TradeFlo contractor playbook
How to Turn Electrical Field Notes Into Daily Reports Without Rewriting Everything
A faster way to turn spoken field updates into useful daily project records for the office.
Field notes are valuable only if they become a record the office can actually use. The goal is to capture once, structure once, and keep it tied to the project.
How the workflow works
Speak it once. The office gets the context.
FIELD
Voice update on site
What was completed, what changed, what is blocked, and what happens next.
TRADEFLO
Project record updated
Voice notes and photos are organized into one searchable job record.
OFFICE
Actionable update
The PM sees the job context while the work is still fresh.
Workflow example based on TradeFlo’s product flow. No customer data shown.
Record the update on site
Use a short voice note while the work is fresh.
Include the essentials
Say what was completed, what changed, what is blocked, what material is needed, and what happens next.
Add photos at the same time
Evidence should live beside the update instead of being hunted down later.
Convert it into a structured record
The office should be able to scan the update without listening to a long voice message.
Keep a searchable history
Tomorrow’s PM should be able to understand what happened today without calling the crew.
Before
Texts. Calls. Camera roll. Memory.
With TradeFlo
Capture once. Keep it with the project.
Capture it once. Keep it with the project.
TradeFlo is built to keep field updates and office work connected instead of scattered across separate tools.
See the voice-to-office TradeFlo workflow