If you have TradeTapp and BC Pro, your teammates working in BuildingConnected can send an invitation to qualify right from BuildingConnected and it will appear in your company's TradeTapp account.
Vendors can be invited to qualify in TradeTapp from BuildingConnected in the following places:
- The Contacts table
- Navigate to the Contacts page using the left-hand menu, hover over the "Qualification status" field, and click "Invite to qualify".
- Navigate to the Contacts page using the left-hand menu, hover over the "Qualification status" field, and click "Invite to qualify".
- Company's Profile
- Click on a company’s name from anywhere in BuildingConnected to pull up their profile, then click “Invite to qualify” under the “Qualification” section on the right-hand side.
- Click on a company’s name from anywhere in BuildingConnected to pull up their profile, then click “Invite to qualify” under the “Qualification” section on the right-hand side.
- “Bidders” tab
- With the company selected in the "Bidders" tab in a bid package in a project, click “Invite to qualify” in the “Qualification” section on the right-hand side.
- With the company selected in the "Bidders" tab in a bid package in a project, click “Invite to qualify” in the “Qualification” section on the right-hand side.
- “Invite Bidders” window
- When adding bidders to a bid package, click "Invite to qualify" under a company.
- When adding bidders to a bid package, click "Invite to qualify" under a company.
- “Bid Leveling” tab
If companies have submitted proposals and you are reviewing them in the "Bid Leveling" tab, click "Invite to qualify" in the Qualifications line items.
Once you click "Invite to qualify" in BuildingConnected, a pop-up window appears.
- If you have multiple questionnaires, select which questionnaire to send from the drop-down menu.
- If the company has not designated a primary contact for TradeTapp invites, select one from their list of employees. If there is a contact listed, you cannot change this as it is set by the vendor.
With the questionnaire and primary contact completed, click "Send Invite".
Once an invite is sent from BuildingConnected, the new invitation will appear on your “Invitations” dashboard in TradeTapp. The "Contacted By" column in TradeTapp will show the name of the BuildingConnected user who initiated the invite.
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