Untick for lighter text everywhere. Saved on this device.
🔔 Notifications (job updates & reminders on this phone)
Checking…
📍 Live map location sharing (only while you’re clocked on)
Checking…
⚙️ Settings
My theme (only you — saved to your login)
Text weight
Untick for lighter text everywhere — the schedule, job cards, admin screens, the lot. Saved on this device.
🔔 Notifications (job updates & reminders on this device)
Checking…
📍 Live map location sharing (only while you’re clocked on)
Checking…
📱 Live view
View as
⛅
--°
Loading…
Employee
Loading…
👁 Live preview — clock & job buttons are view-only here.
📅 Scheduled Jobs
Loading schedule...
📤
Saving Job...
Saving job data to server
Battery & Solar Installation
Click here to start →
›
Battery ONLY Installation
Click here to start →
›
Solar ONLY Installation
Click here to start →
›
Job Details
Job Type
— Select Job Type —▾
Callout Type
Job notes
Employee(s)
Select or type name...
Assign as Team
Customer Ref/PO/JN
Address
Job Date
Job Time
Account Customer
Product
💼
Select a Customer above
Pricing varies by retailer — select one to load the variations list
Additional Notes
PHOTOS · FILES · NOTES
0 of 0 items completed
Employees & HR
Job Form Creator/Editor
⚠️ One-time setup needed: the schedule tables don't exist in Supabase yet. Open your Supabase project → SQL Editor, paste & run the setup script (TradiX_setup.sql), then refresh this page.
Create a job · 📁 auto-numbered on save
📍 Site Details
🛠️ Job Details
Job Form
Optional — pre-fill answers & tick 💲 prices the fieldworker sees
Job Type
— Select Job Type —▾
Job Type — for reference
Callout Type
Job notes
Employee(s)
Select or type name...
Assign as Team
SUPERVISOR
Customer Ref/PO/JN(file no. TX-… is auto-assigned)
Address
Job Date
Job Time — start · end (optional)
×jobs
Account Customer
Site Customer Name
Product
📦 Deduct from stock:
COST
$
Or tick 👁 $ on individual lines in the job form to show just those prices.
Additional Notes
Project Manager
Line items
When off, line items & pricing stay admin-only.
PHOTOS · FILES · NOTES
Loading...
to
Job statuses & colours
always show on job = the status pill stays on the job bubble once reached (good for Completed, Invoiced, Certs Sent). Leave it off for temporary stages that clear as the job moves on. Toggle it per status on the right.
Pick a job from the calendar to set its stage. Built-in stages can't be deleted.
Loading...
Staff management is Manager-only. You can view the team below, but adding, editing, removing staff and resetting PINs require a Manager.
Add Employee
📷
+
✕
Full Name *
Phone
Email
Address
Date of Birth
🧰 Team Role
What they do on the tools — drives the schedule filters and the role picker.
These are the roles everyone picks from — saved for the whole company, not just this person.
Icon
Role name
Contact Name
Contact Number
Relationship
Start Date
Payroll ID / Employee No.
Paid by
Base Pay Rate ($/hr)
Overtime Rate ($/hr)
📆 RDO Accrual
Paid Pay-Week Hours
Annual Days Remaining
Sick Days Remaining
🔑 Access Level
Admins & Managers can open the ⚙️ setup area. Admins can edit a team member's everyday details — name, role, phone, email, address, birthday, emergency contact and leave balance. Only Managers can add or remove staff, reset login PINs, and see or change pay, bank, super, TFN and access level.
Untick to lock their profile read-only — they can still view it, upload licences & set reminders, but phone, address & bank changes go through the office.
Confidential — visible only to Managers and the employee on their own profile.
BSB
Account number
Account name
Super fund
Super member no.
Tax File Number (TFN)
USI, year level and trade — what the apprenticeship paperwork asks for. Leave blank for anyone who is not an apprentice.
🔒 Secure info MANAGERS ONLY
PIN codes, factory / alarm codes, logins, etc. Visible only to Managers — hidden from field workers.
🧾 New starter → payroll MANAGERS ONLY
Builds one row from what this person already filled in. Contains their TFN and bank details — delete it once it's imported.
