Help centre
Plain-English help for every part of TradieFiles. Pick a topic, or search for what you need.
Getting started
Jobs
- JobsCreate jobs, move them through each stage and find everything about a job on its job card.
- Notes, photos and moreAdd notes, checklists, materials, photos, files, time and tasks to a job, and see its history.
- Access, sharing and reportsChoose who in your team sees a job, share it with people outside your business, and send the customer a job report.
- Working offlineSave jobs to your phone so you can see them and tick things off with no signal.
Customers and enquiries
Money
- Price listSave the things you charge for, so quotes and invoices take seconds.
- QuotesPrice a job, send it to the customer, and let them accept it online and pay a deposit.
- InvoicesBill the customer, get paid by bank transfer or card, and keep track of who owes you.
- ReportsSee money in, invoices, quotes and GST for any date range, and download spreadsheets for your accountant.
Planning
- DashboardSee today's jobs, your tasks and new enquiries the moment you open TradieFiles.
- CalendarSee the month's jobs and tasks at a glance and open any of them.
- TasksSee everything to do across all your jobs, and tick things off.
- TimesheetsSee the hours you've worked, add time by hand and download timesheets for payroll.
- NotificationsFind out straight away when an enquiry comes in, a quote is answered or a customer pays.
Settings
- Business detailsSet what prints on your quotes and invoices, your bank details, GST and reminders.
- IntegrationsConnect Xero, MYOB, QuickBooks and Google Calendar so you don't type things twice.
- Card paymentsLet customers pay your invoices by card, Apple Pay or Google Pay through Stripe.
- Plan and billingChoose your plan, start or end your free trial, add a card and see what you've used.
- Checklist templatesSave the checklists you use again and again, ready to add to any job.
- Texts and remindersText customers a reminder before their booking, and keep track of your monthly text allowance.
Your account
More help
- The phone appUse TradieFiles on site with the Android app, or add the website to your iPhone's Home Screen.
- Search and shortcutsFind any page, job, customer, quote, invoice or help topic from one search box.
- Troubleshooting and FAQQuick fixes for common problems, and answers to the questions people ask most.