Frequently Asked
Questions

Everything you need to know about TradesStack, how it works, how we set it up around your business, and what happens when you get started.

01 / About TradesStack

TradesStack is a construction operating platform that brings estimating, project delivery, commercial management, QA, documents and AI into one connected system.

Unlike off-the-shelf software, TradesStack is configured around how your company actually works.

No. TradesStack is designed to support the workflow from winning the work through to delivering and signing off the project.

Instead of stitching together separate systems for estimating, timesheets, documents, variations, QA and reporting, your team can work from one connected platform.

TradesStack can support the full project lifecycle — including leads and tenders, scoping, takeoffs, estimating, quotes, project management, timesheets, documents, drawings, purchase orders, variations, payment claims, retention, QA and project insights.

TradesStack is built for construction businesses that want their estimating, projects, people and commercial workflows connected rather than spread across disconnected software, spreadsheets and paperwork.

02 / Your TradesStack

Yes. Every company gets its own dedicated TradesStack environment configured around its business.

That can include your branding, users, permissions, workflows, templates, project structure, integrations and AI configuration.

Yes. Your company receives its own dedicated TradesStack implementation with its own users, data, configuration and company setup.

You're not simply being dropped into the same generic setup as every other construction company.

Not necessarily. We start by understanding how your business already operates, then configure TradesStack around the processes that make sense for your team.

Where we see an opportunity to simplify or improve a workflow, we can work through that with you during implementation.

Yes. TradesStack can be configured with your company's identity so the platform feels like part of your business rather than another generic piece of software.

Yes. Users can have different permissions and access depending on their role and responsibilities.

This helps keep the right information and tools in front of the right people.

Yes. Your TradesStack setup can evolve as your company changes.

New workflows, templates, integrations and capabilities can be introduced over time without rebuilding your entire system.

03 / Features & Projects

Yes. You can build scopes, organise trade packages, measure from project drawings and price work using estimating worksheets designed to feel familiar to teams used to working in Excel.

Your estimate can then flow through to the quote and wider project workflow.

Yes. TradesStack includes a worker experience designed for people in the field.

Site teams can access the project information and workflows relevant to them without needing to navigate the full office system.

Yes. Purchase orders, variations, payment claims and retention can be managed against the project, giving your team greater visibility over what's happening commercially.

Yes. Project documents and drawings can be kept against the job so your team can find the information they need.

Drawing revisions can also be managed to help your team identify the correct version.

Yes. You can build QA templates and checklists, carry out inspections and capture supporting information such as photos and signatures against the project.

That's one of the goals.

Many construction businesses rely on spreadsheets because they're flexible. TradesStack keeps that flexibility where it makes sense — particularly around estimating — while connecting the information to the rest of the project instead of leaving it isolated in separate files.

04 / AI in TradesStack

Yes. AI is built into TradesStack to help with tasks such as understanding project information, building scopes and getting answers about what's happening across a project.

The goal isn't AI for the sake of it — it's to reduce admin and make the information already inside your business more useful.

The AI Assistant gives your team another way to interact with project information.

Instead of manually digging through different areas of a project, you can ask questions and use the Assistant to help surface relevant information.

Yes. The TradesStack AI Assistant can use the project information you're authorised to access to help answer questions and surface relevant information.

Where applicable, it can link you back to the underlying TradesStack records so you can see where the information came from.

Yes. TradesStack can use AI to assist with areas such as analysing tender information and helping build project scopes and trade packages.

AI assists your team rather than replacing the people responsible for pricing and making commercial decisions.

No. The Assistant is designed to respect the project access and permissions of the person using it.

Everything you need to run the job

From winning the work through to final sign-off, TradesStack brings every workflow your team relies on into one connected platform.

Win the Work

CRM, estimating, quoting and opportunities.

View features

Excel & Spreadsheets

Excel-style pricing worksheets that link straight to your quotes.

View features

Deliver Projects

Project management, coordination and documentation.

View features

Control Commercials

POs, variations, claims, retention and financial tracking.

View features

Quality & Compliance

QA templates, inspections, evidence and signatures.

View features

Documents & Files

Connected project information and document management.

View features

Reporting & Visibility

Dashboards and project insights across the business.

View features

AI Throughout

AI assistance integrated into construction workflows.

View features

Your Company, Your Way

Your own environment, configured and implemented around your business.

View features