Supplier: Setting up your Business Information
Supplier: Setting up your Business Information
Once the initial BuiltGrid setup is completed, it's best to complete all Business Information Setup. Follow the helpful guide below to set up the business information correctly.
Supplier: User Profile
Setting up the user profile is important to help identify team members and roles for access within the BuiltGrid application and to direct Supplier communications for specific questions.
Select the user name at the top right of the Dashboard
Select My Profile within the popup window
Upload a profile photo
This photo will appear at the top right of your dashboard and be used in future activities within the system, such as uploading a quote and communicating with suppliers. For best results use a square, professional photo.
Confirm name, email, phone number and the user role in the business are all correct. If not, make the changes required.
Select Save Changes to confirm updates
Select Dashboard in the left-hand menu to exit the User Profile page
Supplier: Set up your business information
The setup of the business information is important as it is this base information provided within the BuiltGrid application that will be used when aligning suppliers with like-minded builders and projects. This is used to present the business professionally so that any quote requests will be more likely to convert into successful transactions and builder partnerships.
There are currently eight areas to be completed. They include Business, Jobs, Service, Regions, Terms, Schedule, Teams, and Credentials. To assist with progress in this area, the alert in the top right of the page will be visible until all setup tasks are completed.
Click on the red squares alert to identify the tasks yet to be completed
To set up the business information select Settings from the left-hand menu. Once selected the eight settings tabs will appear across the top of the page, beginning with Business.
This information has been captured in the signup process and will be used in quote submissions and job orders.
Upload the correct business logo as per the image requirements. This logo will be used as a visual reference to builders throughout the application.
Confirm all details are correct and update as required
Select the blue Addresses text which will open up to reveal the Shipping and Billing address fields
Scroll down Profile and select Save Changes at the bottom of the page
When saved, the logo appears at the left of the white banner at the top of the page
Profile information is added to continue to highlight additional business information. This information is used in different areas within BuiltGrid to better identify businesses to the suppliers that have been invited into projects or connected with.
There are three areas for text available as per the below:
Headline section - an area to highlight your Business/Trading Name up to 65 characters
Short description - an area to highlight what you and your team do best up to 140 characters
Long description - an area to go into further detail around the works you and your team do
Add Instagram and Facebook pages and any images that highlight the business's work
Once all the information has been added, select save a the bottom of the screen
Select the Jobs tab in the settings menu at the top of the page
Jobs have been structured to match the format builders use to align and provide quote requests in BuiltGrid. Working in this way reduces the variables that often lead to wasted time quoting and costly mistakes on site. Take time with the settings to ensure the business only receive quote requests that match the business structure and abilities. Part of this is selecting jobs across all build stages, working similarly to the way builders work.
Supplier: Job Navigation
Build Stages: Summarises the major areas of residential construction. There are six circles and stage names across the page. If a user has made any job selections within a stage, the stage name will change colour and the number of selected jobs will be displayed.
Job Categories: Lists groups of jobs within each build stage. Job categories appear in the left-hand column. The categories change based on which build stage users have selected. A job category, when selected, will be highlighted and the matching jobs will display in the right column of the page.
Jobs: The major tasks to be performed. The jobs listed will change according to which job category a user has selected. For each Job, there are checkboxes that appear under the job type columns.
Job Type: The method of to have quoted. See the below table for an overview of the Job Type options:
|Job Type Name:||Job Type Description:|
|Supply & Install||Both materials and services are provided to complete a selected job|
|Materials||Finished goods delivered to site to be installed, constructed, or assembled within the home|
|Services||Includes labour, expertise, and/or hiring of goods necessary to complete the job|
Users can only select one job type
A trade like a plumber could select Supply & Install within Base: Below Ground Services, Lock Up: Roofing, Lock Up: Rough-in Services then Supply & Install and Service in Fit Out: Fit-off Product and Services
Review each Build Stage and Job Category to understand where each Job is located
Select the correct Build Stage relevant to the Job Category
Select the Job Category relevant to the Job
Select the correct checkbox for the Job the business completes for the Builder, aligned with the correct Job Type. Users can select multiple Job Types.
Repeat steps 2, 3 & 4 until all relevant Jobs have been selected that the business performs
Once completed, select Services in the settings menu at the top of the page
Aligning suppliers with the builders who value the product and services they provide is critical to the BuiltGrid setup. Take time with this step to ensure that any request for quotation received is from a Builder that is aligned with the outlined settings. This will increase conversions from quote to order.
Supplier: Service Navigation
There are two areas of Service: Product Quality and Service Feature
|Quality Name||Quality Description|
|Base||Standard product quality, features, finish, and or expertise|
|Mid-range||Mid-range product quality, features, finish, and or expertise|
|Premium||High product quality, features, finish, and or expertise|
|Luxury||Highest and or custom product quality, features, finish, and or expertise|
|Service Name||Service Description|
|Selection Centre||Physical location dedicated to completing a selection for a job|
|Mobile Selection||Tools available to complete the selection for a job in an agreed location|
|Shopfront||Location available for physical visits to view products|
|Displays||Display product available for the builder to use as required with clients|
|Samples||Physical samples of the products can be made available as required|
|Design||Design can be provided to visually demonstrate the job|
|Take-off||Take-off provided for the purpose of identifying materials and quantities|
Like the job selection, Service is structured by job category, displayed in the left column of the page. When a job is selected under a job category, Product Quality and Service Features will appear in the right column. Select any applicable checkboxes that meet the business's deliverables. Once selected, these selections are automatically saved. When a selection is made, a green tick will appear beside the Job for confirmation.
