Templates & Daily Guides

Daily Guides for Shop Teams

Guides for planning orders, running routes, tracking time, and shipping deliveries in Building Swell, the production system for prefab shops.

Building Swell Website

Login

Email Support

Getting Started

Welcome to Building Swell

Quick Start Guide

General Navigation

Key Terminology

Updating Your Info

Company & People

Projects

Departments

People

Managing Users

Roles

Overhead

Routes & Shop Logic

Stages and Work Steps

Edit, duplicate, and archive routes, and understand Process versus Department routes.

Managing Routes

Adding a New Route

Planning & Orders

Intro to Orders

Managing Orders

Planning

Planning: Import & Export

Stage and Project Progress

Exporting Production Reports

Time & Staff

Timesheets

Tracking Time

Staff Overview

Planning Shop Teams

Shop Floor

Printing QR Codes

Build

Attendance

Using QR Codes

Check attendance and assign your shop crew to stages from the Build page.

Daily Team Planning

Dead Time Alerts

Deliveries

What a delivery is, where it lives, the directions and statuses, and what to set up first.

Intro to Deliveries

Create the trip, load the cargo, and lay out the stops and transit legs.

Creating and Scheduling a Delivery

The no-login page drivers and receiving crews use to work a delivery from a phone.

The Driver and Receiver Page

Who signs off, starting transit, confirming with short ship quantities, cancelling and archiving.

Completing, Cancelling and Archiving a Delivery

Forms & Documents

Document Integration

Forms

Insights

Dashboards

Settings

Archiving

Restoring Data

Notifications

Browser and device tips that sit outside Building Swell itself.

Miscellaneous

Adding Building Swell to Your Phone

Clearing Cache

How can we help you?

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