🔔 Notifications (job updates & reminders on this phone)
Checking…
📍 Live map location sharing (only while you’re clocked on)
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⚙️ Settings
My theme (only you — saved to your login)
Date style
Units
🔔 Notifications (job updates & reminders on this device)
Checking…
📍 Live map location sharing (only while you’re clocked on)
Checking…
📱 Live view
View as
⛅
--°
Employee
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👁 Live preview — clock & job buttons are view-only here.
📅 Scheduled Jobs
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📤
Saving Job...
Saving job data to server
Battery & Solar Installation
Click here to start →
›
Battery ONLY Installation
Click here to start →
›
Solar ONLY Installation
Click here to start →
›
Job Details
Job Type
— Select Job Type —▾
Callout Type
Job notes
Employee(s)
Select or type name...
Assign as Team
Customer Ref/PO/JN
Address
Job Date
Job Time
Account Customer
🆕 Add New Customer
Product
💼
Select a Customer above
Pricing varies by retailer — select one to load the variations list
Additional Notes
PHOTOS · FILES · NOTES
0 of 0 items completed
Employees & HR
Job Type Form Creator/Editor
⚠️ One-time setup needed: the schedule tables don't exist in Supabase yet. Open your Supabase project → SQL Editor, paste & run the setup script (TriggerApp_V2_setup.sql), then refresh this page.
Create a job · 📁 TX — auto-numbered on save
📍 Site Details
🛠️ Job Details
Job Form
Optional — pre-fill answers & tick 💲 prices the fieldworker sees
Job Type
— Select Job Type —▾
Job Type — for reference
Callout Type
Job notes
Employee(s)
Select or type name...
Assign as Team
SUPERVISOR
Customer Ref/PO/JN(file no. TX-… is auto-assigned)
Address
Job Date
Job Time — start · end (optional)
×jobs
Account Customer
🆕 Add New Customer
Customer type
Site Customer Name
Product
📦 Deduct from stock:
COST
$
Or tick 👁 $ on individual lines in the job form to show just those prices.
Additional Notes
Project Manager
Line items
When off, line items & pricing stay admin-only.
PHOTOS · FILES · NOTES
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to
Job statuses & colours
always show on job = the status pill stays on the job bubble once reached (good for Completed, Invoiced, Certs Sent). Leave it off for temporary stages that clear as the job moves on. Toggle it per status on the right.
Pick a job from the calendar to set its stage. Built-in stages can't be deleted.
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Staff management is Manager-only. You can view the team below, but adding, editing, removing staff and resetting PINs require a Manager.
Add Employee
📷
+
Full Name *
Phone
Email
Address
Date of Birth
Contact Name
Contact Number
Relationship
Start Date
Payroll ID / Employee No.
Paid by
Base Pay Rate ($/hr)
Overtime Rate ($/hr)
📆 RDO Accrual
Paid Pay-Week Hours
Annual Days Remaining
Sick Days Remaining
🧰 Role / Trade
The trade they do on the tools — drives the schedule filters. Edit the list in 🧰 Team roles below.
🔑 Access Level
Admins & Managers can open the ⚙️ setup area. Only Managers can add/remove staff and reset login PINs.
Untick to lock their profile read-only — they can still view it, upload licences & set reminders, but phone, address & bank changes go through the office.
📱 Mobile home layout (Managers & Admins)
“Admin only” hides the clock-in, schedule & job cards on their phone and shows a desktop-style office menu with reminders. Only takes effect for Managers/Admins — they can also switch this themselves anytime via the ⚙️ on their phone.
Confidential — visible only to Managers and the employee on their own profile.
BSB
Account number
Account name
Super fund
Super member no.
Tax File Number (TFN)
🔒 Secure info MANAGERS ONLY
PIN codes, factory / alarm codes, logins, etc. Visible only to Managers — hidden from field workers.
