Help
How to use TradeMate, step by step. New here? Start with a job from enquiry to paid: it shows the whole thing in one go.
Start here
Start your free trialSign up, set up your login, and tell TradeMate about your business.A job from enquiry to paidOne job, start to finish: every step, on every screen.Set up your businessYour details, rates, how your quotes look, and your first week.Signing in and your loginThe 6-digit code, forgotten passwords, a new phone, and Face ID.
Every day
Today and Business HealthForeman's briefing, your decisions, and the health score.Ask ForemanAsk about your cash, jobs and quotes, by voice or typing.EnquiriesText a customer a link to tell you about the job and pick a time.QuotesSay the job, check the draft, send it, and follow it up.Booking jobs and the scheduleWho's on what, how full you are, the weather, and running late.The job cardTime, materials, photos, variations and sign-off, on the phone.Invoices and getting paidFrom a finished job to money in the bank, and chasing late payers.Cashflow and billsWhat's safe to spend, where your cash is heading, and paying bills.CustomersEveryone you've worked for, and who gets what at each one.AnalyticsWhat finished work earned, and which jobs ran over.
Your way of working
AutomationsWhen something happens, TradeMate does the steps you set.Job steps and checklistsWhat each kind of job goes through, for every trade, and changing it.Your team and rolesAdd people, and choose what each can see and do.Xero, ServiceM8 and your filesConnect your books, your job software and somewhere for your files.Your plan and billingThe free trial, what it costs, and cancelling.Questions and fixesWhen something isn't doing what you expect.