FAQ
Straight answers for site work.
Getting started, using your forms and keeping control of your records.
Getting started
What is TradesMan Flow, and who is it for?
Daywork, Pricework, signatures and invoices together for UK tradespeople, sole traders and small trade businesses aged 18 or over. The app is preparing for public launch; this guidance is not a download announcement.
How do I create an account or sign in?
Use Sign in with Apple and follow Apple’s prompts. There is no separate TradesMan Flow password. Apple handles authentication; we receive an account identifier and an email address, which may be Apple’s private relay address. We never receive your Apple password.
What is included in the 14-day trial?
A new account starts a 14-day trial for ordinary Daywork, Pricework, signatures and invoicing. AI-assisted Upload Your Own setup is not included. New eligible setup needs active paid membership and the funding shown in the app; a separate form purchase does not bypass membership.
How do I set up my business, companies and sites?
Enter your business details, choose your main trade, then add the client companies and sites you work for. A site belongs to a company; an invoice is for one company. The app identifies required fields when needed. These checks do not guarantee compliance with every legal or tax requirement.
Can I change my business details later?
Use More → Business → Business details for ordinary changes. Established identity details may need additional confirmation. Changing current settings does not rewrite the identity preserved on a locked original invoice or signed record.
Daywork & signatures
What is Daywork, and how do I record it?
Daywork records time-based work. Choose the company and site, record the date, hours and rate, and describe the work. Follow the available digital or paper-evidence option. Check the totals before saving or signing; a saved draft is not necessarily a final signed record.
How do signatures and Site Manager sign-off work?
Requirements depend on the form and role. Signers should check the work and have authority for their role. A name, role, time and signature are evidence of signing, not independent identity verification. Where supported, a later Site Manager signature is linked additional evidence; it does not replace original signatures or rewrite locked work.
Why is work locked, and can I correct it?
Finalised or protected signed work preserves original values and evidence. Edit only where the app permits it. Use the supported correction or void process, which may depend on linked invoices, instead of deleting and recreating signed history. Viewing a locked record does not reopen it. Ask support if the appropriate action is unavailable.
What do “Saved on this phone” and “Waiting for signal” mean?
Supported Daywork and Pricework draft paths can keep fields, photos and signature evidence on that phone while offline. A local acknowledgement is not server confirmation or a cloud backup. Reconnect and check sync. Purchases, provider mapping, invoice finalisation and account export need connectivity. Do not clear app data, uninstall, sign out or change phones while important work is only local.
How do I add photos or paper evidence?
Use the evidence option offered for the work record. The iPhone paper-form camera supports Daywork and Pricework completion; camera permission and a successful capture are needed. Check the whole sheet is legible and linked to the right work. Do not assume an incomplete, cancelled or failed capture is saved, or upload unnecessary personal information. Locked evidence must use the supported linked-evidence process. Contact support if the camera or upload fails.
Pricework
How is Pricework different from Daywork?
Pricework records an agreed-price job or plot rather than hours at a rate. Choose the company, site and work item, enter the agreed details, and follow the available digital or paper-evidence path. The Week view brings together relevant Daywork and Pricework; check the week and filters.
How do completion questions and signatures work?
Your trade and form determine completion checks and required signatures. Answer accurately; No may require a reason. Saving a draft is different from completing and locking a job. Completed work preserves the original; use supported corrections rather than changing historical signed values.
Why is some saved work missing from an invoice?
Selection depends on the account, company, form and completion state. Only eligible work not already invoiced can be included. Check the company and Monday-based week. Saved or completed work is not automatically eligible; do not duplicate it just because it is absent from the list.
Your own forms
What is Upload Your Own, and which forms can I use?
It helps set up a supported blank company form for your phone. Supported families are daily or weekly Daywork and Pricework completion, using PDF, PNG or JPEG within the app’s limits. File acceptance does not guarantee layout compatibility. Upload only a blank form you are authorised to use; check for names, signatures and other personal information first.
When is my form sent to OpenAI?
Provider-assisted mapping needs separate permission for the exact uploaded source and setup. If you agree, the original PDF or image, relevant page images or extracted text, mapping instructions and field structure may be sent to OpenAI. The permission covers disclosed retries or resume of that same setup, not another source or setup. Declining blocks provider mapping. Provider-free reuse of an exact trusted known form does not make a new OpenAI call.
What does AI do, and what do I check?
AI assists with interpreting the structure and proposing a mapping. It does not certify the form, work, signature or legal compliance. Review detected fields and sample output before acceptance and activation. Uncertain or unsupported structures can stop for review instead of forcing a result. Reusing a blank structure does not copy another customer’s completed work.
When is a Form Credit used, and what about retries?
A new eligible setup needs active paid membership and the funding offered in the app. A credit can be reserved, then consumed when you accept and activate the mapping. Reservation is not consumption. Same-setup retries do not require a second charge, but this is not unlimited retries or guaranteed success. Review may keep the reservation attached; leaving does not itself release it. Support can check the outcome. A verified Apple one-setup purchase is not a reusable wallet credit.
Will my layout be preserved, and what if it runs out of space?
The app aims to fill a supported original layout, but cannot guarantee every form or page geometry. Check the preview, fields, rows, signatures and space. At a capacity limit, follow the message and ask support. Do not squeeze extra work into misleading output or assume pages will be added automatically.
Invoices & PDFs
How do I prepare and finalise an invoice?
Select the company, Monday-based week and eligible work. Review the lines, business details, totals and invoice date, which is separate from the work week. A draft can change before finalisation. Finalising preserves the original; use supported corrections afterwards. Product checks do not certify legal or tax validity.
