Welcome to OurTradie - your online tool for managing jobs, invoices, work orders, communications, and hopefully winning new work!
OurTradie is a platform where property managers can send you jobs and you can manage them from quote through to invoice.
Here are some tips to know up front:
All jobs MUST go through OurTradie
All jobs that are sent through OurTradie must be invoiced through OurTradie. This is because of accounting and legal reasons for the agency.
Each agency using OurTradie will have a different job fee - this should be highlighted at the top of each job and outlined at the start by the agency.
If you have problems using OurTradie please search for how-to articles HERE first.
Then reach out to the property manager who sent you the job.
And if you still can't work it out, you can contact our tech team here.
Ok, let's get started!
1. The Welcome Email
The agency who referred you (or signed you up to OurTradie) will send you a welcome email with your login details if you are new.
If you already have an account with OurTradie (maybe a previous agency had saved your details into the system) you'll receive a welcome email confirming that you already have an account.
Can't find the email? Try searching your spam and junk folders for 'OurTradie' or 'OurProperty'.
Still can't find your email? Or want it resent? Contact the property manager who referred you and they will resend it to you.
2. Logging In
After you've received your welcome email you will need to sign in.
3. The Dashboard
Once logged in, you will see the Dashboard (or Home Page). It contains an overview of your invoices, quotes, and current work statuses.
4. Setting Up your Company and Profile Details
Next, you will need to setup both your company details, and profile settings.
5. Setting up Payment Details
To be able to submit invoices you MUST have your payment account and card details entered correctly. There are two payment details you need to supply: an account to have your invoices paid into, and a card to debit your fees from.
6. Understanding Requests
There are two types of requests a property manager or agency will send you:
A quote request - asking you to send a quote for a job first.
A job offer - a go-ahead to start a job without a quote.
7. Quote Requests
When you receive a quote request you will need to either use the supplied videos/photos from the tenant (if they took any) to write up a quote, or schedule an on-site quote with the tenant and/or property manager.
8. Job Offers
You'll receive a job offer if the job doesn't require a quote, or if the property manager has accepted your quote already.
Once a job is complete you will need to submit your invoice via OurTradie.
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!
The How-to Articles located HERE are full of helpful instructions and troubleshooting guides to help you understand the OurTradie platform better. Just search an article or have a flick through - you never know what you will learn next.