Products

Products
Workflow Management Suite
Scheduling Sales Management

Trade Portal
Business Process Management

accounting integration


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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


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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 Page
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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
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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

schedule
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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.


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