Subcontractor Onboarding in Buildertrend¶

This guide provides a detailed process for adding new subcontractors into the Buildertrend system, which is essential for project management, communication, and vendor relationship management.

Prerequisites¶

Before beginning the subcontractor onboarding process, ensure you have:

• Active Buildertrend administrator access
• Complete subcontractor contact information
• Vendor classification details (if applicable)

Adding a New Subcontractor¶

Follow these steps to add a new subcontractor to the Buildertrend system:

1. Login to Buildertrend

Access the Buildertrend platform with your credentials and locate the user menu in the top right corner.

2. Access Subs/Vendors Section

Click the "Subs/Vendors" option from the dropdown menu to access the vendor management area.

3. Create New Subcontractor Entry

Click the "New Sub/Vendor" button to initiate the subcontractor creation process.

4. Enter Subcontractor Information

Complete all required fields with the subcontractor's details including company name, contact person, address, and phone number.

5. Add Contact Email

Click "Add Email" to include the subcontractor's email address for digital communications and document sharing.

6. Confirm Email Addition

After entering the email address, click "done" to confirm and add it to the subcontractor's profile.

7. Save and Finalize

Click "save & close" to complete the subcontractor onboarding process and add them to the Buildertrend system.

Post-Onboarding Steps¶

After successfully adding a new subcontractor to Buildertrend, consider these follow-up actions:

1. Verify Vendor Classification - Ensure the subcontractor is assigned to the correct service category - Add any trade-specific classifications for easier filtering

2. Initialize Communication - Send a welcome email through Buildertrend - Confirm the subcontractor received their login credentials (if applicable)

3. Document Management - Upload any relevant contracts or agreements - Request and store insurance certificates and licensing information

Subcontractor Onboarding Checklist¶

Use this checklist to ensure all steps are completed during the onboarding process:

• Create subcontractor profile in Buildertrend
• Add complete contact information
• Verify email address functionality
• Associate with relevant projects
• Upload supporting documentation
• Confirm subcontractor can access the platform (if applicable)

This document is controlled and maintained by OVI General Contracting's compliance department.

The current version is as of the date issued above. Any amendments to this policy will be distributed promptly and will supersede any previous versions.