SUPPORTHelp Centre
58 articles
Getting Started · 3 min read
Create your PulseBuild account
Register with your work email, verify it, and complete the initial profile details needed to use PulseBuild.
Getting Started · 2 min read
Complete your profile
Confirm the profile details that make the same PulseBuild account ready for web and mobile.
Getting Started · 2 min read
Bind your phone number
Add and verify a phone number during account setup, or choose to complete this step later.
Getting Started · 5 min read
Create your first project
Create a project to bring people, plans, site records and controlled project information into one workspace.
Project Setup · 3 min read
Invite people to your project
Invite the right people into a project so they can access the workspace and begin contributing.
Project Setup · 4 min read
Set up project locations
Create a clear site hierarchy of floors and areas so project work can be assigned and reported in the right place.
Plan & Project Management · 4 min read
Create your first Plan item
Add a planned piece of work with a clear owner, schedule and completion context.
Plan & Project Management · 4 min read
Manage Plan items
Keep planned work accurate as ownership, dates, priorities and site conditions change.
Plan & Project Management · 3 min read
Import Plan items
Create an initial plan efficiently by previewing pasted CSV or table data before importing it.
Plan & Project Management · 4 min read
Create and manage milestones
Mark key commitments and track the planned work that demonstrates each milestone is ready.
Plan & Project Management · 3 min read
Set Plan dependencies
Connect work that must finish first so schedule conversations reflect the real sequence.
Plan & Project Management · 3 min read
Use the Gantt view
Review dated Plan items, milestones and dependencies together on a single timeline.
Plan & Project Management · 3 min read
Track Plan progress
Use status, actuals and linked field work to keep the programme aligned with what is happening on site.
Plan & Project Management · 3 min read
Review project timesheets
Review submitted project time, filter the period and approve pending records from the Admin web app.
Company Administration · 3 min read
Manage your company profile
Keep the company information that appears across PulseBuild accurate.
Company Administration · 3 min read
Invite a company member
Give a colleague access to the company workspace before adding them to projects.
Project Setup · 3 min read
Set project access
Give each project member the minimum access needed for their role.
Drawings & Documents · 4 min read
Upload drawings
Add controlled project drawings so the team can work from the current information.
Drawings & Documents · 3 min read
Upload project documents
Store current project files where authorised team members can find them.
Site Management · 4 min read
Create a Job
Assign a clear piece of field work with a location, owner and due date.
Site Management · 4 min read
Raise an RFI
Record a question that needs a traceable project response.
Site Management · 4 min read
Record a site diary entry
Capture the daily site record while the details are current.
Quality Assurance · 4 min read
Create a Defect
Capture a quality issue, assign corrective work and verify close-out.
Quality Assurance · 4 min read
Complete an Inspection
Use an inspection to document checks, findings and required follow-up.
Safety & Compliance · 3 min read
Manage inductions
Confirm workers meet project induction requirements before site work begins.
Safety & Compliance · 3 min read
Upload SWMS
Store the current Safe Work Method Statement with the project safety records.
Communication & Collaboration · 2 min read
Use project chat
Coordinate everyday project conversations without losing the project context.
Communication & Collaboration · 2 min read
Manage notifications
Use notifications to stay aware of the project changes that need attention.
Troubleshooting & Support · 3 min read
Cannot access a project
Resolve the common invitation, account and access causes of a missing project.
Troubleshooting & Support · 3 min read
Cannot upload a file
Check file, access and connection issues before trying the upload again.
Troubleshooting & Support · 2 min read
Contact PulseBuild support
Provide the details support needs to reproduce and resolve a product issue.
Getting Started · 3 min read
Sign in and reset your password
Sign in with the correct account and recover access without sharing credentials.
Getting Started · 4 min read
Understand projects, companies and roles
Learn how company membership, project membership and roles work together.
Getting Started · 5 min read
Your first project: setup checklist
Use this short sequence to make a new project ready for everyday work.
Company Administration · 3 min read
Manage company roles and access
Review company membership and assign an appropriate company role.
Company Administration · 3 min read
Manage company contacts
Create a reusable company contact before adding that person to project workflows.
Company Administration · 3 min read
Update notifications and personal settings
Maintain your profile, credentials and reminder preferences from one place.
Project Setup · 4 min read
Add project companies and people
Build the project team from known companies, contacts and invited users.
Project Setup · 5 min read
Project setup checklist
Complete an administrator-level readiness check before handing the project to the wider team.
Plan & Project Management · 5 min read
Create and manage variations
Record a proposed contract change, its reason, value evidence and approval path.
Plan & Project Management · 3 min read
Track project activity
Use the overview, plan and timesheets to understand current project movement.
Drawings & Documents · 4 min read
Review drawing revisions
Check drawing identity and revision information before the team relies on it.
Drawings & Documents · 3 min read
View and share drawings
Open the current drawing and share it only with authorised project participants.
Drawings & Documents · 3 min read
Find the latest project file
Use search, categories and version details to locate the file the team should use.
Site Management · 4 min read
Manage meetings and meeting actions
Schedule a project meeting and turn decisions into traceable follow-up actions.
Site Management · 3 min read
Capture and organise site photos
Upload site evidence with enough context for the team to find and understand it.
Site Management · 4 min read
Publish project notices
Prepare a controlled notice with clear recipients, timing and message content.
Quality Assurance · 5 min read
Use checklists and forms
Choose a preset or build a project form that captures consistent site information.
Quality Assurance · 4 min read
Close out quality items
Verify corrective work and preserve evidence before closing defects or inspections.
Safety & Compliance · 5 min read
Record incidents and hazards
Capture immediate facts, risk controls and follow-up in the appropriate safety record.
Safety & Compliance · 5 min read
Manage permits and safety documents
Create controlled permits and keep supporting safety records available for the work.
Safety & Compliance · 5 min read
Check worker readiness and credentials
Confirm induction, certifications and company pre-qualification before work begins.
Communication & Collaboration · 3 min read
Share files and mention teammates
Give project messages useful context with controlled files and targeted mentions.
Communication & Collaboration · 3 min read
Make and review voice calls
Use the communication panel to contact project people and review call history.
Communication & Collaboration · 4 min read
Use the PulseBuild assistant
Choose the relevant assistant and verify its output against project records.
Troubleshooting & Support · 3 min read
I cannot see a feature or record
Check project context, filters and access before reporting a missing item.
Troubleshooting & Support · 4 min read
Invitation and sign-in problems
Resolve mismatched emails, expired invitations and incomplete account setup.
Troubleshooting & Support · 4 min read
Common permission questions
Understand why company role, project membership and record access may produce different results.
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