Upload your permits, warranties, and invoices. TradesIQ organizes them by customer, tracks expirations, and answers questions about any document in seconds.
Based on the documents, we performed work for Robert & Lisa Thompson at 456 Oak Ridge Dr, Crofton MD 21114:
Summit Roofing Estimate (EST-2026-0093, dated 01/20/2026)
Total estimate: $10,725.00 · $3,000.00 deposit required
Arctic Breeze HVAC Emergency Repair (WO-2026-0847, dated 01/15/2026)
Total cost: $609.24
Don't waste time organizing, we'll take it from here.
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Spent 30 minutes digging for the insurance cert a GC needed before you could start the job.
Found out your contractor license expired — when a customer asked for proof.
Invoices in the truck. Permits in a drawer. Warranties in an email, somewhere. Good luck.
100+ hours / year — that’s what the average contractor loses searching for documents. TradesIQ gives that time back.
Built for the field, the truck, and the office — not for a marketing team’s slide deck.
Photograph any document, upload files from your computer or Google Drive — invoices, permits, licenses, etc. The AI reads every field, creates the customer if they don’t exist yet, and files it under their profile. No folders. No filenames. No filing system to maintain.
Search by customer, address, amount, date — or just describe what you need. “Show me invoices over $5,000 from Q3.” “What did we quote at the Harbor job?” TradesIQ reads the contents, not just the filename.
Every license, bond, and insurance cert in one dashboard. Automated email alerts at 90, 60, 30, and 7 days. Share a one-link compliance profile with any GC — and choose exactly which documents they see.
Connect Google Drive and TradesIQ will import, read, and organize every document. Your old filing cabinet — the one that’s really a tangle of folders named “misc-final-v2” — becomes searchable in minutes.
Connect Jobber and customers sync automatically. Document counts and deep links appear right inside your Jobber client records. One click to open a customer’s full document history in TradesIQ.
Ask TradesIQ anything about your business and get instant answers with sources. But it doesn’t stop there — the AI Insights engine works in the background, flagging expiring documents before you miss them, surfacing equipment recalls that affect your customers, and catching patterns you’d never spot manually. It’s not just search — it’s a business analyst that never clocks out.
Workers comp expires in 7 days — renewal concierge ready
Carrier 24ACC636 recall affects 3 customers in your service area
Revenue up 23% vs last quarter — tankless installs driving growth
| Filing cabinet | Google Drive | TradesIQ | |
|---|---|---|---|
| Find a document | 5–10 minutes of digging | Search by filename — if you named it right | Seconds. Search contents, customer, date, or ask the AI. |
| License expirations | You find out when it’s too late | Manual reminder — hope you don’t miss it | Automatic alerts at 90, 60, 30, and 7 days |
| "What did we do at this address?" | Dig through boxes | Drive can’t read your files | Ask the AI, get an instant answer with sources |
| Onboard from existing files | Start from scratch | Already there, still unorganized | Import from Drive — auto-organized in minutes |
| Works with Jobber | No | No | Yes — two-way sync, doc links inside Jobber |
| Share compliance with a GC | Dig through files and email a batch | Same — dig through files and email a batch | One shareable link with exactly the docs you pick |
| Proactive business insights | You are the insights engine | Drive stores files, it doesn't think | AI flags expiring docs, equipment recalls, and business trends automatically. The more you add the better it gets |
| Cost | Free, plus your time | Free, plus your sanity | From $29/month |
Less than one service call — and it saves you dozens. Plans that grow with your business.
For solo contractors getting organized.
For growing trade businesses.
For established operations running multiple crews.
All plans include a 14-day free trial. No credit card required.
I built TradesIQ to help my neighbor, an HVAC business owner, digitize his business to help him finally get a handle on their records. Their filing system? Paper in filing cabinets, years of it, with the only way to navigate the chaos being his employees’ memory.
He didn’t want another app to download. He needed something that was easy to onboard and provided instant results. With TradesIQ he can snap a photo, scan documents in, then move onto what actually matters while he lets the system handle the rest. That’s the whole idea behind this.
With sensitive business documents, security isn’t a feature, it’s the foundation.
All sensitive data is encrypted with AES-256-GCM — the same standard used by banks and the military. Protected at rest and in transit.
Every business is walled off in the database. Your documents, customers, and records are invisible to everyone else on the platform.
The AI automatically detects credit card numbers, SSNs, and bank account info in your documents and redacts them from searchable text.
We never sell your data or use it to train AI models. Export or delete everything at any time. Your records belong to you — and only you.
Set up TradesIQ in five minutes. We’ll handle the paperwork from here.
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