Skip to main content

Import contractors and suppliers, assign trade types

Click here to watch

Quick guidde

This guide will walk you through importing contractors and suppliers while assigning trade types using various applications. From navigating setup options to filling in specific fields, follow the steps below to efficiently manage employee training tasks.

Go to app.buildmacro.com

1. Click "Setup"

Access the setup option.

Click 'Setup'

2. Click "Onboarding"

Navigate to the onboarding section.

Click 'Onboarding'

3. Click on Three Dots

Access additional options.

Click on Three Dots

4. Click "Assistant Template"

Select the Assistant Template.

Click 'Assistant Template'

5. Click here

Click here

Click here

6. Click here

Click here

Click here

7. Fill "ABN"

Enter the value 567891.

Fill 'ABN'

8. Click here

Click the selected button

Click here

9. Fill "Company Name"

Enter "build macro" in the field.

Fill 'Company Name'

10. Fill "E-mail "

Leave the field empty.

Fill 'E-mail '

11. Click here

Click the selected option

Click here

12. Fill "First Name "

Leave the field empty.

Fill 'First Name '

13. Click here

Select this field

Click here

14. Fill " "

Leave the field empty.

Fill ' '

15. Click here

Navigate to this section

Click here

16. Select Trade Type

Select Aircon Contractor option.

Select Trade Type

17. Click here

Navigate here

Click here

18. Fill "TRUE/FALSE"

Enter the value TRUE.

Fill 'TRUE/FALSE'

This guide covered the process of importing contractors and suppliers, and assigning trade types through a series of actions in Build-task-staging, Google Docs, and Whatsapp applications. From accessing setup options to selecting specific fields, these steps will streamline your employee training management.