Start by navigating to your Cashback & Discounts dashboard by clicking the Financial dropdown and selecting Cashback & Discounts.

Prior to your initial enrollment, the Activity Tab provides first steps on your initial setup.

Once you have enrolled, the Activity Tab will provide you with insight regarding your earnings, a list of activated offers, as well as recent receipt uploads and payouts.

The Your offers: Cashback tab allows you to see all of the current partnerships with Buildertrend.

The Your offers: Discounts tab allows you to see of the current discounts offered by Buildertrend partnerships.

The Payments tab provides a summary of all cashback payouts deposited into your bank account.

Selecting a specific payment will open a detail panel showing a breakdown of rebates received for each item within that purchase.

The Products tab displays cashback-eligible materials offered by Buildertrend’s supplier partners.

You can browse available items to see which products qualify for rewards, helping you make more informed purchasing decisions that maximize your cashback potential.

The FAQs tab will address all commonly asked questions you may have on the Cashback & Discounts feature.

Begin your initial enrollment by clicking Get Started from the Activity tab.

You must first connect to a bank account in order to start getting your quarterly cashbacks. Any cashbacks you earn will be sent to the connected bank account. To connect to a bank account, click Continue.

Input your banking information and click Next.

*Note: Once you have connected to a bank account, to avoid unauthorized changes, you will need to contact our support team to change the bank account connected to Cashbacks & Discounts.

 

From the Activity tab, click the Upload receipts and upload receipts that contain cashback offers.

You will need to upload a receipt for purchases that have contain Available offers items.

For offers with one of our Discount partners, make sure to follow the additional steps outlined after activating in order to receive your discount.

MyLowe's Pro

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To begin receiving automatic discounts on your Lowe’s purchases, you’ll need to link your MyLowe’s Pro account. 

 

Navigate to the Lowe's Pro section within Company Settings.   

 

Select +Link Account to begin. 

 

Next, confirm this action by selecting Link Account. 

 

Congratulations! Your request is now being processed by a Lowe's team member. Once linked, you can begin utilizing the discount program. 

 

Once you have made purchases, you can check the status of your cashback from the Activity tab.

You can select an individual cashback item to get more detailed information on it's current status.

Once you receive cashback, the item will show the status Payment Sent and these payments will be reflected on the Payments tab.