Provision your business
What your Tradie contact sets up for you, and your first login to the Scheduler and Mobile app.
Before anyone can log in, your Tradie contact or reseller creates your company in Tradie On The Move. That gives your company its own settings, its own Customer Id and a first administrator login. You then log in to the Scheduler to finish the setup, and to the Mobile app to try it.
What to send your Tradie contact
- Your company name, as you want it to appear in Tradie.
- A contact email address. This becomes your first administrator login, so use the address of the person who will set Tradie up.
- Which Infusion you use - Infusion Elite or Infusion Online.
What gets set up for you
- Your company, with Tradie’s standard settings switched on. You can change them later from the Scheduler’s settings.
- An administrator login for your contact email.
- A Tradie support login, so your Tradie contact can help from inside your company when you ask.
- Your Infusion connection, once you have done the steps in Connect Infusion Elite or Connect Infusion Online.
If a reseller set up your company, you receive an email with a link to choose your password. Otherwise your Tradie contact gives you a password with your login details.
Step by step: first login to the Scheduler
- Open the Scheduler address your Tradie contact gave you in a desktop browser.
- Enter your Email and Password.
- Click Login.
The Tradie Setup Wizard opens by itself, listing the setup tasks. Click Open beside a task to go to its screen. The setup checklist explains each task in order.
Clicking Close stops the wizard opening by itself, for every administrator in your company. To reopen it, choose Setup Wizard from the hamburger menu.
Step by step: first login to the Mobile app
- Open the Tradie address on your phone or tablet.
- Enter your Email and Password.
- Tap Login.
- On the Pin Code screen, enter a PIN of at least 4 digits.
- Tap Save PIN.
- If your device offers it, tap Enable Fingerprint / Face ID, or tap Skip for now.
From then on, the app asks for your PIN rather than your password. The PIN belongs to that device, so each phone or tablet asks for one the first time.
Adding the rest of your team
You add the other users yourself, from the Scheduler. See Set up a new team member. Each user’s email address is their login, and you choose their password when you create them.
See also
- Setting up a new company - the full checklist this step belongs to
- Settings and the Setup Wizard - the settings the wizard opens into
- Users - every field on a user record