Subcontractors working with SNAPADU
Below you will find info about how to use Buildertrend to work with SnapADU.
Using RFIS, To-Dos, Comments
RFIs
- Can be added to any PO, Schedule Item, or To-Do
- Used on POs for: scope clarification, pricing changes, payment questions
- Used on Schedule items for: schedule changes or install problems
To-Dos
- Used to convey dates, e.g. first day possible for subcontractor to do field measurements
- Used to relay specific tasks with deadlines
Comments
- Information-only, no action necessary (example: capturing notes on actions taken on the project)
- Can be added to any PO, Schedule Item, or To-Do
Schedule & Confirmations
Viewing the Schedule
- View single job or all jobs at once
- Shows best projection of job schedule
Accepting a Confirmation Request
- Accept the confirmation request as soon as you can commit to that date
- New confirmation requests will be sent if the job schedule shifts
Communicating Schedule Changes
- Use an RFI on the Schedule item that needs to be moved and state the new date
- Assign to SnapADU or the Project Manager for the job
- If last minute (e.g. <48 hrs), also call the Project Manager
Purchase orders & payments
How to Review & Approve a PO
- If PO is for correct amount, accept the PO
- If PO total must be updated (e.g. price change), add an RFI on the PO so SnapADU can edit the price
- Install dates will be communicated via the Schedule (see below section)
Requesting Payment
- On the PO, click ‘Request Payment’ and upload an invoice
- Click the Approve button for the lien waiver, then sign digitally
- Any questions about a specific Payment, create an RFI on the PO assigned to SnapADU
Communicating Price Changes
- Use an RFI on the Purchase Order that needs to be updated with changes
- Assign to SnapADU or the Project Manager for the job
- Within 1-2 days, the PO will be released again for your approval
Customizing notifications and the APP
Customize Notifications
- Turn on/off for each type of info and for each channel (e.g. via email or app)
- Add additional email addresses for people in your company
Customize the Buildertrend App
- Modify the shortcuts to see most important info at top of app