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Step-by-step guides for every part of TradesWork. Search by task, or by the name you knew in ServiceTitan.
Getting started
- Welcome to TradesWorkWhat TradesWork is, how the office app and the TradesWork Field app fit together, and how to sign in.
- Find your way around TradesWorkA tour of the office app: the top bar, the left menu, where settings live and how to make the layout feel familiar.
- Your first-day setup checklistWork through the Get set up checklist on your dashboard so your company can book, invoice and get paid on day one.
- Roles and permissions explainedWhat each of the nine TradesWork roles (Owner, Admin, Dispatcher, Customer service, Technician, Sales rep, Sales manager, Accounting, Viewer) can see and do.
- Use the help center and get supportSearch help articles, find help for the page you're on, tell us if an article helped, and reach support when you're stuck.
- Invite your teamInvite office staff and technicians by email, resend or revoke invites, change roles and deactivate people who leave.
Browse by topic
- Getting started10 articlesSign in, find your way around and set up the basics for your first week.
- Calls & booking7 articlesAnswer calls, book jobs, online booking and call follow-ups.
- Schedule9 articlesArrival windows, capacity, technician hours and time off.
- Dispatch9 articlesThe dispatch board: assign, reassign and track technicians through the day.
- Customers & jobs11 articlesCustomers, locations, jobs, appointments, job types and business units.
- Estimates & proposals7 articlesBuild options, present proposals and get them signed.
- Invoices & payments10 articlesInvoices, taking payments, refunds, financing and collections.
- Accounting6 articlesBatches, exports and syncing with your accounting system.
- Purchasing & inventory8 articlesPurchase orders, vendors, warehouses and truck stock.
- Warranty & compliance7 articlesEquipment warranties, refrigerant tracking, permits and compliance alerts.
- Follow-up & memberships8 articlesMemberships, recurring service, unsold estimates and customer follow-up.
- Pricebook9 articlesServices, materials, equipment, pricing rules and kits.
- Marketing & reviews6 articlesCampaigns, lead sources, referrals and review requests.
- Reports & dashboard7 articlesThe owner dashboard, KPIs, reports and saved views.
- Tasks, AI & automations29 articlesTasks, AI suggestions and approvals, and automations.
- TradesWork Field (mobile)33 articlesThe technician app: jobs, forms, photos, estimates and payments in the field.
- Fleet6 articlesVehicle tracking, ETAs and telematics connections.
- Settings & connections17 articlesCompany settings, users and roles, phones, email and integrations.
- Switching from ServiceTitan8 articlesMove your data over and map what you know to where it lives in TradesWork.
- Account & billing5 articlesYour TradesWork plan, seats, invoices and cancelling.
Coming from ServiceTitan
Find a feature by where it lived in ServiceTitan.
Accounting9
| In ServiceTitan | In TradesWork |
|---|---|
| Accounting | Your Bookkeeper agent (Bea) |
| Accounting › A/R / Reports › Aging | A/R, aging and collections |
| Accounting › Accounting periods | Close and reopen accounting months |
| Accounting › Accounts Payable › Bills | Match and approve supplier bills with the bills agent |
| Accounting › Adjustment invoices | Correct an invoice with the job ledger |
| Accounting › AR Management | Collections call list |
| Accounting › Bills | Forward supplier bills into TradesWork |
| Accounting › Invoice review / Batches | Review invoices before they post |
| Accounting › Recurring billing / Collections | Recurring billing, card retries, overdue reminders and finance charges |
Calls8
| In ServiceTitan | In TradesWork |
|---|---|
| Calls › Book Job | Call and lead details: urgency and Book job pre-fill |
| Calls › Bookings | Work the Bookings & Leads inbox |
| Calls › Calls | Use the call log and the incoming-call screen pop |
| Calls › Calls (call booking screen) | Book a job from an incoming call |
| Calls › Calls, Bookings & Leads | Your CSR agent (Cora) |
| Calls › Chat | Chat: text customers and leads from one inbox |
| Calls › Chat | Inbox AI drawer: summaries, draft replies and rewrites |
| Calls › Second Chance Leads | Grade calls with Call Scorecards |
Contact Center Pro (AI agents)1
| In ServiceTitan | In TradesWork |
|---|---|
| Contact Center Pro (AI agents) | Set up the AI receptionist and text agent |
Customer experience1
