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How to create an Account for Service Providers/GCs

Steps:

Main Menu-->Admin Tab-->Users--> Contacts tab--> click “Add Contact” button
Enter the First/Last Names of the primary contact, their phone number, email address and the correct full name of the company--> click “Confirm.”
Upon submission of this information a new account will be created for this Provider/GC.
The Provider/GC will receive an invitation email from TracFax (support@tracfax.com) and should follow the log in instructions to activate/access their account.

!Note: only add one primary contact from the Service Provider/GC company. They will be responsible to add staff members on their own.

Editing a Project Before it is Awarded or Assigned

This guide will show you how to make the following changes to a project before it is awarded or assigned: Edit the Project Name/Description Add a P...

Managing Bids

Once bids start to arrive for your project, you will need to manage the bids. This guide tells you how to: View the details of the bids you have r...

How to Update your Profile Information

Steps: Click on your Avatar --> select Profile Find "Basic Details" section (top left of the page) --> click on "Edit User" button Make necessa...

Exporting/Downloading Project Data

Steps: 1. Home Menu --> “Projects” tab and select your project. 2. Open the tab for Activity Report.3. In the Activity Report, click on...

Adding new Properties from Heat Map View

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