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Knowledge Base

Tradentrix's knowledge base walks you through everything from signing up your account to running your day-to-day work from the dashboard, covering jobs, customers, calendar, invoicing and more.

Dashboard guides

Need help using the dashboard?

Signing up Settings Jobs Customers Calendar Reports Estimates Invoices Documents Team Customer Portal Notifications

Useful information

Other questions about the service?

How billing works Can't add a team member Email already in use Didn't finish signing up Forgotten your password? Cancelling or downgrading Payment failed or card declined Removing a team member Why can't I see a feature? Customer didn't get their email

Didn't finish signing up

If you started creating a Tradentrix account but didn't make it all the way through, here's how to pick back up.

Your registration link expired

The link you're emailed to set your password is only valid for 24 hours after you start registering. If you come back to it after that, you'll see a message explaining it's expired, with a suggestion to try "Forgot password" instead, or register again if that doesn't work.

You didn't finish paying

If you got as far as choosing a plan but didn't complete payment, your account exists but hasn't been fully set up. Use "Forgot password" on the login page with the same email you registered with, that'll get you a working password and into your account. If your subscription still isn't active once you're in and something feels off, get in touch and we'll get it sorted.