📥Pending onboarding
STEP 2 · ONBOARDING
📄 Company Policies & Contracts
Upload a policy or a contract, text it to your crew, and the signed copy lands in their employee folder. Do Step 1 first — until their starter form comes back there is no folder to file it in.
Loading…
👥 Employees
Loading...
Add Product
Category
Product Name *
These appear in the Add Job & checklist dropdowns
Loading…
Add Customer
Customer / Company Name *
Phone
Email
Address
ABN
Customer type
Invoice cc email — copied on every invoice
Terms (days)
Accounting name — only if the books call them something else
(0)
Loading…
Add Rate
Select customer
Rate type
Job Type
Product
Dedicated $
Local $
No Sparky $
Dwelling Wall $
Water Meter $
Price $
Unit
Price variants (optional)
Different prices for the same job — e.g. Dedicated circuit / Local circuit, Single storey / Double storey, Weekend rate. Variants named Dedicated / Local / No sparky keep powering the Heat Pump form's circuit picker.
1-phase circuit $
3-phase circuit $
Item label
Price $
Unit
Select a job type to set its price.
Admin only — shows on jobs & exports
Loading...
Job Search
Search by job type — All▾
📅
📅
Sort
0 jobs selected
Loading...
Turn this on with the ⚙️ Setup button above, and run TradiX_map_compliance.sql in Supabase once, then reload.
Shows only team members who are clocked in right now and sharing location. A phone reports its position while TradiX is open on the clock; it can't be tracked in the background once the app is closed.
To save company details, run TradiX_company_setup.sql in Supabase once, then reload.
Company Details
Company Name
ABN
Address
Phone
Email
Website
🏦 Company Bank Details (the account customers pay into)
BSB
Account number
Account name
Printed at the foot of quotes, invoices and purchase orders so customers know where to pay. Leave blank — or untick Bank details under 📄 Exports below — to keep them off.
Company Logo (shown in the app header & on exports)
🛡️ Insurance, Compliance & Licences
Upload insurance & compliance documents with an expiry date. TradiX reminds you 1 month, 1 week and the day before each one expires — in the 🔔 bell and the home Reminders card.
Loading…
➕ Add New Policy
Document name
Expiry date
Policy number (optional)
Enter a name & expiry date, then upload the file (PDF or image).
Licences & Registrations
Add the licences relevant to your trade — electrical (REC), plumbing, gas, building, HVAC, refrigeration, etc. These appear on your job PDFs and emails.
Your company name and logo appear in the app header. What prints on a document — job exports, quotes, purchase orders, forms — is whatever you tick under 📄 Exports on the Accounting & Exports tab.
📁 Job file numbers
Every job is issued an automatic file number. Change the letters in front and every job changes with it — past jobs included. Only the prefix is swapped; the number itself never moves, so nothing is renumbered and you can switch back any time.
Prefix
Next job will be
TX-0001
Quick pick — or type your own
Not on the list? Type anything — letters and numbers, up to 6, and the dash is added for you. Plenty of firms use their own initials. 🔍 Job Search still finds the old prefix, so a customer quoting TX-1143 off an old invoice lands on the right job whatever you rename it to. Saved with “Save Company Details”.
📄 Exports
Every document that leaves the business — job exports, quotes, purchase orders, safety forms, customer forms. Set separately from the theme above, so changing how TradiX looks never changes your paperwork.
Company details on the document
Untick anything you would rather keep off your paperwork. Blank fields never print, ticked or not.
Document
Figures
🧾 Accounting export · QuickBooks & Xero
Used by Export → Accounting export on a job. TradiX sends ex-GST figures — in the QuickBooks importer set Amounts are: Exclusive of tax, and pick date format D/M/YYYY. (Xero gets ISO dates, so nothing to choose.)
Product / Service on each line
The name must match a Product/Service in your QuickBooks exactly, or the import falls back to its default item.
Product / Service name
GST / tax code
Payment terms (days)
Xero only
Account code (required by Xero)
Tax type
Both must match your Xero chart of accounts and tax rates exactly. Xero refuses an invoice import with no account code on a line, so the export won't build a file until this is set.
