BuildColab User Guide

How this guide is organized

The guide has 14 sections. Sections 1 to 3 cover the basics: your account, your company and your projects. Sections 4 to 9 follow the work on a project in the order it usually happens, from the BoQ to the schedule. Sections 10 to 13 cover the tools you use alongside: files, task boards, meetings and BORO. Section 14 is the reference: the whole process end to end, all statuses, the glossary, troubleshooting and what is new.

Every page follows the same pattern:

• An In short box that says what the feature is, who uses it and where it lives.
• A table with Where (the menu path and address), Who can (the permissions and the plan) and Related pages.
• Explanations first, then "How to …" steps with every button named exactly as on screen. The English pages give the Bulgarian label in brackets the first time, for example Send (Изпрати), because many teams run the app in Bulgarian.
• Screenshots with numbered badges and a numbered list below that explains each badge.
• Common questions with the problems people really run into, and links to Related pages.

The guide uses a few fixed words: offer request for what the screens call a bid request (запитване), and payment application for what the screens call a Report (Отчет). Look up any other term in the Glossary.

Start here: setting up a new company

1. Create your account and confirm your e-mail. See Create an account and sign in.
2. Create your company, or accept the invitation your company sent you. The person who creates a company becomes its Company owner. See Create or join a company.
3. Learn the screen: the sidebar, the top bar with BORO, the calendar and the notification bell. See The interface: sidebar, top bar, switching.
4. Confirm the company e-mail and complete the organization profile. See Organization profile.
5. Choose a plan, or start on Free. Answering offer requests works on Free; most project modules need a paid plan. See Subscription, plans and billing.
6. Check the default roles, then invite your colleagues and give each one a license. See Roles and Members, invitations and licences.
7. Add the partners you work with: subcontractors, suppliers and clients. See Partners.
8. Create your first project as investor or contractor, and set its working days. See Project list and creating a project and Working days and holidays.
9. Read the whole process for your role once: End-to-end: from BoQ to payment.

All sections

Find your way by role

• Investor: BoQ documents and versions list → Investment budget → Creating and sending an offer request → Contract proposals → Reviewing, approving, countering, rejecting → Financial dashboard: committed, certified, margin.
• General contractor: Incoming offer requests (subcontractor side) → Preparing and submitting an offer → Contracting schedule and packages → Awarding (whole or by line items) → Contracts: signing, details and history → Schedule → Creating and submitting.
• Subcontractor: Incoming offer requests (subcontractor side) → Preparing and submitting an offer → Contract proposals → Change orders and extensions → Creating and submitting.
• Company administrator: Company administration → Permission reference → Credits (BORO, file processing).

Ask BORO for help

BORO, the AI assistant built into BuildColab, knows this guide. Click BORO in the top bar of the app (a company must be selected) and ask in your own words, in English or Bulgarian, for example:

• "How do I invite a colleague?"
• "Why can't I see the Report Register on this project?"
• "Какво означава „Приключено · заменено“ на запитването ми?"

BORO searches the guide and answers with the steps. It can also read your own data and, when you ask, prepare changes such as creating an offer request or a schedule. By default every change it proposes waits for your approval on a card, and BORO never does more than your own permissions allow. BORO replies use your company's credits. See BORO — AI assistant and Credits (BORO, file processing).

When something does not work

Check Troubleshooting and FAQ for the most common problems and error messages, All statuses explained for any status you do not understand, and the Common questions at the end of each page. For billing questions write to support@buildcolab.com.