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Add Product
Category
Product Name *
These appear in the Add Job & checklist dropdowns
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Customers
Add Customer
Customer / Company Name *
Phone
Email
Address
ABN
Customer type
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Add Rate
Select customer
Rate type
Job Type
Product
Dedicated $
Local $
No Sparky $
Dwelling Wall $
Water Meter $
Price $
Unit
Price variants (optional)
Different prices for the same job — e.g. Dedicated circuit / Local circuit, Single storey / Double storey, Weekend rate. Variants named Dedicated / Local / No sparky keep powering the Heat Pump form's circuit picker.
1-phase circuit $
3-phase circuit $
Item label
Price $
Unit
Select a job type to set its price.
Admin only — shows on jobs & exports
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Job Search
Search by job type — All▾
📅
📅
Sort
0 jobs selected
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Turn this on with the ⚙️ Setup button above, and run TradiX_map_compliance.sql in Supabase once, then reload.
Shows only team members who are clocked in right now and sharing location. A phone reports its position while TradiX is open on the clock; it can't be tracked in the background once the app is closed.
To save company details, run TriggerGroup_company_setup.sql in Supabase once, then reload.
Company Details
Company Name
ABN
Address
Phone
Email
Website
Licences & Registrations
Add the licences relevant to your trade — electrical (REC), plumbing, gas, building, HVAC, refrigeration, etc. These appear on your job PDFs and emails.
Company Logo (shown in the app header & on exports)
These details appear in the app header and on exported job PDFs & shared summaries.
🛡️ Insurance & Compliance
Upload insurance & compliance documents with an expiry date. TradiX reminds you 1 month, 1 week and the day before each one expires — in the 🔔 bell and the home Reminders card.
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➕ Add New Policy
Document name
Expiry date
Policy number (optional)
Enter a name & expiry date, then upload the file (PDF or image).
📅 Public Holidays
Pick your state/territory and public holidays are added to the schedule automatically — a purple marker on the day for everyone. Updates each year on its own.
Saved with “Save Company Details”. National + state holidays are included; a few gazetted regional dates (e.g. WA King's Birthday) may occasionally need a manual calendar event.
🚗 “On My Way” customer text
When a worker taps Navigate on a job, offer to text the site customer a quick ETA.
Trade word
Used for {trade} in the message. Leave blank to use each worker’s role.
Message template
Leave this blank to use the grey wording above automatically, or tap ✨ Use default wording to drop it into the box and edit it. The placeholders fill in on their own: {customer} name · {worker} first name · {trade} · {company} · {eta}. The worker still taps Send in their own Messages app — nothing is sent automatically. Saved with “Save Company Details”.
🎨 Company Default Theme
What everyone sees before picking their own theme (staff can still choose theirs from the ⚙️ menu).
⭐ Google Review
Show staff a one-tap prompt + scannable QR to collect customer reviews.
Google Review Link
Tip: in Google Business Profile → Ask for reviews, copy the short link. Paste it here and the QR builds itself.
Paste a link above to preview the QR code.
When to show it
Saved together with the company details above using “Save Company Details”.
Saves everything on this page — details, licences, logo, theme, Google Review, ETA text & safety settings.
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To use Documents, run Taskara_documents.sql in Supabase once (it also creates the storage bucket), then reload.
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🔑 Company Logins
👔 MANAGERS ONLY
Shared account logins — retailer portals, supplier accounts, software. One-tap copy for username & password. Never visible to admins or field workers.
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To use Stock & Purchasing, run TriggerGroup_stock_purchasing.sql in Supabase once, then reload.
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To save these settings, run TriggerGroup_timesheet_setup.sql in Supabase once, then reload.
Time Tracking Mode
Daily clock = one shift per day, job time approximate. Per-job = no daily clock; each job is started & stopped, time is exact. Both = daily clock for pay, plus per-job start/stop for exact job time.
Fieldworkers can edit shifts
Allow field staff to edit their own clocked shift times. Off = they can view but not change them.
