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How to sync vendor backlog data with TradeTapp
As a general contractor using TradeTapp, you can push backlog data from your enterprise resource planning (ERP) or accounting system to TradeTapp so you can automatically update your vendor’s inter...
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Can I delete a TradeTapp invite? (General contractors)
As a general contractor using TradeTapp, if you sent a qualification invitation to a vendor by mistake or if a qualification is no longer needed, there are a couple of things you can do to undo thi...
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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 o...
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How can vendors grant their coworkers access to TradeTapp invitations (General contractors)
If a contact needs access to TradeTapp invites, they must first create or already have an existing BuildingConnected Account. If they already have a BuildingConnected account, they should proceed...
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How to schedule automatic reminder notifications for vendors (General contractors)
As a general contractor, you have the ability to schedule automatic reminder notifications for vendors you have invited to qualify in TradeTapp. This will ensure you receive high response rates and...
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How to update your company's primary contact for TradeTapp invites
As a vendor receiving TradeTapp invites, your company has a primary contact to centralize communication from general contractors. This means that all qualification invitations and notifications are...
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How to redirect or edit a company's primary contact in TradeTapp
As a general contractor in TradeTapp, you can only edit the vendor's contact information or redirect an invitation if the vendor has not yet set a primary contact. This is because if a vendor alrea...
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How to resend a qualification invitation to a vendor (General contractors)
As a general contractor using TradeTapp, you can resend qualification invitation notifications to vendors you have previously invited to qualify. Sending reminders will ensure your company receives...
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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 ...
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How to export the Invitations dashboard
You can easily export the prequalification information from the Invitations dashboard. To download the Invitations dashboard In the Invitations tab, click the download icon. This will generate a ....