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Connecting & switching between tradies

One portal login can work with several tradies. If more than one business you deal with uses Tradescraft, they can all share your work with the same account - and you switch between them whenever you like, with exactly one open at a time.

Accept a connection request

When another tradie invites your existing account, a "You've been invited to connect" banner appears at the top of the portal.

The "You've been invited to connect" banner
The "You've been invited to connect" banner
  • Tap Accept to connect. Their jobs, quotes and invoices become available, and they join your list of tradies to switch between.
  • Tap Decline if you don't recognise them or don't want to connect. You'll be asked to confirm - declining removes the request.

Switch between tradies

Once you're connected to more than one, a workspace switcher sits in the portal header (top-right), showing the tradie you're currently viewing.

The workspace switcher open, listing your tradies
The workspace switcher open, listing your tradies
  • Tap it and pick a tradie to switch to - the portal reloads showing their jobs, quotes, invoices and sites. A tick marks the one you're on.
  • You only ever see one tradie at a time - switching swaps the whole view, it never mixes two tradies' work together.
  • A small red dot on the switcher means one of your other tradies has something new for you - switch over to take a look.

Good to know

  • It's the same sign-in (and the same two-factor code) for every tradie - you don't juggle separate logins. See Setting up two-factor sign-in.
  • Each tradie only ever sees their own work with you - switching tradies never shows one your dealings with another.

Screenshots use sample data from an Australian business. Labels and available actions can vary by country and role.

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