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Nextgen Electric NJ
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TradeView ยท Nextgen Electric NJ
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๐Ÿ“ฑ Clock in, sign-in sheet, reports, materials, punch, channel and schedule are in the TradeView app. Open TradeView โ†—
TradeView
Notifications
๐Ÿ‘ค My profile
๐Ÿ’พ Download backup
โ†ฉ Sign out
Project Pipeline
Click a phase on a project's track to move it
Archive
Closed bids and completed projects
Transaction History
Who did what, and when

Good morning

๐Ÿ“Œ Assigned to you
๐Ÿ”ด Needs attention
๐Ÿ“… Coming up (next 14 days)
๐Ÿ— Active projects snapshot
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Active bids
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Total bid value
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Submitted
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In development
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Awarded this year
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Active projects
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Contract value
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My open tasks
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Open RFIs
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Pending material reqs
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Bid Pipeline
Click a stage on a bid's track to move it
Bids by Stage
Value by Stage
My tasks
All open items assigned to you across every project
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๐Ÿ›  Work Orders
Small jobs, service calls, and internal to-dos that don't need a full project
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๐Ÿ“… Crew Schedule
Who's where, all week โ€” projects and work orders on one board
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โฑ Time Clock
Who's on the clock right now (with location), and every punch of the week โ€” click any punch to fix it
๐ŸŸข On the clock right now
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๐Ÿ‘ฅ Customers
The customer card โ€” who they are, who pays, and every job and form tied to them
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New customer
Billing / approval โ€” leave blank when the contact is the bill-to
โฌ† Import customers from a file
In QuickBooks: Customers โ†’ the export button โ†’ Export to Excel โ€” then upload that file straight here. Excel files (.xlsx / .xlsm) and CSVs both work; TradeView finds the header row, splits the "Bill to" column apart, and skips the Customer:Job rows on its own.
Drop the QuickBooks file here (.xlsx, .xlsm, or CSV), or click to pick it
Match the file's columns to the customer card. TradeView guessed from the column names โ€” fix any that are wrong, and set columns you don't want to (skip).
๐Ÿ“‹ SOPs & Forms
Company procedures, and the fillable forms that go with them โ€” fill on a phone, sign, and it's on the record
๐Ÿ“˜ Standard procedures
๐Ÿ“ Start a form
๐Ÿ—‚ Filled forms
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Start form
Standalone forms (like a call intake before a job exists) can be attached to a work order or project later by the office.
Edit punch
๐Ÿ›  They asked for a fix:
Saving this entry marks the request handled.
Leave clock-out blank to keep the punch open. Every edit is stamped with who changed it and what the times were before.
โœ‰ Log an email on this job
After saving, open the entry and use ๐Ÿ“Ž Attachments to add the original email file (.msg/.eml/PDF) or any documents that came with it.
Service invoice
DescriptionQtyRate ($)Amount
Subtotal: $0.00
Tax: $0.00
TOTAL: $0.00
๐Ÿค–
TradeView Assistant
Answers from your jobs, emails, and schedule
Ask about anything on the record โ€” try:
What needs my attention today?
What's still open on this job?
Draft a follow-up email about the oldest overdue RFI
Answers come from TradeView's records and can be wrong โ€” check anything important. The assistant can't change records or send emails.
โœ‰ Send for signature
They get a private link that shows the document exactly as it stands right now and lets them sign on their phone โ€” no login needed. The link works for 30 days; the signature lands on the card and printout the moment they sign, and you get a bell + email.
๐Ÿ“‹ Start from a template
๐Ÿ–จ Certified payroll worksheet
Builds the Monโ€“Sun grid from this job's time-clock punches: employee, classification, daily hours, base + fringe from the job's wage schedule, and gross for this project. Deductions and net stay in payroll.
๐Ÿ“ฅ Unfiled email
Emails TradeView received but couldn't match to a job. Pick the job and file each one โ€” it lands on that job's Correspondence tab with its attachments.
๐Ÿ›  Request a time fix
The office gets alerted and corrects the punch โ€” you can't change the times yourself.
Accounts Receivable
Outstanding invoices across all active projects, aged by invoice date
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๐Ÿ“Š Analytics
Business insights from your bids, projects, and operational data
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๐Ÿ’ต Profitability
Margin by job (active jobs โ€” projected at completion)
Projected margin by GC
โš  Risk flags
๐Ÿ“ˆ Trends (last 12 months)
Awarded vs billed vs collected, by month
๐Ÿ‘ท Labor
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Billed $ per field hour (period)
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Loaded labor cost % of billings
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Overtime % (hrs over 40/wk, last 12 wks)
Field hours per week (last 12 weeks)
๐ŸŽฏ Bidding
Win rate
Bids by stage (current)
Win rate by GC (top 10 by bid volume)
Win rate by sales rep (top 10 by bid volume)
๐Ÿ’ฐ Financial
A/R aging snapshot
Active backlog by stage
Revenue / awarded value by GC (top 10)
โš™ Operational turnaround times
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Avg RFI response (days)
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Avg submittal turnaround (days)
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Avg punch close (days)
RFI response time by GC (avg days)
๐Ÿ— Project performance
Active project stage mix
CO impact
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Total approved CO value
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CO % of original contract
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Approved COs
Change order frequency by project (top 10)
Data sourced live from Firestore. Sparse data is normal โ€” metrics gain accuracy as project history grows.
Library
Vendors, materials, tasks, tools
Vendors
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GCs
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Tasks
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Tools
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Warehouse
Stock management, company-wide inventory, and transaction log
โœจ Log warehouse moves
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Total items
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In stock
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Zero quantity
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Categories
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Shows all material across the company โ€” warehouse stock plus every active job site. Quantities reflect what's physically remaining on site (delivered minus installed).
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Ranks your materials by what you actually order (purchase orders + warehouse picks) so you can see what to keep in stock โ€” and what's overstock you could wholesale off. Item names are grouped loosely; picking from the warehouse list keeps them consistent.
Open this tab to analyze material usage.
Admin
User management, approvals, invites

