Sole Trader — Help Centre Index

This index lists every Help Centre article for the Sole Trader role, in the order you typically use them. Sole Trader is single-operator mode in MyApprentice — you do every step alone, from setup to invoicing.

If you are still deciding what Sole Trader can do, start with the Sole Trader — Role overview.

Get set up

1. Set up MFA (if you have not already) — Turn on multi-factor authentication.
2. Set up OAuth sign-in — Use Google, Microsoft, or Apple to sign in.
3. Set up your business — Walk through Business Settings end to end.
4. Configure business settings — Site tab toggles and default to-do templates.
5. Set payment methods and terms — Sales tab payment terms and methods.
6. Upload your quote and invoice logo — Brand the PDFs you send.
7. Set quote validity and reminder defaults — Validity period, reminders, and reply routing.
8. Manage your subscription — Plan, billing, AI usage panel.

Take work in via the public enquiry form

9. Set up the public enquiry form — Turn the form on and share the URL.
10. Review and action an enquiry — Triage new enquiries.
11. Convert an enquiry to a quote — Turn an accepted enquiry into a quote.

Run the dashboard

12. Review your Needs Your Attention items — Daily action list and Quick Actions / Custom Tiles.

Manage clients

13. Add a client — Add a new client record.
14. Review and edit a client — Find a client and update details.
15. Message a client — Use Messages for quote/job conversations.

Quote work

16. Create and send a quote — Build and send a quote.
17. Edit a quote — Update a quote with status-based rules, including expired.
18. Record quote acceptance — Portal / email / manual acceptance.

Manage jobs

19. Create a job once the quote is accepted — Convert accepted quote.
20. Create a job manually — For work that did not start from a quote.
21. Mark a job complete — Finalise a job ready for invoicing.

Schedule and do the work

22. Schedule your own shift (optional) — Put work into the calendar if you want a schedule view.
23. Do the work and record it — Clock in/out, ticking Shift To-Do’s, notes, and photos.

Invoice and get paid

24. Create and send the invoice — Raise and send the invoice.
25. Mark an invoice as paid — Record payment received.
26. Push an invoice to Xero — Single push or Send all to Xero.

Xero

27. Connect Xero (optional) — Link to your Xero organisation.

Materials and suppliers

28. Create and manage materials — Build the materials library and adjust stock.
29. Upload a supplier invoice — Capture supplier invoices and apply to inventory.

Document History

30. Restore a deleted record — Bring back something deleted in error (and view Document History).

Manage your account

31. Manage your own profile — Update your name, contact details, password.

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