✓ Saved
New starter → payroll (QuickBooks)
These are QuickBooks' own lists — they must match it exactly or the import lands the employee in the wrong place. Copy them off an existing employee in QuickBooks.
Employment type
Pay schedule
Pay category
Primary location
Hours / week
Run TradiX_v1.9.1541_accounting_export.sql once in Supabase to save these company-wide. Until then they are remembered on this device only.
🤖 Automations
Let TradiX act on its own — push invoices, alert the office, run daily checks. Every switch is off until you turn it on, and the master switch turns the whole lot off in one tap.
🔌 Connector is live. Claude can read TradiX — jobs, stock, flags — and answer questions about them. It cannot change anything.
🔌 Connector access key
The TradiX Connector's key — paste it once and save.
📮 Where alerts & digests go
Leave blank to use the company email above.
Managers only see this page. Both saved with Save Company Details.
📤 When a job changes status
🧾 To Invoice → export the job to QuickBooksNeeds QuickBooks
Park a finished job at To Invoice and it goes straight across — no more CSV import. QuickBooks raises and sends the invoice; the job moves to Invoiced once it has.
📢 Not released by 7am → nudge the officeWeekdays 7:00am
Catches jobs picked but never pushed to the crew’s phones.
🩺 Watch the app through the day
🔎 Data health & bug sweepDaily 6:30am
Finds stuck jobs, $0 completed jobs, oversold stock, orphaned forms — and tells you.
📡 Uptime & version checkEvery 15 min
Pings you if the site or database goes down, or a bad version ships.
Lists any job at To Invoice or Invoiced with no matching QuickBooks invoice — so nothing is finished but never billed.
📰 Digests
🌅 Morning briefDaily 6:45am
Today by team, who’s on leave, overnight flags, stock running low.
🌆 End-of-day summaryDaily 5:30pm
Done vs scheduled, overtime, anyone still clocked on.
🗓️ Weekly summaryFridays 5:45pm
Invoiced vs to-invoice, hours, stock consumed.
These run on the server and only ever read your data — they email you, they never change a job. Nothing runs unless the master switch is on and the connector is live. Saved with “Save Company Details”.
🚗 “On My Way” customer text
When a worker taps Navigate on a job, offer to text the site customer a quick ETA.
Trade word
Used for {trade} in the message. Leave blank to use each worker’s role.
Message template
Leave this blank to use the grey wording above automatically, or tap ✨ Use default wording to drop it into the box and edit it. The placeholders fill in on their own: {customer} name · {worker} first name · {trade} · {company} · {eta}. The worker still taps Send in their own Messages app — nothing is sent automatically. Saved with “Save Company Details”.
⭐ Google Review
Show staff a one-tap prompt + scannable QR to collect customer reviews.
Google Review Link
Tip: in Google Business Profile → Ask for reviews, copy the short link. Paste it here and the QR builds itself.
Paste a link above to preview the QR code.
When to show it
Saved together with the company details above using “Save Company Details”.
📅 Public Holidays
Pick your state/territory and public holidays are added to the schedule automatically — a purple marker on the day for everyone. Updates each year on its own.
Saved with “Save Company Details”. National + state holidays are included; a few gazetted regional dates (e.g. WA King's Birthday) may occasionally need a manual calendar event.
🕒 Date & units
How dates and measurements read across the app, for everyone — one answer, so a date never means two different things. Set here only; the ⚙️ menu no longer carries them.
Date style
Units
Takes effect as you pick it, but only becomes everyone’s once you press Save Company Details.
🎨 Appearance
What everyone sees before picking their own theme (staff can still choose theirs from the ⚙️ menu).
Saves everything on this page — details, licences, logo, theme, Google Review, ETA text & safety settings.
Loading…
To use Documents, run Taskara_documents.sql in Supabase once (it also creates the storage bucket), then reload.
Managers onlyTicked stays Manager-only. Untick the ones your Admins may read.
Loading…
To use Stock & Purchasing, run TradiX_stock_purchasing.sql in Supabase once, then reload.
0 selected
Loading...
To save these settings, run TradiX_timesheet_setup.sql in Supabase once, then reload.
