Use Search and Filters
At the top of the page, Buildern provides tools to quickly find and organize your sub/vendors.
Collapse All - Click Collapse all to hide expanded contact rows and display only the main company-level information.
Search - Use the Search bar to quickly locate a subcontractor or vendor by name or related details.
Labels Filter - Use the Label dropdown to filter sub/vendors based on assigned labels (e.g., Carpentry, Electrical).
Customize the List View
Buildern allows you to adjust how information is displayed in the table.
Layout Settings - Use the layout icon to customize visible columns in the table.
You can control which fields are shown, such as:
Email
Business number
Mobile number
BIN
Address
Labels
Access
Responsibility
💡 Tip - Customize your layout to focus only on the information relevant to your workflow.
Download Sub/Vendor Data
Click the Download icon to export your sub/vendor list.
This allows you to:
Keep offline records
Share vendor data externally
Use the data for reporting purposes
Manage Sub/Vendors Using the Actions Menu
In the Sub/Vendors list, each subcontractor/vendor can include multiple contacts, which are displayed in a structured, expandable format.
Each subcontractor/vendor includes a ⋯ (three dots) menu with quick actions
Click the menu to access the following options:
View -Open the full profile to review all details, including contacts, documents, and settings.
Edit - Update company details, contacts, financial settings, and more.
Merge - Combine duplicate subcontractors/vendors into a single profile.
💡 Tip - Use merge feature to clean up duplicate entries and keep your data organized.
Remove - Delete the subcontractor/vendor from your list.
ℹ️ Note - Removing a sub/vendor may affect related records such as bids, purchase orders, or estimates.
When clicking on the 3 dot icon from the sub/vendor line itself, there will be one extra option to preview portal.
Preview Portal - View how the subcontractor/vendor will see their portal.
👉Learn more about How to Give Sub/Vendor Contacts Access to the Portal in Buildern
For more Buildern guides and tips, explore our other help articles.
Happy building!