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The Trade Portal is a web-based application that gives homebuilders flexible, interactive, real-time communications with their trades about trade-specific information like 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.
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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:
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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
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.
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