How to use Tradescraft

register your business, confirm your email and reach the first-time setup checklist.

get into your Tradescraft account.

go from a brand-new account to running your first job and getting paid - and learn the order to do things in.

learn the main parts of the screen so you can get anywhere in a couple of taps.

change the screen theme and check that your choice is saved.

find a job or worker on the map, check travel details and open the day's work.

find every customer and supplier, and the places you work.

add a new customer so you can quote, schedule and invoice them.

see and run everything about one customer from a single screen - their addresses, billing, history, people, portal access and sites.

update a customer's details after they're added.

put a commercial customer's brand mark on their contact page.

email a customer a statement of account - every open invoice and the total they owe - in one go.

permanently remove a contact you no longer deal with.

add a work address so you can book jobs there and see it on the map.

view and manage one work site - its location, on-site contact, access notes and the requirements to attend it.

see every job and its status, and open any one of them.

book a new piece of work against a customer's site, filling in every detail Tradescraft uses to schedule, cost and run it.

manage a job from start to finish: book the team, record progress, track time and materials, and create the invoice.

change a job's details after it's been created, without losing any work already logged against it.

clock your hours and record the parts you used, so the job's cost and your timesheet are right.

see one job's whole paper trail in a single place - the enquiry, the quotes, the job itself and the invoices - and where the money's up to.

see who's booked and who's free, and book work in.

send a worker (or a subbie, machine or vehicle) to a job - and see how Tradescraft stops the wrong person going.

see every quote and where it's up to.

price up a job line by line and get it ready to send.

review a quote, send it to the customer, and turn an accepted quote into work or a bill.

change a quote's lines, pricing or details before (or after) it's sent.

add a travel / call-out line to a quote or invoice, priced from the real driving distance at your set rate.

see what you've billed and what's still owed.

bill a customer line by line and set the payment terms.

send an invoice, take payment (online or manually), record deposits, and keep the balance dead accurate.

fix an invoice's lines, dates or details before it's settled.

nudge a customer who hasn't paid - with the pay link right there in the email.

see every credit note you've raised, and start a new one.

credit a customer - reduce what they owe (or record money you refunded) with a proper document.

send a credit note to the customer, and manage it once it's issued.

see new leads coming in and turn them into work.

capture a new lead the moment it comes in, so it doesn't get lost - then move it forward to a quote or a job.

keep on top of the call-backs and check-ins you've promised.

see the ratings and reviews customers have left.

see your stock, what it's worth and what's running low.

add a part or material so you can buy it, stock it, and put it on quotes, jobs and invoices.

see one part's stock, history and prices, and edit it.

set up the places you keep stock (warehouse, vans, sites).

record parts moving from one van, warehouse or site to another and check both stock counts.

book in a delivery so your stock-on-hand goes up - and your costs stay right.

count what's actually on the shelf and correct the system to match - with a record of the adjustment.

see the bills from your suppliers for the stock you've bought.

record that you've paid a supplier's bill - in full or part - so what you owe them stays right.

take damaged, lost or wasted stock off your on-hand count - with a wastage entry in the item's movement history.

see the businesses you buy from.

add a merchant you buy from, so you can raise purchase orders and receive stock against them.

see what you've ordered from suppliers.

order parts from a supplier, send the order as a PDF, and receive the stock against it when it lands.

book in the stock from a purchase order when it lands - so your counts and costs update and the supplier bill can be drafted.

close off an order you're not going ahead with.

see how the business is tracking, and pull the numbers your accountant needs.

see the value of work you've done but not yet billed.

investigate recorded activity and changes in your business.

see the safe-work paperwork for your jobs.

write the safe-work method statement for a job, then have the crew sign on to it before they start.

build reusable safe-work templates so you're not starting from scratch each time.

move a safety plan through its life - switch a draft on when it's ready, send it back to draft when the job changes, and archive it when the work's done.

log that a worker has signed on to a JSA - by hand - when they didn't clock on through the app.

