TradeSchool Apprenticeship Software
TradeSchool 2 ships with over 100 new features!

New General Features

  • FileMaker 12 & Windows 8 Compatible - TradeSchool 2 is compatible with FileMaker 12, which is certified for Windows 8. If you're upgrading your Windows Operating system, or purchasing a new computer you will want to install FileMaker 12 and TradeSchool version 2.
  • Document Management System (DMS) - Drag-n-drop Word, Excel, PDF, pictures or moves... Store any file type in a User, Application, Apprentice or Contractor record.
  • Archive any User, Application, Apprentice, Class or Contractor - Simply check a box to archive without removing them from the system. Simply uncheck to to bring them back.
  • iPad compatibility - Run the full TradeSchool solution on your iPad, connecting remotely over WiFi or Cellular signal. Changes made on the iPad instantly post to the server at your school, changes at the school instantly show up on your iPad.
  • Custom Formula fields - allows you to create dynamic calculations in your TradeSchool Custom Reports
  • New integrated Credit Card processor (stripe.com) - no gateway or merchant accounts required: Visa, MC, Amex, Discover
  • Better Proper name casing - now adds exceptions for Mc, Oh, etc..., secondary last names contain uppercasing (ex: McEachern)
  • New Email Correspondence - uses new Batch Email system through new TradeSchool Messaging Cloud service based on Amazon Web Services
  • Smarter window resize - stores your preferred window size on close, new windows retain your preferred sizing.
  • Better window Zoom preference storage - TradeSchool now adjusts new windows and dialogs to your preferred zoom level
  • Better session management - username on the home screen reflects the current logged in user
  • Faster login - smarter storage of session values means quicker logins from remote locations
  • Updated Quick Find - quick finds now omits Archived AND default found sets show unarchived on first open
  • New color coding for Find mode - find mode now shows bright yellow background in header fields to notify user they are searching
  • New name change restriction - name changes can only be done in the user module by clicking on the new "Change Name" button to prevents mistakes
  • Archive button color coding - Archive status can now be set to 3 values (empty, 0, 1), and each value is color coded
  • New color schema and theming - interface has been updated to use FileMaker 12 theme features
  • Custom Report "View" button to left - Custom reports tab now shows the "View" button to the very left next to report name
  • Merge field is placed at cursor - when you click on a merge field in the Correspondence framework the field is inserted at cursor point


New User Module Features

  • New Documents tab - shows all documents grouped by Module (with a filter pull down at the top)
  • New PO System - your staff can create Purchase Orders and email for approval, Training Director can respond from iPhone or mobile device
  • New Expense System - your staff can record expenses, office accounting can print expense reports by category or employee
  • Merge user utility - utility menu now contains a Merge User option to merge user record data
  • Optimize when switching User records from one to next - now loads records faster without loading employee data
  • Fixed status and conditional formatting - History lists now shows proper formatting denoting current Application, Apprentice and Student record
  • New Outreach Log - staff can record, schedule and report on outreach activities


New Application Module Features

  • New Schedules database - create unlimited schedules. Track orientations, tests, or any other types of schedules
  • Batch Create Schedules - a new schedule can be added to the found set of applicants
  • Batch create Aptitude Tests - you can now create aptitude test records for every applicant in found set as a batch (one lick)
  • Ability to create/edit Aptitude Tests in Aptitude Test History - manually add aptitude test in test history list
  • Aptitude test list view with mass replace option - open test records in list view, find, sort and update all records in found set
  • "View" and "Edit" button in Aptitude Test History - opens the Aptitude Test record in new window for editing in Aptitude Test list view
  • Special Aptitude Test fields - (custom score and comment) for JATC's that use their own aptitude test
  • Allow for multiple aptitude test per application - you can now have more than one Aptitude Test per application
  • New "Expired Flag" - enter a formula in settings, new Expired Flag is automatically calculated for easy searching for active Applications
  • Customizable header fields - new Header settings allow you to specify unique header fields based on Field values or custom formulas
  • Add new "Auto Rank" calculation field - Auto Rank field is based on new customizable formula field in application settings
  • Add Archive check box - applications can now be "Archived" just like Apprentices without remove them from database
  • Process Number and Process View button have been deprecated they have been moved from header area to new Details tab
  • Process Number and Program are no longer connected - the Program Name can now be specified independent of process just like in the Apprentice module
  • Added "Location" field and moved to header - program name and location are in header just like in apprentice module
  • Change default main tab to "General->Overview" - now a sub tab near the bottom contains Application Info as well as Personal Info and Emergency info
  • Move "Completion Date" from header - put Complete Date into General->Overview in the "Application Info" tab object near the bottom.
  • Removed headers fields (replaced with calculated headers) - Application Number, Date, Interview Score, Completion Date, etc.. are all optional based on settings
  • Add editable County field in address area - (same as County field in Users) with change trigger to update address change log
  • Duplicate Application - menu item which duplicates application and related information
  • Allow for multiple aptitude test per application - you can now have more than one Aptitude Test per application
  • Applicant photo field - there is now a place for editing (placing) User Photo in Applications (like in Apprentices)
  • Add document management system - now drag and drop any file to your applicants document history