Waiting for approval

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All approved users

User Role Tier Actions
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Active invite codes

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Team contacts

People you assign work to but who don't have a login โ€” estimators, bookkeepers, vendors, etc. They appear in assignee dropdowns alongside your real users.

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Automatic email follow-up schedule

Enter days as comma-separated numbers. These apply company-wide to every project and vendor.

Send at Eastern
All the follow-ups and reminders below go out at this hour. With business days only on, anything due on a Saturday or Sunday goes out the next business morning instead.
One follow-up email to GCs you've bid, that many days after you submit (only while the bid is still open).
One reminder to vendors whose quote is still outstanding, that many days before the due date.
Emails the GC Project Manager about open RFIs, that many days after submission.
Emails the GC PM about submittals still awaiting his return.
Emails the GC PM about pending change orders awaiting approval.
Emails the project's PM on these calendar days to submit that month's billing โ€” only for active projects not yet billed this month. Blank = off.
๐Ÿงพ Service invoicing defaults
What new work-order invoices start from โ€” the billing rate customers pay for labor (not the cost rates above), the trip/service-call fee, sales tax, and payment terms. Every line stays editable on each invoice.
๐Ÿ’ต Labor rates โ€” job costing
What an hour of each person's time costs the company. The burden % covers payroll taxes, insurance, and benefits on top of the wage. These rates turn time-clock punches into labor dollars on every job's Job Cost tab. Office roles can see job-cost totals; only the owner or admin can change the rates.
โ–ธ Hourly cost rates
People can cost different amounts on different kinds of jobs (prevailing wage, PLA, utility work). Each wage schedule below is one full rate table โ€” every project picks which schedule it uses on its Job Cost tab. Schedules marked "certified payroll" unlock the weekly worksheet on those jobs.
๐Ÿ›ก Compliance โ€” certificates, permits & licenses
Sub COIs, our licenses, permits, and bonds โ€” with expiration dates. TradeView warns the office (bell + email) 30 days before anything lapses, and keeps nagging weekly until it's renewed.
โ–ธ Tracked items
๐Ÿ“… Plan templates
The reusable schedules behind every project's ๐Ÿ“… Plan tab. To build or change one: load it onto any job's Plan tab, edit it there (the full plan editor), then hit ๐Ÿ’พ Save as template โ€” saving with the same name updates the template in place. The two standard templates are built into TradeView.
โ–ธ Your templates
๐Ÿ”’ Period lock โ€” close the books
Once a month is closed, its time punches, invoices, and vendor bills are frozen for everyone โ€” the database refuses edits, not just the screens. Marking old invoices paid still works. Corrections go in as new, current-dated entries. Only the owner or admin can move the lock.
Track a compliance item
My profile
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New order
Line items
Description Qty Unit Unit cost
Total: $0.00
Pick from Warehouse
For each item, enter how many you want to pick from warehouse stock. The remainder will be ordered from the vendor.
ItemOrderedIn stockPick qtyStatus
Log delivery
Vendor: Date: Expected:
Items โ€” check off what arrived
ItemOrderedQty recv'dStatusNotes
Select an order above to load its line items.
Import requisition from CSV
Required CSV format
description, qty, unit, notes
"1/2" EMT Conduit", "500", "FT", "3rd floor"
"20A Circuit Breaker", "12", "EA", ""
"4" Square Box", "48", "EA", "with KO"
Each row becomes one line item on the requisition.
description is required โ€” rows without it are skipped.
qty should be a number. unit and notes are optional.
