If you have BC Pro and TradeTapp, you have the ability to see TradeTapp qualification data in BuildingConnected in five places:
- The Contacts table
- The company profile
- The “Bidders” tab
- The “Invite Bidders” window
- The “Bid Leveling” tab
For information on how the qualification status integration works, please reference the article, “How the TradeTapp and BuildingConnected qualification status integration works (BC Pro with TradeTapp).”
The Contacts table
Within BuildingConnected, click on your “Contacts” page from the menu on the left-hand side.
TradeTapp qualification statuses and information will appear under the “Qualification Status,” “Qualification Expires,” “Single Project Limit,” “Total Limit,” and “Qualifications Notes” columns. Please note that this information is set in TradeTapp only.
The company profile
Click on the name of the company. You can do this anywhere where the company name is clickable - in projects and also in the Contacts page as seen below.
The following data points from TradeTapp will appear on the right-hand side under the “Qualification” section.
For definitions of each of these data points, please reference "Risk data available inside of BuildingConnected Pro".
The “Bidders” tab
Inside a bid package within a project, click on the “Bidders” tab.
When you select a bidder, you can see data in the "Qualification" section on the right-hand side.
The “Invite Bidders” window
TradeTapp qualification statuses will appear under the company's name, along with the Project Limit/Total Limit.
The “Bid Leveling” tab
Click on the “Bid Leveling” tab from the bid package.
Scroll down to the “Qualifications” section.