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.

Notifications

A running feed of anything relevant to you, so you don't need to go looking for it.

Where to find them

The bell icon sits at the bottom of the sidebar, next to the Knowledge Base book icon. A small dot appears on it whenever you have unread notifications. Click it to open the full Notifications page.

What triggers a notification

You'll get one whenever:

  • You're assigned to a job
  • A job's status changes
  • A note is added to one of your jobs
  • A job's schedule changes
  • A customer sends a new message through the customer portal
  • One of your referrals qualifies you for a free month (owners only)

Managing your notifications

Unread notifications stand out with a highlighted background and a dot marker. Click one to mark it as read and jump straight to whatever it's about, or click "Delete" on an individual notification to remove it. "Mark all as read" clears every dot in one go, and "Delete all read" clears out anything you've already read without touching notifications you haven't seen yet.