Help Center
Everything you need to run your trade business on TradeField. Pick a guide below or browse by category.
Getting started
Account & access
Create a TradeField account
Sign up with email and password, then complete onboarding to set up your company or solo profile.
Sign in to TradeField
Log in with your email and password. TradeField routes you to the dashboard or technician portal based on your role.
Reset your password
Use the forgot-password flow to receive a reset code by email and set a new password.
Accept a team invite
Join a company via the email invite link. Sign in or create an account first, then accept.
Concepts
Owners & admins
Dashboard overview
Understand stat cards for team members, certificates, active jobs, and pending bookings.
Manage bookings
Create, confirm, and cancel bookings. See how bookings connect to jobs and the calendar.
Manage jobs
Track field work, assign technicians, and open job details for tasks and notes.
Set up your public booking page
Share your booking URL with customers so they can schedule online without an account.
Invite and manage technicians
Add team members by email invite or join code. Configure bookable status and schedules.
Use the calendar
View bookings and jobs across day, week, and month views. Navigate dates and spot scheduling conflicts.
Manage services
Create service offerings with duration and pricing. Control what customers can book online.