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Team Management Day-to-Day

Tradie — Help Centre Index

Who can do this?

  • On the Tools · Tradies

This index lists every Help Centre article written for the Tradie role, in the order a Tradie typically uses them through a working day. Use it as your map for starting the day, doing the work on site, and finishing up.

If you are still deciding what Tradie can and cannot do, start with the Tradie — Role overview.

Start the day

  1. Set up MFA — Turn on multi-factor authentication.
  2. Check today’s shift at the start of the day — See what is booked for you today.
  3. Review shift details before attending site — Pre-arrival review: client, location, Job To-Do’s, Shift To-Do’s, internal notes.

On site

  1. Clock in and out — Record your time against the shift.
  2. Complete the Shift To-Do checklist — Tick visit-specific tasks as you go.
  3. Add shift notes — Capture progress notes and flag issues via an internal note.
  4. Upload photos and evidence — Save photos against the shift.
  5. Mark the shift complete — Finish your part of the shift.

When work could not be completed

  1. What to do when your work could not be completed — Parts missing, return visit needed, blocked on site.

Finish up

  1. Submit your timesheet — Submit your week ready for approval.
  2. Create a manual timesheet entry — Add time you forgot to clock in for, or correct an entry.

Manage your account

  1. Manage your own profile — Update your name, phone, address, or password.

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See this in other guide types

Quick StartInvite a Team MemberQuick StartChange a User's RoleQuick StartDelete or Restore a UserQuick StartAccept Your Invitation and Join the Business