Watch the video below to learn more about the Subcontractor Portal.

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Bids are a financial tool your team can use to submit a work quote to the builder, outlining the cost of labor, materials, and any additional expenses. They provide a clear, organized way to present pricing details, ensuring the builder has all the information needed for their project budget and scope. This feature is accessible on both Desktop and Mobile.

When a builder has sent you a Bid Request, you will receive notification to your email and Buildertrend portal.

Buildertrend Portal:

Email:

To respond, you can select View & Submit to send your response directly from the email.

Or, you can either click Login to sign into your Buildertrend Portal and respond to the Bid request.

You will be directed to the Bid within Buildertrend to respond.

From Desktop, select the Job from the Jobs Menu. Then, click Bids from the Financial dropdown.

View new and existing Bids—including those active, won, lost or declined. Click on a Bid title to view more details.

Within the Bid, you can review all important information, Title, Requested date, response Deadline, Description and Attachments.

Utilize Bid Response section to select if you will respond, your cost expectation using Unit Cost field and any additional information in the Bid Details. 

Additionally, you may add Attachments to support your quote, send a Comment to the Builder, or create an RFI to request more information about this Bid.

Click Submit Bid to send your response, or Save For Later if you wish to return to complete at a later time.

 

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To view the Bids from the mobile app, first select the Job from the Jobs Menu.

First, click More from the menu bar and find Bids from within the Financial tab.

View new and existing Bids—including those active, won, lost or declined. Click on a Bid title to view more details.

Within the Bid, you can review all important information, Title, Requested date, response Deadline, Description and Attachments.

Utilize Bid Response section to select if you will respond, your cost expectation using Line Total and any additional information in the Bid Details.

Click Submit Bid to send your response, or Save For Later if you wish to return to complete at a later time.

Additionally, you may add Attachments to support your quote, send a Comment to the Builder, or create an RFI to request more information about this Bid.

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Purchase Orders are ways for the builder to track expenses inside of Buildertrend. Your participation as Purchase Orders act as a secondary contract for a scope of work that you are responsible for. Bills are payments made towards Purchase Orders. This feature is accessible on both Desktop and Mobile.

To complete a Purchase Order, you may submit an electronic signature, acting as a legally binding contract on the work discussed.

From Desktop, select the Job from the Jobs Menu. Then, click Purchase Orders from the Financial dropdown.

View all new and existing Purchase Orders that you've been assigned. Click the PO# to view more detail.

Within the PO, view Approval Status, Title, Scope of Work, Price Detail, Attachments, Date information and Payment History.

Additionally, you may send a Comment to the Builder, or create an RFI to request more information about this Purchase Order.

Once ready, Approve or Decline the Purchase Order by selecting the appropriate option.

Next, finalize the Purchase Order by adding Additional Comments, check the Disclaimer, and adding a Signature.

Once approved, the Purchase Order status updates from Under Review by Sub/Vendor to Sub/Vendor Approved with the approval date. You can also add attachments to send back to the builder, either before or after approval.

When ready, you may Request a Payment for completed work within the Purchase Order.

Enter Request Notes, or Attachments.

A final confirmation disclosing it will notify the builder will appear. Select Request Payment to proceed.

 

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To view the Purchase Orders from the mobile app, first select the Job from the Jobs Menu.

First, click More from the menu bar and find Purchase Orders from within the Financial tab.

View all new and existing Purchase Orders that you've been assigned. Click the PO# to view more detail.

Within the PO, view Approval Status, Title, Scope of Work, Price Detail, Attachments, Date information and Payment History.

As you scroll, you'll also see the Scope of Work that the Builder has laid out for you, the ability to Add an Attachment, and the more specific Pricing information.

Additionally, you may send a Comment to the Builder, or create an RFI to request more information about this Purchase Order.

Next, finalize the Purchase Order by adding Additional Comments, check the Disclaimer, and adding a Signature.

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Bills are payments made towards Purchase Orders. Payments can be made in full, or in multiple invoices. This feature is accessible on both Desktop and Mobile.

From Desktop, select the Job from the Jobs Menu. Then, click Bills from the Financial dropdown.

 

View all new and existing Bills that you've been assigned. Click the Bill# to view more detail. View Bill Status, Files, Comments, Lien Waiver, Related POs. 

Use the Filter to find specific information.

Open the Bill to view full details After clicking on a specific Bill, you will see the details of the Bill. Things like the Bill #, the Title of the Bill, the Date, the Price, and any Lien Waiver that may be attached.

Within the Bill, view all important information about Title, Date created, Lien Waivers, and Total Price.

View Pricing and Payment History.

Additionally, you may view Scope of Work, add a Comment and choose Notification options.

If a Lien Waiver is attached to a Bill, click to open the Lien Waiver by selecting the title.

You can Approve or Decline the Lien Waiver, updating Status.

When approving the Lien Waiver, you will be prompted to enter Your Name, Your Occupational Title within your company, and to Draw Your Signature. Then select Approve.

The Lien Waiver has now been Accepted.

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To view the Bills from the mobile app, first select the Job from the Jobs Menu.

First, click More from the menu bar and find Bills from within the Financial tab.

View all new and existing Bills that you've been assigned. Click the Bill# to view more detail, or select Filters to narrow search results.

Within the Bill, view Approval Status, Lien Waiver Status, Bill #, Title, Date Paid and Invoice Date. 

Additionally, you may view Description, Payment Information, and add a Comment for the building team.

 

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