Requirement reminders help your trade partners stay on top of outstanding closeout documents. You can set a default reminder schedule for new projects at the account level, then adjust the schedule for each project as needed.
How subcontractor requirement reminders work
Subcontractors receive reminder emails for requirements in Requested or Revise and Resubmit status. Reminders follow the project’s configured schedule.
Once a requirement is submitted or resubmitted, reminders stop for that requirement.
Set the default subcontractor reminder schedule for new projects
Set an account schedule so new projects start with your preferred reminder schedule.
Click the BUILDR logo to open the account view.
Click Settings, then open the Details tab.
Under Requirement Reminders, click the days you want reminders sent.
Note: Only account admins can change the default reminder days at the account level.
Selected days appear in green. You can select multiple days, and Next reminder shows the next scheduled reminder date.
New projects start with this schedule. You can adjust an individual project’s reminder schedule in its project settings.
Change a project’s subcontractor reminder schedule
Choose reminder days that fit your project’s document collection schedule.
Open the project.
Click Settings.
In the Details section, click Edit.
Under Requirement Reminders, click the days to select or clear them.
Click Save.
The project’s Requirement Reminders row shows the selected days and the next reminder date.
Turn off subcontractor reminders for a project
Turn off automated subcontractor reminder emails when you want to pause follow-up for all outstanding requirements in a project.
Open the project.
Click Settings, then open the Details tab.
Click Edit.
Under Requirement Reminders, clear every selected day.
Click Save.
The project’s settings will show Reminders are off. To resume reminders, configure the project’s reminder schedule and click Save.