
Frequently asked questions
The details, before youget started.
Straight answers about how TradeCore works for your team — from trials and plans to workers, timesheets, pricework and accounting connections.
Browse by topic or search the questions below.
50 questions, organised by topic
Trials, plans & billing
Do I need a card to start my trial?
No. Your trial lasts 30 days and uses the active-worker allowance of the plan you choose. You get all features and unlimited sites, administrators and managers. No payment is taken unless you authorise a paid subscription.
What happens when the trial ends?
If payment has not been arranged successfully, operational access pauses. Billing remains accessible so a full administrator can activate a subscription. Starting a trial alone does not create an automatic charge.
What is different between the plans?
The monthly price and number of active workers. All plans include the same features. Sites, administrators and managers are unlimited. See Pricing for current prices and allowances; Enterprise can have an agreed custom price and worker limit.
Do inactive workers count towards the limit?
The allowance counts active worker accounts. Inactive workers do not count. Administrators and managers are separate from the worker allowance. Existing records are not a reason to keep a former worker active.
Can I upgrade or downgrade?
A full administrator can manage the plan in Billing. An upgrade applies after its proportional payment succeeds. A downgrade is scheduled for renewal, and your active-worker count must fit the lower allowance. New worker activations also respect a scheduled lower limit.
What does cancel any time mean?
You can stop your next renewal at any time through Billing. Cancellation takes effect at the end of the current paid period, and access continues until then. It does not automatically refund that period or delete company records. The Terms page explains cancellation and refund requests.
What happens if a payment fails?
Stripe may retry collection. Operational access pauses once the company’s paid access expires, while Billing remains available to resolve payment. Ask a full administrator to check payment details and invoice status.
How do promotional codes work?
Eligible targeted offers can be entered during the subscription setup. The offer specifies its discount, duration and conditions; the standard agreed price applies afterwards. A trial and a paid-month discount are different: the discount applies to eligible paid months.
Workers, roles & scheduling
How do workers get access?
An administrator creates the worker with an email address. TradeCore emails their login details and access link so they can set their password. The administrator sees whether delivery succeeded and can resend if needed. Keep each person’s email accurate and do not share accounts.
Can managers have different permissions?
Yes. Full administrators control administrator accounts and access. Office staff can manage day-to-day operations but cannot create, remove, deactivate or change access for administrators. Contracts managers work within their assigned worker scope and can create workers.
How does weekly scheduling work?
Allocate workers to sites and their work areas. The schedule provides worker and site views so you can review assignments through the week. On mobile, worker names stay visible while you scroll across dates.
Can workers record holiday or sickness?
Yes. Workers can use the absence option in More, and administrators can manage absence for workers. Holiday periods prevent conflicting scheduling. Sickness can notify the responsible team so an existing allocation can be reviewed and reassigned; it is not automatically reassigned.
Does the app track workers all day?
No continuous background tracking is used for attendance. When a site has location checks enabled, a location reading can be requested during the start or finish action. Accuracy depends on the device and conditions; administrators should review exceptions.
Can a worker have several jobs on the same day?
Yes. Add separate allocations for different sites, plots or tasks on the same day. Compact schedule cells expand to show the jobs without making every worker row taller. Workers see each assignment separately, including its pay type and workflow task.
What do worker statistics show?
The worker record Stats tab uses charts for scheduled work, recorded attendance, time off and late starts. Pricework does not require clocking. A missing clock record is a reason to check, not proof that someone was absent; pending corrections are excluded from late-start statistics.
Cleaning & facilities teams
Can cleaning and facilities businesses use TradeCore?
Yes. Choose Cleaning / Facilities management when starting a trial. Use sites for properties or contract locations, rooms for named work areas, and plots for new-build cleaning. Allocate teams, record notes and photos, report issues and review weekly time and worker invoices.
Can we plan regular cleaning visits?
You can allocate each visit in the weekly schedule and keep its records with the site. Automatic recurring contract scheduling and specialist facilities compliance or asset-servicing tools are not currently included. The starting cleaning workflow can be edited to fit your team.
Sites, job records & trade workflows
Can I use it for domestic work as well as new builds?
Yes. Use rooms for domestic jobs and plots for developments, with work areas appropriate to the job. A company can manage domestic, commercial, new-build or mixed work.
Can I change a site from plots to rooms?
The Edit site screen lets an authorised administrator change how the site is organised. Check the existing work-area names and records afterwards so the wording reflects the job correctly.
Can I add a site image?
Yes. Upload a site image when creating or editing a site. If none is provided, a default image is selected according to whether the site uses plots or rooms. Job progress photographs are separate from the site cover image.
Does the workflow fit my trade?
TradeCore has starting workflows for its listed trades. The company can edit stages to match its own process. Individual trade pages explain the relevant starting workflow and examples of use.
Where do photos, notes and issues go?
They stay with the relevant job or work record so the office can review progress and follow up issues. Resolved issues are separated from the main open list. Selected photos can also be shared through a revocable gallery link; anyone with that link can view them.
Accounting connections
Which accounting software can I connect?
Xero and UK Sage Accounting cloud are available now. Sage requires Accounting Standard or Plus, not Start or Sage 50. Both connections support UK GBP businesses. Ordinary payments and single full CIS payments can update automatically. Partial or multiple CIS payments, credits and changed bills need review. Manual accounting exports have been retired.
How do I choose and connect?
Open Accounting and choose an available provider. Sign in securely with that provider and authorise the correct company. You do not give TradeCore your accounting password. Your accounting software subscription is separate.
Who can manage the connection?
Full administrators and office staff can use company Accounting. Workers and restricted contracts managers cannot manage the company-wide connection.
Which invoices can I send?
