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How It Works

Team Member Guide

Here's how to manage your workday.

How Jobs Flow Through Tradesman

From a booking

Booking
Estimate(optional)
Job
Invoice

From a request

Service Request
Estimate(optional)
Job
Invoice

Your Daily Flow

1

View your assigned jobs

Your dashboard shows today's jobs with addresses and scheduled times.

2

Clock in

Tap Clock In when you start your day, or clock in to a specific job. Your time is tracked automatically.

3

Do the work

Tap into a job to see details, update the status to In Progress, and let the customer know you're on the way.

4

Clock out

When you're done, clock out. Your hours are recorded for the business owner.

Logging Expenses

If you buy materials or incur costs on a job, log them under Business Expenses. Add a description, amount, and snap a photo of the receipt. The business owner will see it attached to the job.

Photos

You can take photos from within a job — before, during, or after the work. These are visible to the business owner and can be shared with the customer.

Messages

Use messages to communicate with the business owner about a job. It keeps everything in one place and you'll get notified when there's a reply.