What is in an invoice evidence pack?
Available linked evidence may include work records, signatures, paper or photo evidence and later signature records. Check the actual pack before sharing. Not every job has every evidence type.
How do I open, save or share a PDF?
Use the PDF or sharing options shown for your invoice. Generation, preview and opening a share sheet are different from saving or recipient delivery. Check the destination and actual result. If saving is unconfirmed, inspect Files before retrying; do not assume success or failure.
Does the app email invoices, and what does “Mark as sent” mean?
You share or send the invoice using your chosen method; automatic email delivery is not promised. Mark as sent records your own status update, not proof that an email was sent, delivered or read.
Membership & billing
How do membership and Apple billing work?
Membership is a monthly subscription managed through Apple. Check Apple’s displayed price, renewal and confirmation; that is the price Apple charges. The first qualifying paid subscription includes one Form Credit once, not each month. No member-count price bands or permanent price guarantee apply. This purchase flow does not collect your payment card number; bank details entered for your own invoices are separate.
How do I cancel or request a refund?
Manage or cancel through your iPhone’s Apple subscription settings. Deleting the app or your account does not cancel Apple billing automatically. Apple handles Apple purchase refund requests; support can help with service problems, credit disputes and transaction identification. Mandatory legal rights remain.
What happens to credits when membership ends?
Purchased credits do not expire with time or disappear just because membership lapses. Active paid membership is still needed for new Upload Your Own setup. Refunds, revocations or genuine corrections can affect the balance. Follow the access and export options shown for your account; contact support if you need information but cannot access it.
Are referral rewards available?
Referral and reward programmes are not included in the initial release. Do not rely on historical referral offers or promised rewards.
Account & privacy
What information is stored, and where?
The service uses account and Apple identifiers, business settings, work records, forms, photos, signatures, invoices, purchase and credit records, support and security information. Cloudflare provides infrastructure; unsynced drafts can remain on your phone. OpenAI processes relevant material for provider-assisted mapping with separate permission. Arrangements may involve international processing: there is no UK-only or zero-retention promise. See the combined Privacy Policy.
Does permission prevent provider retention or training?
Provider processing and retention depend on applicable terms, contracts and settings. Permission is for the disclosed source and setup, not blanket GDPR consent, and cannot recall material already sent. Contact privacy support to stop further processing or exercise rights. We do not promise a particular training or retention setting without verification of the applicable provider arrangement.
How do I download my data?
Open More → Account & help → Privacy & account → Download my data. Follow any sign-in check and choose the offered save destination. Generation and delivery are separate. Only confirmed saved means the selected file was saved. Cancelled, permission denied, insufficient space, failed and unconfirmed are not confirmed saves. Larger exports may have multiple parts: save and check every part. This tool does not limit statutory information requests.
How do I delete my account, and what might be retained?
Open More → Account & help → Privacy & account → Delete my account. Complete the identity check and final confirmation. This is staged, not instant erasure of everything. Review required is not completed deletion: protected business evidence, permission evidence, disputes or unresolved processing may need justified review. No blanket retention period applies to all data. Cancel Apple billing separately. See the account deletion page for steps and inaccessible-account help.
Where are the Privacy Policy, Terms and privacy contact?
The combined Website + App/Service documents are at /privacy/ and /terms/. Email privacy@tradesmanflow.co.uk for access, correction, deletion, restriction, portability, objection or complaints. A proportionate identity check may be needed before disclosure.
Do you sell data or use advertising tracking?
We do not sell customer information or use it for advertising profiles. This static website has no advertising pixels, marketing analytics, contact form or account sign-in and sets no non-essential cookies. Technical delivery, security and troubleshooting records are different from advertising tracking. See the Privacy Policy for service processing.
Troubleshooting
What if Sign in with Apple does not work?
Check your connection and follow Apple’s prompt. If you cancelled, sign in when ready. If an error persists, record its wording and ask support. Never share your Apple password, verification codes, tokens or unredacted personal records.
What if work will not save, load or appear?
Read the specific save or sync status. Check the Monday week, company and site. Local-only is not cloud saved. For a load error, use the offered Retry or Back action; do not sign a blank replacement. If a signature is missing, inspect the original and ask support rather than replacing protected evidence. Keep app and local data intact while investigating.
My purchase has not updated. Should I buy again?
Do not buy again merely because the display is delayed. Check the Apple transaction and use Restore Purchases where offered. Reconnect and allow reconciliation. If unresolved, send support the non-sensitive reference and displayed status.
My form is still being checked. What should I do?
Follow the actual progress or review message. Slow, unresolved or failed setup is not guaranteed to finish. Do not start another purchase or duplicate setup to escape uncertainty. Keep the setup reference and ask support; review may still have the credit reserved.
Can I recover everything on a new phone?
Use the same Apple account for successfully synced records that remain available. Unsynced drafts, photos or signatures on the old phone are not guaranteed to transfer or be recoverable. Before changing phones, reconnect the old one, verify sync and save needed exports. Local save is not backup.
How do I contact support safely?
Email support@tradesmanflow.co.uk for app, work, forms, invoices, billing and access problems; privacy@tradesmanflow.co.uk for privacy rights and deletion concerns. Include app/device version, approximate time, displayed status and a redacted reference. Never send passwords, codes, card details, tokens or unnecessary personal job records.
Need a hand?
Contact support, read the Privacy Policy and Terms, or see account deletion guidance.