Help Centre
Everything you need to get the most out of TradeFlow. Can't find what you're looking for? Email us.
New to TradeFlow?
Start here. The 10-minute first-day guide gets your business set up and your first quote out the door.
Start the walkthroughGetting Started
Your first day with TradeFlow
A 10-minute walkthrough to get your business set up.
Setting up your business profile
ABN, GST rate, payment terms, logo: what goes where and why.
Inviting your team
Roles, permissions, and how to keep your crew in sync.
Find anything fast with cmd+K
The keyboard shortcut every TradeFlow power user knows.
Quotes & Invoices
Creating your first quote
Line items, tax, and how to use the AI quote generator.
Converting a quote to an invoice
One-click conversion when a client says yes.
Accepting online payments
Stripe Pay Now button setup and how clients pay you instantly.
Overdue invoice automation
How TradeFlow auto-marks overdue invoices daily.
Building your price book
Save common items so quoting takes seconds, not minutes.
Importing price book via CSV
Bulk import existing pricing from a spreadsheet.
Jobs & Scheduling
The job lifecycle: lead → completed
Status transitions and what happens at each stage.
Using the Kanban board
Drag-free status board with revenue per column.
Recurring maintenance jobs
Set up templates for jobs you do daily, weekly, monthly, or yearly.
Photo documentation on jobs
Before / during / after / issue photos with categories.
The live job map
Color-coded job markers on Google Maps with route planning.
Lead Generation
Public lead capture forms
Embed an enquiry form on your existing website. Auto-notifies you of leads.
Email-to-Lead: Gmail, Outlook, website setup
Auto-forward enquiry emails to TradeFlow. AI extracts name, phone, budget. Pro and Business plans.
Online booking pages
Let clients book themselves into your calendar with slot conflict detection.
Working the leads pipeline
New → contacted → qualified → won/lost workflow.
Team & Time Tracking
Team roles and permissions
Owner, admin, member: what each role can see and do.
Clock in/out with GPS
How field workers track hours from anywhere with location verification.
Approving timesheets
Review and approve your crew's submitted hours.
Restricting financial data
Hide pricing and invoices from non-financial roles.
Integrations
Connecting Xero
Sync clients to your accounting software with one click.
Two-way Google Calendar sync
Appointments and jobs appear on your Google Calendar.
SMS notifications via Twilio
Get instant texts when bookings or leads come in.
Email deliverability (Resend)
Verify your domain so quotes and invoices don't hit spam.
Client Portal
Reports & Insights
Account & Billing
Still stuck? Real humans answer support requests, usually within a few hours during Australian business hours.
info@tradeflowmanagement.com.au