Work flow

Contract approval from Subbie Portal
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
Sending Bulk Transactions to Accounting System
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
Create a Purchase Order
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 and Managment Reporting
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
Cost Plus Progress Claims and Setup
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 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
Raising a Claim via the Subbie Portal
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
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 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
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