Creating, Copying and Deleting Records (Template record)
Before creating a record, you need to have:
- created a project (How do I create a project?)
- defined project settings (Overview of all project settings)
- uploaded PDF plans for markers* (Where and how can I upload PDF plans?)
- created contacts (Creating and managing contacts)
In BauMaster,
all records are assigned to a project. You can either create your first record in the "Demo" project, or first create
your own project. You can access the records via the toolbar at the bottom or the burger menu in the top left.
1. Creating a Record
Click on the Plus button in the bottom right and create your first record!
On PC: Click on Create Record in the 2nd column.
The split screen in the record overview provides a quick overview: On the left, you can see all available record styles for this project (1st column), followed by the corresponding records (2nd column) with all entries (3rd column) and a detailed preview of the selected entry (4th column). Existing records can be sorted in ascending or descending order using the arrow symbols.
- Record type (required): You can only select from the record styles that you have chosen in the project settings
- Record title (required): This appears on the PDF logs
- Record number/Consecutive numbering: 0 to 999
- Location Details: (optional)
- Date: The date when the log is created
- From - To: The meeting timeframe (optional)
- Sort Entries by: Here you select which filters are used to sort the record items
- Display costs incl. or excl. VAT - Net/Gross (slider)
- Weather: activate to insert the weather conditions on the record date into the record
Once you have created your record, you can record entries, tasks, notes, information, photos, plan markers etc. in the record. You can read how to do this under "Creating Record Entries"!
This makes up your intelligent record
2. Copying Records (Template Record)
With the copy function, you can easily copy existing records and create individual template records that can be copied for any desired project!
In the record styles, select the record you want to copy and click on the three-dot menu in the top right and select "Copy".
Special feature when copying:
Ignore missing attachments - when this checkbox is activated, logs can be copied even though not all contained attachments (photos, drawings, etc.) have been uploaded to the server.

When copying, you can specify the number of copies - For example, if you want to create an acceptance protocol for 5 apartments.
Template records can include
- Standard text templates
- Notes or references to legal texts
- Standards, contracts, etc.
be provided with.
3. Delete Record
Before you can delete a record, all entries in the record must be deleted. Once the record is empty, click on the three dots in the record overview and select "delete".
If there are still entries in the record, the delete function is disabled.
You have to delete all entries in the record by klicking on “Actions”
Related Articles
Creating, Copying and Moving Record Entries
After you have created or copied your log, start working with the log entries. There is no limit to the number of entries. 1. Create Your First Record Entry Once you have created a record, click on the “plus sign / Create Entry” in the bottom right . ...
Creating, Editing and Deleting Record Styles (Project Settings)
In the Project Settings, under Record Styles, you will find all records that you want to have available for selection in your project. The record styles are created across all projects. This means that once created, record styles are optionally ...
Reopening Closed Records
Only users with Administrator rights can reopen closed protocols For Continuous records only the most recent record can be opend. It is therefore not possible to open an "older" record. The subsequent record would need to be deleted first.
Creating and Managing the Construction Schedule
The construction schedule is included in the Pro license. For more information about the features in the license packages, please visit our pricing page. In BauMaster, you have two ways to create a construction schedule: Independent of ongoing ...
Template Texts for PDF Reports
Text templates for the opening text and concluding information can be saved and applied for configuring and sending PDF reports. You can create Custom text templates or use BauMaster templates. These templates work across all projects and apply to ...
Popular Articles
Photo quality (on the device)
This setting affects the quality of the photos that are also saved on your device (e.g. gallery or photos). The “Standard” setting allows you to work faster than “High” and also saves storage space on your device. In the App When you take photos in ...
API Interface
The BauMaster App offers a token-authenticated REST API. In the current version (1.0.1), endpoints can be accessed for the following functions: Creating projects Companies and contacts Attachments (images and files) and PDF documents (PDF protocols ...
Address for letterhead (postal delivery) for PDF reports
Occasionally it is necessary to send PDF reports by postal mail or registered mail, such as for defect notifications. In BauMaster, when sending the PDF report, you can select the option "Include recipient for postal delivery" in the Layout settings. ...
Creating, Editing and Deleting Record Styles (Project Settings)
In the Project Settings, under Record Styles, you will find all records that you want to have available for selection in your project. The record styles are created across all projects. This means that once created, record styles are optionally ...
Creating, Copying and Deleting Records (Template record)
Before creating a record, you need to have: created a project (How do I create a project?) defined project settings (Overview of all project settings) uploaded PDF plans for markers* (Where and how can I upload PDF plans?) created contacts (Creating ...