make workers complete a safety check - tick the steps, take a photo, add a note, sign - before they can clock on to a job, and review the evidence they submit.

keep a reusable list of hazards and their controls.

add a hazard and its standard controls to your reusable library, so it's one tap to drop onto any JSA.

keep the record of injuries, near misses and dangerous occurrences.

record an injury, near miss or dangerous occurrence - and what you did about it.

see your staff and manage who's on the tools.

invite a staff member and set what they can do.

capture a worker's pay rate, address, bank, super and tax file number - the details payroll needs - on their staff record.

clear a teammate's two-factor when they've lost their authenticator, so they can set it up fresh.

choose what a role can see and do, then assign it to the people who need that access.

track your team's licences and tickets, and keep them current.

add a licence or ticket to your catalogue, then record which worker holds it and when it expires.

manage the subbies you bring on for jobs.

keep track of your fleet.

add a van, ute or truck to your fleet so you can dispatch it and keep its rego and safety dates from lapsing.

keep a register of the equipment you look after - a customer's AC units, pumps and plant, or your own gear - and see what's due for a service.

register a piece of equipment and set its service dates so you get reminded before a service or warranty is due.

find logged hours for a worker, job or pay period and see which entries still need attention.

sign off your team's logged hours before they go to payroll.

choose the hours for a pay period, download a file and check it before adding it to your payroll system.

handle the things that need a yes/no before they go ahead.

track money spent on the business and on jobs.

record a cost, tag it to the job, and keep the receipt with it.

set up a repeating service so Tradescraft creates each job when it is due, then check and assign that work.

bill a customer the same thing on a schedule - Tradescraft raises each invoice for you.

manage workshop machines (for manufacturing-mode businesses).

add a workshop machine you schedule work onto and factor into lead times.

work out a realistic ready-by date to quote, the way a shop estimates a job.

attach a part's CAD model, view it in 3D, read its exact size, and check it fits the machine before you cut.

find any setting, check your business details and open the right guide before making a change.

set your business name, business number, logo, trade, time zone and head office - the details that appear on your quotes and invoices and put your business on the map.

check your Tradescraft subscription, update your payment card or cancel a renewal.

set the tax, payment terms, travel charges and bank details used on new quotes and invoices.

choose which big-ticket actions need a manager's sign-off before they go ahead, and who can give it.

set how time is grouped and approved, and which payroll format you export.

connect Tradescraft to card payments, Xero or your calendar.

connect Stripe, let a customer pay an invoice by card, and check that the payment was recorded.

connect your Xero account, choose where invoices and payments go, and check that information appears in both apps.

build and publish a polished, branded website for your business, and optionally list yourself in the public tradie directory.

invite a customer, choose which of their records they can see, and manage site restrictions and access.

check whether text messaging is available and, where enabled, manage the add-on and sending limits.

choose which alerts *you* get and how - in your in-app bell, by email, and as push notifications on this device.

add your own subcategories under the four built-in job categories, so you can label and report on work the way your business does.

build reusable step lists for routine jobs that your crew tick off on the tools.

choose the layout, colour, logo and payment details shown on your quotes, invoices and reports.

change your sign-in details, add an extra security check and review devices using your account.

download a copy of business records, remove your own access, or permanently close a business account.

see where your account is signed in, and sign out a device you don't recognise.

make two-factor sign-in mandatory for everyone in your business.

bundle the parts and labour you always use together into a "kit" you can drop onto a quote or invoice in one tap.

manage your own details and how you sign in.

get the jobs booked to you to show up automatically in Apple Calendar, Google Calendar or Outlook.

set a new password for signing in.

request a reset email and choose a new password when you cannot remember the old one.

move your sign-in to a new email address, safely.

add a second step to your sign-in so a stolen password isn't enough to get in.

get back into your account when you've lost your authenticator or phone.

keep on top of what needs your attention.

follow a help guide or contact the right team with enough detail to get help.