Customer Management – Help Centre | TradeHelp

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Account Setup

13

Reset my password
Personalise my account
Join the free Buying Group
Apply to offer finance
Change the email address registered to my account
Claim my manufacturer cash back
Share my calendar with other users on my account
Add, disable or edit account users
Before creating your first quote or invoice
Before creating your first electronic form or certificate
Upgrade to Office PRO or Office HeatPRO
Xero Integration
QuickBooks Integration

Buying Group

4

Join the free Buying Group
Claim my manufacturer cash back
Take advantage of a business services special offer
Access discounted TradeHelp merchant terms

Finance

1

Apply to offer finance

Customer Management

Customer Management

4

Create a new customer
Edit, archive or delete a customer’s details
Linking customers
Create an appointment or service reminder

Calendar / Appointments

Calendar / Appointments

5

Create a new customer
Create an appointment or service reminder
Share my calendar with other users on my account
Edit or cancel an appointment
Create a remote survey appointment and start the video call

Quotes

9

Create a new customer
Create a Quick Quote (all trades)
Create a Quick Quote (heating specific)
Create an Electrical Quote
Before creating your first quote or invoice
Edit a quote
Turn a quote into an invoice
Create a Service or Repair Quote (heating specific)
Create a Comprehensive Boiler Quote (Boiler Replacement / New Heating)

Invoices

7

Create a new customer
Before creating your first quote or invoice
Create an Invoice
Edit an invoice
Turn a quote into an invoice
Xero Integration
QuickBooks Integration

Web Leads Tool

1

Web Quote Tool for Instant Leads

Service Plans

4

Create a new customer
Cancel or delete a Service Plan
Setup Service Plans
Create and send a Service Plan

Forms

14

Before creating your first electronic form or certificate
Create a Satisfaction Note
Create a System Change Waiver Form
Create a Waiver Form
Create a Power Flush Waiver Form
Create a Warning Notice
Create a Works Record
Create a Risk Assessment
Create a Service/ Maintenance Record
Single Appliance Gas Pipe Sizing Calculator
Multi Appliance Gas Pipe Sizing Calculator
Gas Rate Calculator
Expansion Vessel Calculator
Heat Loss Calculator

Popular Articles

Popular Articles

10

Reset my password
Personalise my account
Join the free Buying Group
Claim my manufacturer cash back
Create a new customer
Create an appointment or service reminder
Create a Quick Quote (all trades)
Create a Quick Quote (heating specific)
Create an Invoice
Create and send a Service Plan

Toolbox

17

Create an appointment or service reminder
Before creating your first electronic form or certificate
Search for a fault code
Search for an installation manual
Create a Satisfaction Note
Create a System Change Waiver Form
Create a Waiver Form
Create a Power Flush Waiver Form
Create a Warning Notice
Create a Works Record
Create a Risk Assessment
Create a Service/ Maintenance Record
Single Appliance Gas Pipe Sizing Calculator
Multi Appliance Gas Pipe Sizing Calculator
Gas Rate Calculator
Expansion Vessel Calculator
Heat Loss Calculator

Subscriptions

3

Upgrade to Office PRO or Office HeatPRO
Cancel my Office PRO or Office HeatPRO subcription
Update my subscription payment details

Job Management

2

Before creating your first interactive jobsheet
Create an Interactive Jobsheet

Customer Management

Create a new customer
Edit, archive or delete a customer’s details
Linking customers
Create an appointment or service reminder

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