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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 ....
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How to filter your TradeTapp “Invitations” dashboard and save views (General contractors)
As a general contractor using TradeTapp, you can add filters on your list of prequalifications to track specific companies you have invited to prequalify by more detailed information. Once filtered...
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How to view a vendor's application progress
You can see a vendor's progress of any pending application in TradeTapp. This includes a drill down view showing which specific questions have or have not been answered. Having this visibility can ...
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Overview of application statuses in TradeTapp
As a general contractor using TradeTapp, the “Application Status” column on your “Invitations” dashboard indicates the vendor’s current standing in the prequalification cycle. There are five differ...
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How to download a blank version of your TradeTapp questionnaire
You can download a blank version of your TradeTapp questionnaires so that you can reference it for internal review or when discussing with a vendor about the specific questions on your application....
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How to create a new questionnaire version in TradeTapp (General contractors)
As a general contractor using TradeTapp, you can create different versions of qualification questionnaires. This will help ensure all vendors are submitting questionnaires that are most relevant to...