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Download the Trade Portal tech paper

Download the Superintendent Portal tech paper

TRADE PORTAL
The Trade Portal is a web-based application that gives homebuilders flexible, interactive, real-time communications with their trades about trade-specific information like bid requests and quotations, schedules, payments, purchase orders and notifications. Whenever a change is made in WMS, it is instantly communicated to the trades without the need to send e-mails, make phone calls, or perform downloads to wireless devices.

From the Trade's perspective, vital information is available in real-time from builders using just one easy-to-use, secure web site.

Greatly reducing the inherent expense of lost voice messages, faxes, E-mails, and other types of miscommunication with builders, Trade Portal gives builders superior communication with their construction trades.

Trade Portal provides the following features through an easy-to-use trade dashboard:

• Provides real-time access to data and complete trade communication
• Follows recommended best practices for secured user-access
• Customize the company dashboard with frequently visited links, recent activities and company updates
• Maintain updated communication between builders and trades using message boards

Purchase Order View:

• Post approved, issued, and cancelled purchase orders online for trades
• Able to "audit" by seeing who viewed PO records, when, and who archived them
• Check purchase order status at anytime
• Sort and group purchase orders using multiple columns
• Archive purchase orders as necessary
• In the Payments Menu, display payment data by issue date or check number

Bid Management View:

• Trade Contractor or Supplier can review all bid details from the builder
• Ability to enter in Bid Items and Submit Bid back to WMS Bid Management Dashboard
• Ability to receive documents, plans, drawings, specifications via the Document attachments tab
• Ability to ask questions and receive answers between the Trade and the builder in the Question and Answer tab
• Ability to see rebid or deny bid information

Schedule View:

• Keep better informed of scheduled activities
• View schedules by projected, scheduled and completed dates
• View daily, weekly, monthly and yearly schedules
• The List view allows the sorting of schedules by start and end dates, activity, trade crew and other job criteria
• In the Notifications menu, view new and archived schedule notifications using multiple sort criteria

Notifications View:

• Displays lot number, activity, old and newly-scheduled start dates
• Differentiates notification types as scheduled, projected, or archived
• Displays the dates and initials of the Trade Portal user who last viewed the notification
• Sortable by site address, lot number, activity, old scheduled start, new scheduled start, viewed date, and viewed by

Payments View (Available only for builders using Sage Timberline® and Explorer Contract Manager Accounting):

• Displays checks issued in Sage Timberline® and Explorer Contract Manager Accounting
• Includes check number, date issued, and check amount
• Includes attachment of the purchase order associated with the check

BuilderMT Trade Portal is the superior solution for trade management. For more information on Trade Portal, please contact a product specialist today at 888-757-1991, or fill out our contact form, to have a representative contact you.

SUPERINTENDENT PORTAL

In today's residential building industry, a couple key elements played a role in BuilderMT creating its Superintendent Portal. First the downturn in the housing market has lowered the amount of staff a homebuilder employs to manage home construction projects, and in many cases owners and executives are now back in the field. Secondly, technology available today, such as higher-speed data networks and revolutionary devices such as the Droid, iPhone and iPad, has brought the office to the field. The ability for homebuilders to manage hundreds of thousands, if not millions, of dollars of inventory and assets is now available with BuilderMT's Superintendent Portal.

BuilderMT set out with these goals in mind:
1. Provide additional functionality in WMS to further meet the needs of builder customers using WMS Purchasing and Scheduling
2. Allow superintendents to manage various aspects of their daily tasks via the web similar to BuilderMT's Trade Portal, but specificallyaimed at superintendent activities.
3. 'Expand' Mobile Scheduling to have more scheduling detail on a larger screen (i.e. notebook, laptop, iPad, etc.).3.
4. Review construction documents in the field.4.
5. Collaborate with office staff, trades, vendors and others involved with the construction process via a message center, outside the 5. issues surrounding Microsoft Outlook.
6. Track trades' purchase orders, schedules, approval of invoices/purchase orders, payments, etc.6.

BuilderMT has discovered that the Superintendent Portal can be used by anyone within the homebuilding company who needs access to job information via a larger display browser-based device. Project Managers,
Executives and Owners have access to all project information across all of their field staff, by establishing thehierarchical order within the homebuilding organization. BuilderMT's Superintendent Portal requires a web server, as does BuilderMT's Mobile Scheduling and TradePortal web-based applications.