TradeFlo contractor playbook
How to Organize Jobsite Photos, Notes, Documents, and Changes by Project
A simple project-record system for electrical contractors tired of searching camera rolls, text threads, email, and folders.
The easiest system is one record per project. Every update should answer one question first: what job does this belong to?
How TradeFlo organizes the project
One project record instead of five disconnected places
FIELD
Photos + notes + changes
Capture work from the jobsite without waiting until the end of the day.
PROJECT RECORD
Everything stays together
Proposals, documents, updates, change orders, inspections, and payments.
OFFICE
Search and act
The office works from the same record instead of chasing context.
Workflow example based on TradeFlo’s product flow. No customer data shown.
Start with one project record
Use the project as the parent for every photo, note, document, change, and payment.
Capture from the field
Do not wait until the end of the day to sort camera rolls and messages.
Use clear categories
Separate photos, scope, change orders, inspections, documents, and financial events.
Keep timestamps and authors
Knowing when something happened and who captured it protects context.
Make the record searchable
A useful archive should let the office find an old project detail in seconds.
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 TradeFlo for electrical contractors