crm-tradesman

Getting Started with Tradesman CRM

An overview of the tradesman features in Relentify CRM.

How to Create a Job

Create a job record to track work from enquiry to completion.

Scheduling Jobs

Schedule jobs and assign them to workers.

Tracking Materials and Costs

Record materials used on a job and track costs.

Before, During, and After Photos

Capture photos at each stage of a job for documentation.

Job Costing

Compare quoted vs actual costs to measure job profitability.

Using the Job Calendar

View and manage all scheduled jobs on a calendar.

Completing a Job and Invoicing

Mark a job as complete and generate an invoice.