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● Live Oak, CaliforniaTRADWRK will use stored change and project truth without inventing missing values.
TRADWRK will prioritize the jobs that need attention using connected schedule, financial, field and document information.
Loading jobs…
Review saved worker hours, crew plans and recorded production for the selected job.
Rates come directly from Company Settings. When a transaction is committed, RapidFlow can snapshot the applied rate so future company-rate changes do not rewrite historical job costs.
Turn contract value and approved changes into a controlled schedule of values, monthly pay applications, invoices, retainage and cash collection while keeping project management and accounting reconciled.
Create TRADWRK customer invoices, send approved invoices to QuickBooks, and bring back customer payment status and balances. This is a company-wide register; selecting a job does not filter these invoices.
| Customer | Invoice | Job | Total | Balance | Status | QuickBooks invoice | Action |
|---|---|---|---|---|---|---|---|
| Load A/R status. | |||||||
Contract Value + Approved Change Orders → Revised Contract → Work Completed + Stored Materials → Retainage → Previous Billings → Current Payment Due.
Company application register. Check each job reference; selecting a job does not filter this register.
| Application | Job | Period To | Revised Contract | Completed + Stored | Retainage | Previous | Current Due | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| Load progress billings. | |||||||||
Construction pay-application package with contract summary, application number and period, retainage, certification workflow, and detailed SOV continuation sheet.
Company pay-application register. Check the job reference before opening or printing a package.
| App # | Job | Period | Contract to Date | Completed + Stored | Retainage | Current Due | Application Status | Package |
|---|---|---|---|---|---|---|---|---|
| Load pay applications. | ||||||||
Control approved bills waiting for payment, due dates, priorities, compliance holds, partial payments and Check/ACH release status.
| Vendor | QBO Bill | Due | Priority | Original | Paid | Balance | Method | Status | Reconciliation | Hold | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Load A/P payment queue. | |||||||||||
| Date | Amount | Method | Reference | QBO Payment | Status |
|---|---|---|---|---|---|
| No payment history loaded. | |||||
Save activity dates, planned crews and recovery actions for this job. Actual labor and overall job progress remain separate records.
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Imported source rows remain read-only and separate from native activities. They are not automatically copied or treated as new completed work.
Stored daily reports drive this workspace; missing facts remain missing.
| Report | Date | Work Performed | Crew | Hours | Status | Open |
|---|---|---|---|---|---|---|
| Loading connected daily reports… | ||||||
Select a job to review its saved orders.
Selected-job coded lines and recorded costs. A commitment is not a payment or proof of delivery.
Amounts below show this job’s portion of each invoice.
Imported documents are separate; they do not create a native order, receipt, approval or payment.
Code every PO line to Job → Trade → Phase → Cost Code. Approval creates committed cost; receiving converts it to actual cost.
Compare Purchase Order → Material Received → Vendor Invoice before payment or QuickBooks bill sync.
| Vendor | Invoice | PO | Total | Match | Status | QuickBooks | Actions |
|---|---|---|---|---|---|---|---|
| Load invoice queue. | |||||||
Match Purchase Order → Receiving → Vendor Invoice before payment approval. Quantity and price discrepancies are flagged automatically.
| Vendor | Invoice | Date | PO | Total | 3-Way Match | Approval | QBO | Action |
|---|---|---|---|---|---|---|---|---|
| Load vendor invoices. | ||||||||
| Type | Description | Severity | Status |
|---|---|---|---|
| No exceptions loaded. | |||
Open your saved company invoice register in Billing to review customers, invoice amounts, balances and recorded payment status.
Saved balances are not a fresh bank reconciliation. Review each invoice before posting or changing it.
Review saved company-wide QuickBooks bill balances here. Use Purchase Orders & Vendor Bills for internal matching and approval. This page does not create bills, approve invoices or issue payments.
Bring vendor-bill balances and payment status back from QuickBooks: Open → Partially Paid → Paid → Overdue.
Company accounting register. Refresh reads saved balances; syncing requests a separate QuickBooks readback.
| Vendor | Invoice | QBO Bill | Total | Balance | Status | Due | Last Payment |
|---|---|---|---|---|---|---|---|
| Load A/P status. | |||||||
Keep the project record connected from current plans and specifications through RFIs, submittals, field changes, inspections, as-builts and final turnover so the field works from the right information and closeout is built throughout the job.
