Frequently Asked Questions

Short answers below. TradeGuard helps you track and remind—it does not replace legal, insurance, or compliance advice from a qualified professional.

What does TradeGuard do?

TradeGuard is a workspace for contractors to store subcontractor Certificates of Insurance (COIs), other compliance documents, project links, expiry alerts (email/SMS optional), portals for subs to upload files, reporting, and state-requirement references with gap checks. Think of it as your single place to monitor what you require from trades.

Is TradeGuard legal or insurance advice?

No. Policies, contracts, and regulatory obligations are your responsibility—we surface dates, documents, and reference information only.

How does the subcontractor portal work?

You can invite a subcontractor with a portal link tied to their contact email. They use the tokenized link—no GC account required—to upload renewals so you aren't chasing PDFs in email threads.

Does TradeGuard integrate with insurers or AHJs?

Not as a regulator or carrier feed. Imports are uploads and extraction you control; alerting is triggered from what you've stored in the workspace.

What happens during the free trial?

New workspaces typically get full access for a trial window without requiring a credit card. When the trial ends, you'll need a paid plan to keep using dashboard features—see Billing for timing and renewal. Questions? support@trade-guard.pro. Trial length and renewal are shown in the app under Billing after you sign in.

How do expiry alerts work?

You configure how many days ahead to warn before insurance or document expirations. Email notifications go to your team; subcontractors can receive renewal-style requests depending on setup. Stripe billing status affects whether monitoring runs—see Billing if payment failed during trial.

State requirements and “gap analysis”

We maintain a curated reference per state for informational purposes. Selecting your operating states yields a consolidated view of commonly required document types—you still decide what your contracts and jurisdictions actually require.

Teams and seats

Plans differentiate how many teammate accounts you can invite. Invite links are emailed from TradeGuard—accepting uses the same workspace as other members on your organization.

Data and security basics

Your files remain under your organizational workspace. Passwords are hashed on our backend; outbound links (portals, certificates) use unguessable tokens with optional expiry—treat portal links like credentials.

I have a bug or idea—who do I contact?

Signed-in customers can send feedback from the Dashboard (opens after sign-in), or mail support@trade-guard.pro with screenshots and timezone you'll be available if we need detail.

For legal terms see our Terms, and Privacy Policy for how we handle personal data.