| In ServiceTitan | In TradesWork |
|---|---|
| Customer experience › Technician tracking / Mobile estimates and invoices | One Link: the customer's page for a job |
Customer Portal1
| In ServiceTitan | In TradesWork |
|---|---|
| Customer Portal | Customer portal: sign-in, what customers see, and their requests |
Customers7
| In ServiceTitan | In TradesWork |
|---|---|
| Customers › Commercial / Contacts / Tax exemption | Commercial accounts: contacts, PO numbers, not-to-exceed and tax exemption |
| Customers › Credit hold | Credit holds |
| Customers › Customer page | Add, find and review a customer |
| Customers › Locations | Service locations, access notes and tags |
| Customers › Locations › Equipment | Equipment records and data-plate scanning |
| Customers › Memberships › Add membership | Sell a membership from the office or the field |
| Customers › Payment methods on file | Save a card on file |
Dashboard (home) and Reports1
| In ServiceTitan | In TradesWork |
|---|---|
| Dashboard (home) and Reports › Dashboards | Dashboards: the picker, role dashboards, cards and charts |
Dispatch14
| In ServiceTitan | In TradesWork |
|---|---|
| Dispatch › Crew Scheduling | Crews and multi-day jobs |
| Dispatch › Dispatch Board | Dispatch board basics |
| Dispatch › Dispatch Board | Assign and move appointments |
| Dispatch › Dispatch Board | Your Dispatcher agent (Dex) |
| Dispatch › Dispatch Board | Weather heads-up for outdoor jobs |
| Dispatch › Dispatch Board | Check board and Tighten route on the Dispatch Board |
| Dispatch › Dispatch Board › Hold | Put an appointment on hold and resume it |
| Dispatch › Dispatch Board (Alerts tray) | Dispatch alerts and conflict warnings |
| Dispatch › Dispatch Board (Appointment Move Up) | Move-up list: offer earlier times to waiting customers |
| Dispatch › Dispatch Pro | AI Dispatcher: plan the day and re-plan |
| Dispatch › Map | See where every truck is on the live map |
| Dispatch › Map (GPS arrival from Fleet Pro) | Arrivals and geofences: GPS arrival at job sites |
| Dispatch › Map (GPS history from your GPS provider) | Replay a truck's day with route playback |
| Dispatch › Non-Job Appointments | Block time with non-job events |
Equipment1
| In ServiceTitan | In TradesWork |
|---|---|
| Equipment › Warranty registration | Warranty registrations, credit reconciliation and manufacturer rules |
Follow Up6
| In ServiceTitan | In TradesWork |
|---|---|
| Follow Up › Estimates | Work unsold estimates on the Follow Up board |
| Follow Up › Estimates, Memberships | Your Sales coordinator agent (Sage) |
| Follow Up › Memberships (renewals) and Accounting › Recurring Billing | Membership renewals, expirations and monthly billing |
| Follow Up › Recurring Service Events | Schedule recurring member and agreement visits |
| Follow Up › Recurring Services (Recurring Service Events) | Book member visits that are due, in bulk |
| Follow Up › Service Agreements | Service agreements for commercial customers: an overview |
Help Center (Knowledge Base) and Support1
| In ServiceTitan | In TradesWork |
|---|---|
| Help Center (Knowledge Base) and Support | Use the help center and get support |
Inventory8
| In ServiceTitan | In TradesWork |
|---|---|
| Inventory › Cycle counts | Count stock on trucks and in the warehouse |
| Inventory › Inventory / Adjustments | Stock levels, adjustments and the review queue |
| Inventory › Purchase Orders / Receipts | Purchase orders, the vendor link and receiving |
| Inventory › Replenishment | Replenishment from min/max |
| Inventory › Settings › Inventory locations / Trucks | Set up inventory: warehouses, trucks, min/max templates and barcodes |
| Inventory › Transfers | Transfers and truck restocks |
| Inventory › Vendors | Manage vendors |
| Inventory › Warranty / Equipment warranty | Warranty claims and defective part returns |
Job1
| In ServiceTitan | In TradesWork |
|---|---|
| Job › Estimates | Suggest options: good / better / best drafts from similar sold jobs |
Jobs8
| In ServiceTitan | In TradesWork |
|---|---|
| Jobs › Attachments / Photos | Job photos and the customer recap |
| Jobs › Estimates › Sell / Dismiss | Mark an option sold or dismissed, and do the work now or later |
| Jobs › Estimates / Mobile › Estimates | Build an estimate with good, better and best options |
| Jobs › Invoice | Create and send an invoice |
| Jobs › Invoice › Payments | Record cash, check and other payments |
| Jobs › Job page | Tour of the job page |
| Jobs › Job page › Notes / Pinned notes | Job notes and pinned notes |
