Northfork Trades user guide

How a job flows

1. A request comes in. From your website or a phone call. See Leads and requests.
2. You build the price. Pick services from your catalog and Northfork Trades adds it up. See Estimates.
3. The customer signs online. They get an email, read the estimate and accept it. No account, no app.
4. You put it on the calendar. Set the date and assign your crew. See Scheduling and crew.
5. Repeat customers repeat themselves. Set the visits up once. See Recurring service.

Select any picture in this guide to open it full size.

Topics

• Getting startedSign up, sign in with a code, set your deposit, terms, logo and reply-to address, and work through Finish setting up.
• The menuWhat each screen is for, and what changes with your kind of work.
• Leads and requestsCatch website requests and phone calls in one place.
• EstimatesBuild a price, send it, and get it signed online.
• Online paymentsTake deposits and final invoices online through Stripe, with refunds, sales tax and QuickBooks.
• Scheduling and crewPut jobs on the calendar, assign your crew, and keep jobs moving.
• Recurring serviceSet up repeat visits, then move, skip, pause or end them.
• Customers and reviewsFind a customer and their jobs, keep them informed, and ask for Google reviews.
• Service CatalogAdd and edit your services, set your prices, difficulty tiers and minimum charge.
• Your settingsKinds of work, deposits, terms, branding, email, your team, your subscription and signed-in devices.
• Tree careDump sites, haul-away, site conditions, climbing and equipment.
• CleaningProducts & Supplies, product lines and pricing by condition.
• Engine repairSmall-engine service: build your own catalog and quote one total per repair.
• Snow removalSeasonal customers, the storm route, and the texts customers get when it snows.
• Yard, junk and handymanYard care and cleanup, junk removal and hauling, and handyman work.
• FAQ and helpCommon questions, what is not here yet, and how to reach us.

New here? Do these five things first

1. Finish your setup: deposit, terms, time zone, logo and reply-to address.
2. Add your office staff under Settings, Team.
3. Set your prices in the Service Catalog.
4. Add your crew.
5. Send yourself a test estimate and sign it, so you see what your customers see.