Just like the OurProperty platform is a one-stop-shop for property managers, the OurTradie platform is an all-in-one tool for tradies to manage their business.
In this article we'll go through the top features your tradies need to know in order to start using OurTradie and sending you invoices through the system.
A checklist to get started
When onboarding your tradies don't forget to do the following:
Tell them invoices will not be paid outside of the system
They won't be able to invoice for a job unless it was processed through OurTradie
They can't submit an invoice unless their payment details are up to date
Notify them of the OurTraide fee your office will charge them
Remind them that learning new software is always a challenge, but once you get started it will become a lot easier
Show them the Help Page we have packed with how-to articles and troubleshooting guides
Ok, let's get started!
1. Adding Tradies in OurProperty
First you'll have to add your tradies into OurProperty and send them a welcome email. This is easy and can be done from the Admin Page in OurProperty.
The welcome email contains their login details, so make sure you don't skip this step!
2. Logging In
After your tradie has been sent their Welcome Email - containing their username and password, they'll need to log in.
3. The Dashboard
Once logged in, tradies will see their Dashboard (or Home Page). It contains an overview of their invoices, quotes, and current work statuses.
4. Setting Up Their Company and Profile Details
Tradies will need to setup both their company details, and profile settings first.
5. Setting up Payment Details
For tradies to be able to submit invoices they MUST have their payment account and card details entered correctly. There are two payment details they need to supply: an account to have heir invoices paid into, and a card to debit their tradie fees from.
6. Understanding the Requests
The first thing your tradies will need to learn is how to review and accept a job request or quote request that you have sent them.
There are two types of requests you can send a tradie:
A quote request - asks them to send you a quote first for a job.
A job offer - gives them the go ahead to start a job, if they want the job.
7. Quote Requests
After tradies have received a quote request they will need to either use the supplied videos/photos from the tenant (if they took any) to write up a quote, or they will need to schedule an on-site quote with the tenant and/or you.
8. Job Offers
Job offers will be sent to tradies if the job doesn't require a quote, or if you accepted their quote and you want them to start work.
Once a job is complete and you and the tenant has approved the job, the tradie will be notified to send you an invoice.
10. Finishing Up
There are many other features in OurTradie, such as integrating with other accounting softwares, creating quotes with selectable options and extras, printing job sheets, and even adding team members!
This Knowledge Base is full of articles to help you and your tradies understand the OurTradie platform better. Just search an article or have a flick through - you never know what you will learn next.