New material requisition
Materials requested
Description QTY Unit
๐Ÿ“ฆ Add from Warehouse
Search by any keyword โ€” name, category, SKU, or description. Check items to add to the req.
๐Ÿ”
Log delivery
Items received
Add inventory item
๐Ÿ“ฅ Receive stock
Search by any keyword โ€” name, category, SKU. Click an item to select it.
๐Ÿ”
Current qty:  |  SKU:
โš– Weight stored: g per unit
โš– Calculate qty from weight
โš– Adjust stock
Correct an existing count. For miscounted bins, returns, damage, or any other +/- adjustment.
Current count:  |  SKU:
Restock alert when below:
๐Ÿ“ค Ship material to job site
Search by any keyword โ€” name, category, SKU. Click an item to select it.
๐Ÿ”
Available:  |  SKU:
๐Ÿ“‹ A pending receipt will be created on the project. The foreman must confirm receipt on site to add it to project inventory.
โš– Weight calculator
Search an item to load its stored weight, then enter the total weight to calculate quantity.
Search item (optional โ€” loads stored weight)
๐Ÿ”
Calculated quantity:
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๐Ÿ“ฆ Stock operations
Pick an item, then choose any operation. Stay on the same item to perform multiple actions.
๐Ÿ”
โ€”
SKU: โ€” ยท Category: โ€” ยท
Current qty: 0
โš– Calculate qty from weight (optional, faster than counting)
โš  No unit weight stored โ€” click "Set/edit unit weight" above to enable weight-based receiving.
โš– Calculate qty from weight (optional, faster than counting)
A matching inventory entry will be created on the destination project.
Edit item
โš– Once saved, this weight will be used to auto-calculate quantity from total weight when receiving.
Import CSV
Import warehouse CSV
Required CSV format
name, category, unit, qty, sku, cost, weightG, notes
"1/2 EMT CONDUIT", "Conduit", "EA", "150", "1234", "", "336.0", "SKU: 1234"
"20A BREAKER 1P", "Switchgear", "EA", "24", "5678", "12.50", "", ""
name is required โ€” rows without it are skipped.
weightG = grams per unit. Once stored, weighing auto-calculates count.
qty must be a whole number. cost is optional unit cost.
Matching: existing items are detected by SKU first, then by name+unit.
Replace: CSV qty becomes the new on-hand qty for matched items.
Add: CSV qty is added to existing qty (like a bulk receive).
Add GC
Add vendor
Add task
Add tool
New change order
๐Ÿ“‹ T&M change order โ€” Foremen log daily field activity under this CO (crew, materials, trucks, equipment, tools, subs, mobilization). The office uses those logs to set rates and generate the invoice.
T&M Log Detail
Log T&M Day
๐Ÿ‘ท Labor
Name / Role Hours
๐Ÿ“ฆ Materials delivered / used
Description Qty Unit
๐Ÿšš Trucks on site
Description / Truck ID Hours on site
๐Ÿ— Equipment rental on site
Equipment description Hours / Days
๐Ÿ”ง Small tools & wear
Description Qty
๐Ÿค Subcontractors
Company Description of work
๐Ÿš Mobilization
๐Ÿ“ท Progress photos
Paste a shareable link from Google Drive, Google Photos, Dropbox, iCloud, or any photo URL. Anyone with the link can view & download.
T&M Billing
$0.00
Edit project budget
Enter your estimated cost for each cost code. Actuals are calculated automatically from POs and T&M logs.
Schedule of Values
Define the line items you bill against. Mobilization, demo, rough-in, finishes, closeout, etc.
# Description Value
SOV total: $0.00
(can be overridden per pay app)
New pay application
# Description SOV value Previous This period Stored Total % Balance Ret. held Ret. billed
Previous billed
$0.00
This period
$0.00
Stored on site
$0.00
Total completed
$0.00
Balance to finish
$0.00
Retainage held
$0.00
Amount due this application
$0.00
Bill retained amount โ€” retainage release
Enter the retainage to release per line in the Ret. billed column above (GCs want it shown per line), or click below to release the full held amount on every line. No new retainage is withheld on it.
Retention billed
$0.00
Generate lien waiver
Job
Parties
Payment received (for unconditional waivers)