SK-E-017 issued to fieldJames Reed • linked to RFI-033 / CO-014
SUB-052 Rev 2 uploadedProject Engineer • lighting controls
Drawing E2.31 Rev 6 published12 users notified • 2 acknowledgments pending
Question, response, responsible party, due date, attachments, and cost/schedule impact.
Stored submittals will drive this workspace; missing facts remain missing.
| # | Title | Spec | Status | Ball in Court | Due | Required On Site |
|---|---|---|---|---|---|---|
| Loading connected submittals… | ||||||
Extra-work command center — field direction, labor, material, equipment, authorization, signatures, change exposure and billing status.
Capture who directed the extra work, the requested scope, location, date and field conditions.
Track employees, classifications, regular and overtime hours, labor rates and ticket labor totals.
Record material quantities, units, costs, receipts and consumables used for the extra work.
Track equipment used, hours, rates and recoverable equipment charges tied to the ticket.
Review labor, material and equipment costs plus explicit subcontract, markup and tax amounts.
Track customer or GC authorization, signer, signature status, signed date and any exceptions.
Keep field photos, signed tickets, receipts and supporting documents connected to the extra work.
Connect ticket exposure to the related RFI, PCO or change order without duplicating project truth.
Track unbilled, billed and closed tickets and confirm approved extra work reaches the billing workflow.
Records internal authorization only. This does not sign for the customer or create a bill.
Upload supporting files through the project Upload control, then load them here.
This records existing evidence; it does not create a signature for anyone.
Choose one billing path. An invoice stays in TRADWRK until separately sent or synced.
Track requests. Watch deliveries. Prevent shortages.
SAMPLE DATA — Existing example requests and totals, not live inventory.
| Request | Material | Quantity | Need By | Status |
|---|---|---|---|---|
| MR-221 | Feeder Lugs | 24 | 8/21 | Late |
| MR-224 | 3/4" EMT | 4,000 LF | 8/24 | Approved |
| MR-226 | Lighting Supports | 680 EA | 8/27 | Requested |
| MR-229 | Panel Hardware | 1 Lot | 9/01 | Quoted |
Field RequestMR-224 • 4,000 LF EMT
Vendor Quotes3 quotes received
ApprovalPM review
Purchase OrderCreate after approval
Graybar • PO-1048Conduit/fittings • Delivery 6
ReceivedLighting Vendor • PO-1056Fixture release #2
PartialFeeder LugsExpected • no delivery
LateNorth LaydownConduit / racks / large material
Container 2Fittings / devices / hardware
Level 2 StagingCurrent-week material
Return AreaUnused / damaged / vendor returns
PO-1048Authorized commitment
$89,000Received to DateVerified quantities
$62,400Vendor Invoices$3,500 received-not-invoiced gap
$58,900Receive against POs, track partials, backorders, damage/shortages, and send accepted material value to job cost.
| PO | Cost Code | Destination | Received | Damaged | Short | Backorder | Accepted Value | Status |
|---|---|---|---|---|---|---|---|---|
| Load receipts to view delivery history. | ||||||||
Review saved company balances and dated obligations. This forecast spans the company, not only the selected job.
Missing starting cash, unknown customer balances or unscheduled obligations must be resolved before a forecast can be shown. Recorded labor costs do not establish payroll payment timing. Review assumptions with the responsible financial team.
Refresh to review saved company cash data. No values have been assumed.
Inflows Unavailable
Outflows Unavailable
Ending cash Unavailable
Saved reserve Unavailable
Unavailable
| Week | Opening | Inflow | Outflow | Net | Ending | Reserve comparison |
|---|
TRADWRK will surface the largest variance, cost exposure, forecast profit and missing controls without inventing unavailable values.
Review the selected job estimate separately from its saved budget, actual cost and forecast. Imported WIP and saved estimate records can have different dates and scopes.
Select a job and refresh.
Use the estimate details above to save and review costs before recording an award. This review does not create another job. Compare the record sources before relying on a cost variance.
Selected-job field reports, RFIs, submittals and waiting approvals from saved records. Meetings and wider company forecasts are outside this view.
