TradePilot Help

Learning Roadmap

A structured path to mastering TradePilot — from your first job to advanced platform administration.

For:
All Staff
Field Engineers
Office Staff
Business Owners
1
Level 1

Getting Started

Everything you need to hit the ground running with TradePilot. Learn the core workflow from job creation to completion.

View Level →
1
What is TradePilot?
all
5 min
2
Understanding the Job Workflow
all
5 min
3
Creating Your First Job
office staff owner
7 min
4
Assigning Jobs to Engineers
office staff owner
6 min
5
Creating Invoices
office staff owner
8 min
2
Level 2

Field Staff

Master the mobile app workflow. Everything a field engineer needs to manage their day, update jobs, and capture evidence on-site.

View Level →
1
The Mobile App Overview
field staff
5 min
2
Updating Job Status On-Site
field staff
7 min
3
Adding Notes and Photos
field staff
6 min
4
Collecting Customer Signatures
field staff
5 min
5
Using Job Checklists
field staff
6 min
3
Level 3

Office Staff

Run the office like a pro. Master scheduling, dispatch, customer management, quotes, and invoicing.

View Level →
1
The Dispatch Board
office staff
8 min
2
Managing Customers
office staff owner
7 min
3
Creating and Sending Quotes
office staff owner
8 min
4
Managing Invoices
office staff owner
7 min
5
Communication Tools
office staff
6 min
4
Level 4

Business Optimisation

Take your business to the next level. Leverage recurring jobs, templates, automation, and reporting to run a more efficient operation.

View Level →
1
Setting Up Recurring Jobs
owner office staff
8 min
2
Job and Message Templates
owner office staff
7 min
3
Automation Rules
owner
9 min
4
Reporting and Analytics
owner
8 min
5
Maintenance Agreements
owner office staff
8 min
5
Level 5

Advanced

Deep-dive into permissions, multi-tenant features, and integrations. For administrators and power users.

View Level →
1
Roles and Permissions
owner
8 min
2
Multi-Location Setup
owner
8 min
3
Accounting Integrations
owner
7 min
4
Data Import and Export
owner
8 min
5
API and Webhooks
owner
10 min
6
Level 6

Customer Portal

A dedicated guide for your customers. Show them how to log in, track jobs, approve quotes, pay invoices, and contact support — all without calling the office.

View Level →
1
What is the Customer Portal?
office staff owner
5 min
2
How Customers Log In
office staff owner
5 min
3
Tracking Jobs in the Portal
office staff owner
5 min
4
Viewing and Approving Quotes
office staff owner
6 min
5
Paying Invoices Online
office staff owner
7 min
6
Raising Support Requests
office staff owner
5 min
7
Certificates and Documents
office staff owner
5 min