Changelog
New features and updates to TradesField
Automatic insurance renewal requests
TradesField can now send renewal requests for expiring insurance automatically. When a vendor's policy nears its expiry date, we email them for the updated certificate, verify the upload, and refresh the record without any manual steps.
To turn it on, go to Admin Settings → Auto-updates. You can apply it to all monitored vendors, or only vendors linked to projects.
To import your projects into TradesField automatically, see the Jonas Premier auto-import update.