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6 min readTeam & Engineers

Using the Trade2Base Mobile App as an Engineer

The Trade2Base app gives engineers everything they need on the go: today's jobs, customer details, time tracking, photo uploads, and customer signatures — all synced in real time with the office.

Downloading the app and logging in

1
Download the app

Search for "Trade2Base" in the App Store (iPhone and iPad) or Google Play (Android). The app is free to download. Tap Install.

2
Log in with your engineer credentials

Open the app and enter the email address and password set up for you by your business owner. If you haven't received your login details, ask your manager to check Settings → Team in Trade2Base.

3
Allow notifications

When prompted, allow Trade2Base to send push notifications. This is important — notifications are how you receive new job assignments and schedule changes.

The home screen

When you log in, the home screen shows your jobs for today listed in schedule order — earliest first. Each job card shows the customer name, address, scheduled time, and job type. Swipe down to refresh and pull in the latest schedule from the office.

Opening a job

Tap a job card to see full details: customer name, phone number, address with map, job description, and any notes added by the office.

Getting directions

Tap the address on the job screen to open it in Apple Maps or Google Maps for turn-by-turn navigation.

Viewing upcoming jobs

Swipe left on the home screen or tap "Tomorrow" to see jobs scheduled for upcoming days.

Starting a job

Tap “Start job” when you arrive on site. This does two things: it begins time tracking so the office can see the job is underway, and it sends the customer a notification that their engineer has arrived. The timer runs in the background — you do not need to keep the app open.

Completing a job

1
Add photos

Before tapping complete, add photos of the work. Tap "Add photos" and choose camera (take a new photo) or photo library (upload an existing one). Photos are categorised as Before, During, or After — select the correct category for each.

2
Capture the customer signature

Hand your phone or tablet to the customer and ask them to sign in the signature box. Their signature is stored against the job and can be included on completion certificates.

3
Mark as complete

Tap "Mark complete". The job status updates to Complete in the office instantly. The time tracking stops and the total time on site is recorded.

Receiving job notifications

You receive a push notification when:

A new job is assigned to you

A notification appears with the job name, customer, and scheduled date. Tap it to open the job directly.

A job is rescheduled

You receive a notification with the updated date and time. Check the home screen to see the updated schedule.

A job note is added by the office

If your manager adds an internal note to one of your jobs, you are notified so you can review it before arriving on site.

Offline mode

The Trade2Base app works without a mobile signal or Wi-Fi. If you lose connectivity on site, the app continues to function normally — you can view job details, start and complete jobs, add photos, and capture signatures. Everything you do offline is saved locally on your device and synced automatically as soon as connectivity is restored. A small banner at the top of the screen indicates when the app is working offline.

Raising a job note

Engineers can add internal notes to a job that are visible to the office but not to the customer. To add a note, open the job and tap “Add note”. Type your note and tap Save. Use this for observations, follow-up requirements, parts needed, or anything the office needs to know.

Frequently asked questions

I can't log in — what should I do?

Check you are using the email address set up by your business owner. Tap "Forgot password" on the login screen to reset it. If you don't receive the reset email, ask your manager to check the email address in Settings → Team.

Can I see jobs assigned to other engineers?

By default, engineers can only see their own jobs. Your manager can grant additional visibility in Settings → Roles if needed.

How many photos can I upload per job?

There is no limit. Upload as many Before, During, and After photos as needed. Photos are compressed automatically to save data when uploading.

Can I edit job details in the app?

Engineers can add notes and photos. Editing core job details (customer, address, date) is reserved for the office to maintain schedule integrity.

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