Documentation/Getting Started
User Guide

Getting Started with Tradie Card

Set up your Tradie Card account, create your business profile, and prepare your dashboard for launch.

8 min readUpdated 15 May 2026

Guide Outcome

This guide covers first login through to a usable dashboard. It focuses on verified setup behavior, including profile creation, builder basics, and publish prerequisites.

  • Account is created and linked to a business profile.
  • Builder essentials are completed with valid contact and service area details.
  • You understand when publishing becomes available and what unlocks after billing activation.

Step-by-Step Workflow

Step 1

Create account and open dashboard

Use the sign-up flow and enter your dashboard workspace. If you are new, create your business profile from the onboarding form.

  • Business name is available and slug is valid.
  • ABN, service category, and mobile number are entered.
  • Primary service location has city and postcode.

Step 2

Complete builder basics

Open Builder and finish identity, services, contact, and business basics so your public card can be launched cleanly.

  • Business name and service category are set.
  • Lead email and mobile are valid.
  • At least one service area location is configured.

Step 3

Prepare launch settings

Choose section order, intake mode, and public-facing content before moving the card live.

  • Intake mode reflects current capacity (open, limited, waitlist, paused).
  • Service copy and media are customer-readable.
  • Required contact paths are present before sharing link.

Step 4

Start trial when ready to publish

Publishing from draft to live requires active billing. Trial access is 7 days and current public pricing is A$29/month or A$290/year.

  • Billing is active before first publish.
  • Dashboard modules are unlocked for daily operations.
  • Live card URL is ready for GBP, socials, and referrals.

Feature Reference

Profile Foundation

Create a complete business identity that customers can trust on first view.

  • Business profile captures owner details, ABN, contact email, and mobile.
  • Service vertical, category, and specialties shape public relevance.
  • Service locations support suburb-level local intent matching.

Builder Essentials

Use the five builder tabs to control what customers see and how they convert.

  • Identity, Services, Media, Contact, and Business tabs hold source-of-truth content.
  • Readiness indicators flag required setup items before launch.
  • Draft preview helps you validate the live experience before publishing.

Publish Readiness

Publishing is controlled and gated to protect customer experience quality.

  • Cards start in draft and become public only after explicit publish.
  • First publish enforces billing/trial activation.
  • You can return to builder at any time to update content.

Safety and Public Scope

Public docs describe product behavior and user workflows only.

Internal infrastructure, private APIs, credentials, and secret operations are intentionally excluded.

Sensitive and private tracking routes are configured no-index where applicable.

All feature descriptions in this docs cluster are tied to production code paths and current UI behavior.

Related Guides

Public Card, Trust Signals, and Publishing

Configure your public Tradie Card for local discovery, direct enquiries, and trust-first conversion.

Open related guide

Lead Inbox, Response Workflow, and CRM Actions

Manage direct enquiries from first contact through completed outcomes using Leads, responses, assignments, and action tracking.

Open related guide

Apply This Guide in Your Workspace

Use this workflow directly in your dashboard, then continue with the next guide to complete your full lead-to-job operating system.