Work flow
Subbie claim approval Processing subbie claim from portal Once the contractor has submitted their claim via the portal a notice is received via t...
Wed, 19 Jun, 2024 at 10:12 AM
Bulk Transactions to Accounting System Using the Send Bulk Transactions Function Buildlogic allows you to hold transactions that have been approv...
Wed, 19 Jun, 2024 at 10:14 AM
Creating a Purchase Order Creating a Purchase Order To create a Purchase order, it is recommended to create them from the budget. Open your job ...
Wed, 19 Jun, 2024 at 10:16 AM
Forecasting Forecasting and Management To view your forecast, open your job from the job summary widget on the dashboard. Go to the forecast ...
Wed, 19 Jun, 2024 at 10:16 AM
creating a Cost Plus Progress Claim Creating a Cost Plus Progress Claim Progress claims are generated by clicking on the progress claim button fo...
Wed, 19 Jun, 2024 at 10:17 AM
Emailing from Buildlogic Emailing from Buildlogic You can email orders and claims directly from Buildlogic. Your email signature needs to be se...
Wed, 19 Jun, 2024 at 10:19 AM
Claiming via the Subbie Portal Raising a claim via the Subbie Portal When the subcontractor is set up to receive their claims via the claim porta...
Wed, 19 Jun, 2024 at 10:19 AM
Subbie Portal Notification Email to Subbies re Portal To set a Contractor up to receive the subbie portal email, there are a few settings that ne...
Wed, 19 Jun, 2024 at 10:20 AM
Creating a Contract Creating a contract To create a subbie contract, it is recommended to create them from the budget. Open your job and go to t...
Wed, 19 Jun, 2024 at 10:27 AM
Creating a job from an Estimate Creating a Job To create a job in Buildlogic, once the quote has been accepted, it is recommended to check all i...
Wed, 19 Jun, 2024 at 10:28 AM