Learn how trade partners can get the most out of TPTM. 

Trade Partners

Getting Started

Daily Reports

On Site List

Work Orders

Learn how to access and use the Trade Partner Portal to view performance grades, contacts, and reports.

Trade Partner Portal

Manage tasks and work orders across all your lots.

Managing Work

Communities

Bulk reassign incomplete tasks from one trade partner to another within a community using the Reassign Tasks drawer.

Reassign Tasks Between Trade Partners

View community statistics, manage lots, and access community tools.

Community Details

View lot information, manage buyer details, photos, holds, and the construction timeline.

Lot Details

Manage tasks, schedule items, inspections, and procurement on a lot using the tabbed interface.

Lot Tasks & Schedule

Monitor construction progression from the task to lot level.

Tracking Progress

Each lot has a lot activity timeline that shows a history of what has been happening on the lot. This timeline is an essential tool for tracking the progress and changes associated with each lot. It provides a comprehensive view of the lot's development over time.

Lot Activity

This report lets you view and analyze task-related information and statistics for tasks across all trade partners, types, and communities. This powerful table makes it easy to configure the reporting you need to track progress, identify trends, and monitor performance.

Task Report

Learn how task statuses are determined and 

Task Statuses

Learn how to use Field View — your home dashboard showing assigned lots, summary stats, and flag badges.

Field View

Manage scheduled tasks across all your lots.

Scheduling

Adjusting schedule

Scheduling Templates

Quickly clear all schedule tasks from a lot.

Clearing the schedule

Lot Highlighting in the Schedule Table

Use the Trade Partner Timeline view to review and modify the schedule for a specific trade partner. 

Trade Partner Timeline View

Record paused construction with lot schedule holds.

Lot Schedule Holds

Configure TPTM to work best for your builder's needs.

Builder Configuration

Alerts

Add, remove, and manage members in your TPTM organization. 

Organization Memberships and Permissions

Buyers

Configure Daily Projected Close Alert and Daily Report recipients from Settings > Notifications.

Notifications Settings

Learn how to manage your organization details and users. 

Admin Portal

Create and manage roles to control what each member can see and do in your organization.

Roles & Permissions

Track lot counts and estimated costs by quarter, brand, and community to monitor usage and cost exposure.

Usage Report

Create, view, and delete API keys for external integrations with TPTM.

Managing API Keys

View pending invitations, invite new users to your organization, and revoke invitations that are no longer needed.

Invitations

View all organization members, search for specific people, change member roles, and remove members.

Members

Overview of the Admin section — manage members, invitations, roles, API keys, and usage reporting.