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Mass edit
Create Submittal Package
Check items to include, then Generate Submittal to build the package with all attached spec sheets.
BuilderTrend Submittal Export
Generates a CSV in BuilderTrend's import format. Select items below, configure the package fields, then download.
Package configuration (applies to all selected rows)
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Procurement Workflow Guide
49 Hartford St — the end-to-end process and how each step maps to this app.
Recently added to support this flow
- Order-By dates — set a "Need on site by" date and the app works backward from the lead time to tell you when to order.
- Cost to client — the BuilderTrend CSV now carries unit price, qty, and total cost.
- RFQ packages — select items and hit "RFQ Package" to generate a quote-request sheet grouped by supplier.
- GC Field Review phase — a new phase + "needs field check" flag for made-to-fit items (doors, windows, built-ins).
Phase ladder — what every item moves through
RFQ›
Submittal›
GC Field Review›
BT Approval›
Invoice›
Ordered›
In Transit›
Workshop›
On-Site›
Installed
Step by step
Import Quotes via Claude
No API key needed. 1. Copy the prompt below. 2. Paste it into Claude (claude.ai) followed by your quote / spec text (or attach the PDF there). 3. Paste Claude's JSON reply back here, click Parse to preview, then add to the tracker.
Step 1 — Prompt for Claude
Paste this into Claude, then paste your quote text after it (or attach the PDF).
Step 2 — Paste Claude's JSON reply