Everything you need to know about using Tradsiee. Pick a topic below.
Last updated June 14, 2026
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:
Tip: The left sidebar has two main buttons: Pipeline (to see your leads) and Settings (to update your account). If you ever get lost, click Pipeline to get back here.
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 it yet. The lead is fresh and ready for you to watch the video and learn about the job. Leads in this status show a Move to Working 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. Leads in this status show Move to New and Archive buttons.
Move leads here when the job is finished, or if it’s not a job you want to take on. Archived leads can be restored back to New at any time using the Restore button.
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 a new window or tab. The customer will usually describe the job they need done and show you what’s involved.
Below the customer’s name and phone number you’ll see any extra details they typed about the job. 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. For example, Move to Working when you start a job, or Archive when it’s complete. These buttons are always visible — no clicking around needed.
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 Move to Working. This moves the lead from your New list to your Working 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:
Tip: Need to move several leads at once? Just tap each lead card — you don’t need to activate anything first. A bar will appear at the bottom of the screen with buttons to move or archive them all in one go. Tap the same lead again to deselect it.
As you get more leads, the search and filter tools help you find exactly what you need.
Above the lead list there are four tabs: All, New, Working, and Archived. Click any tab to see only leads in that stage.
Note: The All tab shows New and Working leads. Archived leads are hidden in this view — click the Archived tab to see them.
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.
Use the Newest and Oldest buttons to change the order your leads are displayed. Newest shows the most recent leads first.
Your widget link is the 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. Here’s how to use it:
Click the Share button to send the link via text message, email, or social media. 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.
Tip: 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.
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.
Click Settings in the left sidebar, then scroll down to the Installation section. You’ll see a block of code that looks like this:
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.
Click Settings in the left sidebar to manage your account. Here’s what each setting does.
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.
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.
If you’re stuck, something isn’t working, or you have a question, email us.
Email us at support@tradsiee.com