Features

Securing Your Account with MFA

Multi-factor authentication (MFA) adds a second step to logging in, so that even if someone has your password they cannot access MyApprenti…

Setting Up Your MyApprentice Account

Your MyApprentice account is the front door to the whole platform. You create it once per business, verify your email, and set a password (…

Signing in with Google, Microsoft, or Apple

If you would rather not manage a separate MyApprentice password, you can register for a new account using your existing Google, Microsoft,…

Completing Your Business Profile

Your business profile holds the information that appears on every quote and invoice you send: business name, ABN, contact details, address,…

Configuring Business Settings

Business Settings is where you control how MyApprentice behaves for your business: branding, payment terms, quote validity, invoice reminde…

Reviewing Your Subscription and Billing

The Subscription tab in Business Settings shows your current plan, your active seat count, your next renewal date, your AI usage, and your…

Using AI in MyApprentice

MyApprentice uses AI to take some of the repetitive writing and data-entry work off your hands — drafting emails, reading supplier invoices…

Why Use the Public Enquiry Form, and Why MyApprentice Uses Stripe — Positioning Notes

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Capturing Leads with the Public Enquiry Form

The Public Enquiry Form is a branded, shareable web form unique to each MyApprentice business. Anyone with the link can submit an enquiry —…

Managing Your Client Library

The Client Library stores the contact details, address, and history of each of your customers. Every quote, job, and invoice you create lin…

Messaging Clients

Messages is the in-app way to have a threaded conversation with a client about a specific job or quote. The feature works alongside the Cli…

Reviewing and Actioning Enquiries

The Enquiries page in MyApprentice is where every public enquiry lands. From here you review the submitted details and photos, respond to t…

Using the Client Portal

The Client Portal is a secure, branded web page your clients access to view quotes, accept work, check job progress, view invoices, and mes…

Document History and Deleted Items

Document History is the platform-wide audit trail for everything that happens in MyApprentice — quotes sent, invoices created, jobs accepte…

Employee Attention Items — The Tradie and Apprentice Dashboard

This dashboard is intentionally not a business-health view. It does not show revenue, quote value, invoice value, ready-to-book work, or bu…

Personalising Your Dashboard (Customisation)

The Customisation page lets each user shape their own MyApprentice experience: which Quick Action tiles appear on the dashboard, any extern…

Using the Dashboard and Notifications

The dashboard is the first screen after login and gives you a real-time summary of your business. What you see is tailored to your role: fi…

"Ready to be Invoiced" — Following Up Completed Jobs Before Billing

This is the bridge between Job completion and Invoice sent. If your business uses the Invoice & complete path, an invoice draft is pre-fill…

Connecting and Using Xero

Connecting Xero lets you push MyApprentice invoices into your Xero accounting platform — individually or in bulk — and keeps invoice paymen…

Connecting Stripe for Online Payments

Stripe is the online card-payment provider MyApprentice integrates with. When Stripe is connected, your invoices can carry a payment link t…

Creating, Sending, and Tracking Invoices

An invoice is the billing document you send to a client to request payment for completed work. In MyApprentice, invoices can be created fro…

Creating and Managing Jobs

A job is the operational record for a piece of work. It holds the schedule, assigned team members, materials, internal notes, photos, linke…

Capturing Supplier Invoices

When you receive an invoice from a supplier, MyApprentice can capture it, extract the supplier and line items using AI, let you review and…

Managing Materials, Items, and Inventory

MyApprentice uses two connected pages for physical stock — Materials (your catalogue, where you add and edit materials and adjust stock) an…

Reviewing Stock — Low Stock and Stock Transactions

Doing the Work on Your Shift

When you are the worker on the ground, your assigned shift card on the dashboard is the place you live in for the day. It has everything yo…

Editing Your Assigned Shift Card — What You Can and Cannot Change

As an assigned worker on a shift, you cannot:

Getting Started as a Tradie or Apprentice

This guide is for new team members — Tradies and Apprentices — who have been invited to join a business on MyApprentice. It covers acceptin…

Uploading Photos on a Shift — Internal vs Shared with Client

Creating and Sending Quotes

A quote is a formal pricing proposal you send to a client before work begins. It captures the scope of work, line items, materials, labour,…

Recording Quote Acceptance and Converting to a Job

When a client accepts a quote, the next step is to record that acceptance and create the job that will deliver the work. MyApprentice keeps…

Allocating Workers (Dispatch)

In MyApprentice, you allocate work at the shift level — assigning one or more workers to a specific visit on a specific date and time. The…

Scheduling Work

The Schedule (also called the Schedule Board) is where you plan and manage every shift across the business. Workers in MyApprentice are ass…

Shift Assignment Notifications — When Workers Are Assigned or Unassigned

Managing Users, Roles, and Seats

The Users page is where the Business Owner sets up the team — inviting new members, assigning roles, updating user details, deactivating le…

Role-Based Permissions Reference

MyApprentice uses a role-based access model. Each user is given a role, and the role controls what they can see and do across the platform.…

Recording, Submitting, and Approving Timesheets

Timesheets in MyApprentice capture the hours you (or your team) worked each week. Time can be recorded by clocking in and out on shifts, by…