| Jobs › Job status / Appointment status | Job and appointment statuses |
Marketing7
| In ServiceTitan | In TradesWork |
|---|---|
| Marketing | Your Marketing coordinator agent (Mara) |
| Marketing › Automated Campaigns | Automated campaigns: renewals, unsold estimates, win-backs and more |
| Marketing › Automated Campaigns | Build and test an automation, and read its runs |
| Marketing › Automated Campaigns | Describe it: draft an automation from a sentence |
| Marketing › Autopilot Campaigns | Start from the automation catalog |
| Marketing › Equipment replacement opportunities | Replacement candidates and the home passport |
| Marketing › Reputation › Review Generation | Ask for reviews after every job |
Marketing Pro2
| In ServiceTitan | In TradesWork |
|---|---|
| Marketing Pro | What's coming for marketing |
| Marketing Pro › Follow-up campaigns (estimate follow-up) | Set up automatic follow-up texts for unsold estimates |
Mobile16
Payments3
| In ServiceTitan | In TradesWork |
|---|---|
| Payments › Card payments / Mobile payments | Take card payments: pay link, card on file and Tap to Pay |
| Payments › Refunds | Refund a payment |
| Payments › Text to pay / Customer payment page | The customer's pay page: card, bank payments, tips and receipts |
Payroll4
| In ServiceTitan | In TradesWork |
|---|---|
| Payroll › Performance Pay / Payroll Adjustments | Performance pay: plans, spiffs, splits and approving pay |
| Payroll › Timesheets | Clock in and out and track time |
| Payroll › Timesheets | Approve timesheets and export payroll |
| Payroll › Timesheets / Payroll export (Technician Timesheet Export) | Export payroll to Gusto, ADP or QuickBooks Payroll |
Phone settings (call recording)1
| In ServiceTitan | In TradesWork |
|---|---|
| Phone settings (call recording) | Record calls with the right consent notice |
Pricebook15
Purchasing2
| In ServiceTitan | In TradesWork |
|---|---|
| Purchasing › Replenishment, Purchase Orders | Your Buyer agent (Byron) |
| Purchasing › Warranty & Compliance | Your Warranty admin agent (Wren) |
Refrigerant tracking2
| In ServiceTitan | In TradesWork |
|---|---|
| Refrigerant tracking | Log refrigerant and track cylinders (EPA 608) |
| Refrigerant tracking › Leak rate | Leak cases, repair deadlines and technician certifications |
Reports10
| In ServiceTitan | In TradesWork |
|---|---|
| Reports | Your Analyst agent (Ana) |
| Reports › Business Unit / Location reports | Branch reports: compare branches and brands |
| Reports › Capacity Reporting | Ask the business, watch metrics and forecast demand |
| Reports › Job costing / Jobs › Job costing | Job costing: margins, direct costs and costing settings |
| Reports › My Reports / Export | Save report views and export to CSV |
| Reports › Recurring Service Events | Book member visits by area (route density) |
| Reports › Refrigerant | Refrigerant compliance report and CSV export |
| Reports › Report Center | All Reports and the metric dictionary |
| Reports › Technician Scorecard / Technician Leaderboard | Technician scorecards, leaderboards and coaching |
| Reports › Technician Scorecards | Coaching: leagues, points, challenges and the shop TV |
Sales1
| In ServiceTitan | In TradesWork |
|---|---|
| Sales › Replacement proposals | Replacement proposals |
Schedule3
| In ServiceTitan | In TradesWork |
|---|---|
| Schedule › Jobs / Appointments | Find and open jobs in Jobs & Appointments |
| Schedule › Open Capacity | Capacity and arrival windows |
| Schedule › Technician Shifts | Set technician hours, schedules and time off |
Search1
| In ServiceTitan | In TradesWork |
|---|---|
| Search | ⌘K Ask TradesWork: jump to any page, ask about the business |
Service Agreements1
| In ServiceTitan | In TradesWork |
|---|---|
| Service Agreements | Service agreements for commercial customers |
ServiceTitan Mobile11
| In ServiceTitan | In TradesWork |
|---|---|
| ServiceTitan Mobile › Appointment (job details) | The appointment screen in the field app |
| ServiceTitan Mobile › Appointments (today's list) | Your jobs list: Today, other days and On hold |
| ServiceTitan Mobile › Attachments (photos) | Take, mark up and share job photos |
| ServiceTitan Mobile › Dispatch / Arrive / Done; Hold (hold reasons) | Appointment statuses and holds in the field app |
| ServiceTitan Mobile › Equipment (customer location equipment) | Scan a data plate and record equipment |
| ServiceTitan Mobile › Estimates (build, present, sign) | Build and present estimates in the field app |
