Getting Started
Set up TradePlanr, add your business details and create your first job — up and running in an afternoon.
3 tutorials found
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 set up your business profile
Add your business name, logo, contact details and payment terms so every quote and invoice looks the part.
Step-by-step guide — video coming soonHow to add your first job
Create a job, attach a customer and set a date — the two-minute habit the rest of TradePlanr is built on.
Step-by-step guide — video coming soonKeep exploring
Jobs & 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 tutorialsInvoicing & Payments
Create professional invoices on site, take card payments and chase late payers without the awkward phone calls.
3 tutorialsReady to spend less time managing your business?
Start organising your jobs, customers and invoices with TradePlanr.