FAQs
For step-by-step guides to using each module, see Buildfolio’s Knowledge Base
Getting Started
- Type the Buildfolio URL in your web browser address bar
- Log into the Buildfolio web portal with your credentials.
- Once in, you are able to access the module that you are given based on your role.
Your company admin should provide you with both of the above.
Other than the Buildfolio web portal, you can also download the Buildfolio mobile app from Google Play or Apple App stores. To log in on the Buildfolio mobile app, please enter the credentials and Buildfolio mobile URL.
User ID is not case-sensitive. However, the password is case-sensitive. Be sure to input your password correctly and check your Caps Lock and Num Lock keys while doing so.
The system will automatically log users out after a period of inactivity. This is to ensure security and prevent unauthorized access.
To re-login, simply hit the ‘refresh’ button on your web browser and proceed to log in with your credentials. If the problem persists, you may need to clear your cookies and cache in the web browser.
Another method is that you can log in without typing your credentials, on the login screen, you can always select “Remember me on this computer”. If you are using the same computer to access Buildfolio web, it will pre-filled in your credentials and all you have to do is to click on the Login button.
If you face any issue with login, it might be due to the following reasons but not limited to:
- Wrong URL
- Wrong Login ID
- Wrong Password (Case sensitive)
- System issue
Please do contact your company’s administrator to get more information. He/She will be able to reset the password for your account.
If you forget the password, please do approach your company’s administrator for him/her to reset your password.
If it is a system issue, please do write to Buildfolio support email at [email protected].
Using Buildfolio Mobile
If you did not receive the SMS/In-App/Email notification for the Work Order assigned to you, please do the following checks:
1. Correct your email and mobile number under your user account. You can check via My Account > Settings.
2. Check whether is the notification turned on for that particular Work Order. You can do so at Edit/Open Work on the details page.
3. For email notification, please check your Junk / Spam mailbox.
If you are not able to view the technician drop-down list while processing Work Order via mobile app, it is due to the problem code selected for the work order.
To resolve this issue, please use the following steps:
- Log in on the web browser.
- Go to Work Order Management > Edit/Open Work
- Find the Work Order number
- At the Fault tab, re-select the problem code.
If you are not able to add photos during Work Order creation, it is most likely that you did not grant permission to the app to access the photo albums or the camera.
1. Go to your phone Settings.
2. For Android devices, click on Applications > Buildfolio II. Remember to grant access to both access to photo albums and the camera.
3. For iOS devices, click on Buildfolio II. Remember to grant access to the camera.
A Work Order that is meant for the scheduled job will have a scheduled date for the job to perform. Understand that certain circumstances (e.g. urgent cases that require immediate attention) will then make it impossible to perform the particular Work Order on the scheduled date.
You will be able to perform the Work Order despite missing the scheduled date on your mobile. You will be able to find the Work Order under the following:
1. Yesterday Filter – Work Order that is scheduled to perform on yesterday’s date
2. Past Filter – Work Order that is scheduled to perform 2 days or more before today’s date
You will just have to perform the Work Order as per normal.
Yes, you will be able to perform the Work Order that is scheduled for a date that is greater than today on the mobile app. You will be able to find the Work Order under the Future filter.
- Click on the Future filter
- Then, proceed to perform the Work Order by clicking on it.
The scheduled corrective work will require access to the tenant’s unit but the tenant is not responding to the visit.
I would like to reach out to the tenant by phone number if possible in order to either check whether access can be given or to re-schedule the corrective work.
You can follow the steps below to view the tenant information if it exists:
- Click on the three-line icon at the top left corner of the app.
- Click on the Tenant Info
- Click on the By Tenant tab
- Select the Tenant
- It will display the tenant information if there are records input by your administrator.
- You can click on the phone or message icon to interact with the respective number.
Using Buildfolio Web
The Work Order Cost tab “GST” is designed should the work order is chargeable to Tenants/Callers. The GST will remains only if you input in the Charge for any of the item/s.
Understand that there are special cases where there are no chargeable items to tenants/callers as the use case for Buildfolio is to track your Accounts Payable for FM Operations, for you to keep track of the real cost with GST for those GST registered vendors.
You can follow the steps for GST registered vendors that in the Work Order Cost tab:
- For the Caller section – Chargeable, tick on the ‘Yes, this work is chargeable to the caller’.
- At all the items applicable for the Work Order, in the Charge ($) indicate the same rate as cost.
- Click on Save button. In this occassion, the GST will be the actual Account Payable amount for this Work Order.
The technician did not appear for you to select during the Work Order creation for the following reasons:
1. The particular technician is not given location access.
2. The particular technician is not given the work type access.
To ensure that you are able to select the technician, please do the following steps:
1. Go to User/Labor Management > Manage User
2. Select the particular Supervisor
3. In the Access tab, ensure that the Work Order location is given access to the supervisor. If not given, please do select the location and click on Add button.
4. In the Access tab, ensure that the Type of Service is selected.
5. Click on the Save button.
The supervisor did not appear for you to select during the Work Order creation for the following reasons:
1. The particular supervisor is not given a Management role.
2. The particular supervisor is not given either the location or work type or both access.
To ensure that you are able to select the supervisor, please do the following steps:
1. Go to User/Labor Management > Manage User
2. Select the particular Supervisor
3. In the Roles tab, select the Management role.
4. In the Access tab, ensure that the Work Order location is given access to the supervisor. If not given, please do select the location and click on Add button.
5. In the Access tab, ensure that the Type of Service is selected.
6. Click on the Save button.
To create assets for an area, please do the following steps:
- Navigate to the Location/Asset Management -> Manage Property
- Select the area from the Location drop-down list
- Navigate to the assets tab -> Click Add New Asset
- Select Asset Type
- Fill in the information for the rest of the tabs
- Click Save