Help Centre
Guides for getting the most out of TradeFlow365. Can't find what you need? Email us.
How Company Knowledge and Favourite Quotations work, what to add, and how to keep customer details out of what you save.
What Business Setup covers, why none of it is required, and how to let AI draft the first pass from your website.
Creating teams, optional default members, booking a team before you know who's doing the job, and why changing a team's usual members never rewrites old bookings.
Add TradeFlow365 to your Home Screen on iPhone or Android so it opens like a real app â no browser tabs, no address bar.
The idea behind Schedule: a booking is something you pick up, carry to the diary, and place, from Customer Workspace, from the diary itself, or by search.
How Book Job and Book Survey hand a job to the Schedule, and how to confirm a time and worker once it's there.
Tap a booking to pick it up: its original slot stays reserved until the new one is confirmed, so nothing is ever double-booked mid-move.
When to use each view, what worker lanes are for, and why Day is where all the booking and moving actually happens.
Block holiday, sick leave, training or appointments against a worker's diary so the office never books over it by accident.
Set up your TradeFlow lead email, forward it enquiries from your website and receptionist, and let AI add genuine leads to your board for you.
Be asked to confirm, get a few seconds to undo, or send straight away â how each works for quotes and invoices, and how to choose.