Getting Around the OurTradie Desktop

After logging in you’ll see the Dashboard, which contains:

• Invoice totals

• Jobs that have been given to you

• Status of your current & submitted quotes

• Status of your current, schedules & completed work orders

At the top of the Dashboard page there are several tabs that take you to all the main parts of the platform.

• Dashboard

• Quotes

• Work Orders

• Invoices

• Alocate

• All

• '+' 'Search' and 'Settings Cog'

These tabs and buttons will be your main navigators around the platform and will take you everywhere you need to go.

If you scroll down, you'll see other graphs and progress charts showing your quote and work order percentages. These are helpful to show an overview of how your month is going.

NEXT Understanding Offers and Quotes

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