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Guides and documentation for every feature in Trade2Base.
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Set up your account, connect your first integration and run a demo.
Create, assign, track and close jobs from initial booking through to completion.
Build accurate quotes fast using templates, AI and itemised line items.
Create invoices, send payment links, mark paid and track overdue balances.
Manage your customer list, track spend, search history and link records.
Plan your week, assign time slots and view your team's availability.
Manage customer conversations and use AI to draft fast, professional replies.
Launch Meta, Google, TikTok and Mailhaus campaigns with full attribution.
Set up rules to trigger review requests, reminders and follow-ups automatically.
Use AI to write quotes, reply to customers, draft campaigns and summarise jobs.
Add engineers, manage availability, assign jobs and track team revenue.
The portal your customers use to track jobs, approve quotes and pay invoices.
Collect reviews, respond to feedback and track your rating across platforms.
Revenue, profit, quote conversion and campaign ROI — all in one dashboard.
Connect Trade2Base to your accounting software, ad platforms, payment providers and more.
Customise your account, set up custom fields, manage templates and configure notifications.
Manage your plan, payment method and subscription from your account settings.