Trade Database Management

Keeping an accurate and up to date list of your Trade Contractor and Supplier contacts is effortless using PlanSource. The system tracks and updates company information, contacts and the divisions or sections of work they perform or supply to you. You can import your existing data or direct your contacts to use the self registration system and enter their own contact and company information. You can maintain other data such as union, minority, bonding status and other key information. If you have a company you have had problems with you can Red Flag them in the system so that there is a corporate memory of the issues with that firm. The database is fully integrated with PlanSource’s Invitation to Bid features allowing you to select the right companies and distribute Invitations in a matter of minutes. You will save time and effort and can have confidence that your database is well managed and up to date.

Trade Database Management Screenshot

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