Select a project, then refresh.
Choose a report, review your job, then save a printable copy.
Select a job to get started.
Open the saved report and choose Print to print it or save it as a PDF.
Every person gets an individual account. Company rank sets the starting permissions, project assignments narrow access, and authorized administrators can make user-specific overrides without losing accountability.
Manage your company, team and preferences. Choose an area below.
Open an area to review its saved settings. Changes are saved inside each form.
Your business name, contact details and company defaults.
Invite people and choose what each role can access.
— · — roles
Review labor rates, equipment rates and job cost codes.
Accounting method, fiscal year and books start date.
Choose alerts, schedule owner summaries and review email results.
Review QuickBooks and check outgoing email delivery.
Review session lifetime and password requirements.
Follow the setup guide, create a separate company or set up your device.
Backend endpoints now support listing users, inviting new users, assigning roles, and activating/deactivating accounts. Invitation email delivery uses the V155 notification queue when SMTP is configured.
Invite employees, assign roles, review account status, and control RapidFlow access.
| User | Role | Status | Access | |
|---|---|---|---|---|
| Sign in as an administrator to load users. | ||||
Create company roles and choose exactly what each role can access.
Open Settings as an administrator to load roles.
Company-wide rates and markups used by estimating, job costing, T&M, change orders, billing, and forecasting.
| Classification | Cost/hr | Bill/hr | OT | DT |
|---|
| Equipment / Truck | Cost | Billing | Unit |
|---|
Your latest saved project communication events. This is not a list of all safety, schedule, financial or approval alerts.
Use the notification bell to manage read state. Delivery preferences are managed in Settings; queued mail does not confirm inbox delivery.
Select a project, then refresh.
Open the saved records for your selected job. Each screen applies your account permissions.
Review the selected job’s saved files, reports and billing records with the responsible team.
No combined closeout completion, warranty dates or acceptance status has been calculated here. Confirm required documents and sign-offs against the actual agreement.
Saved customers, vendors and business contacts for your company. These records are shared across company jobs; selecting a different job does not filter this directory.
Refresh to read saved contacts.
This saves directory details only. It does not invite a portal user, email a contact or create an accounting transaction.
Secure self-service workspace for W-9s, insurance, licenses, lien waivers, invoices, pay applications, safety documents and compliance responses.
| Company | Type | Contact | Status | Last Login | |
|---|---|---|---|---|---|
| Load portal users. | |||||
| Company | Submission | Document | Reference | Amount | Status | Received |
|---|---|---|---|---|---|---|
| No submissions loaded. | ||||||
Receipt, company-card and reimbursement processing is not available on this screen. No expense totals, approvals, duplicate detection or card reconciliation are calculated here.
Use saved project files to retain supporting documents, and review the actual purchasing and accounting records with the responsible team.
Review recorded unresolved quality issues for the selected job. This screen does not calculate pass rates, rework exposure or closeout acceptance.
Select a job and refresh.
The summary above shows unresolved issues. The Inspection register below records native inspections, correction, reinspection and internal review. Confirm requirements and evidence with the responsible team.
Review saved contract, cost and forecast records for the selected job.
Select a job to load its saved forecast.
The current contract comes from the saved job. Forecast and actual-cost figures come from the job's imported WIP records. Budget source is shown with the review. Use the reviewed project-package import on Jobs to update imported forecast records.
This is a read-only review. Refreshing does not save a forecast revision, approve a monthly review, send an email or change QuickBooks. The Save to file control downloads saved budget and forecast records; it does not create a new forecast.
Actual and committed costs can overlap; do not add them together. Missing figures stay unavailable. Gross profit is not cash on hand. Earned revenue, over/underbilling and payroll are not calculated by this view.
Open Billing to review saved progress billings, pay applications and customer invoices. Select a saved record before reviewing or changing it.
Contract imports and native billing records are separate sources. No application has been created, approved, submitted or emailed by opening this page.
Track withheld subcontractor retainage by job and subcontract. Final lien-waiver approval is required before release can be requested, approved and sent to QuickBooks A/P.
| Subcontractor | Job | Subcontract | Retained | Released | Remaining | Status | QBO Bill | Action |
|---|---|---|---|---|---|---|---|---|
| Load retainage. | ||||||||
Connect every field hour to the correct employee, classification, job, phase and cost code so payroll, labor cost, production, T&M, change orders and job forecasting all use the same approved labor record.
