Trade Packages

What this is

A trade package represents a distinct piece of work let to a subcontractor within a project — for example Groundworks, Brickwork, or M&E. Each trade package has its own reference, documents, commercial records, and programme, separate from (but connected to) the project's main contract.

Who can use it

Any authenticated user with access to the project — including the Client role, not just Admin/Super Admin — can create and manage trade packages.

Where to find it

Trade packages are created and opened from within a project, typically from the Contracts or Commercial area.

How trade packages connect to everything else

flowchart LR
    A[Project contract] --> B[Trade package created]
    B --> C[Subcontract uploaded and analysed]
    C --> D[Subcontract confirmed]
    D --> E[Trade package commercial records]
    D --> F[Trade package programme]
    B --> G[Trade package documents and delivery records]

In this section

• Creating a Trade Package
• Subcontract Onboarding
• Trade Package Workspace

Related modules

• Contracts
• Commercial — payment applications can be raised against a trade package independently of the main contract.
• AI: Subcontract Analysis

Common mistakes to avoid

• Creating a custom trade package with a name so similar to a standard package that its auto-generated reference code collides — SureSign will append a suffix (for example -01) to keep references unique, but a clearer, more distinct name avoids confusion later.