How to add and remove vendor tags (General contractors)

As a general contractor using TradeTapp, you can add short internal notes, called vendor tags, next to companies so you can flag important information. Vendor tags allow you to keep track of your own preferences as well as the preferences of vendors you work with. For example, you can add the tag “Only small projects” if a company is not qualified for larger projects. You can also add tags such as “HVAC” or “Electrical”  to keep track of the scope of work a company performs.

Please note that company tags are only visible to users within your company and vendors do not have the ability to see them. Tags created in TradeTapp do not sync with BuildingConnected. 

To add and remove vendor tags in TradeTapp

You can add vendors tags from the "Invitations" dashboard and from a vendor's profile.

• From the "Invitations" dashboard
  • Click the checkbox next to the vendors you would like to add a tag to. You can select multiple to bulk add or remove tags. 
    
    
    
    
  • In the action bar at appears above your invited vendors, click “Add/Remove Tags.”
    
    
• From a vendor's profile 

  • Click "Add Tags" underneath the vendor's name. 
    

    
    
    
    

Type your tag name(s) one by one in the field and select from the existing options or click on "Add:" for new tags in the drop-down menu. When ready, click "Add Tag(s)".



To remove existing tags, click the "x" icon next to the tag and confirm by clicking "Remove Tag(s)".



Added tags will appear on your “Invitations” dashboard under the “Tags” column and at the top of a vendor's profile. 

Tip: You can click on any tag in the "Invitations" dashboard to filter your view to only show vendors with that tag.