As a general contractor using TradeTapp, you can schedule automatic renewal notifications to be sent to vendors under “Settings,” but you can also manually invite vendors to renew at any time. This article will go over how to manually invite vendors to renew their qualification applications.
Please note that all users within your company’s account have the ability to request renewals.
For information on how to set up automatic renewal notifications, please reference the article, “How to schedule automatic renewal notifications for vendors (General contractors).”
To manually invite a vendor to renew their qualification application in TradeTapp
From your “Invitations” dashboard, click the check box next to the company you would like to manually invite to renew.
Click “Request Renewal” in the action bar that appears.
The email field will be pre-populated with the vendor’s primary email address and the questionnaire they initially qualified with. If you would like, you can select a different questionnaire by clicking the drop-down under “Choose Questionnaire Version.” Enter an optional custom message, then click “Send.”
The vendor will receive an email such as the one below. They can click “Begin Renewal” to login to their TradeTapp account and open their questionnaire.
On the vendor’s TradeTapp account, their application will move to the “Awaiting Submission” section and will be labeled as a renewal.
To cancel a renewal request
If you have sent a renewal request but would like to cancel the invitation, you can do so by clicking the check box to the left of the company in your “Invitations” dashboard then clicking “Cancel Renewal” in the action bar that appears.
For more information on how to cancel a renewal, please reference the article, “How to cancel a renewal request (General contractors).”
If you have further questions about how to manually invite a vendor to renew their qualification application in TradeTapp, please contact us at firstname.lastname@example.org. We’re happy to help!