Step 1: Setup your account

You will receive an email invitation to join a project from your General Contractor. From the email, click View and Accept to accept the project invite.‍

Note: If you are not responsible for managing project billing for this project, please contact the General Contractor and have them resend the project invite to the correct person.

If this is your first time project on Built, you will be asked to set up an account.

1. Verify your name and company name.
2. Create a password and then click Continue.
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Step 2: Accept the project invite

After reviewing the project details, click Accept Invite.

If the details of the project look incorrect, please contact the General Contractor and have them resend the invite.
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Step 3: Setup your bank account

To connect your bank account, click the Settings gear icon in the top right and click Payments. ‍

Note: This step is only required if your General Contractor uses Built to send payments.

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You have two options to Link Your Account:

• Option A: Link Account Using Bank Credentials via Plaid
• Option B: Use Account and Routing Number

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‍To Link Account Using Bank Credentials via Plaid:

1. Click "Use Bank Credentials" and "Continue”. You will now begin the process of connecting Built to your banking account. Built partners with Plaid for this process.
2. Search for your bank.
   ‍Note: If you cannot find your bank, it means your bank is not enrolled with Plaid and you'll need to use Option B: Use Account and Routing Number. ‍
3. Select your bank and follow the prompts to log into your account. If you have multiple accounts at this bank, you can choose which account you would like to use for payments in Built. (Your screen may vary and banking institutions have varying requests to verify your identity upon logging in.)‍
4. Upon completing the steps with your bank, you will receive the following screen to confirm the connection was successful. Click Continue to return to your Built Payments screen.
5. You will have your bank account information listed on the Payments screen. If you would like to add other bank accounts, click Add New Bank Account.

There is also an option to Use Account and Routing Number.

1. To begin, click Use Account and Routing Number.
2. Input your Business Type and Legal Business Name, and enter the following information for your bank account: Account Holder Name, Routing Number, and Account Number. Re-enter your Account Number for confirmation.
3. When complete, click Add Account.
4. Your bank account is now connected.
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Step 4: Submit a schedule of values

Note: If you are using Built with Procore, your schedule of values will already be imported from Procore and you can skip this step. 

After you have accepted an invite to the project, it is time to enter your Schedule of Values.

1. Provide the Description of Work and the amount allocated for each Line Item.
2. Input the requested information ensuring the Values Total is equal to the Contract Total. The will appear Green when "Remaining to Allocate" equals $0.00.
3. Click Next to complete the finalize the remaining requested details.