Required for unconditional waivers โ€” proves the payment was actually received.
โš  Generic format. Some states (CA, TX, FL, etc.) require specific statutory wording on lien waivers. This generic version works in most cases but for state-specific compliance, consult counsel.
Used in Punch Report PDF
New punch item
๐Ÿ“ Location
๐Ÿ‘ค Assignment
๐Ÿ’ก Tip: After saving, expand the item to attach photos showing the issue and the fix.
Upload drawing
๐Ÿ’ก Tip: If you upload a new revision (e.g. Rev B) of an existing sheet number, both revisions will appear in the drawings list โ€” pins from the old revision stay there. Click a card to open the latest revision; click "revs" badge to access older ones.
Drawing
Tool:
Markup:
Highlight:
Width:
Arrow:
Opacity:
Dot:
Units:
Page 1 / 1
โšก Annotation selected ยท
Ready โŒจ Click annotation to select ยท Del to remove ยท Arrows pan ยท +/- zoom ยท Esc
Pin details
๐Ÿ“Š Friday Project Report โ€”
Summary preview
Sections to include
Email draft (optional)
๐Ÿ’ก Note: Browsers can't auto-attach files to emails. Workflow: click "Download PDF" first (review it), then click "Open email draft" โ€” your email client opens with the message pre-written. Drag the PDF in as an attachment, then send.
New submittal
Review (fill in when received)
New meeting minutes
Optional โ€” send agenda to attendees before the meeting using the button below.
New tool order
Tools ordered
Tool / Description Tag/Serial Qty
Log tool delivery
From: Date: Expected:
Tools โ€” check off what arrived
ToolTag/SerialQty orderedStatus
Select an order above to load its tools.
Check out tools
Showing available tools only. Select the tools to check out to this project.
0 selected
New tool requisition
Tools requested
Tool / Description Tag / Serial Qty
๐Ÿ“Š Job health
Pulling everything togetherโ€ฆ
๐Ÿ’ฒ Vendor bills
Enter a bill from the vendor
โœจ Import a punch list
Paste the punch list exactly as it came โ€” copied from the GC's email, PDF, or spreadsheet. The assistant splits it into individual punch items (with area / floor / room where the list says so) for you to review before anything is added.
Select from tool library
Add document
Add proposal
New RFI
Response (fill in when received)
New daily log
๐Ÿ“ท Progress photos
Paste a shareable link from Google Drive, Google Photos, Dropbox, iCloud, etc.
Import field tasks
Accepted formats
Columns: name, category, notes
Export from any project to save as a reusable template
Add task
Add from task library
Add milestone
Import milestones
Accepted formats
Columns: name, notes
Export from any project to save as a reusable template
Import bid checklist
Accepted formats
Columns: label, category
Export from any project to save as a reusable template
Add vendor quote
Links below override the project-level links for this vendor only โ€” leave blank to use the project's.
Add from vendor library
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Add GC bidder
Add from GC library
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New work order
Work order
Assign
Saving alerts this crew member that their schedule changed (bell + email), and updates their synced calendar.
๐Ÿงพ Week review โ†’ QuickBooks
The schedule below is a draft timesheet. Adjust any line to the hours actually worked, then export. Nothing sends automatically โ€” you download the file and import it into QuickBooks. Adjustments here affect the export only, not the schedule board.
Log addendum
โœ Sign
The signature is stamped with the name, date, and time, and prints on the document.
Response
Posting alerts whoever submitted this item and its assignee (bell + email).
Add checklist item
New project
Project schedule & crew
NJ Compliance flags
Generate invite
Add team contact
Change role

Why was this bid lost?

This helps track patterns and improve future bids.

๐Ÿ”— Link Document
Paste a Google Drive, Dropbox, or any document link. The link will open the file in a new tab.