Go Live with Trimble Pay (Integrated)

As a general contractor using an integration with another application, to go live in Trimble Pay is to import your first project and apply the necessary settings for managing it. Use this guide to walk you through it.

Setting up your first project is easier if these actions are complete before you import it:
Note: If you are not using an integration with another application, see Go Live with Trimble Pay (Not Integrated).
To import and set up your first project:
  1. Import a new project. Select Integrations in the left-hand sidebar, and then select Start Import.
  2. Add teammates and assign roles. Select the newly imported project, then select Members. See Add Project Members.
  3. If you want to enforce lower tier subcontractor and supplier tracking on this job, select Settings, and then toggle on Track lower tier subcontractors and suppliers.
  4. Apply your billing requirements to this project. Start by selecting Billing requirements. See Use a Billing Requirements Template.
  5. Enter this project's billing dates. Start by selecting Billing periods. See Set Default Billing Period for a Project.
    Note: To set the same billing dates on all projects, see Set a Default Billing Period for All Projects.
  6. If you are not using compliance templates, select Compliance to add requirements to only this project. See Set Up Project-level Compliance Requirements.
  7. Invite your subcontractor(s) to their contracts. See Assign a Vendor to a Subcontract.
Your project setup is complete.