BuilderPro Help Centre
Find answers. Keep work moving.
Practical guidance for setting up projects, working on drawings, recording site delivery, and producing reliable project outputs.
71 guides available
Projects and drawings
Add and manage drawing notes
Use drawing notes to retain useful context without obscuring the plan.
Projects and drawings
Add devices to a loop
Assign drawing devices to the right loop and keep their references consistent.
Help Centre administration
Admin guide: manage Help Centre articles and feedback
Create, review and maintain approved Help Centre guidance for users.
Project management
Archive a project safely
Close active work while retaining the project record for authorised reference.
Site delivery
Assign and track corrective actions from issues
Turn recorded site issues into clear, reviewable follow-up work.
Reports and exports
Build a device schedule
Create a clear register of devices recorded across a project drawing.
Projects and drawings
Calibrate a drawing and work accurately on the plan
Set a reliable scale before recording measured routes or producing quantities.
Projects and drawings
Calibrate a drawing scale accurately
Set a reliable drawing scale before recording measurements or cable quantities.
Site delivery
Capture evidence, raise issues and prepare closeout
Maintain an auditable record from a site observation to project closeout.
Site delivery
Capture site evidence
Attach supporting records to help document inspections, tests and site observations.
Design and assets
Check panel and device compatibility
Use BuilderPro compatibility checks as a coordination aid before specification.
Design and assets
Choose equipment from your catalogue
Link approved equipment products to drawing devices for clearer specifications and costing.
Project management
Choose the right BuilderPro workflow for a new project
Start new work with a workflow that matches the project stage and intended output.
Mobile workflow
Complete mobile checklists during inspections
Use the mobile workflow to record checklist outcomes at the point of work.
Projects and drawings
Create a project and upload plan files
Keep the project record, plan files and site context organised from the outset.
Reports and exports
Create a project quote and cost estimate
Use recorded equipment, cable and labour settings to prepare a project cost view.
Projects and drawings
Create and manage fire alarm loops
Set up clear loop records so devices, routes and project information remain organised.
Project management
Create and manage project comments
Use comments to keep project discussions connected to the relevant record.
Organisation setup
Create and use checklist templates
Set up repeatable checklist items for common site and delivery workflows.
Design and assets
Create reusable assembly presets
Save common equipment and cable combinations for consistent project planning.
Projects and drawings
Draw and edit wiring routes
Record planned cable routes between devices and maintain useful installation information.
Reports and exports
Export wiring schedules and cable quantities
Use recorded wiring routes to prepare route schedules and quantity information.
Project management
Interpret project health and attention indicators
Use dashboard signals to identify records that may need prompt review.
Site delivery
Log and manage site issues
Capture defects and follow-up actions in a consistent project record.
Design and assets
Manage cable catalogue products
Maintain approved cable specifications for drawing routes and project outputs.
Projects and drawings
Manage drawing revisions and superseded plans
Keep project drawing records clear when a revised plan is issued.
Organisation setup
Manage organisation defaults and templates
Maintain shared settings that help teams start projects consistently.
Design and assets
Manage replaced devices and preserve asset history
Record replacements in a way that keeps the project asset record understandable.
Organisation setup
Manage users, roles and project access
Give each person the minimum access needed for their role.
Mobile workflow
Manage visit records and follow-up work
Keep site visits, findings and next actions connected to the right project.
Site delivery
Manage wiring route installation details
Record installation context against wiring routes as information becomes available.
Organisation setup
Manage your equipment and cable catalogues
Create a consistent approved product library for your organisation.
Projects and drawings
Measure distances and areas on calibrated drawings
Use drawing measurements only after confirming the plan scale is reliable.
Projects and drawings
Organise multi-page drawing files
Work clearly with drawings that contain multiple plan pages.
Design and assets
Place devices, define loops and draw wiring routes
Build a structured design record without losing the connection to the drawing.
Reports and exports
Prepare a cable take-off for procurement
Review recorded routes and cable choices before using quantities for procurement.
Site delivery
Prepare a commissioning evidence pack
Bring together structured records that support commissioning review and handover.
Design and assets
Prepare a design review before installation
Use a structured review to check drawing information before work progresses to site.
Reports and exports
Prepare a device take-off for procurement
Review device records before using quantities to support procurement planning.
Site delivery
Prepare a project for closeout
Review project records before issuing handover or completion information.
Reports and exports
Prepare schedules, quantities, quotes and reports
Export project information only after checking the underlying records.
Organisation setup
Protect project information and handle sensitive data
Use sensible access, sharing and evidence practices to protect project information.
Site delivery
Record cable installation and containment information
Capture the installed cable context needed for practical project records.
Site delivery
Record commissioning tests
Log structured pass or fail results against devices and wiring routes.
Site delivery
Record commissioning tests and inspection outcomes
Capture structured results against the device or route that was tested.
Troubleshooting
Recover after an incorrect drawing update
Handle an incorrect file or drawing change methodically without losing project context.
Site delivery
Review device installation records before verification
Check device records are complete before moving them to a verified state.
Project management
Review project activity and audit history
Use project activity records to understand changes and maintain accountability.
Site delivery
Review wiring route records before testing
Check route information before recording test and verification outcomes.
Organisation setup
Set and monitor organisation project and file allowances
Use allowance settings and usage views to manage shared workspace capacity.
Project management
Set project status and milestones
Use project status and milestones to give the team a shared view of progress.
Getting started
Set up BuilderPro and create your first project
A practical first-run checklist for teams starting with BuilderPro.
Project management
Set up panel details for a fire alarm project
Record the known panel information to improve project coordination.
Organisation setup
Set up project permissions for contractors and reviewers
Give collaborators the right level of access without exposing unnecessary information.
Organisation setup
Share projects with your team
Invite collaborators and assign appropriate project access for coordinated work.
Design and assets
Track device lifecycle status
Follow devices from design through installation, commissioning and verification.
Troubleshooting
Troubleshoot common BuilderPro problems
Simple checks for access, plan, catalogue and export issues.
Design and assets
Understand lifecycle validation warnings
Use lifecycle checks to identify records that may need review before progressing a project.
Projects and drawings
Understand loop device capacity
Review loop device counts as part of design coordination and panel planning.
Reference tools
Understand standards references and limitations
Use standards content as a navigation aid, not as a replacement for authoritative documents.
Mobile workflow
Use BuilderPro during a site visit
Work through visits, evidence, checklists and issues from the mobile workflow.
Mobile workflow
Use BuilderPro on mobile during site visits
Access visits, plans, checklists, evidence and issues from a mobile device.
Design and assets
Use cable specification snapshots in wiring records
Understand how cable information is retained with a saved wiring route.
Design and assets
Use device labels, addresses and zone references consistently
Create device records that are clear in drawings, schedules and on site.
Reference tools
Use engineering calculators responsibly
Use in-app calculators as a practical aid while retaining competent engineering review.
Design and assets
Use equipment product snapshots in project records
Understand how selected equipment information is retained with a project device.
Project management
Use project comparisons to review changes
Compare project information to support coordination and review activity.
Mobile workflow
Use room records to support inspection planning
Organise rooms so site teams can work through locations systematically.
Projects and drawings
Use rooms and plan sections
Organise drawing information by location for clearer design and site records.
Reference tools
Use the panel reference library safely
Use panel information as a support reference while following site and manufacturer controls.
Projects and drawings
Work with plan sections across large sites
Use plan sections to make extensive drawings easier to navigate and review.