Getting Started With BuildBook

Learn the basics to easily get set up and be successful

8 articles in this collection
Written by BuildBook Team and Success Team

Quick Start Guide

Start using the features in your account

Written by Success Team
Updated over a week ago

Logging in to Your BuildBook Account

How to create an account or reset your password

Written by Success Team
Updated over a week ago

Pro Dashboard

Your snapshot of all upcoming Tasks across Projects and Opportunities

Written by Success Team
Updated over a week ago

Global Search

Quickly search across Projects, Opportunities, Tasks and Logs.

Written by BuildBook Team
Updated over a week ago

BuildBook Account Settings

How to update account information, manage your plan, and add members

Written by Success Team
Updated over a week ago

Roles and Permissions in BuildBook

Learn about the different BuildBook plans and user types

Written by Success Team
Updated over a week ago

Inviting and Managing Your Team

A step by step guide to adding your team members to BuildBook

Written by Success Team
Updated over a week ago

Notifications in BuildBook

Adjust how you receive email and push notifications on iOS and Android

Written by Success Team
Updated over a week ago