Video Guides

Watch how Total Tradesmen works

Short walkthroughs for jobs, quotes, invoices and day-to-day admin. Prefer reading? Browse written Guides.

Getting Started

1:10

Creating Your First Customer

Add a customer record with contact details so every quote and job stays linked to the right person.
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0:49

Creating Your First Quote

Build a clear quote with labour, materials and totals, then send it to your customer.
Watch
0:38

Creating Your First Job

Turn an enquiry or accepted quote into a job you can schedule, update and complete.
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Jobs

0:38

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.
Watch
1:35

Scheduling Work

Put jobs on the calendar and assign the right engineer without double-booking.
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1:05

Updating Job Status

Move a job through the right statuses so everyone knows what is happening.
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1:15

Completing A Job

Close the job out properly so you can invoice and move on to the next booking.
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Quotes & Invoices

1:40

Creating Professional Quotes

Produce a professional quote that shows labour, materials and totals clearly.
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1:10

Sending Quotes To Customers

Send the quote to your customer and keep track of whether it has been viewed or accepted.
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1:30

Creating Invoices

Generate an invoice from completed work and keep payment details organised.
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1:05

Recording Payments

Mark invoices as paid and keep a clear record of what has come in.
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Business Management

1:20

Managing Customers

Find, update and organise customer records without digging through notebooks.
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1:15

Managing Suppliers

Keep supplier contacts and purchase context where the rest of the job already lives.
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1:20

Tracking Expenses

Log expenses so you can see the real cost of running the business.
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1:25

Using Reports

Check simple reports so you know what is busy, outstanding and paid.
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Put what you learn into practice on real jobs, quotes and invoices.

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