TradeTek Share Question & Answer
- Can TradeTek users share data files between computers?
- Yes. All TradeTek files can be easily exported / imported and are interchangeable between
Windows and macOS.
Click here for more details: job-import-export.mp4
See TradeTek User's Guide – Job Button Group: TradeTek-User-Guide.pdf
- How can jobs be managed in the cloud with TradeTek Shared?
- From the Main computer, click the TradeTek Shared button from the Preferences dialog.
To establish a new TradeTek Shared account, enter the Serial Number and set the TradeTek Shared checkbox.
From the Jobs panel, Upload, Download or Delete jobs from Local computer storage to the cloud.
Use the From Cloud button for a selected job to update the job files stored on the Local hard drive from the cloud.
Use the To Cloud button for a selected job to update the cloud with job files in the cloud from the Local hard drive.
- How can TradeTek Shared license be used with a new Main computer?
- When disconnecting TradeTek Shared license from the Main computer, the cloud account with online preference and job data is cleared.
This process details how to decommission an old Main computer and retain your data when moving TradeTek to a new Main computer.
1. Make sure the new Main computer is NOT connected to any TradeTek Shared account.
2. Make sure the old Main computer and Second computer is NOT running TradeTek.
3. Release TradeTek on the old Main computer. The associated Shared account was NOT deleted.
4. Start TradeTek on the new Main computer and present the Preferences dialog.
5. Click the TradeTek Shared button and enter the TradeTek Shared Serial Number.
6. Click the Connect Account button, then close the TradeTek Shared Setup dialog.
7. Open the TradeTek Shared Setup dialog again from the new Main computer and all jobs should now be visible.
- How can preferences and jobs be synchronized between Main and Second computer using TradeTek Shared?
- 1. Setup TradeTek Shared from Preferences dialog of Main computer and install and activate TradeTek Shared on Second computer.
2. Click the Shared button at the top right of TradeTek window from Main or Second computer to present the TradeTek Shared Portal.
3. In Preference section, click From Cloud button to refresh the local computer with modified preference files from the cloud.
4. In Preference section, click To Cloud button to refresh the cloud with modified preference files from the local computer.
5. In Job section, click From Cloud button to refresh the local computer with modified files in the open job from the cloud.
6. In Job section, click To Cloud button to refresh the cloud with modified job files in open job from the local computer.
- How can I share exported files and bundles from TradeTek to other users?
- Preferences, Jobs, Lists, Assembly Groups, Reports, Bundles and other items can be exported as a single file.
Each exported item has an import command that loads it back into TradeTek on any Mac or Windows computer.
An exported file can generally be loaded by double-clicking on that file which launches TradeTek and imports it.
Files can be shared between computers with File Share on Help panel, using TradeTek Cloud, with a USB drive or email.
Sending files by email can be problematic. Email systems cannot handle big files and the OS may flag file as dangerous.
If you email exported file to someone on Mac, instruct them to open it using the Import button after starting TradeTek.
When directly double-clicking a file sent as an email attachment, the OS may treat it as dangerous and crash TradeTek.
- How can I share files with other TradeTek users or someone who does not have TradeTek.
- TradeTek 1.3 adds a File Share button on the Help panel.
Share any exported file from TradeTek including a Job, List, Assembly Group, Report, etc.
Share common files that are not unique to TradeTek including a PDF, Excel, CSV or Image.
The File Share dialog presents a URL that allows anyone to download the file with a web browser.
A TradeTek user can download the file by pressing Shift, clicking File Share and entering a Token.
The Show Uploads button on the File Share dialog shows the URL or description of files you uploaded.
- How can an Admin user setup Bundles, Plugins and Features then manage access by Standard users?
- On launch, TradeTek starts in Standard user mode, but allows a user to log in as Admin.
Review the features of Admin Protection from the Preferences dialog to control access for Standard users.
The Admin user imports and activates required Bundles and Plugins.
The Admin user customizes TradeTek (Lists, Assembly Groups, Reports, Global Properties) then exports Preferences.
Each Standard user installs TradeTek, imports Preferences and activates the Bundles and Plugins they use.
- How can Floor and Elevation plans be captured for a remodel job on an existing building for takeoff in TradeTek?
- Use InnoDraw laser device and software to generate plans to a PDF on the job site.
Generate a job in TradeTek with the PDF files from InnoDraw.
Perform takeoff, assign material and labor items and pricing, then generate reports.
Learn more: InnoDraw-TradeTek.pdf
- How to create and restore dated backup in the cloud with TradeTek Shared?
- 1. From the main computer, click the TradeTek Share button in Preferences to present the TradeTek Shared Setup dialog.
2. Click Backup to generate a dated backup for all preferences on the Main computer.
3. Click Restore to replace preferences on the Main computer with the dated backup in the cloud.