Team Member Guide
Here's how to manage your workday.
How Jobs Flow Through Tradesman
From a booking
From a request
Your Daily Flow
View your assigned jobs
Your dashboard shows today's jobs with addresses and scheduled times.
Clock in
Tap Clock In when you start your day, or clock in to a specific job. Your time is tracked automatically.
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.
Clock out
When you're done, clock out. Your hours are recorded for the business owner.
Tasks
Owners can assign you a Task for office work, follow-ups, job prep, or anything that does not need to be a full job. Assigned tasks show in your notifications and appear on your dashboard even when the Tasks section is hidden.
A task may stand alone or sit under a job. Open it to see the deadline, notes, optional line items, and update the status as you work.
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.