Send approved labour invoices, including day work, hourly work, price work and released retention. Xero receives supplier bills as drafts for review and authorisation. Sage receives unpaid purchase invoices. Sending a bill does not transfer money or run payroll.
What needs setting up?
Match workers to existing suppliers, confirm their CIS treatment from HMRC verification, and choose the correct labour expense account and purchase VAT code. Check the preview before sending. TradeCore does not verify workers with HMRC or submit CIS returns.
Will paid invoices update in TradeCore?
Both connections check actual payments daily, or when you use the payment-check action in Accounting. Verified full settlements mark the invoice paid. Partial or multiple CIS payments, credits, changed bills and conflicting records may require review.
Can I disconnect or change software?
Yes. Use Disconnect in Xero Accounting Settings, or Manage connection → Disconnect Sage, to return to the software choices. Existing bills and payment history are retained. Disconnecting does not cancel your accounting provider subscription. Previously transferred or exported invoices cannot be sent again to avoid duplicates.
Are connections included in my plan?
Connected accounting is included in every TradeCore plan. The provider must be available and your company needs its own suitable accounting software subscription.
Timesheets, pricework & invoices
Are timesheets reviewed daily or weekly?
Daily entries are retained but grouped by worker and working week. Workers can submit ready days together, and an administrator can review the weekly group while still checking or querying individual days. This reduces repetitive approvals without losing the daily detail.
Can the timesheet week differ from the invoice period?
Yes. Invoicing settings control the timesheet week separately from weekly, fortnightly or calendar-month invoice frequency. Setting changes apply after the current period rather than rewriting historical grouping.
How is pricework treated?
Pricework uses completed tasks and agreed rates, with separate review and approval. Workers start and submit tasks without daily clocking. Started unfinished work continues on eligible working days; paused or submitted tasks stop, absence is skipped and clashes need review. The same work is not also billed as day or hourly work.
Can I query or reject an entry?
Authorised reviewers can query or reject records that need attention rather than approve them. Approved hours and hours already reserved for invoicing are protected from being overwritten. Resolve corrections through the appropriate review process.
Does TradeCore pay workers or run payroll?
No. TradeCore supports worker invoice review, approval and payment recording. Marking an invoice paid records a payment made elsewhere; it does not send money. Your company remains responsible for payroll, tax, employment status and checking amounts.
Can workers change their start and finish times?
Normal times come from tapping Start and Finish. If a worker forgets, they can request a correction with their actual hours and a reason. The original record stays visible and the manager reviews the request with the weekly timesheet. Location-check results are visible during review; an unavailable or inaccurate reading needs context.
Can I hold retention for pricework snags?
Yes. When approving pricework, hold a fixed amount or percentage and record the reason and snag checklist. The worker requests inspection when ready. Once the manager releases retention, it becomes a separate invoice line without changing an issued invoice.
Are automatically generated invoices sent for approval?
When automatic worker invoicing is enabled, generated invoices are submitted to the administrator for approval. Generation is not approval or payment. The company still checks the invoice before sending it to accounting.
What is My pay & tax?
Workers can view recorded gross payments, VAT, CIS deductions and net pay for a UK tax year and download a summary. It reflects recorded payments from that company, not all income or unpaid invoices. CIS deducted is not a calculation of final tax liability or a guaranteed refund.
Devices, branding & support
Can workers keep their CSCS card in TradeCore?
Yes. Where worker self-service is enabled, workers can upload front and back images to their profile. Authorised administrators can see both previews in the worker record. Keeping a photo does not verify the card or replace your company’s checks.
Can I email both CSCS card images?
Use Send card to choose a supported sharing or email app. On browsers without file sharing, download the images or an email draft with both attached. Email-draft support depends on your email application. Images are not emailed automatically.
Does it work on phones, tablets and computers?
Yes. TradeCore is a browser-based app with layouts for different screen sizes. Add it to the home screen on supported devices for convenient regular access. Previously downloaded worker jobs support offline clocking and pricework actions. A connection is needed for current allocations, photos, notes and invoice changes.
How do I install it on my phone?
On Android, open TradeCore in a supported browser and use Install app or Add to Home screen. On iPhone or iPad, open it in Safari, tap Share and choose Add to Home Screen. Wording and availability depend on the browser and device.
Why am I not receiving notifications?
Check both the app’s notification preferences and browser/device permission. A blocked permission must be changed in the browser settings. Availability also depends on the device and whether the app is installed; the in-app notification list remains available when signed in.
Can the app use my company branding?
Yes. Company branding settings support your business name, logo and colours. Your users see that branding in their workspace; TradeCore remains the service provider.
How do I get support?
Company administrators can open Support in their workspace to create a ticket and follow replies. If you cannot sign in, email support@tradecore.ltd. Workers should contact their administrator about pay, allocations or approval decisions.
What happens to data when I cancel?
Cancellation stops billing renewal and does not immediately delete your records. The privacy notice explains retention and rights. Contact support separately for company closure or a data request, and keep copies of records your business must retain.
What works when a worker has no signal?
Open the app online before travelling so assigned jobs are downloaded to that device. Saved jobs remain available for up to seven days. Start/Finish and pricework actions keep the original tap time and available location, then sync when the app is reopened online or Sync now is selected. The manager cannot see an unsynced action. Do not clear app data or reinstall before it syncs. New allocations, photos, notes and invoice changes need a connection.
Can I install it on a computer?
In a supported desktop browser such as Chrome or Edge, use the install icon in the address bar or the browser menu. Device notifications require permission. Notification sounds and volume depend on your operating system; TradeCore cannot force a custom sound or override silent mode.
Do previous job photos all download at once?
No. Previous photos stay behind an expandable section, load in batches when opened and offer Show more. This keeps long job histories easier to browse and reduces unnecessary image downloads.
Try it with your own team.
30 days free. No card required. All features included.