A little guidance.
A lot less guesswork.

Narrated walkthrough · Fictional sample data · English captions available

1. Describe the job

   Open AI workspace → Draft an estimate. Select a saved project or a new one, then enter the scope, quantities and your prices.

2. Check the draft

   Select Prepare draft and answer any missing questions. When it is ready, choose Review & edit project.

3. Save and make a PDF

   Check prices, applicable tax and terms. Select Save project, then Print / save PDF. Choose Save as PDF in your browser’s print dialog.

AI drafting uses your company’s testing allowance. You can also enter and edit project and estimate details manually. Review all AI output before using it.

Narrated walkthrough · Fictional sample data · English captions available

1. Enter your details

   Open Company & branding. Add your company name, contact details, address, license number and primary trade.

2. Add your identity

   Upload a PNG or JPG logo and select your primary and accent colors. Check the example document preview.

3. Save your company profile

   Select Save company profile. Your saved details are used when you open your customer documents.

Narrated walkthrough · Fictional sample data · English captions available

1. Pick a saved project

   Open AI workspace → Write a follow-up. Choose the project you want to follow up on.

2. Describe the message

   Tell the assistant what you want to say. Select Prepare draft, then Review follow-up in project.

3. Review, save and copy

   Edit the message and set the next action and follow-up date. Select Save project, then Copy follow-up draft. Send it from your own email or messaging account.

Messages are not sent automatically. Follow-up dates are workspace reminders, not calendar bookings.

From a clear yes to a clear invoice.

1. Share the saved estimate

   Save your project’s scope, prices, tax and terms. Open Approval & invoice, confirm your review, then create and copy the private approval link. Share it using your usual email or messages.

2. Keep the customer’s response

   Your customer can approve the saved estimate or request changes. Open the project to see the response. A new scope or price needs a new revision and approval; previous records stay in the history.

3. Create the invoice

   Once approved, choose the invoice and due dates, add payment instructions, and create a branded invoice from that approved revision. Print or save a PDF to send to your customer.

4. Record what you received

   Record cash, checks or payments received through your existing payment service. Partial payments update the balance. Correct an entry made in error with a reason; the original stays in the history.

Approval links last 30 days and should only be shared with the intended customer. The responder supplies their name and email. Tradevello does not send these links, book work, collect payments or issue refunds automatically. Projects with shared estimates or invoices are kept for their history.

A clear calendar. A useful handover.

1. Plan the visit

   Open Calendar & reminders → Schedule a visit. Choose a saved project, dates, time zone and reminder. Customer notes and private notes are separate. Saving does not send a message.

2. Share a job folder

   Open a project → Homeowner folder. Add the work summary, equipment and care details. Review, date and save it. Choose whether to share the estimate, appointments and attachments, then preview, publish and copy the private link.

3. Keep it a tap away

   Contractors: open the contractor app. Homeowners: open the private job link. Select Get the app for home-screen instructions. Use My folders to add private links from other contractors.

Reminders appear in Tradevello. Calendar downloads are copies; account sync and automatic messages are not connected. Homeowner folders stay on one device for up to seven days; keep the private links to reopen them. Both apps need an internet connection.