Click Settings from your User Icon on the top right. Select the Notifications tab, then Add/Remove notifications for Email, Text, Push (Mobile App). Click Save.

---

Yes, click Settings from your User Icon on the top right. Select Change Password underneath the profile picture circle, and add photo. Click Save.

---

Click Settings from your User Icon on the top right. Select the Certificates tab, then Choose File to upload.

---

To download the mobile application, navigate to the App Store (iOS) or the Google Play Store (Android) and search Buildertrend. Enter your credentials, or click Forgot Password to reset.

---

Yes, utilize Global Search, a search bar located at the top of your Subcontractor Portal to search through all tools for information. The search will include

Expand for a full list of searchable fields

✏️ Note: Items in italics are nested items. When nested items are selected from Global Search, they will open the item they are connected to. i.e. clicking on a Selection Choice will open the Selection the choice is tied to.

• Project Management

  • Schedule: Title & Description

  • Daily Log: Notes

  • To-Do's: Title & Notes

    • Checklist Items: Text

  • Change Orders: Title & Description

  • Selections: Title & Description

    • *Choices: Title & Description

  • Allowances: Title & Notes

  • Warranty: Title & Problem Description

• Files/Media

  • *Folders: Title

    • *Documents: Title & Description

    • *Photos: Title & Description

    • *Videos: Title & Description

  • Doc/Photo/Video Attachments: Title

• Messaging

  • *Comments: Text

  • Messages: Subject & *Body Text

  • RFI: Title & Question

• Financial

  • Bills/POs: Title & Description/Scope of Work

  • Client Invoice: Title & Description

---

Yes, you can link multiple portals, allowing you to switch between builders without separate logins. Simply follow the instructions in the invitation email and select "Login with existing username and password," then enter your current credentials. A builder dropdown will appear in the top left corner of your Buildertrend account, above the builder logo.

---

Yes, you may utilize Direct Chat, Comments or Messages to communicate with your building team. Navigate to the chat icon on the top right of the menu bar, or select your preferred contact method within Messaging.

---

Yes, you may set only yourself a task within To-Dos. Navigate to To-Do's, select New. Customize your To-Do with adding Title, Description, Checklist Items, Due Date, Priority and Attachments.

---

Yes, you may upload files to the **Subcontractor Uploaded Files**, within Photos, Documents or Video. You may also upload files onto any feature where Add Attachment is available.

---

Para Español, por favor haga clic aquí

E-checks will show no-reply@buildertrend.com as the sender, but the builder’s company name will display as the forwarding email address. The subject line will read. “(Builder company name) has sent you a payment.”

---

If you are an active subcontractor in Buildertrend, you can proactively add or update your payment information at any time by navigating to Sub/Vendor Setup > Payments. 

If you haven’t added payment information yet, you can also complete the secure setup process when your builder sends you your first payment via email. 

See more information here. 

---

E-checks are sent immediately. Deposit options depend on the subcontractor's choice:

• ACH funds are typically deposited within 3-5 business days. 
• Self-printed checks can usually be deposited immediately. In some cases, delivery may be delayed – such as requests submitted later in the day or after hours – which may be processed the following business day. 
• Mailed checks are sent via USPS and may take 3 to 14 days to arrive.

---

View all payment information within the Online Payment Report in Buildertrend.

---

Yes, you may deposit funds from your mobile device by selecting the appropriate deposit option directly from the email when opened using your mobile device.

---

Yes. By setting up ACH payments, funds will be automatically deposited into your linked bank account.

---

Some email providers use conversation view, grouping emails with the same sender and subject. If you've received multiple payments from a builder on the same day, they may be combined in a single thread. Click to expand each email and view individual payments.

---