Either you, somebody you work with, or somebody you hired has set up a BuildBook account. Well done! We're glad you're here -- and we're sure you have questions.
Good news: we're here to answer them.
First up, know who you are and what you're doing here. How you use BuildBook depends on your role, which can be one of the following:
- Pro Team Owner: the person who set up the company's BuildBook account and has full ownership of the Pro Team
- Pro Team Member: anyone invited by the Owner to join the internal team, and who has access to all the team's projects
- Client: You're the key project stakeholder (aka the folks paying to have the work done) invited to a single project by the Pro Team.
- Collaborator: trades, sub-contractors, vendors, designers, architects, etc -- invited on a per-project basis.
Next up, know your responsibilities. Below you'll find links to help each of you know what to put into BuildBook to get the most out of it:
- Pro Team Owner: We've got a veritable library of articles to help you run your business better, but we suggest starting here: How to Organize Your Team
- Pro Team Member: Check out our Agile Series for tips on improving your process and client-focused communication.
- Client: Effective communication is a two-way street -- here are five tips on how to help keep your project on track.
- Collaborator: Learn what BuildBook can do for you as a third-party project member: "Collaborators: The Third Leg of the Stool"
As always, contact us with any questions or feedback. You can email us directly or chat with us through the website or our app.