TradeTapp for general contractors
Helpful information for general contractors using TradeTapp, our qualification and risk mitigation tool.
To see release notes for TradeTapp and other BuildingConnected products, click here.
Account access
- How to navigate between Autodesk Construction and TradeTapp
- Logging into TradeTapp using Autodesk ID
- TradeTapp and Autodesk ID Frequently Asked Questions
- How to add a coworker to your company’s TradeTapp account (General contractors)
- How to remove a coworker from your company’s TradeTapp account (General contractors)
- How to create an account in TradeTapp from a coworker’s invitation
Account settings
- How to add Invitation Rules in TradeTapp
- How to use the Financial Statement Automation
- Permission Levels in TradeTapp (General Contractors)
- How to set up and use custom email templates for TradeTapp
- TradeTapp Notifications (General Contractors)
- How to adjust notification preferences in TradeTapp (General contractors)
Qualification questionnaires
- How to download a blank version of your TradeTapp questionnaire
- How to create a new questionnaire version in TradeTapp (General contractors)
- How to send a vendor a different questionnaire version (General contractors)
- How to edit and customize qualification questionnaires in TradeTapp (General contractors)
Invitations Dashboard
- How to view a vendor's application progress
- How to use the Audit Log
- Overview of application statuses in TradeTapp
- The action bar: a complete guide (General contractors)
- How to filter your TradeTapp “Invitations” dashboard and save views (General contractors)
- How to export the Invitations dashboard
Qualification invitations
- How to invite vendors to qualify in TradeTapp
- How to resend a qualification invitation to a vendor (General contractors)
- Why can't I redirect an invitation or edit a company's primary contact in TradeTapp?
- How to schedule automatic reminder notifications for vendors (General contractors)
- How to schedule automatic renewal notifications for vendors in TradeTapp (General contractors)
- How can vendors grant their coworkers access to TradeTapp invitations (General contractors)
Vendor submissions
- Enterprise Business Certifications in Vendor Profiles
- How to edit the "Insurance" information in a vendor's application (General contractors)
- How to request a project reference in TradeTapp
- How to set a qualification status in TradeTapp (General contractors)
- How to quickly review updates made to a vendor's submission (TradeTapp)
- How to download and print a vendor’s risk assessment summary (General contractors)
Vendor financials
- How to review a vendor’s submitted financials (General contractors)
- When are financial calculations run?
- How to input a vendor’s financial information in TradeTapp (General contractors)
- How to manually upload a financial document for a vendor in TradeTapp (General Contractors)
- How to add your internal scoring notes on financial ratios measured in TradeTapp (General contractors)
- How to incorporate your custom financial ratios into TradeTapp (General contractors)
Risk Assessment
Project approvals
- Overview of project approval statuses in TradeTapp (General contractors)
- How to request a project approval in TradeTapp (General contractors)
- How to delete project approvals in TradeTapp
- Can I reassign a project approval request once it has been assigned? (General contractors)
- How to manually assign a project approval request (General contractors)
- How to create default and custom project approval rules (General contractors)