Manage Trade Partners

How to Search for Trade Partners in Blueprint 

To view the trade partners screen, select "Trade Partners" in the global navigation bar in Blueprint.

Upon landing on the Trade Partners screen, there are a variety of filters (see screenshot below) that can be used to surface the trade partners important to your work. You might click "clear" to remove all filters before selecting your own. There is also a search field at the top right; be sure to read through all the available filters and investigate the search bar to understand which works best for your needs.

Discovering Trade Partner Contact Fields

Details 

Details build the baseline information for each trade partner. The information fields most pertinent to additional work in and outside of Blueprint are the company name, onboarding status, market (at least one must be selected for use on Pandadoc POs), Lien Waiver Requirements and an Intaact Vendor ID. 

The detail fields match from when a trade is originally generated and when it is further/future edited in the screen visible below. 

Note: If the Lien Waiver Required button is checked then a trade will be sent Lien Waivers to sign prior to bill payment and/or after the bill is paid.

Contacts

Contacts are the names of specific individuals that work for the Trade Partner. The unique identifier for a "Trade Partner Contact" is their email address. The contacts can be given access to the trade portal, assigned to a role as well as to a market

A Contract can also be assigned to a "role". By toggling on Contract and PO Signatory you can assign the Contact to be Contract Signatory or PO Signatory.

Roles

"Trade Partner Contacts" can be assigned to "Roles" which are extremely important for other functionality throughout the Homebound platform including the HomeboundTrade Portal. The key roles are highlighted below:

• Contract Signatory: This person has the authority to sign company contracts/agreements

• Lien Waiver Signatory: This person has the authority to sign lien waivers for your company.

• PO Signatory: This person has the authority to sign off on PO’s for all projects. 

• PO Recipient 1: This person will receive a copy of all fully executed PO’s .

• PO Recipient 2: This person will receive a copy of all fully executed PO’s.

• Invoice Approver: This person has the authority to approve invoices for payment. 

• Estimator: This person generates bids/pricing/proposals.

Reviews

Creating a review for a trade partner will help Homebound decide if we should use the trade partner again and keeps track of their performance. Trade partner reviews are based on a 0-5 score range and can be further specified by the project the work was completed on, who submitted the review, if you'd overall recommend the trade, and any additional notes. 

Commitments

This screen aggregates all initiated commitments with the trade partner across projects and markets at Homebound. This list is grouped by project, commitment status, or development and filterable based on the date range or committed cost code(s). From this screen, you can navigate to any commitment through its hyperlinked PO number. 

Development Contracts 

If the trade partner has any confirmed development contracts, plan-based pricing confirmations, they will appear in this screen. Additional information about the development contracts like its effective dates, version number, cost codes, and status will appear as well. To navigate to the development contract, click anywhere within the development contract row. 

For trades with numerous development contracts, you can filter by preference (primary or secondary trade in the development) and status. The search bar will also read for any details on the screen including development name, cost codes, and effective dates. 

Requirements

Requirements allows Homebound to track thinks like the MSA, Insurance Coverages and Licensing for Trade Partners

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