Get more out of Tradesmin
in five minutes a day.
Short video lessons, focused tutorials, and a Q&A surface for owners, office staff, and field crews. Watch one, try it on your own data, ship a better workflow tomorrow.
Video lessons
2–6 minute walkthroughs of one workflow at a time. Watchable on a phone between jobs or projected for an office training.
Step-by-step tutorials
Written guides with screenshots that walk you through a real task end-to-end — set up your first crew, build a recurring service plan, configure pay-by-link.
Community Q&A
Ask a question, get an answer from another shop or the Tradesmin team. Threads stay searchable so the next person finds it instantly.
Browse by what you’re trying to do
Tutorials are organized by the job-to-be-done, not by which menu in the app contains the feature. Pick a topic and you’ll find every video, walkthrough, and reference card on it in one place.
Getting started
Sign in, set up your business profile, invite your team, and run your first job from quote to invoice in under an hour.
Scheduling & dispatch
Build a weekly schedule, dispatch service trucks, balance crews against capacity, and recover from mid-day cancellations.
Invoicing & getting paid
Issue clean invoices, set payment terms by job type, accept pay-by-link, handle retainage, and automate AR follow-ups.
Customers & quoting
Capture customer records, build professional quotes, design follow-up cadences, and turn one-off jobs into repeat work.
Time tracking & payroll
Capture field hours, classify labor against jobs and cost codes, reconcile timecards, and feed labor cleanly into payroll.
Materials, expenses & job costing
Track materials and expenses against the right job, see real-time job profitability, and stop discovering losses at month-end.
Crews & employees
Add employees, set up roles and pay rates, manage HR data, and use crew assignments to keep dispatch sane.
Customer communication
Use the customer portal, send appointment reminders, share job updates, and handle review requests after completion.
Admin & settings
Configure permissions, integrations, branding, taxes, and the dozen-or-so settings that quietly determine how the rest of the app behaves.
Looking for industry insight rather than product training? The Tradesmin blog covers how successful shops run their operations — no account required.
Stuck on something specific? Just ask.
Every tutorial has a Q&A thread underneath it. Working shops, the Tradesmin team, and the wider community answer in plain English. Threads stay searchable so your question helps the next person too.
Sample question
“How do I bill 10% retainage on a progress invoice without re-typing it every month?”
Set a default retainage rate on the customer record and Tradesmin will hold it automatically on every progress invoice for that job — with the cumulative held balance shown on each one. Step-by-step in the Invoicing & getting paid tutorial set.
— Answered by a working HVAC shop, 3 days ago
Teaching the business of contracting?
The Trade School Academy is a separate instructor console at academy.tradesmin.dev built for community colleges, trade schools, and apprenticeship programs. Instructors create cohorts, seed per-student sandbox tenants from a realistic HVAC shop template, and reset them between class sessions — with no coursework or grading to maintain. Your curriculum, our lab. Free for verified Education Partners; students stay free for 3 months after graduation.