Submittals

When you receive a submittal from a subcontractor, the goal is to get it into Buildertrend for the client to review and approve

  • Create a folder within Drive called “submittals”

  • Drag and drop the needed files from the subcontractor’s email into the submittals folder for company access in Google Drive

  • Then upload the submittal to the correct folder within Buildertrend Documents

  • The client will then be able to comment on the submittal document to approve or decline it

  • ……