Help Center
How can we help?
Quick answers to the most common questions. If something's not here, email demo@tradelyhq.com.
How do I invite a tech?
Add a field technician + send them a temp password via email.
How does NTE work?
Per-client + per-category dollar caps that the database enforces — your single biggest workflow protection.
How does QuickBooks sync work?
Per-tenant OAuth, automatic invoice push, nightly reconcile.
What happens when an invoice is overdue?
Auto-flagged, optional client notification, dashboard rollup.
What can my clients see in the client portal?
Read-only access scoped to their own work, plus owner-tier reports.
What does the work-order lifecycle look like?
Open → Hold → Active → Complete with full audit trail.
What happens if a customer doesn't sign their completion report?
Auto-waiver after 3 business days; the WO closes regardless.
How does the tech mobile app work?
PWA — no App Store, install via add-to-home-screen.
How do I give a client login access?
Invite their owner; they invite their team after.
How does password reset work?
Email-link reset; first-login forced rotation for invited members.
What's my data export — what happens if I leave?
Self-serve CSV + PDF exports today. Concierge full-tenant zip on offboard.
Where is my data stored, and who can see it?
US-region Postgres, RLS-isolated per tenant, three documented access paths.
How do I bulk-import existing data?
Locations CSV is self-serve. Clients, techs, historical WOs are concierge — we do it for you.
Can't find an answer? Ask for a demo →