Help
Short guides for every part of Trade Sure.
Daily work
- Dashboards
One dashboard with Overview, Operations, Finance and Compliance sections you can fold, hide and reorder.
- Schedule and diary
Book visits and move them about.
- Requests
Enquiries from customers, before they are quotes.
- Quotes
Price the work and send it for approval.
- Jobs
The work you have won, from booking to done.
- Action required
Finished jobs that still need something from you.
- Messages
Texts, WhatsApp and customer page messages in one place.
- Map and routes
See your work and your engineers on a map.
- Engineer app
The phone app for the field.
Customers and money
- Invoices
Bill the customer and chase what is owed.
- Payments
Take card and Direct Debit payments.
- Clients and properties
Who you work for and where.
- Care plans
Monthly plans paid by Direct Debit.
- Online booking and chatbot
Let customers book from your website.
- Marketing
Review requests, referrals and email campaigns.
Work and stock
- Products and services
Your price list and packages.
- Parts and purchase orders
Order parts, track them and receive them.
- Certificates
Gas, electrical and other safety records.
- Forms
Booking forms, request forms and job checklists.
- Reports
Sales, costs and overdue work.
People
- Team, time and pay
Your people, time off, timesheets and pay runs.
Settings and setup
- Settings and your account
Company details, modules and your own login.
- Message templates
The words in every message your customers get.
- Automations
Messages that send themselves.
- Your plan and billing
Trial, plan, card and invoices from Trade Sure.
- Privacy and data
Export, retention, consent and deleting data.
Connections
- Accounting sync
Send invoices and payments to Xero or QuickBooks.
- WhatsApp
Connect your WhatsApp Business number.
- Text messages (SMS)
Send and receive texts with your customers.