| ServiceTitan Mobile › Forms; Settings › Forms | Forms, checklists and the guided job flow |
| ServiceTitan Mobile › Invoice › Collect payment | Invoice and take payment in the field app |
| ServiceTitan Mobile › Owner dashboard (Reports on mobile) | Owner view in the TradesWork app |
| ServiceTitan Mobile › Present Proposal (Findings tab and options) | Present mode: hand the iPad to the customer |
| ServiceTitan Mobile › Sign in; Settings › People › Technicians (mobile access) | Sign in to TradesWork Field |
ServiceTitan Mobile and Sales Pro (in-home sales, proposals, follow-up)1
| In ServiceTitan | In TradesWork |
|---|---|
| ServiceTitan Mobile and Sales Pro (in-home sales, proposals, follow-up) | Sales view in the TradesWork app |
ServiceTitan Mobile app (App Store / Google Play)1
| In ServiceTitan | In TradesWork |
|---|---|
| ServiceTitan Mobile app (App Store / Google Play) | Get the TradesWork Field app |
Settings30
| In ServiceTitan | In TradesWork |
|---|---|
| Settings › Business Units / Multi-location | Branches and brands |
| Settings › Communications | Customer texts, quiet hours and STOP opt-outs |
| Settings › Communications › Customer notifications (Technician on the way) | Send customers an On my way text with a live ETA |
| Settings › Communications (email settings) | Send email from your own domain |
| Settings › Dispatch › Zones | Work streams and zones |
| Settings › Estimates › Proposal templates (option order); no shot list equivalent | Sales presentation settings (option order, Most popular, shot lists) |
| Settings › Financing / Jobs › Financing applications | Offer financing and track applications |
| Settings › Integrations | The Connections hub: connect the apps TradesWork works with |
| Settings › Integrations › API Application Access | API keys, webhooks, OAuth apps and MCP |
| Settings › Integrations › Booking Providers & Lead Sources | Forward lead emails into TradesWork |
| Settings › Integrations › Booking Providers & Lead Sources | Connect lead sources: Angi, Thumbtack, Yelp, Home Depot, Google LSA, Facebook, your website and TradesForce |
| Settings › Integrations › Booking Providers & Lead Sources (Scheduling Pro) | Add online booking to your website, Google and Facebook |
| Settings › Integrations › Financing | Set up customer financing |
| Settings › Integrations › GPS | Set up fleet GPS: plug-in trackers or technicians' phones |
| Settings › Integrations › GPS providers | Set up vehicles, trackers and the flespi gateway |
| Settings › Integrations › Payment Processing (ServiceTitan Payments) | Set up card and bank payments with Stripe |
| Settings › Integrations › QuickBooks Online (Accounting › Batch/Export Transactions) | Connect QuickBooks Online |
| Settings › Integrations › QuickBooks Online / Accounting › Export | Connect QuickBooks Online and work the fix-it queue |
| Settings › Marketing › Campaigns; Marketing › Attributed Leads | Campaigns and lead source attribution |
| Settings › Memberships › Membership Types | Set up membership plans |
| Settings › Operations › Tag Types | Job tags on the dispatch board |
| Settings › Payments (ServiceTitan Payments) | Connect Stripe, get paid out, and open your Stripe dashboard |
| Settings › People › Employees (role) and the ServiceTitan Mobile app | Switching app views |
| Settings › People › Employees (roles and permissions) | Roles and permissions explained |
| Settings › People › Employees / Technicians | Invite your team |
| Settings › Phone Numbers (port-out) | Move your existing phone numbers to TradesWork |
| Settings › Phones › Phone Numbers | Get a business phone number and choose who answers |
| Settings › Phones (texting registration) | Register for business texting (A2P 10DLC) |
| Settings › Scheduling Pro (online booking) | Set up online booking and the website button |
| Settings › Your Account › Company Profile | Company profile and business hours |
Sign in1
| In ServiceTitan | In TradesWork |
|---|---|
| Sign in › ServiceTitan web app and ServiceTitan Mobile | Welcome to TradesWork |
Tasks2
| In ServiceTitan | In TradesWork |
|---|---|
| Tasks | Work your office tasks |
| Tasks | Your Office manager agent (Olive) |
Top bar search (global search)1
| In ServiceTitan | In TradesWork |
|---|---|
| Top bar search (global search) | Search and keyboard shortcuts |
Top navigation bar and Settings1
| In ServiceTitan | In TradesWork |
|---|---|
| Top navigation bar and Settings | Find your way around TradesWork |
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