New Apprentice Module Features

  • Change Next Advance data field - Next Advance field is now a calculation field resulting in evaluation of new formula field in settings
  • Added Current Grade calculation field - added Current Grade calculation field to Advancement tab resulting in evaluation of new formula field in settings
  • Added Total Class Hours calculation field - added Total Class Hours calculation field to Advancement tab resulting in evaluation of new formula field in settings
  • Added Eligible for Advancement field - Eligible for Advancement calculation field to Advancement tab results to evaluation of new custom formula in settings
  • Added new Penalty Table - added new Penalty Table to Advancement tab for listing of Penalties, Date, Date Applied, and Penalty number
  • Added "Penalties Unapplied" field - added new calculation field "Penalties Unapplied" to advancement tab
  • Updated archive button - updated archive button to change it to be 3 options (empty,0,1), color coordinated with a tool tip explaining
  • Archived Status field removed - just select checkbox to toggle 'Empty', then '1', then '0', then 'Empty' again
  • Batch change rotation fields - you can now batch change the check boxes "Watch for Rotation" and "Needs Rotation"
  • Add editable County field in address area - (same as County field in Users) with change trigger to update address change log
  • Internal check during Program change - if you change an Apprentices program it will check if both programs have same hour categories and stop if they don't
  • Add document management system - now drag and drop any file to your apprentices document history
  • Expanded the Employment->Evaluations for more categories and comments - evaluations can have 20 categories and a "Type" (ex: Probation,Quarterly)
  • New "Total" field in Job Evaluations - you can view evaluations Totals along with Averages
  • Added more fields to header - there are more fields in the header that can be customized
  • Work Reports (Time Cards) penalize by category - you can now explicitly penalize time by category rather than penalizing just the total hours
  • Row total in Work Report editing screen - you can now see the category totals at end of row when editing Work Reports
  • Modify Advancement tab - now shows tabs on the right (1) Advancements / (2) Hour Penalties / and NEW (3) Class History
  • Modify Advancement tab - shows new fields "Holds", "Gen. Penalties", "Current Grade", "Eligible for Advancement", "Current Grade" and "Total Class Hours"
  • Added total class hours field - added total class hours which evaluations new custom formula in settings module


New Training Module Features

  • Modify Test Averages not to include EMPTY test scores - any Test score that is empty no longer counts as part of their respective averages (is not a zero)
  • Modify Grade Averages not to include EMPTY test scores - any Grade score that is empty no longer counts as part of their respective averages (is not a zero)
  • Faster Add Students feature - added students has increased speed up to 40%
  • Expanded class days up to 120 - each class can now track attendance for up to 120 days
  • Create interface for importing students - you can now import students from another class (include grades, attendance, test scores) and does not delete old record
  • Create interface for importing test scores - only one test at a time (have a rename test name button at top of test name column)
  • Create interface for importing grades - only one grade at a time (have a rename grade name button at top of grade name column)
  • New Student Hours Total fields - totals hours by quarter (on the attendance tabs) and a grand total for all class hours
  • New Class Hours Total field - shows total hours scheduled based on sum of all dates
  • New Hours Required: a field in Classes which denotes the number of hours they must attend in order to pass the class


New Sales Module Features

  • Unlocked Quick Find - you can now search transactions from using the Quick Find API
  • Brand new Credit Card processing - new Credit Card processing allows deployment and activation within the software


New Contractor Module Features

  • Apprentice request database - track request for apprentices including type, when, number and fulfillment count - tied into Apprentice Assignments
  • Email notification check boxes for contacts - select which contacts receive automatic email notification when posting advancements and assignments


New Web Services Features

  • Redesigned and written from ground up - new look and field makes it easier for members to use because all tabs, screens are easily recognizable and printed
  • Single sign on - apprentices, applicants, journeyman (all members) sign into same service, TradeSchool smartly shows only applicable information
  • New account messages - new login and new account messages can be posted in formatted text or HTML
  • New apprentice office notes - office messages can now be posted as formatted text or HTML
  • New password recovery uses email - members can now change password and recover password using email address
  • New account ID based on email - emails are required and are now base id for accounts - great for acquiring member emails
  • New account options - disable new accounts, require new account confirmation, form builder for adding fields to new accounts
  • New online applications - create different steps, CC charging, form builder for unlimited forms and steps, set time limit
  • New apprentice registration - apprentices can now register by entering in required code
  • New code only class registration - specify a unique code in TradeSchool to enable a "private" registration only for classes
  • New cached class list for quicker class displays - new interface reads from file until database is updated, then it creates a new file
  • Add links and custom HTML - Many of the edit boxes for items such as Office Message, Return Policy and Training Assignment Policy, can now contain custom HTML for creative messages that include links, tables and other HTML entities... all edited from within your TradeSchool Software