Help
Tradrbox Help
Getting started
Set up your business
Your details, logo, VAT and bank details, on every quote and invoice.
Invite your team
A login for each person. Your plan sets how many.
Bring your data in
Customers, prices and open balances from a spreadsheet, Tradify or ServiceM8.
Take card payments
Connect Stripe and customers pay invoices and deposits by card.
Your plan and billing
See your plan, change it, download VAT invoices or cancel.
Everyday work
Add a customer and a site
One customer can have many sites, each with its own address.
Open a job and book a visit
A job holds the work. A visit puts someone on the schedule.
Send a quote
Priced lines, optional extras and a page where your customer accepts.
Send an invoice
Emailed in your business’s name, with its PDF.