How it works

Everything in HelprDash,
page by page.

HelprDash runs your whole trade business from your phone. Set it up once in about 15 minutes, then most of what you do is reply YES or NO to a WhatsApp from TradiePal. This guide explains every page and exactly how to use it.

On this page

▶ VideosGetting startedOverviewTradiePal AISetup GuideJobsCustomersQuotesInvoicesContractsService RemindersLeadsSocial MediaReviewsAI ChatbotMileageAnalyticsCerts & ComplianceVan StockTrade AccountsSettings

Watch how it works

Short, step-by-step videos. Plain words appear on screen to show you exactly what to enter — and what we're looking for.

Sign up your business

How to enter your details — what we're looking for, and why a few typos are no problem.

Set up your profile & go live

Fill in your public profile — trade, town and bio — then go live to start getting matched leads.

Add & track jobs

Add a job in seconds and watch it move across your board from first enquiry to paid.

Invoicing

Invoices go out through your own Stripe or Xero — your money lands straight in your bank.

TradiePal AI

Ask TradiePal anything about your business — it checks your real data and answers in plain English.

Your dashboard tour

A quick run through your whole business: jobs, invoices, mileage and compliance — all in one place.

How customers find you

What a customer sees: they describe the job and get matched to one trusted local pro — exclusively.

Getting started in 15 minutes

After you sign up you land on your Setup Guide. Work down these five steps and you’re ready to take work. You can do them in any order and come back any time.

1

Set up your profile

Add your trade, the area you cover and your phone number in Settings. This is how we send you the right leads.

2

Connect WhatsApp

Get a dedicated WhatsApp number for your business so TradiePal can answer enquiries and you can run everything by message.

3

Connect your payments

Link your own Stripe, Xero or QuickBooks. Invoices go out through your system — your money lands in your bank, never ours.

4

Add your certificates

Add your Gas Safe, NICEIC and insurance details so HelprDash reminds you 30 days before anything expires.

5

Add your first job

Log a job you already have on. Now your pipeline, customer record and reminders all start working.

→

The big idea: the dashboard is where you set things up; TradiePal on WhatsApp is where you run the day. Almost everything below can be done by just messaging TradiePal while you’re on the tools.

Every page, explained

Each tool in your dashboard, what it’s for and how to use it.

Overview

What it’s for

Your business at a glance — today's jobs, new leads, customer count and any alerts that need attention.

How to use it

  1. 1Open the dashboard to see active jobs, new leads waiting and your customer total at the top.
  2. 2Check the alert cards for expiring certificates, due service reminders and fresh leads — each one links straight to the right page.
  3. 3Use the Quick Actions row to add a job, add a customer, log mileage or raise an invoice in one tap.

TradiePal AI

What it’s for

Your AI assistant that runs the whole platform by message — invoice, schedule, find materials and post to social, all in plain English.

How to use it

  1. 1Message TradiePal on your business WhatsApp number, or open TradiePal AI in the dashboard.
  2. 2Ask it naturally: "Invoice John £320 for the bathroom", "What jobs have I got tomorrow?", "Who owes me money?".
  3. 3It checks your real data and does the task, then confirms back to you. No menus, no clicks.

Setup Guide

What it’s for

A step-by-step checklist that walks you through everything you need to be ready to take work.

How to use it

  1. 1Work down the list — profile, WhatsApp, Facebook, payments, certificates, first job.
  2. 2Each step has a short video and a "what you'll need" checklist so nothing is a surprise.
  3. 3Tap Mark done as you finish each one; your progress bar saves automatically.

Jobs

What it’s for

Your full pipeline from first enquiry to paid, with every job in one list you can sort and update.

How to use it

  1. 1Add a job with the customer's name and number, what the work is, and when it's booked.
  2. 2Move each job along the stages — lead, quoted, booked, in progress, done — as the work progresses.
  3. 3Open any job to add notes, see its history, or raise a quote or invoice from it.

Customers

What it’s for

Your customer book — every contact, their history and notes in one place.

How to use it

  1. 1Add a customer, or let one be created automatically the first time they message your WhatsApp.
  2. 2Open a customer to see every job, quote and message tied to them.
  3. 3Use their record to send a service reminder or a review request when the time is right.

Quotes

What it’s for

Send a tidy quote a customer can approve from their phone, with no printing or PDFs.

How to use it

  1. 1Create a quote against a job, add your line items and total.
  2. 2Send the link — the customer reviews and approves it on their phone.
  3. 3Once approved it flows into the job, ready to schedule and invoice.

