Help Guide
Everything you need to know about using Tradsiee.
Your Dashboard
The dashboard is the main screen you see when you log in. It’s called the Pipeline, and it shows all your leads in one place.
A lead is someone who has sent you a video asking for a quote. Each lead card shows you everything you need at a glance:
- The customer’s name and phone number
- A short description of the job they need done (shown as one line; tap it to expand)
- A video thumbnail you can click to watch their recording
- Action buttons to call, message, or move the lead through your pipeline
Tip: The left sidebar has three main items: Pipeline (to see your leads), Settings (to update your account), and Help (this guide). On your phone, these appear in a navigation bar at the bottom of the screen. If you ever get lost, tap Pipeline to get back here.
Understanding Lead Statuses
Every lead has a status that tells you where you are in the process. You move leads forward as you work on them.
You haven’t reviewed their submission yet. The lead is fresh and ready for you to watch the video and learn about the job. New leads have a blue left border and a subtle blue tint, so they stand out at a glance. Leads in this status show a Mark Quoted button.
You’ve seen the video and you’re talking to the customer about the job. Move leads here when you start working on them. Quoted leads have an orange left border and subtle orange tint. Leads in this status show Back to New and Archive buttons.
Move leads here when the job is finished, or if it’s not one you want to take on. Archived leads have a grey left border and use the standard card background. They can be restored back to New at any time using the Restore button.
Leads are locked when your monthly lead quota is exceeded. The video and phone number are blurred and the lead shows Quota Exceeded instead of the usual actions. Tap Upgrade to restore access to locked leads.
Reviewing a Lead
Every lead shows you everything you need right in the list. No need to click through to a detail page.
Click the video thumbnail (the small preview image) to open it in an in-page video player. The customer will usually describe the job they need done and show you what’s involved. Close the player when you’re done.
Below the customer’s name and phone number you’ll see the job description. It’s shown as a single line by default – tap or click the description to expand it and read the full details. This can include measurements, timing, or specific requests.
Every lead has icon buttons that are always visible – click the SMS icon to open your phone’s messaging app with their number ready to go, or click the phone icon to call them directly through your phone’s dialler. Both use your phone’s default apps – no extra setup needed.
Each lead has action buttons to move it through your pipeline. Click Mark Quoted to move it to Quoted, or Archive when the job is complete. These buttons are always visible – no clicking around needed.
Moving Leads Through Your Pipeline
As you work on a job, move the lead from one status to the next. It helps you keep track of where you are with every customer.
When you start talking to the customer about the job, click Mark Quoted. This moves the lead from your New list to your Quoted list so you know it’s in progress.
Job is done? Click Archive. The lead moves to your Archived list. You can still see it by clicking the Archived tab at the top of the pipeline.
Made a mistake? No problem. You can move leads in reverse too:
- Quoted → New: Click Back to New to send a lead back to the top of your pipeline.
- Archived → New: Click Restore to bring an archived lead back to life.
Bulk actions: Need to move several leads at once? Tap each lead card to select it – a bar appears at the bottom of the screen. It shows a count with a status breakdown (e.g. 3 selected (2 New, 1 Quoted)) and buttons to move them all to any status. Click Select all to grab every lead in the current filter.
Searching and Filtering
As you get more leads, the search and filter tools help you find exactly what you need.
Filter by status
Above the lead list there are four tabs: All, New, Quoted, and Archived. Click any tab to see only leads in that stage.
Note: The All tab shows New and Quoted leads. Archived leads are hidden in this view – click the Archived tab to see them.
Search
Type a customer’s name, phone number, or job description in the search box. The list will filter down as you type – no need to press Enter or click a button.
Sort
Use the Newest and Oldest buttons to change the order your leads are displayed. Newest shows the most recent leads first.
Reporting & Blocking Customers
If a lead is spam or unwanted, you can report it directly from your pipeline. Each report gets a unique reference number so you can follow up if needed.
To report a lead, click the Report button on the lead card, select a reason, and optionally check Block this customer to hide all future leads from that phone number.
Every report gets a reference number (e.g. #429506173). Keep this if you need to contact support about it later.
Viewing and managing blocked customers
To see who you’ve blocked or unblock someone, go to Settings and scroll down to the Blocked Customers section. You’ll see a list of every phone number you’ve blocked and when. Click the trash icon next to a number to unblock them.
Your Widget Link
Your widget link is the unique URL you share with customers so they can send you a video. When they open it on their phone, they’ll see a simple form to record their job and submit it to you.
You can find your widget link in the Settings page, under the Your Widget Link section.
Click the Share button to open your phone’s native share menu – send it via text message, email, or social media in one tap. Or click the Copy button to copy the link and paste it anywhere.
Display the QR code on your van, in your shop window, on flyers, or on business cards. Customers scan it with their phone camera and it opens your widget link automatically.
Below the widget link you’ll see an Installation section with a block of code. Copy and paste this into your website to add the widget directly to one of your pages. Ask your web person if you’re not sure where to put it.
Example: Your widget link looks like this: tradsiee.com/your-business-name. Each time a customer uses it, you’ll get a new lead in your Pipeline.
Installing the Widget on Your Website
If you have a website, you can add the Tradsiee widget directly to it. This lets customers record and send videos without leaving your site. The widget automatically detects whether your site uses light or dark mode and blends right in.
Click Settings in the left sidebar, then scroll down to the Installation section. You’ll see a block of code that looks like this:
<script src="https://tradsiee.com/loader.js?slug=your-business-name" async></script>
Click the Copy Installation Code button to copy the code to your clipboard.
Paste the code into the HTML of any page where you want the widget to appear. It will show up as a simple form where customers can describe their job and record a video. Ask your web developer if you need help finding the right spot.
Track widget usage with Google Analytics: The widget fires events at key steps so you can see how many people start vs complete a lead. If you use Google Analytics, your web person can paste this snippet anywhere on your site to start tracking:
window.addEventListener('message', function(e) {
if (e.data?.type !== 'tradsiee-event') return;
gtag('event', e.data.event, e.data.data);
});
</script>
Events fire when a customer submits their details, verifies their phone, completes a lead, or hits an error. Completely optional – the widget works fine without it.
Account Settings
Click Settings in the left sidebar to manage your account.
Changing your Public Slug
Your slug is part of your widget link (e.g. tradsiee.com/your-business-name). If you change it, the old link will stop working. Make sure to update your website and any printed materials if you change it. You’ll need to enter your current password to confirm the change.
Terminate Account
This permanently deletes your account and all your data – leads, customer information, and business profile. Video recordings submitted through the widget are retained for dispute resolution purposes and cannot be removed through account termination. You’ll need to confirm by entering a verification code sent to your phone.
Need Help?
We’re here to help. If you’re stuck, something isn’t working, or you have a question, reach out to us.
Contact Support
Email us and we’ll get back to you as soon as possible.
support@tradsiee.comWe typically respond within 24 hours.