This article highlights briefly the actions you will need to carry out before creating your first electronic industry form or certificate.
The set up can be done in either the TradeHelp app or in TradeHelp Office. However please note that forms and certificates can only be created on the app. Once created the forms can then be viewed, downloaded or printed from either the app or TradeHelp Office.
Please also see Personalise my account for further information.
Checklist: Before creating your first electronic form or certificate
- Firstly you will need to setup your account in the Settings section of your TradeHelp app or TradeHelp Office
- Here you can provide your contact information, logo and company details. This information will automatically pull through to the pdf documents once created
- Please ensure your mobile or tablet is set up with a mail account. This can be done through the Settings section of your mobile device and can be via any platform, for example, iCloud, Microsoft Exchange, Google or Outlook. The app talks directly to your mobile device and will not be able to link with a mail system via an app
- Create your first customer. See also Create a new customer. Each document you create is saved against a customer and therefore this action must be completed first
- If you have a large customer database you would like to be added to your TradeHelp account, we can support you with a bulk upload. Please contact us on 01978 666 887 or email [email protected] and a member of the team will provide you with an excel spreadsheet to add your contacts to. All customer data is protected by our Data Protection and Privacy Policy and will not be shared
- To start creating a document go to Toolbox from the main menu
- Scroll to find the relevant form and select the + button in the top right hand corner
- Select a customer and then complete the form opening each heading and answering the questions
- Some forms may need to be signed by the customer and engineer. This can be done easily on the phone screen or you can also select that the customer is not present
- Once the form is completed you can View or Send the form and / or Save
- To return to a form simply go to Toolbox from the main menu, select the form type and find the form from the list