TradeBook — Tradesperson Scheduling

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Total Businesses

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Active

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Total Bookings

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Total Users

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MRR

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ARR

Recent Businesses

Name	Plan	Status	Created

All Businesses

Manage businesses, plans and access

Name	Admin Email	Plan	Tradespeople	Status	Actions

All Users

Business	Name	Email	Role	Status

Platform Revenue

Lookup Values

Manage the dropdown options used across TradeBook

Category	Value	Label	Order	Status	Actions

Today's Jobs

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Pending

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Awaiting confirmation

Delayed

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Active delays

Revenue

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— paid jobs

Today's Jobs

⚡ Quick Schedule

💰 Revenue Today

All

Pending

Confirmed

Delayed

Completed

Tradespeople

Manage team and invite new members

Name	Email	Trade	Status	Actions

Job Types

Manage job types per tradesperson

Select a tradesperson above to view and manage their job types.

User Management

Name	Email	Role	Status	Actions

Pending Invites

Email	Trade	Status	Actions

Jobs by Tradesperson

Revenue by Tradesperson

Job Payments

Current Subscription

Plan—

Status—

Billing—

Next Billing Date—

Amount—

Certificate Templates

Upload HTML templates; link to job types; generate personalised PDFs for customers

Name	File	Uploaded	Actions

Communication Log

All outbound messages. Choose how customers are notified.

Date	Type	Recipient	Subject	Status

Upcoming

Today

Completed

Paid Jobs

My Job Types

My Working Days

Toggle your available days. Changes reflect immediately for scheduling.

Start Time

End Time

Service Area (postcodes)

Short Bio

My Job Types

Customer

Phone

Address

Job Type

Tradesperson

Scheduled

Duration

Description

Payment

Customer Code

Certificates

Attachments

+ Add File

Select category, then choose a file to upload (max 20 MB)

Customer Contact Preferences

Channel	Marketing	Updates	Invoices

Messages

Communications Sent

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