Find your way around TradesWork

Overview#

The office app has a dark top bar for things you reach all day (customers, jobs, booking) and a left menu grouped by department, in the same order as ServiceTitan. What you see depends on your role: if a menu item is missing, your role doesn't include it.

Before you start#

• Sign in to the office app (see Welcome to TradesWork).

• Changing the company-wide layout needs the owner or admin role. Anyone can change their own layout.

Steps#

1. Use the top bar:

   • Click Customers or Jobs & Appointments to open those lists.

   • Click Book job to start a new job.

   • The sparkle icon opens AI approvals: suggestions waiting for a person to approve. It shows a count when something is waiting.

   • The gear icon opens Settings (owners and admins).

   • Your name, company and role show on the right. The arrow icon signs you out.

2. Use the left menu. Click a group to open it:

   • Dashboard, Calls, Schedule, Dispatch, Accounting, Purchasing, Follow Up, Reports, Marketing, Pricebook and Tasks.

   • A number next to a group means something there needs attention, such as call follow-ups or tasks assigned to you.

3. Make the menu smaller or larger with Collapse menu and Expand menu at the bottom of the menu. On a phone, tap Open menu.

4. Change the layout to one you already know:

   1. Open Look and feel (the palette icon in the top bar, or Settings › Look and feel).

   2. Pick a layout. The ServiceTitan-style layout is the default.

   3. Your choice applies only to you. Owners and admins can also set the company default.

Settings that change this#

• Settings › Look and feel: your own layout and the company default.

• Roles and permissions decide which menu items each person sees.

Tips#

• The menu remembers which groups you opened and whether it's collapsed, on each computer.

• Every help article has an Open in TradesWork button that takes you to the page it describes.

Troubleshooting#

• A menu item a coworker has is missing for you → your role doesn't include it → ask your owner or admin.

• The gear icon is missing → only owners and admins manage settings → ask an admin to make the change.

FAQ#

Does changing the layout change my data or reports?

No. A layout changes the menu and some words only. Customers, jobs, reports and exports stay the same.

Coming from ServiceTitan#

• Same: the left menu follows ServiceTitan's order (Calls, Schedule, Dispatch, Accounting, Purchasing, Follow Up, Reports, Marketing, Pricebook, Tasks), and customers and jobs are in the top bar like ServiceTitan's global search.

• Different: you can switch to a layout that feels like another app you used before, per person.

• Where it lived: ServiceTitan's top navigation bar and the Settings gear.