Leave Balances
Enable leave balances across the organisation
Annual Leave
Track annual leave balances
Sick Leave
Track sick / personal leave balances
Standard Work Days
In most cases this is Monday to Friday
Standard Hours Per Week
Define the usual weekly hours for your crew
hrs/wk
Overtime After (per day)
Hours past this in one day export as overtime on the payroll files. 0 = no daily overtime. Leave is never overtime.
hrs/day
💰 Pay categories & penalty rates
Which pay category each hour is exported under. The name must match the pay category as it is spelled in QuickBooks / Xero — that is what the import matches on. The × is a label only; the actual loading lives on the category in your payroll system.
Applies to
On
Rate
Pay category name
Ordinary hours in your payroll system
QuickBooks auto-fills a standard week for permanent staff. On adjustments only TradiX sends no ordinary line, a negative ordinary line for leave hours, then the leave on its own line — the same shape QuickBooks uses internally, and it stops hours being paid twice.
A day type that is switched on claims the whole day at its own rate — a Sunday exports as all Sunday hours, not 8 ordinary + overtime. Switch it off and that day follows the normal over-N-hours rule. Order of priority: public holiday → Sunday → Saturday → weekday overtime. Public holidays come from the state you picked in Company Details.
📆 RDO Accrual
Company-wide default: pay a shorter week and bank the rest toward RDOs. Override any worker in their profile or on their pay-week chart.
Paid Pay-Week Hours
The gap to the standard week accrues to each worker's RDO bank
Pay Week Starting
Choose the day your weekly pay period begins
Search
Team
Employee
Period
From
📅
To
📅
Pay week
Date range
📅→
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Crop / zoom logo
Drag to position, slide to zoom in. This is exactly how your logo will be saved & shown in the header.
🔍
📁 Company Documents setup
🔒 LOCKED FOLDER
Insurance, work-cover, SWMS, safety & compliance documents. Stored in the locked, company-wide Company Documents folder — kept separate from your own document folders and can’t be deleted.
🔗 Link a Google Drive folder (optional)
Set the folder to Anyone with the link → Viewer in Drive. Files then show live below and inside the Company Documents folder — update in Drive and they refresh here automatically.
📊 Link a live spreadsheet (optional)
Google Sheets: Share → Anyone with the link → Viewer. Excel: a OneDrive or SharePoint share link. The sheet shows live below and inside Documents → Company Documents — edit the spreadsheet and it refreshes here.
⚙️ Live team map setup
📍 Live team map
A live map (managers only) of where each worker is while they’re clocked in. Sharing stops the moment they clock off, and only workers who agree are shown.
Where do your workers operate? (sets the privacy rules)
Date you gave staff 14 days’ written notice
NSW & the ACT require 14 days’ written notice to staff before location tracking can start. The map stays locked until 14 days after this date.
Creates a ready-to-print notice with your company name and the start date filled in — covering the five things the Act requires you to tell staff. Hand or email it to each worker, then enter the date you did that above; the map unlocks 14 days later.
Off by default. When on, each worker’s phone asks their permission first — anyone who declines is never shown. Location is captured only while clocked in (enforced in the database) and cleared on clock-off. Please tell your team it’s on. Needs TradiX_map_compliance.sql run once in Supabase. This is privacy-sensitive — check your obligations for your state. Saved with the 💾 button below.
Saves only these map settings — nothing else on Company Setup is touched.
View options
View type
Shift ended
Note (optional)
✏️ EDIT TIMES (MANAGER)
Clock In
Clock Out
Add Photo
Export Timesheets as…
Export as…
Export files as…
👤 Assign to the team
Date
Start time
End time
None selected
🔔 Notifications
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Export as…
Export as…
Add Photo
Colour the bubble by
Saved on this device only. Default is shade = job type, left = status, top = team.
Show on job bubbles
Saved on this device only — it won't change what anyone else sees.
📎 Add File / License / Photo
Label *
Licence / Rego number (optional)
Type
Expiry Date (optional)
Attachment
No file chosen yet
Employee Photo
📅 Add Calendar Event
🏢 Company-wideChange ▸
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