Help Center

A step-by-step checklist for new owners: services, team, availability, and your first test booking.

Sign up with email and password, then complete onboarding to set up your company or solo profile.

Log in with your email and password. TradeField routes you to the dashboard or technician portal based on your role.

Use the forgot-password flow to receive a reset code by email and set a new password.

Join a company via the email invite link. Sign in or create an account first, then accept.

Understand when a booking becomes a job, what each status means, and where to manage work in the dashboard.

Understand stat cards for team members, certificates, active jobs, and pending bookings.

Create, confirm, and cancel bookings. See how bookings connect to jobs and the calendar.

Track field work, assign technicians, and open job details for tasks and notes.

Share your booking URL with customers so they can schedule online without an account.

Add team members by email invite or join code. Configure bookable status and schedules.

View bookings and jobs across day, week, and month views. Navigate dates and spot scheduling conflicts.

Create service offerings with duration and pricing. Control what customers can book online.

Find your day at a glance: home stats, today's jobs, and how to move between Tasks, Jobs, and Calendar.

Check off assigned tasks, see which job they belong to, and keep work moving without calling the office.

Open assigned jobs, update status, complete tasks, and leave notes with photos from the field.

See bookings and jobs on your personal calendar so you know where to be and when.

Update contact details, manage trade certificates, and share your personal booking page when you're bookable.