Getting Started with TradesCloud

1. Create a Quote

Add materials, labour and pricing for your job. Use the 🔍 Find Price button to quickly check supplier costs.

Create Quote

2. Send the Quote

Send your quote directly to your customer. They can view and accept it online.

View Quotes

3. Convert to Job

Once accepted, convert your quote into a job. All details carry over automatically.

View Jobs

4. Manage the Job

Assign staff, schedule work, and track progress all in one place.

Open Calendar

5. Track Expenses

Upload receipts and track your spending to understand your real job costs.

Add Expense

6. Get Paid

Send invoices and tell your customers your preferred payment methods.

View Invoices
💡 Tip: Use the Find Price 🔍 feature inside quotes to quickly check material costs from your preferred suppliers.
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