Guide

Paperwork & compliance, filed once and findable forever

How TradeYoke keeps the certificates, records and packs every trade has to produce — and can actually find again: one library, expiry dates that warn you, and search that reads what's inside the file, not just its name.

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Every trade carries a legal paperwork duty of some kind — a landlord gas safety record every 12 months, an EICR every five years, an MCS handover pack on a solar install — and the paperwork is only useful if you can put your hand on it the day someone asks. TradeYoke's answer is one Document Library behind every certificate, quote and job photo, with expiry dates tracked on a dashboard tile and full-text search that reads inside PDFs, Office files and scanned images, so a search for a boiler serial number finds the certificate that mentions it. This page is the map of everything that touches paperwork and compliance.

Where this lives in TradeYoke

The features behind it

Filed the moment it's signed

  1. An electrician in a hi-vis vest and hard hat checking a tablet on site

    Signing off

    One library, every certificate

    EICR, gas safety, MCS — filed against the job and the customer with the expiry tracked.

    A TradeYoke document library holding trade compliance certificates
    Every certificate, searchable

Try it against a real week

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