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® Accounting):

• Displays checks issued in Sage Timberline® 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.