Professional contracts and proposals. Built inside your project.
Build scope of work documents, proposals, subcontractor agreements, and change orders in a live split-panel editor. Brand them with your logo, send them directly to the client, and track every approval — without touching Word or Acrobat.
7-day free trial. Cancel anytime.
Your contract is a Word doc from 2019 that somebody's been editing ever since.
Every contractor has one. The original is gone, three versions were emailed back and forth with the client, and nobody's completely sure which one was actually signed. The scope changed twice and the change orders are in a text thread.
TradeTrack replaces that workflow entirely. One builder, connected to your estimate, sent from the platform, tracked from draft to approval.
Every document a contractor needs.
Four document types built into the same editor. Same branding, same workflow, same place.
Set the scope. Protect yourself.
Build a full scope of work with section-based breakdown, payment terms, and your standard contract language. Send to the client for review and approval before work starts.
Win the job with a professional proposal.
Pull in your estimate line items and present them as a clean, branded proposal. Client sees what they need to see — your internal markup and margin stay private.
Get your subs locked in on paper.
Scope the subcontractor's work, set payment terms, and send the agreement directly from TradeTrack. Tied to the project, tracked to approval.
Scope changes get documented. Every time.
Create a change order when the scope changes. Client approves or rejects directly through the portal. Approved change orders update the project cost summary automatically.
Build it. Preview it. Send it.
The split-panel editor shows a live preview of your document as you build it. No guessing what the client will see.
- 1
Choose your document type
Contract, proposal, sub agreement, or change order. Each has its own default section structure.
- 2
Toggle sections on or off
Include or exclude standard sections with a single toggle. Payment terms, scope details, terms and conditions — show what's relevant, hide what isn't.
- 3
Add line items
Break down the scope with line items inside each section. Pull them from an approved estimate or enter them manually.
- 4
Set your branding
Toggle your company logo and name on or off. Choose from three document themes: Professional, Bold, or Clean. Workspace branding applies automatically.
- 5
Fill in recipient info
Client name, contact details, and a personal message. The document feels professional from the first line.
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Preview live
Every change you make on the left appears instantly on the right. What you see is exactly what the client gets.
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Save, send, or export
Save a draft, send directly to the client via a secure link, or export as a PDF.
Your estimate is already half the document.
Flag sections in your estimate for document output and TradeTrack pre-populates the document with the approved line items. No retyping, no transcription errors, no version drift.
Estimate
Build and approve your estimate with sections and line items. Flag the sections you want to carry into the document.
Preload
Create a new document and select the approved estimate. Section content and line items populate automatically.
Customize
Adjust the document language, add payment terms, toggle sections, and apply your branding. Send when ready.
The client-facing document shows only what you want them to see. Internal notes, markup, and margin stay in the estimate where they belong.
Send it. They review it. You get a decision.
Clients and subcontractors receive a secure link to review the document in their browser. No login required. No app to download. No printing and scanning.
Send
Send the document from TradeTrack via a secure tokenized link. The recipient gets an email with a link to the document.
Review
The client or sub reviews the full document in their browser — branded, clean, and professional. No account needed.
Approve or Reject
They approve, acknowledge, or reject directly in the portal. For change orders, they can approve or reject with a single click.
Tracked
Every action is logged. You see when the document was sent, when it was opened, and when a decision was made.
Approved change orders automatically update the project cost summary. The financial impact is recorded the moment the client says yes.
Documents that look like your business.
Every document carries your branding. Three themes, your logo, your company name — applied automatically from your workspace settings.
Professional
Clean lines, structured layout, classic contractor presentation. The right choice for commercial clients and developers.
Bold
Strong typography, higher contrast. Commands attention. Good for residential clients who respond to a confident brand.
Clean
Minimal and modern. Works well for design-forward clients and renovation projects where aesthetics matter.
Logo and company name toggles let you control exactly what appears on every document. One workspace setting, applied everywhere.
Change orders that actually get signed.
Scope changes happen on every job. TradeTrack makes sure every one of them gets documented, sent, and approved — before the work starts, not after.
Create fast
Build a change order in the same editor as your other documents. Describe the scope change, add line items, set the adjusted price.
Client approves in the portal
Send the change order to the client. They review and approve or reject directly in the portal — no login, no friction, no delay.
Costs update automatically
Approved change orders update the project cost summary automatically. Budget and financials reflect the new scope the moment the client approves.
Your documents should be as professional as the work you do.
A contractor who sends a clean, branded scope of work before the job starts looks different from one who emails a Word doc with track changes still showing. TradeTrack gives every contractor access to document workflows that used to require a dedicated office manager — built into the same platform where you run the schedule and track the costs.
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