HELP CENTER

How can we help?

Search the guides, browse by topic, or reach our team — most answers are a keystroke away.

Getting started

From your dashboard, choose New Site and pick “Simple job” or “Full project”. A wizard walks you through location, settings and phases — or start from a template.

Open Users → Invite, enter emails and assign each person a role. They’ll get a link to set a password and land straight in the right workspace.

Yes — start from a phase template or add phases manually, then set baselines. Larger imports can be arranged on Custom plans.

Managing projects

Progress rolls up automatically from completed tasks and inspections within each phase. Simple jobs without phases show a status badge instead of a percentage.

Simple jobs skip phases and the heavier PM tools — ideal for small contracts. You can upgrade a site to a Full project any time from Site Features.

Yes. Site Features lets you enable exactly the modules a given project needs, so the workspace stays focused.

Team & roles

Nine roles from Owner and PM to Contractor, Subcontractor and Customer, each with sensible default permissions you can tune under Roles & Permissions.

Yes — subs get a focused portal scoped to their assigned sites and tasks, without visibility into financials or other trades.

Customers get a branded portal to follow progress and receive updates, and support opens up automatically once their project completes.

Billing & plans

One flat price for the whole company — Team is $199/mo with 15 team members and unlimited projects, plus $15 per extra team member. Clients and subcontractors are always free. Every account starts with a 1-month Team trial. Billing is by invoice for now; see Settings → Plan & Billing.

Anytime — contact us and plan changes apply the same day. Upgrades take effect immediately; downgrades at your next billing cycle.

Security & data

All data is encrypted in transit and at rest with AES-256, isolated per company, and access is governed by role-based permissions. We maintain SOC 2 Type II practices.

Yes, at any time — projects, files and reports. You own your data and can take it with you.

Mobile & offline

MyBuildTracks is mobile-first on the web — add it to your home screen for an app-like experience with camera and notifications.

Field actions queue locally and sync automatically the moment your connection returns, so nothing captured in the field is lost.

Still need help?

Our support team is available Monday–Friday, 8am–6pm EST.