Samuel Ortiz timecard exception created7 hours missing cost code
David Lopez timecard approvedRobert Chen • 20 hours
Branch labor forecast updated+920 forecast hours • WIP exception retained
Review saved company-wide waiver, pay-application, compliance and insurance records below. Selecting a job does not filter these company registers; check each job reference before acting.
Directory details, recorded compliance status and expiry dates do not certify prequalification, insurance coverage or permission to release payment. The selected-job agreement register above is separate from these company-wide records; automatic document verification is not provided.
Track conditional and unconditional progress/final waivers for subcontractors and vendors. Missing or unapproved required waivers create a payment hold.
| Party | Job | Waiver Type | Through Date | Payment Ref | Amount | Status | Document |
|---|---|---|---|---|---|---|---|
| Load lien waiver compliance. | |||||||
| Party | Job | Payment Reference | Amount | Status | Reason |
|---|---|---|---|---|---|
| No payment checks loaded. | |||||
Review subcontract billing against the subcontract value and approved change orders. Retainage, remaining contract and lien-waiver compliance are checked before payment approval.
| Subcontractor | App # | Period | Revised Contract | Previous | Current Due | Retainage | Remaining | Compliance | Status / Action |
|---|---|---|---|---|---|---|---|---|---|
| Load subcontractor pay applications. | |||||||||
Track W-9s, insurance, workers' compensation, licenses and safety documents. Missing or expired requirements can automatically create DO NOT PAY and DO NOT SCHEDULE holds.
| Subcontractor | Document | Number | Expiration | Status | Pay Required | Schedule Required | Verified |
|---|---|---|---|---|---|---|---|
| Load compliance documents. | |||||||
| Subcontractor | Job | Hold | Reason | Status |
|---|---|---|---|---|
| No active holds loaded. | ||||
Review saved carriers, policy numbers, limits, endorsement fields and expiry dates. Date review does not verify coverage or send a renewal request.
| Subcontractor | Carrier / Policy | Type | Expiration | Each Occurrence | Aggregate | AI | WOS | P/NC | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Load certificates of insurance. | ||||||||||
| Subcontractor | Alert | Expiration | Carrier | Policy |
|---|---|---|---|---|
| No alerts loaded. | ||||
Run a manual scan to queue recorded reminders for expiring requirements. A queued or marked status does not establish delivery; review actual email activity.
| Subcontractor / Vendor | Document | Expiration | Severity | Recipient | Channel | Status | Sent |
|---|---|---|---|---|---|---|---|
| Load notification queue. | |||||||
Your project equipment, availability, maintenance and costs — in one place.
Select an asset to see its details.
| Equipment / Tool | Category | Type | ID / Serial # | Status | Location | Assigned To | Hours | Daily Cost |
|---|---|---|---|---|---|---|---|---|
| Loading stored equipment… | ||||||||
Choose a topic, discuss today’s job conditions, and save the meeting to this project.
All construction trades. Describe today’s work to search official sources and draft a fresh talk.
Safety, quality and compliance command center — JHAs, toolbox talks, incidents, inspections, corrective actions, training and closeout evidence.
Project safety records are not connected to this view yet. This does not mean there are no open issues.
No verified record selected.
Pre-task planning, hazards, controls and worker acknowledgments.
Recordables, first aid, near misses and corrective actions.
Jobsite walks, findings, photos, owners and closure proof.
Inspection failures, rework exposure and reinspections.
Responsible person, due date, priority and verified closure.
Orientations, OSHA, lift, first aid and expiration tracking.
Forms, procedures, attachments and traceable evidence.
Review saved safety and quality issues alongside the project schedule before field release.
Turnover evidence, subcontractor compliance and audit history.
Choose a task below. Check your connected company before sending accounting records.
QuickBooks connection, lists and matches apply to your company. Job questions use the job selected in TRADWRK.
Choosing a task only opens its controls. Nothing is posted to QuickBooks.
First connect your QuickBooks Online company. Then update its lists and match your vendors, jobs and accounts before reviewing records to send.
These checks read the connection and company information. Disconnecting removes this company’s connection.
