TradeTapp for general contractors
Helpful information for general contractors using TradeTapp, our qualification and risk mitigation tool.
To see release notes for TradeTapp and other BuildingConnected products, click here.
About TradeTapp
Account access
Account settings
- How do I update the company name on my TradeTapp account?
- How to add a "Public Link to Qualify" to your company's website
- How to update the name and email on your TradeTapp account (General contractors)
- How to adjust notification preferences in TradeTapp (General contractors)
- TradeTapp Notifications (General Contractors)
- Vendor Company Name Preference
Manage users
- Permission Levels in TradeTapp (General Contractors)
- How to add a coworker to your company’s TradeTapp account (General contractors)
- How to remove a coworker from your company’s TradeTapp account (General contractors)
- How to re-invite a coworker to your company’s TradeTapp account
- How to add TradeTapp users to Autodesk Forma
Questionnaires
Financial model settings
Invitations dashboard
- The action bar: a complete guide (General contractors)
- How to view a vendor's application progress
- Overview of application statuses in TradeTapp
- How to filter your TradeTapp “Invitations” dashboard and save views (General contractors)
- How to customize the columns on your TradeTapp “Invitations” dashboard (General contractors)
- How to see what projects vendors are bidding on in TradeTapp
Qualification invitations
- How to invite vendors to qualify in TradeTapp
- How to send a vendor a different questionnaire version (General contractors)
- How to resend a qualification invitation to a vendor (General contractors)
- How to redirect or edit a company's primary contact in TradeTapp
- How to schedule automatic reminder notifications for vendors (General contractors)
- How to schedule automatic renewal notifications for vendors in TradeTapp (General contractors)
Vendor submissions
- How to upload Master Service Agreements (MSA) to TradeTapp
- How to request corrections on a qualification submission in TradeTapp (General contractors)
- How to set a qualification status in TradeTapp (General contractors)
- How to mark a vendor's application complete
- How to manually invite a vendor to renew their qualification application in TradeTapp (General contractors)
- How to request a project reference in TradeTapp
Vendor financials
- How to input a vendor’s financial information in TradeTapp (General contractors)
- How to review a vendor’s submitted financials (General contractors)
- How to add your internal scoring notes on financial ratios measured in TradeTapp (General contractors)
- How to manually upload a financial document for a vendor in TradeTapp (General Contractors)
- How to track when financial input is complete
- How to incorporate your custom financial ratios into TradeTapp (General contractors)
Risk Assessment
- Understanding the Risk Evaluation Score
- Understanding the Key Metrics Table
- How are Single Project Capacity and Aggregate Total Capacity calculated in TradeTapp? (General contractors)
- Where do the benchmarking results come from?
- How to automate your internal limits in TradeTapp (General contractors)
Project approvals
- How to request a project approval in TradeTapp
- How to assign reviewers and accepters to a project approval request
- How to accept or reject a project approval
- How to review a project approval
- How to create default and custom project approval rules (General contractors)
- Overview of project approval statuses in TradeTapp (General contractors)