Invoices

What it’s for

Raise invoices through your own connected Stripe, Xero or QuickBooks — your money, your bank.

How to use it

  1. 1Connect your payment system once during setup.
  2. 2Create an invoice from a job or from the Invoices page (or just tell TradiePal to do it).
  3. 3The invoice is raised in your own system and the customer pays you directly. HelprDash never holds the money.

Contracts

What it’s for

Send a contract link a customer signs on their phone, so the paperwork is sorted before you start.

How to use it

  1. 1Create a contract for a job and send the customer their signing link.
  2. 2They read and sign it on their phone — no app, no scanner.
  3. 3The signed copy is stored against the job for your records.

Service Reminders

What it’s for

Automatic annual reminders that turn one-off jobs into repeat bookings.

How to use it

  1. 1When you finish a job, set when the next service is due (e.g. 12 months for a boiler).
  2. 2HelprDash flags reminders as they come due on your dashboard.
  3. 3Chase them with a tap, or let TradiePal message the customer to rebook.

Leads

What it’s for

Exclusive local enquiries matched to your trade and area, scored by AI so you only get the good ones.

How to use it

  1. 1Open Leads to see available enquiries with an AI quality score, postcode and rough value.
  2. 2View a lead to see the detail, then accept it to win the contact — respond fast, first response wins the job.
  3. 3Top up your lead credits from Buy Credits when you want more enquiries; only leads scored 7/10 or higher are charged.

Social Media

What it’s for

Weekly Facebook posts written for you, so your page stays active without you thinking about it.

How to use it

  1. 1Connect your Facebook Page once in Social Media.
  2. 2We write a post each week and send you a preview on WhatsApp.
  3. 3Reply YES to publish, or edit it first — nothing posts without your say-so.

Reviews

What it’s for

Ask happy customers for a review at the right moment, and keep them all in one place.

How to use it

  1. 1Open Reviews, or ask TradiePal to send a review request after a job is done.
  2. 2The customer gets a simple link to leave their review.
  3. 3Track who's been asked and who's replied from the page.

AI Chatbot

What it’s for

A log of every conversation your AI has handled across WhatsApp, Instagram and Facebook — and what it did.

How to use it

  1. 1Open AI Chatbot to read the conversations TradiePal has had with customers.
  2. 2See where it booked, quoted or answered, and where it handed back to you.
  3. 3Spot common questions so you can keep improving how it replies.

Mileage

What it’s for

An HMRC-ready mileage log at 45p a mile, so you claim back what you're owed at tax time.

How to use it

  1. 1Log a journey from the Mileage page, or just tell TradiePal the trip.
  2. 2It records the distance and the claimable amount.
  3. 3Export the log when you do your tax return — a busy tradie's claim adds up fast.

Analytics

What it’s for

The numbers that matter — revenue, jobs and conversion — without a spreadsheet.

How to use it

  1. 1Open Analytics to see how much you've billed, how many jobs you've done and how leads convert.
  2. 2Compare over time to spot your busy and quiet patches.
  3. 3Use it to decide where to push for more work.

Certs & Compliance

What it’s for

One place for your Gas Safe, NICEIC and insurance, with reminders before they lapse.

How to use it

  1. 1Add each certificate with its expiry date.
  2. 2HelprDash reminds you 30 days before any of them expire.
  3. 3Renew on time so you never lose work over a lapsed cert.

Van Stock

What it’s for

A running inventory of what's in your van, so you know what you've got and what's running low.

How to use it

  1. 1Add the items you carry and their quantities.
  2. 2Update stock as you use it on jobs.
  3. 3See low-stock alerts on your dashboard before you run out.

Trade Accounts

What it’s for

Your Screwfix, Toolstation and merchant account details, kept handy for the materials finder.

How to use it

  1. 1Add your trade account details for each supplier you use.
  2. 2Ask TradiePal to find a part — it checks suppliers with your trade prices.
  3. 3Keep your account numbers in one place instead of digging through emails.

Settings

What it’s for

Your business details, trade, area and plan — the foundation everything else runs on.

How to use it

  1. 1Set your trade and the area you cover so leads and your profile match.
  2. 2Update your contact details and business info any time.
  3. 3Manage your plan and connected accounts from here.

Ready to run your business from your phone?

Start your 14-day free trial — no card needed. You’ll be set up and taking work in about 15 minutes.

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