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Getting Started With BuildBook

Getting Started With BuildBook

Learn the basics to easily get set up and be successful

8 articles

Quick Start Guide

Start using the features in your account
Updated over a week ago

Logging in to Your BuildBook Account

How to create an account or reset your password
Updated over a week ago

Pro Dashboard

Your snapshot of all upcoming Tasks across Projects and Opportunities
Updated over a week ago

Global Search

Quickly search across Projects, Opportunities, Tasks and Logs.
Updated over a week ago

BuildBook Account Settings

How to update account information, manage your plan, and add members
Updated over a week ago

Roles and Permissions in BuildBook

Learn about the different BuildBook plans, user types, and permissions
Updated over a week ago

Inviting and Managing Your Team

A step by step guide to adding your team members to BuildBook
Updated over a week ago

Notifications in BuildBook

Adjust how you receive email and push notifications on iOS and Android
Updated over a week ago
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