TradePacket Desk

Contractor pre qualification packet support

Get your bid paperwork organized before the next GC request.

TradePacket Desk helps small specialty contractors clean up the documents, renewal dates, and repeated answers used in GC, owner, and vendor pre qualification requests.

Reusable packet Organize common documents before bid deadlines get loud.
Renewal tracking Watch COIs, licenses, EMR letters, safety docs, and annual forms.
Answer bank Keep repeated portal and company-profile answers in one place.

A practical cleanup workflow, not another software rollout.

The first version is intentionally manual. We review what you already have, identify stale or missing items, and build a cleaner packet you can reuse when the next request comes in.

01 Review current documents

Collect the files currently used for GC, owner, vendor, and portal requests.

02 Find gaps and stale items

Create a missing-doc checklist and expiration tracker for the items that matter.

03 Build the reusable packet

Prepare organized folders, company profile notes, and repeated answer drafts.

04 Keep it ready

Run a monthly readiness check and prepare one packet request per month.

First 3 customers

Pre Qualification Packet Cleanup beta

Built for small specialty contractors, office managers, bookkeepers, and operations teams who are tired of rebuilding the same paperwork package every time someone asks.

Beta pricing

$300 setup
$199 per month
  • Compliance packet audit
  • Missing document checklist
  • Reusable company profile notes
  • Portal questionnaire answer bank
  • Expiration tracker
  • One packet preparation request per month