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A better workday.

CURRENT WRITTEN GUIDE · PHOTOS & RECEIPTS

Take photos and save rental or purchase receipts

Choose the camera button beside Email at the top of TRADWRK. The camera opens in a TRADWRK window. Allow camera access on your device if requested, choose Take photo, review the image and choose Retake or Save to My General Files. No job is needed. The camera stops during photo review and when the window closes. A save is confirmed before the window says the photo is saved.

Choose Open My General Files to find the original. From there, use Use in a job or ask TRADWRK to file the saved photo. Review the destination job, category and visibility; the original remains in General Files. You can photograph receipts, deliveries, equipment, drawings or other items. Uploading existing files and emailing pictures to your private General Files address remain separate options.

For a known job, open Expenses / Receipts → New expense. Choose a receipt file or Take receipt photo. The camera window lets you review and Use photo in the form. Check the selected job and image, then choose Save receipt to this job. Enter the actual expense fields and Save draft. No amount is read automatically. Saving a receipt does not save, approve, pay or post the expense; the original stays in Job Files even if you cancel the draft. The earlier video also shows the separate Job Files upload route.

Direct camera access depends on your device permissions and installed app version. A permission or unavailable-camera message does not save a photo. You can still use Upload or email.

CURRENT WRITTEN GUIDE

Save it now. Open the details when you need them.

General Files

Verify a filed document: After a reviewed copy, the filing result shows the saved filename, destination job, category and visibility at filing. Choose Open filed document to recheck access and open that exact saved file. If it belongs to another available job, TRADWRK selects that job before opening it. Missing or restricted files display an error; the button does not substitute another document or change sharing. The original remains in General Files.

Upload recovery: Keep the page open while saving files. The progress list identifies saved files, existing originals and files still waiting. If the connection fails, your selected files and batch notes remain on this page. Choose Retry unfinished files; confirmed files are skipped, and a lost confirmation is checked for an existing original. Clear unfinished selection releases the remaining selection without deleting saved files. Closing or reloading the page, or signing out and back in, requires choosing files again.

File by request: On the Dashboard, ask “Put this Android receipt in Other files for Office”, using words from your saved filename and a job name or number. TRADWRK looks up the request immediately and opens the filing review. Short job names work when there is one match. If several files match, choose the exact source; if the job or category is unclear, choose it in review. Suggestions use filenames, not document contents. An explicit missing filename is never replaced with a similar file. Check the exact source, job, category and visibility before copying; the original stays in General Files.

1. Choose the eye icon, General Files, below Jobs / Projects. Choose files from your device and save them without creating a job or choosing a category.
2. Each user has their own files. The company owner can review everyone’s General Files within that company.
3. Choose Use in a job, review the destination job, category and visibility, then confirm the copy. The original stays in General Files. The boss can keep a job copy hidden until it is ready to share.
4. Where you upload files, Choose from General Files lets you reuse an existing file. Review the normal upload form before saving. Email / Share can also attach a General File.

Incoming email: My General mailbox shows a private receiving address only when receiving is enabled on the server. Forward to that address and use Check incoming email or refresh saved messages. Received originals and attachments stay in your General Files. Incoming messages never approve work or create accounting records. If the page says receiving is not enabled, use the device upload instead.

Ask TRADWRK to file a document

1. In General Files, choose Ask TRADWRK to file a document, or type a filing request in the dashboard Ask box.
2. Include the exact saved filename, job name or job number, and category. For example: “Put lighting.pdf in Submittals for Airport Remodel.” You can also choose the source file yourself.
3. Choose Review where it goes. If the file or job is ambiguous, choose the intended one. Review the source, destination, category and visibility, check the confirmation, then choose Copy into job.

Your original stays in General Files. A reviewed job-file copy does not create a submittal, RFI, budget line, approval or accounting entry. Those workflows have their own reviewed controls.

