Help
How can we help?
Setup guides, integration walkthroughs, and the answers to the most common TradeOS questions. If yours isn't here, email help@tradeos.app — a real person reads it within a few hours.
Getting started
Get up and running.
Customers
Customers & data.
Quotes
Quoting & proposals.
Payments
Invoices & payments.
Getting paid: invoices, deposits, and payouts
How money moves through TradeOS: setting up Stripe Connect, sending invoices, taking deposits, and tracking payouts to your bank account.
Read articleQuickBooks Online sync (coming soon)
QuickBooks Online two-way sync is on the roadmap. Here’s what to use today and what to expect when it ships.
Read article
Dispatch
Scheduling & dispatch.
Team
Team & permissions.
Contact
Send us a message.
Got something the help center didn't cover? Drop a note and a real human will get back to you within one business day.
Still stuck? Talk to a founder.
Email hello@tradeos.app or book 15 minutes from /signup.