These short videos will help you onboard your crew leads and installers onto the TradeTrax platform and teach them how to check in and check out of tasks.
Video List:
Part 1- How to add your installers to your TradeTrax applicationPart 2- How to help your installers set up their user profile & download the TradeTrax app
Part 3- How to assign your tasks to your installers
Part 4- How to teach your installers to check-in and check-out of their tasks
***How to find the Help Center from the mobile app.
Part 1: How to add your installers to your TradeTrax application
The first thing we need to do is add your installers/crew leads to your TradeTrax app in the Users section. Here is a short video to walk you through the process (0:59):
Part 2: How to help your installers set up their user profile & download the TradeTrax app to their phone
When you add your installers/crew leads to your TradeTrax app, they will receive an invitation by text to set up their username and password. Then, they'll see a button to download the TradeTrax app. This short video will walk you through the process from the installer's perspective (1:32):
Part 3: How to assign tasks to your installers
Your installers have been added as users to your app, and they have set up their username & password and downloaded the app to their phone.
Now, you can start assigning tasks to them (1:20):
Part 4: Teach installers to check-in and check-out of a task
Now that you are assigning your installers/crew leads tasks, we can walk them through how to check in and check out of a task on their mobile app. These videos cover how to check in, check out, add notes and photos to a task, and change a finish date when checking out.
***All of these video can be found in the Trade: Lead Installer Section of the Help Center.
1. Here is how an installer/crew lead will check-in to a task (0:24):
Click Here to see the Check-In video in Spanish
2. Here is how an installer/crew lead will check-out of a task (1:36):
*** If you are working on a multi-day task, it's important to check-in and check-out of that task every day that you are working on that task. As an example: If you are on a 3 day task, check-in and check-out all 3 days.
Click Here to see the Check-Out video in Spanish
***The videos below are additional skills for installers/crew leads once they have mastered check-in and check-out
3. Here is how an installer/crew lead will add notes to a task (0:53):
4. Here is how an installer/crew lead can add photos to a task
***Here is how to find the Help Center videos from the installer's mobile app (0:44):