TradeHelp Office is the desktop login to the TradeHelp software. It links seamlessly with the TradeHelp app making it even easier to manage your day to day paperwork from the office, at home or on the road.
Like the app, TradeHelp Office is free to use. It allows you to create and manage customers and appointments and to view, download and print documents created in the TradeHelp app. There are also two upgrade options available with full functionality to create quotes and invoices from your PC, links to Quickbooks and Zero and other time saving and business winning tools.
The email address and password you provided on sign up will log you into both TradeHelp Office and the TradeHelp app. All members get a 30 day FREE trial to the PRO solution for their trade (Office HeatPRO for heating specialists and Office PRO for non heating). Once the trial has ended you may either continue with your subscription by providing payment details, or opt to continue with TradeHelp Office (free). If no payment details are added to your account it will automatically update your subscription to the free Plan.
*Please note you can only log into TradeHelp Office on your PC. For mobile, please use the TradeHelp app.
TradeHelp Office for desktop
- Open TradeHelp Office in your web browser and log in
- Select View Plan Options in the red banner that appears at the top of the home page or go to Settings from the main menu and scroll down to Subscriptions > Manage Subscriptions and select Edit
- The Manage Your Subscription page details which plan you are on, when your next invoice is due
- If you are still within your free trial period and wish to continue with your upgrade subscription after the trial ends simply add your payment method by selecting Add
- Enter your payment details in the pop up window and select Save
- You will start being billed for the following month at the end of your free trial
- If your trial has already expired, go to the Subscriptions heading and select Change
- Here you can view the three Plan options available. Select the one you wish to subscribe to going forwards by pressing Select
- Once saved you will be taken back to the Subscriptions page where you can add your payment details by selecting Add
- Your subscription will start immediately once payment details have been provided