RADIEFILES

Planning

Dashboard

See today's jobs, your tasks and new enquiries the moment you open TradieFiles.

The dashboard is the first page you see. It shows what's on today.

Click Dashboard in the main menu, or the TradieFiles logo, to come back to it.

Dashboard

New enquiries

Office staff, admins and the owner see new enquiries at the top. Click Call to ring the person from your phone. Click an enquiry to open it, or See all to see every enquiry.

See Enquiries.

New enquiries on the dashboard

Today's jobs

Today's jobs lists the jobs booked in for today, with their time and stage. Click a job to open its job card.

Workers only see the jobs they have access to.

"Today" uses the time zone in your profile. If the list looks a day out, check your time zone. See Your profile.

Today's tasks

Today's tasks lists the tasks given to you for today. Tick a task when it's done.

See Tasks.

Add a job

Office staff, admins and the owner can click the round + button at the bottom right to add a new job. See Create a job.