Managing jobs on the mobile app
Use the Trade2Base mobile app to view, update and create jobs from anywhere — ideal for engineers and sole traders working out in the field.
How to manage jobs on mobile
- 1Download the Trade2Base app from the App Store or Google Play and log in with your Trade2Base account credentials
- 2On the Home screen you can see today's scheduled jobs — tap any job to view the full details, customer info, job notes and attached documents
- 3To update a job status, tap the status badge at the top of the job screen and select the new status (e.g. On My Way, In Progress, Completed)
- 4Add photos, notes and sign-off documents directly from the job screen using the camera or file upload buttons
- 5To create a new job on the go, tap the + button on the Jobs screen and fill in the customer, address and job details
The Trade2Base app works offline for viewing and updating existing jobs. Changes sync automatically when you return to signal. New jobs created offline sync when you reconnect.
Frequently asked questions
Yes. Engineers log in with their own account and see only the jobs assigned to them by default. Admins can adjust team permissions in Settings > Team to control what each engineer can view and edit.
Yes. Open a completed job, tap “Create invoice” and review the details before sending directly to the customer via email or WhatsApp. The invoice is created and sent without needing to switch to desktop.
Yes. The Trade2Base app is available on iOS (App Store) and Android (Google Play). Both versions receive the same feature updates and are fully supported.
The mobile app is designed for your team to manage jobs. The customer portal is a separate web-based link sent to customers so they can view quotes, pay invoices and track job progress.