Submittals, RFIs, change orders and budget lines

Prepare a submittal follow-up: Open an unresolved saved submittal and choose Prepare submittal follow-up draft. TRADWRK rechecks that exact current revision and fills its description, revision, status, recorded reviewer, responsible party, review comments and due date. Missing information is identified rather than invented. Review the recipient and wording before saving or sending. Approved, closed or replaced revisions cannot prepare an unresolved follow-up. Existing unfinished email drafts are preserved.

Prepare an RFI follow-up: Open an unresolved saved RFI and choose Prepare RFI follow-up draft. TRADWRK reads that exact RFI again and fills its saved question, status and due date in Project email drafts. Enter the recipient and review the wording before saving. Preparation sends nothing and does not change the RFI. An existing unsaved draft is preserved; review or save it first. Closed or answered RFIs are not offered as unresolved follow-ups.

Click a saved record in its register. Its pop-up opens the actual saved details and any explicitly linked PDF or image. A similar filename alone is not treated as an attachment. If no file is linked, the pop-up says so; users with editing permission can attach a reviewed job file to an eligible draft or revision.

A budget line opens its recorded categories, accessible source files and matching cost transactions. Unrecorded costs and forecasts remain unavailable. Opening a record does not approve work or authorize payment.

Safety and T&M

Each of the nine Safety cards opens the matching records, form or review workspace. Record JHAs, incidents, near misses, inspections, corrective actions and training credentials. Credential dates are recorded evidence, not independent certification. Closing a safety action requires permission and reviewed resolution evidence. Quality / Deficiencies opens the native inspection and reinspection controls.

Select a saved T&M ticket, then choose one of its nine cards to review scope, labor, materials, equipment, pricing, authorization, documents, related records or billing. Draft costs and explicit markup can be reviewed and saved. Authorized and billed tickets stay locked. Customer signatures require existing signed evidence; billing and conversion remain separate explicit actions.

Dashboard, jobs and connected records

Choose a row in Today’s Priorities or Needs Attention to open its matching saved record. View all shows the full current list. Choose a job in Jobs / Projects to see its saved summary and open its Dashboard, Budgets & Costs or files.

Materials and Daily Reports

Choose the selected record, a Needs Attention row, or Connected Records to open a detail window. A warning first lists its affected records; choose one to see its details. Connected links open the matching accessible RFI, change order, purchase order, report or file. A missing reference is explained rather than replaced by a similar record. In Daily Reports, use Edit selected report for eligible changes; approval remains separate.

Field Hours and Equipment / Tools

Choose a saved worker entry or a labor review group to open its source details. Users with editing permission can correct submitted, unposted hours; the entry still awaits approval. Approved or provider-linked entries remain read only. Daily-report crew hours stay separate from worker totals.

Each of the six Equipment / Tools summary boxes opens its supporting asset list. Choose an asset or a register row to review it. Users with editing permission can change asset details and save; a saved monthly cost does not create an accounting transaction. The monthly-cost box also fits large amounts on a narrow screen.

Reports

Choose one of the nine reports and select View report. The report opens in a window with its saved source groups and Save printable report. The six summary boxes also open their related reports. To add or correct data, use the window’s source-workspace buttons, save there, then refresh the report. Report totals and audit history are not edited directly. Missing figures remain unknown.

QUICK GUIDE · PRIVATE CUSTOMER SUPPORT

Tell us what went wrong.

1. In TRADWRK, open the dashboard and choose the red Contact Support button beside the weather.
2. Give the problem a short title. Choose I can’t continue working if the issue blocks your work.
3. Describe what you tried and what happened. Add a callback number if you want a call.
4. Optionally attach a PNG, JPG or WebP screenshot up to 3 MB. Remove passwords, card numbers and other sensitive information first.
5. Choose Send to Support and keep your request reference. Your message goes privately to TRADWRK support, with your selected job and page. Nothing is posted publicly.

We’ll respond within the window shown on the form and work to resolve your issue as quickly as possible. A response is not a guarantee that every issue can be fixed in that time.

If the connection times out, keep the form open and choose Retry same request. If the form cannot load, email [email protected].