How to invite vendors to qualify in TradeTapp

As a general contractor using TradeTapp, you have access to our network of vendors so you can easily search for vendors and invite them to qualify with your company. This article will show you how to search for and invite vendors who are already in the network and how to invite new companies who do not yet have TradeTapp accounts. 

Once a vendor is invited to qualify, their company will receive an email notification with a link to access and submit your qualification questionnaire, as well as a link to set up their BuildingConnected account if they do not yet have one.

To invite vendors who are within the TradeTapp and BuildingConnected network 

From your “Invitations” dashboard, click “Invite New Vendors.” 



You can search for companies in two ways.

1. Filters
   • Has office within:
     • This first field will default to find companies in a radius of 50 miles from the location you enter. However, you can change the number of miles. 
     • Enter a location in the field. The acceptable options that appear in the drop-down menu are powered by Google.
   • Work Performed: Select a work performed to find companies performing that scope of work. 
     
     Tip: To clear both work performed and location filters, click “Clear All.”
     
     
     
2. If you know the name of the company you would like to invite to qualify, enter their name in the search bar at the top. Companies matching your search query will populate below.
   
   

Once you have found the company you want to invite to qualify, click “Add” next to an individual’s name. 

Note: If the company has a primary contact, you will only be able to add one contact for that company, This is the person that the company has specified as their prequalification contact so it cannot be changed. 

If you cannot find the contact you are looking for, you can click "Show More" if available or click "Add new user to company" to enter new contact information. You will be asked to enter their first name, last name, email, and job title (optional). 





Once an individual has been added, you will see a green “Added” label next to their name. Please note that at this point, the vendor has not yet received an invitation to qualify. 

If you would like to invite multiple companies or individuals to qualify, please repeat the steps above. 

To invite a company you cannot find in the network

If you do not see the company you are looking for after applying work performed and location filters and searching for the company, you can manually invite a company by clicking “Don’t see who you’re looking for? Click here to add a company.” 



Enter the name of the company as well as the first name, last name, and email address of the company’s primary contact, then click “Add.” 



A list of all vendors you have added will appear in the “Vendors in this invite” section. Please note that this includes vendors who were manually added and vendors who were added directly from searching the TradeTapp and BuildingConnected network. 



You can remove a vendor from your invite at any time by clicking the “trash” icon to the right of the company you would like to remove. 



Once your list of vendors you would like to invite is complete, click “Done.” 



Select which qualification questionnaire you would like to send vendors in this invite, then click “Done.” Please note that all vendors in this invitation will receive the questionnaire you select. If you would like to send companies different questionnaire versions, we recommend inviting them separately.



Select a message template to use or a custom message to send to each vendor being invited, then click “Done.” Please note that all vendors in this invite will receive the same message you enter. 



Add any optional tags by typing the name of the tag in the “Enter tags in the box below (separate multiple tags with commas)” section then click “Add Tags.” Please note that vendors will not be able to view any tags you have added. This information is for internal tracking purposes and is only available to coworkers within your company’s TradeTapp account. 



To remove any tags that have been added, click the “x” to the right of the tag you would like to remove. 



The “Review and send” section will provide an overview of the vendors in this invite, the qualification version you are inviting them to submit, and your custom message and tags, if added.

You can return to any step by clicking on it and it will expand for you to edit. 



If you would like to remove a vendor from this invitation, click the “trash” icon to the right of the vendor’s name. 

When you are ready to send your invitations, click “Send # Invite(s)”. 



You will receive a confirmation message that your invitation(s) have been sent. 

Each vendor will receive an email notification such as the one below letting them know your company has invited them to qualify. To accept their invitation and/or create their account, they can click “Accept Invitation.” 



For information on how vendors can create an account from a qualification invitation, please refer them to the article, “How to create an account in TradeTapp from a qualification invitation (Vendors).”