Setting up a new company

The steps that take a new company from signing up to its team working in Tradie.

Last updated 28 Oct 2026

Overview

This guide is the checklist for getting a new company running on Tradie On The Move. It is written for the company’s own administrator and for the reseller or Tradie contact helping them. Work through it in order: each stage relies on the one before it.

The Tradie Setup Wizard in the Scheduler, listing the setup tasks with an Open button beside each — Stage 3 happens in the Scheduler's Setup Wizard, which lists the tasks and opens each one.

Who does what

Your Tradie contact or reseller creates your company and connects it to Infusion. Connecting Infusion Elite needs access to the server Infusion runs on.
Your administrator sets up the company in the Scheduler: users, products, labour codes and the rest of the Setup Wizard.
Your office staff and technicians come in once the setup is done.

Resellers: the Reseller checklist puts the same steps on one page, with what to collect from the customer first.

The stages

1. Provision your business

Provision your business covers what your Tradie contact sets up for you, and how you log in to the Scheduler and the Mobile app the first time.

2. Connect your Infusion system

Tradie reads your customers, jobs and products from Infusion, and posts time, materials and notes back. Which guide you follow depends on your version of Infusion:

Connect Infusion Elite - install the Tradie connector on the server Infusion Elite runs on.
Connect Infusion Online - enter your Infusion Online Licensee Id and Session Id.

3. Work through the Setup Wizard

The Scheduler’s Setup Wizard opens by itself for an administrator. It lists ten tasks, in this order, and each one opens the screen it needs:

#	Task	What it does
1	Register Company Info	Your name, address and logo, and the live connection to your accounting system
2	Import Products	Bring your product list in, and choose which of it your team can use
3	Setup Labour Codes	The codes a team member picks when they log time
4	Create Users	One record per person, and the Infusion staff member they map to
5	Register Plant/Equipment	Which products are bookable on the calendar beside a person
6	Import Job Statuses	The states a job moves through - your workflow
7	Import Customers	Who you work for, synced from your accounting system
8	Import Suppliers	Who you buy from, for purchase orders
9	Review Health and Safety Hazards	The hazard register behind every on-site questionnaire
10	Review Health and Safety Controls	The controls offered against those hazards

The wizard is the shortest path through the essentials. It is not everything you can set up - see every screen, and what it is for below.

4. Choose your company settings

A few settings change what your technicians see, or when their work reaches Infusion. Decide them before anyone starts logging time: see Choose your company settings.

5. Start working

Book a job to a team member from the Scheduler.
Have your office staff log time and materials on a real job in the Mobile app, so they know it well before the technicians start. See Log time.
Set up your team’s devices, starting with one or two technicians, then the rest of the team.
Check it arrived in Infusion - compare a finished job in Tradie with the same job in Infusion.

Every screen, and what it is for

Everything an administrator sets up, grouped by what it affects. Each one says where its information comes from, because that is the question that decides whether you fix something in Tradie or in your accounting system.

Your company and your people

Screen	What it is	Where it comes from
Company info	Your business’s own details and logo, plus the state of the connection to your accounting system	Typed here. The connection details come from your Tradie contact
Users	One record per person - how they sign in, what they can see, which labour codes they may use, and which Infusion staff member they are	Created here. Setting up a new team member walks through one
Plant / equipment	Which things can be booked on the calendar beside a person - vehicles, machinery, anything you schedule	You choose, from the products already in your accounting system

What you sell and charge for

Screen	What it is	Where it comes from
Products & Quick Add	Your product list, which of it a technician can add from the field, and the one-tap Quick Add shortcuts for the handful they use constantly	Imported from your accounting system. Update from Infusion pulls in changes
Labour codes	The codes a team member chooses when logging time, which decide how the hours are charged	Imported from your accounting system
Service items	The parts a service visit on a particular piece of customer equipment usually needs, so the technician gets the list instead of working it out	Built here, from your own product list

Who you work for

Screen	What it is	Where it comes from
Customers	Who the work is for, and the sites and contacts behind each one	Synced from your accounting system - changes belong there, not here
Suppliers	Who you buy from, used when raising a purchase order	Synced the same way

How a job is tracked

Screen	What it is	Where it comes from
Job statuses	Every state a job can be in and the colour each one shows. This is where your workflow is actually defined	Set up here
Job type colours	A colour per job type, drawn as a stripe on tiles and bookings, so you can see what kind of work a day holds	The types come from your accounting system; you choose the colours. Off until you switch it on

What your team sees on the phone

Screen	What it is	Where it comes from
Mobile screen settings	Two screens - Mobile Home Screen and Mobile Allocated Jobs - that draw a technician’s phone beside the settings behind it, so you can change what is on it and see the result first	Settings, set here
Start work checklist	Reminders shown on a job’s Info tab, before the technician starts work	Typed here
Stop work checklist	Reminders shown on a job’s Close tab, as they finish	Typed here

Time

Screen	What it is	Where it comes from
Timesheet Settings	Every setting that shapes a timesheet, shown beside a worked example that redraws as you change them - including when the hours actually reach your accounting system	Settings, set here

Safety and reference

Screen	What it is	Where it comes from
Health & safety	The HnS Hazards and HnS Controls registers behind every on-site questionnaire your team fills in	Seeded with a starting set, then maintained here
The Document Vault	Your own library of reference documents - safety data sheets, forms, install guides, price lists - read from the Documents tile on the phone	Uploaded here

Getting help

Your Tradie contact can see your Scheduler screen with Remote Help while you talk them through a problem.