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Got Questions? We Have Answers.

Frequently Asked Questions

Everything you need to know about setting up, security, offline capabilities, and running TradesHelper.

Yes. TradesHelper is a mobile-first web app, designed with large, simple buttons so busy tradespeople can manage their admin easily on site.
Currently TradesHelper requires an active internet connection to securely sync your client and invoice data to the cloud. Future updates will introduce off-line functionality.
We secure all data using Supabase database row-level security (RLS), isolated per user. Financial logs and invoices are backed up securely in real-time.
Yes, you can export your customers, jobs, invoices, and quotes data directly from your dashboard whenever you need.
It uses advanced language processing to read your raw text notes. When you paste in a message or type out quick details like "John Smith, 12 High St, Boiler service next Tuesday at 10am, quote £120," our system automatically identifies the customer, the address, the date, and the pricing. It then sets up the entire job, logs the calendar event, and prepares your PDF quote in one background step—saving you from clicking back and forth between different screens.
It is completely hands-free and secure. TradesHelper gives you a dedicated inbox email address. When you forward your PDF receipts or have suppliers email them directly to this address, our system securely extracts the line items, material costs, and dates. It maps these costs directly to your project expenses so you can track your margins without manual data entry.
Yes. All customer details, jobs, quotes, and financial records are hosted on secure, enterprise-grade servers located exclusively in the European Union (EU). We partner with leading, highly respected global database infrastructure providers that adhere to the highest standards of physical and digital security. Your data is protected by Row-Level Security (meaning only you can access your business records) and is fully compliant with EU GDPR and UK-GDPR standards.
Yes, automatically. The entire cloud database is backed up and snapshotted every hour. In the unlikely event of a system failure, we can restore data to any point within the last 30 days. Additionally, to give you complete peace of mind, every quote, invoice, and certificate you generate is automatically emailed to your registered address as a permanent, offline PDF backup trail.
Don't panic. Whenever you delete a customer, job, or note, they are moved to a secure Recycle Bin (accessible via Settings) where they are kept for 30 days. You can browse and restore these items yourself at any time within that period. Legally binding documents like final invoices and compliance certificates can never be deleted, only voided, to protect your company's tax audit trail.

Still have questions?

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