- Users in an Owner role can use this feature.
Step 1: Log In as Owner
To begin the process of adding a contractor to your BuildPay project, you first must log in. Using the credentials that you chose when you signed up for your BuildPay account, sign into the BuildPay system via the Log In page. For this example, “Donald Duck” is going to fill the Owner role.
Once you’ve correctly entered your BuildPay credentials and signed in, you’ll be brought to the BuildPay Projects screen. The Projects screen is where you’ll see any projects you’ve been invited to.
Step 2: Select a Project
Choose the project you would like to add your contractor to by clicking on it. For this example we’ll be using the “McDuck Mansion” project. Once you’ve selected a project, you’ll be brought to that project’s detail dashboard.
Step 3: Select the Members tab
Select the “Members” tab. This tab will show you members that have been added to the project, such as the:
- Mortgagee (if applicable)
- Owner (you)
You’ll also see the “Work Providers” section and the “Add Work Provider” button. Select the button to add your contractor.
Step 4: Add a Work Provider
Fill in your contractor’s contact information. BuildPay can then invite your contractor to the BuildPay system and your project.
Successfully adding a Work Provider to the project will result in the member detail screen for the newly added contractor.
Clicking on the Members tab again will show you that your newly added contractor has been added to the member hierarchy.
Questions? Contact us.
Watch How It's Done