Tradie On The Move documentation

For new customers and resellers getting a company up and running - connecting Infusion, setting up the company and checking work reaches Infusion.

• Connect Infusion Elite
• Connect Infusion Online
• Check it arrived in Infusion

For dispatchers running the day from the desktop calendar - creating jobs, booking team members and watching work progress.

• Create a job
• Book a job to a team member
• Send a text reminder

For field team members on the phone app - logging time, completing jobs, submitting forms and adding materials on site.

• Log time on a job
• Submit your timesheet
• Health & Safety questionnaire

For admins building the forms, questionnaires and checklists the team fills in on the job.

• Creating your first form
• Publishing forms & availability
• Viewing form responses

For salespeople and admins tracking leads from first contact through to a won job.

• Create a lead
• Create and submit a quote
• Link a lead to a job