Setting up your business in TradeFlow365

A few minutes teaching TradeFlow365 how your business works, none of it required, all of it optional to skip.

Why bother with this?

The first time you sign in, TradeFlow365 offers to spend a couple of minutes learning about your business: what you do, where you work, and how many teams you run. It uses this to write better quotations and get your Services and Team pages ready to use, so you're not starting from a blank screen.

Nothing about this is required. You can create your first customer or job immediately without touching any of it, skip any individual step, and come back later.

What's in first-run setup

One short screen, in three parts:

About your business: the trade(s) you work in, roughly where you work, and a short overview — used to tailor AI suggestions and quotations.
How many teams do you run? leave it at 0 if you work alone or send out individual workers job-by-job. See how Teams work for what this creates.
Your services: the broad categories of work you quote for, each with its own colour. AI can suggest a starting list once your trade is set.

Save and you land on a short checklist for anything you skipped: Business details, Services, inviting workers or setting up teams, and the AI Assistant. Each is independently dismissible and links straight to the real Settings page — it's not a one-time wizard, it stays there for whenever you'd like to fill in more.

Letting AI draft the first pass

On the business step, you can paste your website address instead of typing everything by hand. TradeFlow365 reads the page and drafts your trade, operating area, and a short business overview. You review and edit everything before anything saves. If your website doesn't mention an area you work in, it's left blank rather than guessed.

The same applies on the services step. Once a trade is set, one tap suggests a starting list of services for it. Nothing is created automatically; each suggestion is only added if you tap it, and you can still add your own.

If a section doesn't apply to you

Working solo and never planning to invite anyone? Every incomplete item on the checklist has a “Not applicable” option. Use it and that item is marked done without needing real data behind it. It won't keep prompting you about something that will never apply to your business.

Where things end up

First-run setup doesn't create a separate copy of anything. It fills in the same settings you'd otherwise type into Settings by hand. A business overview drafted here is the same field shown in Settings → AI Assistant; a service added here is the same list shown in Settings → Services; a team created here is the same list shown in Settings → Team. There's one place each setting lives, whichever way you get there.

Any of this can be changed at any time from Settings. Questions: hello@tradeflow365.com.