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FREE training for new users
Every new iTrade sign-up comes with a free one-hour one-on-one screen-share training session to help you get up and running quickly.
You’ll learn the basics, get help with setup, and see how to make iTrade work for your business from day one.
Once you convert to a paid account, you’ll receive a second hour of training, absolutely free.
This personalised onboarding helps you gain confidence with the tools, get your questions answered, and set up iTrade in a way that suits how you work.
Paid training sessions
Need more support for your team or tailored training for advanced features? iTrade offers private screen-share sessions at $105 per hour or part-hour. These sessions are perfect for training new staff, learning advanced workflows, or getting help with a specific part of the platform.
To book, simply email training@itrade.net with your preferred date and time (give us a few days’ notice) along with your contact number, and we’ll call you to confirm the session.
Learn how to get the most out of iTrade with our
'How to' video series
These on-demand training videos walk you through the key features of our job management software, so you and your team can work smarter and stay in control.
Whether you're managing quotes, jobs, materials, or customers, these tutorials give you the tools to get the job done faster, with less admin.
All Videos
Estimating
Estimating
Read The iTrade User Guide
The iTrade User Guide covers everything you need to get started and get ahead with our job management software. From setup to advanced features, it’s your go-to resource for making the most of iTrade.
Already signed up?
Great, this guide will help you hit the ground running. Still deciding? Start your free trial today and see how easy job management can be.
Learn how to get the most out of iTrade with our
'How to' video series
These on-demand training videos walk you through the key features of our job management software, so you and your team can work smarter and stay in control.
Whether you're managing quotes, jobs, materials, or customers, these tutorials give you the tools to get the job done faster, with less admin.
Quote faster and more accurately using iTrade’s advanced estimating tools. Learn how to create, edit, and reuse quote templates, add items from price books, and apply schedules with ease. This video is ideal for anyone handling pricing, quoting, or budgeting jobs.
Stay on top of material costs and maintain your profit margins. This video shows you how to add materials, manage pricing structures, and use margin control settings to quote confidently. You’ll also see how to update supplier costs and avoid billing errors.
The work environment has changed, and so has the way you manage your team and jobs. This video outlines how iTrade can help you adapt to evolving health and safety practices while keeping your jobs running smoothly. Learn how to use digital tools to stay flexible and in control.
Slower periods can be the perfect time to streamline your systems. In this video, we cover how to use iTrade to clean up job data, optimise workflows, and make sure your business is in the best shape to bounce back quickly. It’s a productivity reset, minus the paperwork.
For bigger jobs that run over weeks or months, project tracking is key. This video walks you through setting up and managing projects in iTrade, using progress invoicing, budget tracking, and profit and loss reporting. Learn how to stay on top of long-term jobs without losing visibility.
The iTrade App keeps your field team connected in real time. Learn how to use it for timesheets, job updates, photo capture, and sending key info back to the office instantly. It’s everything your crew needs, right from their phone or tablet.
Organising your supplier list helps streamline ordering and pricing across jobs. This tutorial shows you how to set up and manage supplier profiles in iTrade, link them to materials, and keep track of pricing for fast, accurate quoting.
Efficient scheduling means fewer delays and better use of your team’s time. Learn how to use iTrade’s calendar to assign jobs, view team availability, and manage bookings. It’s built to keep everything and everyone on track.
From job creation to invoicing, this video covers the full job lifecycle in iTrade. You’ll see how to reduce paperwork, avoid double-handling, and streamline your job management process from quote to completion. Perfect for operations managers or anyone overseeing day-to-day workflow.
Setting up customer profiles correctly makes everything else run smoother. In this video, you’ll learn how to add new customers, link them to jobs, and view history and details in one place. It’s a great starting point for building a reliable job database.