Getting Started

when you first start using trade service pro there are a few things you should do first, and a few key concepts you should be familiar with app installation the first thing you want to do when you start using trade service pro is to install the application on your device(s) refer to the links below for installing the trade service pro app on your device iphone/ipad docid\ bgwbagth8jwbbd8egbshv android docid\ knslbhjrwkj4sbxsqajxw desktop docid\ bahm4u91kcpchmyfiikvi login after you've installed the trade service pro app you'll want to login and change your password refer to logging in docid\ ojlcjg syv5e y7xeoxm8 company information once you've successfully changed your password and logged in you will want to enter your company information refer to the company information docid\ sjqw5sbikcrndccva7bo section for more information setup personnel/users if you have more than one person that will be using trade service pro you will want to setup accounts for them to login with refer to the personnel / users and roles sections for more information starting proposal/invoice numbers by default trade service pro starts numbering proposals and invoices at 1000 if you've been using either a paper system for proposals and invoices, or another software system and want to set sequential proposal or invoice numbers refer to the system settings docid\ pg6dnvp6ywtdh g0ecaeu for how to set the next proposal id and next invoice id customize the dashboard the dashboard can be configured to support the way your company does business refer to the dashboard docid 7vu4tlsspcqdimhrdc1ye section for more information workflow refer to the workflow docid\ w wxdhavf6tp5ppxurptc section for more information on the overall workflow of trade service pro tax computations to understand how trade service pro computes tax and how to turn tax computations on/off refer to the tax computation docid rhnzmi68tnfnrs0e1xzk section for more information importing customers if your company has an existing list of customers in digital form (either a custom spreadsheet you manage or an export of customers from other software), refer to the importing customers section for more information on importing existing customer data into trade service pro managing your subscription check out billing docid\ ymfpzugacxc2liuic6id8 for instructions on how to update your billing information or see your invoice history