Select a Job from the list
Select all applicable Product Quality levels available for the selected Job
Select all Service Features provided for the selected Job
Repeat steps 1, 2 & 3 for all Jobs
Once this is completed, select Regions in the settings menu at the top of the page
Only jobs selected with Quality and Service features available will be displayed. If there is a Service feature that is not listed, please contact us via chat (bottom right) to have it included.
Selecting regions that the business can service will make it visible to Builders that have projects in that location. Our regions are currently structured as a guide to satisfy most circumstances. Regions will gradually become more granular to support different variations. When selections are made, there may still be some quote requests that fall within a selected area that the business prefers not to service. For these cases, simply select Decline for that specific request.
Like jobs and services, regions are determined by selecting the relevant check boxes next to the region. A blue check will appear and it will save automatically.
Review the map at the bottom of the Region list for more details on each area
Select each of the Regions serviced
Once completed, select Terms in the settings menu at the top of the page
Terms and Conditions
Whether the business operates with builder accounts, wants payments upfront, or provides a staged payment option, the terms page makes it clear for the builder. The Payment options, Payment Terms, and Contract information from this page are used as the default content for the base digital job order when builders accept a submitted quote.
Each section can be updated and saved at any time. Selecting Save at any time will overwrite any existing text. Formatting within this area is limited for ease of integration with BuiltGrid digital job orders. Use capitals for headings if needed.
Select the relevant Payment Options checkbox
If the Payments option is selected, fill out the information below:
Enter the stage e.g. Upfront, Deposit, Progress, Final
Enter the percentage due at each stage
Enter the number of days the payment is due from the event
Select the event from the dropdown. The event can be defined in more detail within the Payment terms area.
Add the Payment Terms, this can include the account application process, defined payment event detail as well as bank details
Enter the Contract or general terms and conditions
Builders will only see Payment Terms and Contract information once a quote has been accepted in BuiltGrid
Select Save at the bottom of the screen.
Once completed, select Schedule in the settings menu at the top of the page
To speed up the process, copy and paste text from an existing contract or quote document
To assist in automating workflow, BuiltGrid will be integrating a scheduling system. This will automate notifications based on key trigger dates for standard job activities required to fulfill all on-site works such as call-ups, site measures, and delivery notifications.
To add activities to the schedule, follow the steps below:
Select the desired activity from the activity dropdown box
Outline the desired days for notification of the selected activity
Select the timing for when the notification should be sent from the timing dropdown box
Select the correct event for notification from the event dropdown box
Click the blue add "+" to add the activity to the schedule
Click the red delete button to delete any unnecessary activities
Once completed, select Team in the settings menu at the top of the page
Setting up the team with the most appropriate roles will prove important as usage is expanded of the BuiltGrid application and an expanding list of projects. Allocation of activities such as quoting, project management, and site management will all be driven by roles in the future. Add, Edit, and Delete users according to business needs.
To add a team member and give them access to the application, complete the fields at the bottom of the page within the Add Team Member Section and select Save. The new team member will receive an email with login instructions. Once they log in, their profile status will change to “registered”.
Currently, Owner, Management, and Admin users have full application access and can make the below changes
Edit a team member including name, role, email, and or phone, select the edit (pen icon) next to the correct team member
Delete a team member, select the delete (bin) icon next to the correct team member
Ensure the right people receive the builder quote invitations by selecting edit (Pen icon) next to the name of the person the user wants to receive quotes and select the Receive quote requests checkbox and hit save. This can be done for multiple users.
Once completed, select Credentials in the settings menu at the top of the page
The credentials area allows suppliers and trades to store and manage their common credential information for all builders in one location. This area allows users to upload key credential documentation into four different stages, insurance, licenses and permits, cards and permits, and SWMS documentation.
To upload credential information, follow the steps outlined below:
Navigate to the correct credential stage
Drag the required file to the outlined area or click the outlined area to select a file from a specific location
Select Upload, once the file is uploaded it will appear in the Uploaded Files list
Once uploaded, users can select the icons next to the name of the document to:
View the document (clicking the Eye Icon)
Download the document (clicking on the Down arrow Icon)
Delete the document (clicking the Bin Icon)
Repeat steps 1, 2, 3 & 4 for each credential document required
Once all relevant business settings have been saved to the application, select Jobs in the main left-hand menu. This is where all quote invites, submissions, and job orders will be driven. If any changes are required in the future to the business settings, simply select Settings in the main left-hand menu to make changes.
Updated on: 27/06/2022