Builder CM: Managing Payments

When a trade marks a task as complete, that task will require approval for the payment to be issued from the Builder CM. This article will walk you through managing payments for trade tasks.

Locate Payments

You can locate payments in TradeTrax in 3 different areas. (1) the To-Dos section on the left-hand menu, (2) The Payments section in the left-hand menu, (3) the To-Dos widget on the Dashboard, (4) and the Payments widget on the Dashboard.

To-Do's Section

1. To access the To-Do’s list, (1) click the To-Do’s section on the left-hand menu or (2) click the To-Do’s widget on the dashboard.

 2. The list of tasks that require approval for payment are in the far-right column.

3.  Click on the Needs Approval button to change the payment status for the task. (1) Click Approved to approve the issuing of payment for the task. (2) Click Not Payable if the task isn’t ready for payment.

Payments Section

1.  Access the Payments management section by clicking Payments on the Left-hand menu.

2. The Needs Approval section is a list of the tasks that need approval for payment. (1) Click the Payment Status bar and (2) select the new payment status.

3. The Not-Payable section holds all tasks marked as not payable. When the task is ready for payment, click the status bar and selecting Approved.

4. The Approved section holds the tasks marked as Approved for the last 14 days.

5. Tap the Filter icon on the far-right to filter the payments list by the Job the task belongs to.

Mobile App

Payments Section 

1. Scroll down the dashboard on the mobile app to locate the Payments
2. Tap View All to access the payment list.

     

3. The Needs Approval section is a list of the tasks that need approval for payment. (1) Tap the      Payment Status bar to select a new status.

4.  Select Approved or Not Payable to change the payment status.

       

5.  The Approved section holds the tasks marked as Approved for the last 14 days.

6.  The Not-Payable section holds all tasks marked as not payable. When the task is ready for          payment, click the status bar and selecting Approved.

       

To-Do’s Section Payments

1. Tap the To-Dos Icon at the bottom of the screen to access payments in the To-Dos section.
2. Tap Payments on the right-hand side to access the list of payments that are ready for approval.
          
3. Tap the Payment Status bar to select a new status.
4. Select Approved to approve the payment or Not Payable if the task isn’t ready for payment yet.