Getting started
Sign in, find your way around and set up the basics for your first week.
- 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.
- Company profile and business hoursSet your company name, main phone, time zone, sales tax, invoice terms and the working hours that drive scheduling and online booking.
- Switch the look: ServiceTitan, Housecall Pro, Jobber or FieldEdge stylePick a menu layout and record names that match the app your team is used to, for yourself or as the company default.
- Search and keyboard shortcutsPartly availableFind customers, jobs and price book items fast, and move around the dispatch board from the keyboard.
- Practice safely: sample data, sandbox companies and the practice companyExplore TradesWork or train new people on made-up or imported data without touching your real company.