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Builders: Superintendent / CM
Help Articles for TradeTrax users who work directly for the builder as a Field Superintendents or a CM
Builder Superintendent Onboarding
- Builder Super: Intro to Tasks
- Builder Super: Check & Manage your Schedule
- Builder Super: How do I send an Update Request to a Resource Planner (RP)
- Builder Super: How do I Manage Overdue Tasks from the Trades?
- Builder Super: Managing Payment Tasks
- Builder Super: Manage Your Own Tasks
- Builder Super: Manage Tasks Assigned to the Trades
- Builder Super: Manage Filters
- Builder Super: Manage Notification Settings
Quick Start Skills For Builder Super/Scheduler
- Builder CM: Manage Your Daily Workflow of Tasks in Your Community
- Builder: How do I Mark Builder Tasks as Completed?
- Builder Scheduler: How do I Reschedule Upcoming Builder Tasks?
- Builder: How do I Manage/Reschedule Overdue Builder Tasks?
- Builder: How Do I Use Filters and Filter Sets?
- Builder: What is the Dashboard?
- Builder: How do I use the To-Dos List?
- Builder: What is the Upcoming Task List?
- Builder: What is the Task Detail View?
- Builder: How to assign Tasks to accounts (Trades)?
- Builder: What is the Job Schedule?
- Builder Scheduler/Super: How to Find Trade Contact Info on a Task
- Builder CM: Managing Payments
- Builder CM: Apply Markers to Tasks
Other Topics for Builder Super/Scheduler
- Builder: What are Builder Task Assignments?
- Builder: What is the Job Feed & how is it used?
- Builder: How do I create Communities?
- Builder: How do I create Job Schedules?
- Builder: What are Templates and how do I create one?
- Builder: How do I configure Builder Templates?
- Builder: What is Target Cycle Time and how do I set it?
- Builder: What are Start Date Confirmation Requests and how do I configure them?
- Builder: What is Outtake Management?
- Builder: What is the Task History Panel?
- Builder: How do I use Notes in Tasks?
- Builder: How do I use Attachments in Tasks and Jobs?
- Builder: What are Tasks Affected and how do I manage them?
- Builder: What is the Builder Homeowner Portal?
- Builder: What are Critical Tasks?
- Builder: What are Denied Commitment Requests?
- Example Test of Scribe: Update Requests