Home Page (General Contractor)
Overview
The General Contractor Home Page is the main dashboard for project management, subcontractor search, and account settings.
Log in to your account
- Enter your email address.
- Enter your password.
- Click Log In.
Access your dashboard
After logging in, you’ll be redirected to your dashboard.
Top navigation bar
- Find Firms — Search for subcontractors
- View Projects — Access and manage all projects
- Post a Project — Create a new project
- Integrations — Connect external platforms
- Account Menu — Access profile and company settings
Search bar
- Search firms using keywords (example: painting, HVAC)
- (Optional) Add a ZIP code to refine location
Quick actions
- Find Firms
- Post a Project
- My Company
- My Profile
Outreach projects
Your outreach pipeline includes:
- Draft
- Active
- Past Deadline
Active projects
Each project includes:
- Project name
- Location
- Budget (if available)
- Status (Published or Draft)
- Activity status
To open or manage a project:
- Click the project card to open details
- Click the edit icon to make changes.
Navigation tip
Click the Tough Leaf logo (top left) to return to the Home Page at any time.
Integrations
Overview
The Integrations page lets you connect external construction platforms to Tough Leaf.
Available integrations
BuildingConnected (Autodesk)
- Click Connect.
- Log in (or create an account).
- Authorize access.
Procore
Procore may appear as Coming Soon (not currently available).
- A valid external account is required.
- A failed login will prevent the integration from connecting.
Find Firms
Overview
Find Firms helps you search, filter, evaluate, and select subcontractors.
Search
- Enter a keyword (example: painting, electrical).
- (Optional) Enter a ZIP code.
- Click Search.
Filters
Available filters may include:
- Certification
- Commodity Code
- Location
- Ethnicity
- Revenue
- Labor Type
- Projects
- Flags
- Bookmarks
To apply filters:
- Select your filter criteria.
- Click Submit.
Results
Each firm card typically includes:
- Company name and logo
- Location
- Website
- Certifications
- Capabilities
- Commodity codes
- Description
Select firms
- Select a firm using the checkbox on the card.
- Use Select All to select firms in bulk.
Actions
From the results list, you can:
- Add to Bid
- Bookmark
- View Profile
My Company
Overview
My Company is where you manage your company details, addresses, and team members.
Company profile
Your company profile may include:
- Company name
- Logo
- Phone
- Website
Edit profile
- Click Edit Profile.
- Update the fields.
- Click Save Changes.
Addresses
Add an address
You can add:
- Address
- City
- State
- ZIP code
Optional address types may include:
- Business address
- Mailing address
Team members
Roles
Team roles may include:
- Owner
- Editor
- Member
- Guest
Invite a user
- Click Invite User.
- Enter the user details.
- Assign a role.
- Click Send Invitation.
My Profile
Overview
My Profile is where you manage your personal details and account security.
Profile photo
Upload or update your profile photo.
Personal information
You can update:
- First Name
- Last Name
- Job Title
- Phone Number
To save changes:
- Update your information.
- Click Save.
Security
Change password
- Enter your current password.
- Enter your new password.
- Confirm your new password.
- Click Change Password.
Delete account
Deleting your account is permanent:
- Removes all data
- Cannot be undone
Create and Configure a Project
Overview
This section covers creating a project and completing required setup before publishing.
Create a new project
Required fields
- Project Name
- City
- State
Create the project
- Enter the required fields.
- Click Create.
System behavior
After you create a project:
- The project is created as Draft.
- You’re redirected to the project workspace.
Project workspace sections
Your project workspace may include:
- Project Details
- Project Settings
- Requirements
- Due Dates
- Contacts
- Bid Packages
- Supplier Instructions
Project details
In Project Details, you can:
- Upload documents
- Add links
- Define project info such as:
Project settings
- Toggle List project for subcontractor discovery (if you want subcontractors to discover the project).
Requirements
Common requirement types include:
- Certifications
- Ethnicity
- Labor type
- Insurance
- Bonding
Due dates
Set:
- Due date
- Time
- Time zone
Optional:
- Allow extension
Contacts
Add and manage project contacts.
Bid packages
For each bid package, you can define:
- Package name
- Scope
- Dates
- Capabilities
- Requirements
Publishing requirement
At least one bid package is required before publishing.
Supplier instructions
Add instructions for subcontractors (scope notes, submission guidance, special requirements, etc.).
Completion check
Before publishing, confirm:
- Project details are completed
- Requirements are defined
- Due dates are set
- At least one bid package is created
Publish Project
Publish action
- Click Publish Project.
Confirmation
Before finalizing:
- The project becomes locked.
- The system begins sourcing.
To confirm:
- Click Publish & Start Sourcing.
After publishing
After publishing:
- Status becomes Sourcing
- Subcontractor matching begins
- Results are typically provided within ~48 hours
View Projects
Overview
View Projects helps you browse and manage your projects.
Filters
Common filters include:
- All
- Due Soon
- Past Due
- Starts Soon
Options
You can also:
- Search by project name
- Toggle Published Only
Project cards
Each project card may include:
- Project name
- Location
- Date
- Bid packages
- Status
Status types
Statuses may include:
- Draft
- Private
- Sourcing
- Published
Actions
To manage a project:
- Click a project to view details.
- From the project, you can: