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.
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Removing a team member
"Remove" on a team member's profile is permanent. Here's exactly what happens to them and their records.
It can't be undone
There's no restore or undo once you confirm "Remove". Their account is deleted outright, not just deactivated, so there's nothing to reverse afterwards. Only Admins and the owner see this option, and it's not available on the owner's own profile.
What happens to their work
Jobs they were assigned to become unassigned straight away, ready to be picked up by someone else. On any job or invoice they created, the "created by" record is cleared rather than showing their name, so it won't attribute that history to them any more. Any absences you'd logged for them are removed along with their account.
None of your jobs, customers, estimates or invoices are deleted, only the link back to that specific person.
Their spot and their email
Removing someone frees up their spot in your plan's user limit immediately. Their email is also freed up straight away, so you can invite them back (or invite someone else using that same address) right away if needed. A re-invite starts completely fresh though, it doesn't restore their old profile, rates or history.