Lead Intake
Start in Leads. Capture the customer, contact, source, value, next step, due date, or import an emailed ITB.
Related tabs: Leads, RFIs, Takeoff, Estimates, Budget, Bid Outcome, Drawings.Portfolio Control
Dashboard
Workflow Queue
Practical next steps generated from bids, field flags, documents, files, and closeout.
Project Risk Register
Open items that can move money, schedule, or closeout.
| Item | Module | Project | Status | Value / Days |
|---|
Workload
Open records by module.
How TradeSpan Works
A simple screen-to-screen map from first opportunity through final payment.
RFI Clarification
Use RFIs to ask pre-bid questions about slab condition, patching, moisture, access, phasing, exclusions, and responsibility.
Move to Takeoff once assumptions are clear enough to measure.
Takeoff
Use Takeoff to ingest plans, calibrate scale, measure area/perimeter, and organize quantities by polished concrete, epoxy, clean and seal, and overlay scope.
Measure, manage plans, and review the takeoff report before estimating.
Estimate Build
Use Estimates to choose catalog services, build bid lines, review margin, add contacts, and send the estimate.
Budget sits beside estimating because the budget is built from the priced scope before documents are generated.
Budget and Bid Outcome
Use Budget to shape cost codes and forecast the job. Use Bid Follow-Up and Bid Outcome to chase sent bids, award wins, or archive not-awarded work.
Awarded bids create the Project Workspace, Contract, kickoff task, to-do, and customer-order document.
Precon Control
Use Submittals, Drawings, Directory, Correspondence, Documents, and Files to settle awarded-job controls before field work starts.
Drawings stay visible from estimating and precon because plans inform both pricing and execution.
Field Execution
Use Projects, Schedule, Deployment, Timeclock, Daily Logs, Production, Punch List, and To-Dos to run the work from one job workspace.
The Project Workspace has quick actions for Message, Document, File, Task, To-Do, Time Entry, and Daily Log.
Change and Closeout Control
Production flags turn into Change Orders. Attach proof, pricing, direction, commitments, documents, files, and backup before sending or packaging.
Completion, Documents, and Files keep closeout tied to the same proof trail.
Accounting
Use Pay Apps, Invoices, and AR Tracker to manage billing, cash received, outstanding balances, retainage, aging, pipeline value, and follow-up.
AR Tracker is a cockpit over accounting data, not a per-job record table.
Dashboard Follow-Through
Return to Dashboard to watch open leads, bids out, RFIs, takeoffs, production flags, change exposure, receivables, document gaps, and workload.
Use generated actions like Award, Draft CO, Bill, Advance, Review, Done, Complete, and Close.Sidebar Groups
The sidebar is the global map: Estimating, Precon Control, Field Execution, Changes to Closeout, and Accounting.
Context Tabs
The top tab strip only shows screens related to the current page, so users are not forced through one long horizontal module list.
Job Workspace
Open Projects when you need the whole job story in one place: money, status, quick actions, activity, documents, and related records.