TradePlanr Academy
Learn how to run your trade business smarter.
Practical guides and tutorials to help you organise jobs, manage customers, send invoices and grow your business — one short lesson at a time.
Start with these
Getting started with TradePlanr
A tour of the app and everything you need to set up on day one — account, business details and your first job.
Step-by-step guide — video coming soonHow to create and send an invoice
Turn a finished job into a professional invoice and send it before you leave the drive.
Step-by-step guide — video coming soonHow to schedule jobs in the diary
Organise your working week in the jobs diary — drag jobs into place and see your whole week at a glance.
Step-by-step guide — video coming soonHow to set up SMS appointment reminders
Send automatic text reminders before every booking and cut the no-shows that cost you a morning.
Step-by-step guide — video coming soonHow to issue a CP12 gas safety record
Complete a landlord gas safety record on your phone and send it to the landlord before you've packed up.
Step-by-step guide — video coming soonHow to review your business performance
Check the month in minutes — income, jobs completed, what's outstanding and where the work came from.
Step-by-step guide — video coming soonBrowse by topic
18 tutorials across 7 topics
Getting Started
Set up TradePlanr, add your business details and create your first job — up and running in an afternoon.
3 tutorialsInvoicing & Payments
Create professional invoices on site, take card payments and chase late payers without the awkward phone calls.
3 tutorialsJobs & Scheduling
Plan your working week in the diary, share jobs with your team and keep every job's details in one place.
3 tutorialsCustomer Management
Keep every customer's details, jobs and paperwork together, so you always know the history before you knock.
2 tutorialsSMS Reminders & Automation
Cut no-shows and chase payments automatically with SMS appointment and payment reminders.
2 tutorialsCertificates & Documents
Issue gas safety records, EICRs and other certificates from your phone, and get documents signed digitally.
3 tutorialsBusiness Management
Track expenses, photograph receipts and see how the month went — income, jobs and what's owed.
2 tutorialsReady to spend less time managing your business?
Start organising your jobs, customers and invoices with TradePlanr.