, please reach out to our support staff at 1-833-289-8600 ext. 703 or by e-mail at email@example.com
Stay safe and thank you for being a loyal Builterra client!
-The Builterra Team
Training Sessions: Winter 2022
Over the last 12 months we have been busy expanding the Builterra Platform and “soft” launching the following Builterra Portals to our subscribers:
- New User Roles and Permissions Manager
- New Approval & Workflows Portals
- Task Manager
- Ad-Hoc Reporting
- Document Repository
We will be offering training sessions to our subscribers regarding the above portals, which will provide an in-depth, one-on-one opportunity for you to learn more about each new portal, their configuration and rollout.
Reach out to firstname.lastname@example.org for more details!
Roles and Permissions:
Currently in the testing phase, the all new and improved roles and permissions user interface will be available in the next coming weeks. This new interface is designed for extra flexibility and control over user roles and permissions.
The Document portal provides you with a Builterra integrated repository system where file management meets project workflow. This portal will allow you to store project-related documents, which can be sent for review or added to meaningful workflows.
Tasks Portal Training Module:
Stay on top of all your projects with real time field to office updates using our new and improved Tasks Portal! You can learn all about it by going to our Tasks Training Module. Check it out!
The Builterra Ad-Hoc Reports Portal provides the user with ability to create account wide reports for a variety of Builterra objects. Attributes from project or contract, object attributes, form attributes make composing the report columns simple. Sort, Group and Filter are all part of the report definition.
Workflows and Approvals Portals:
The official launch of our brand new workflows and approvals portal will help you streamline your project management goals. In building meaningful workflows, you increase efficiency and improve quality control.
A simple yet efficient update to our Standard Specifications will allow the user to make global updates to all line items that contain a recently updated Standard Specification. Instead of finding all instances of where the specification was inserted in order to update, you can now do so across all pay items with a single click of a button!
Mobile App Improvements
The new tasks update will allow our users to create, update, and complete tasks on their mobile devices. For more information on tasks for mobile, visit our Tasks Training Module. Check it out!
With our new mobile update, you will no longer have to click on the menu button in order to access the 'Submit' option. It will be readily available outside the menu, as shown below:
Frequently Asked Questions
Notes Field: "Why are my notes not included on the printed report?"
If you find your notes not being shown on the printed report, check if there is a sub-inspection [Remarks, Comments, Observation, Notes] where your input will be included on the report. The Notes section is an internal field; meaning, it will only be viewable by other Builterra users on the account. This field is meant for Builterra users to use internally and not to be included on the printed report.
Project Filter: "Why am I not seeing my project?"
Since new projects do not yet contain any inspections, they will be filtered out. In order to unhide the project, simply click on the filter funnel icon, as described in the video: Check it out!
Password Reset: "How can I reset my password?"
With all the passwords we create, forgetting one is commonplace and bound to happen. If you need help resetting your password, the following videos will do the trick, depending on your permission level. You can also avoid creating a new password by logging in with your Microsoft account (video link below):
- Resetting password as an Account Admin
- Resetting password as a Builterra User
- Connecting Microsoft Account
For technical support, please email email@example.com for any questions or to organize training from Builterra Technical Support.
We highly recommend you watch the Builterra Introductory video to learn more about what the platform can do for you. Feel free to skip to the part that applies to your job role.
You can also benefit greatly from Builterra's Training Modules. Check out the videos therein for more information.
We’re always updating the Builterra app based on feedback from users like you. Make sure you update your app often for the latest and greatest.
Welcome to your new and improved job,
-The Builterra Support Team