Time Tracking Mode
Daily clock = one shift per day, job time approximate. Per-job = no daily clock; each job is started & stopped, time is exact. Both = daily clock for pay, plus per-job start/stop for exact job time.
Fieldworkers can edit shifts
Allow field staff to edit their own clocked shift times. Off = they can view but not change them.
Leave Balances
Enable leave balances across the organisation
Annual Leave
Track annual leave balances
Sick Leave
Track sick / personal leave balances
Standard Work Days
In most cases this is Monday to Friday
Standard Hours Per Week
Define the usual weekly hours for your crew
hrs/wk
⏱ Overtime After
Hours past this export as overtime on the payroll files. 0 = no overtime split at all. A day paid at a penalty rate (Saturday / Sunday / public holiday) is never counted toward it.
Leave is never overtime, and on a daily threshold it does not eat into the hours either — a sick day plus a 9-hour day is 8 ordinary + 1 overtime.
hrs/day
Starts at your paid pay-week hours below. Annual / sick leave fills them first, so 30 worked + 8 sick reaches 38 and earns no overtime. This is the rule QuickBooks pays on — Ordinary 38, overtime is the rest. A part week that never reaches the hours earns none.
hrs/wk
💰 Pay categories & penalty rates
Which pay category each hour is exported under. The name must match the pay category as it is spelled in QuickBooks / Xero — that is what the import matches on. The × is a label only; the actual loading lives on the category in your payroll system.
Applies to
On
Rate
Pay category name
Ordinary hours in your payroll system
QuickBooks auto-fills a standard week for permanent staff. On adjustments only TradiX sends no ordinary line, a negative ordinary line for leave hours, then the leave on its own line — the same shape QuickBooks uses internally, and it stops hours being paid twice.
A day type that is switched on claims the whole day at its own rate — a Sunday exports as all Sunday hours, not 8 ordinary + overtime. Switch it off and that day follows the normal over-N-hours rule. Order of priority: public holiday → Sunday → Saturday → weekday overtime. Public holidays come from the state you picked in Company Details.
📆 RDO Accrual
Company-wide default: pay a shorter week and bank the rest toward RDOs. Override any worker in their profile or on their pay-week chart.
Paid Pay-Week Hours
The gap to the standard week accrues to each worker's RDO bank
Pay Week Starting
Choose the day your weekly pay period begins
Search
Team
Employee
Period
From
📅
To
📅
Pay week
Date range
📅→
Loading...
Crop / zoom logo
Drag to position, slide to zoom in. This is exactly how your logo will be saved & shown in the header.
🔍
📁 Company Documents setup
🔒 LOCKED FOLDER
Insurance, work-cover, SWMS, safety & compliance documents. Stored in the locked, company-wide Company Documents folder — kept separate from your own document folders and can’t be deleted.
🔗 Link a Google Drive folder (optional)
Set the folder to Anyone with the link → Viewer in Drive. Files then show live below and inside the Company Documents folder — update in Drive and they refresh here automatically.
📊 Link a live spreadsheet (optional)
Google Sheets: Share → Anyone with the link → Viewer. Excel: a OneDrive or SharePoint share link. The sheet shows live below and inside Documents → Company Documents — edit the spreadsheet and it refreshes here.
⚙️ Live team map setup
📍 Live team map
A live map (managers only) of where each worker is while they’re clocked in. Sharing stops the moment they clock off, and only workers who agree are shown.
Where do your workers operate? (sets the privacy rules)
Date you gave staff 14 days’ written notice
NSW & the ACT require 14 days’ written notice to staff before location tracking can start. The map stays locked until 14 days after this date.
Creates a ready-to-print notice with your company name and the start date filled in — covering the five things the Act requires you to tell staff. Hand or email it to each worker, then enter the date you did that above; the map unlocks 14 days later.
Off by default. When on, each worker’s phone asks their permission first — anyone who declines is never shown. Location is captured only while clocked in (enforced in the database) and cleared on clock-off. Please tell your team it’s on. Needs TradiX_map_compliance.sql run once in Supabase. This is privacy-sensitive — check your obligations for your state. Saved with the 💾 button below.
Saves only these map settings — nothing else on Company Setup is touched.
