Getting started

Welcome to TradeForm. This guide gets your business set up and shows you where things live.

Set up your business

When you first sign up, onboarding walks you through creating your business. Your business is your workspace: every estimate, project, and document belongs to it, and it stays separate from any other business you work with.

You can be part of more than one business with a single login. Use the account menu in the top right to switch between them. Switching keeps each business's data completely separate.

Invite your team

Go to Settings, then Team, to invite the people who work with you. Each person gets a role that controls what they can see and change:

• Owner and Admin can manage settings, billing, and the whole team.
• Staff work across estimates, projects, and safety.
• Subcontractors and Clients get a limited portal that shows only what you share with them.

Invites go out by email. The person sets their own password when they accept, so you never handle their credentials.

Find your way around

The left sidebar is your main map. It groups the platform into estimating, projects, safety, and your business settings. The top bar holds search, notifications, and your account menu.

Ask BuilderBot

BuilderBot is the built-in assistant. Open it from the button in the corner of any screen and ask a plain-language question about your data or how to do something. It answers from your real project data and will tell you when it does not know rather than guess.

Next steps

• Build your first estimate. See Estimating and quotes.
• Start a project and track claims. See Running a project.
• Set up a SWMS before work starts on site. See Safety and SWMS.