Review bill amounts and status below. Only use a send or retry action after checking the vendor, job and approval.
Approved 3-way-matched invoices move through Ready → Pending → Synced or Error → Retry. TRADWRK never marks a bill synced unless QuickBooks returns a real Bill ID. This is a company-wide sync queue.
| Vendor | Invoice | PO | Amount | Sync Status | Attempts | QBO Bill ID | Action |
|---|---|---|---|---|---|---|---|
| Load the sync queue. | |||||||
Choose the existing QuickBooks record for each TRADWRK vendor, cost type or job. Saving a match sets up future sync; it does not send a bill or invoice.
Match each TRADWRK vendor, cost account and job to the correct existing QuickBooks record before sending bills.
Connect each TRADWRK vendor to its authenticated QuickBooks Vendor record before bill sync.
Connect TRADWRK cost types to the correct QuickBooks expense or item accounts.
Connect the active TRADWRK project to the correct QuickBooks Customer/Job.
Map each RapidFlow billing type to the correct QuickBooks Product/Service item and income account. Unmapped billing types are blocked from invoice sync.
| Billing Type | Product/Service | Item ID | Income Account | Account ID |
|---|---|---|---|---|
| Load revenue mappings. | ||||
Bring QuickBooks vendors, accounts, customers and products into TRADWRK for matching. This does not import all transactions or post new accounting entries.
Refresh access when needed and update the connected QuickBooks vendors, accounts, customers and jobs in TRADWRK.
Review saved invoices, balances and customer payment records in Billing.
Review saved actions and sync references in the Audit Trail. This is not a complete QuickBooks ledger or bank reconciliation.
Review worked hours and approvals in Field Hours before any payroll handoff. Opening the page does not run payroll.
Manage this signed-in company through the saved setup screens. Each screen applies your account permissions.
Opening this page does not create an account, complete onboarding or connect QuickBooks. Review the saved status in each screen.
Track pricing, approvals, customer status, and billing impact.
Stored material records will drive this workspace; missing facts remain missing.
| Material | Vendor | Qty | Status | PO | Expected | Location | Value |
|---|---|---|---|---|---|---|---|
| Loading connected materials… | |||||||
Control commitments, vendors, receiving, invoices, and remaining PO value.
Track questions, responses, responsibility, due dates, drawing/spec references, and cost or schedule impact.
Track product data, shop drawings, samples, approvals, revisions, lead times, and required-on-site dates.
Keep current drawings, specifications, revisions, project files, and superseded documents organized by job.
Plan crews, shifts, manpower, hours, work areas, phases, and upcoming field work.
Track contract value, approved changes, billing periods, stored materials, retainage, invoices, and payments.
Track customer invoices, due dates, payments, retainage, outstanding balances, and overdue receivables.
Build and track bids with labor, material, equipment, subcontractors, overhead, profit, scope, exclusions, and bid status.
Manage jobsite safety planning, hazards, JHAs, toolbox talks, incidents, near misses, corrective actions, and OSHA recordable tracking.
Build the Job → Trade → Phase → Cost Code structure that connects labor, materials, equipment, purchase orders, billing, and forecasting.
Track subcontractors, agreements, licenses, insurance, W-9s, certified payroll, safety documents, scope, and contract value.
Capture employee time by job, classification, phase and cost code with regular, overtime and double-time labor costs.
Manage pay applications and schedule of values with contract changes, completed work, stored materials, retainage, and payment status.
See where every job is headed — contract value, cost to complete, projected profit, margin, billing position, and project risk.
Track inspections, checklists, deficiencies, corrective work, reinspection, specification references, drawings, and final verification.
Capture job expenses, company-card charges and receipts with approval, cost-code assignment, reimbursement and QuickBooks tracking.
Keep customers, general contractors, vendors, suppliers and project contacts in one company directory with QuickBooks mapping.
Company-wide history of important project activity, record changes, approvals, deletions, warnings, and user actions.
| Cost Type | Qty / Hours | Rate / Cost | Amount |
|---|---|---|---|
| Labor | $0.00 | ||
| Material | $0.00 | ||
| Equipment | $0.00 | ||
| Subcontractor | $0.00 |
Talk naturally. TRADWRK will work in the current company and project context.