Help Centre
How to use TradeFlow Planner.
Short, practical guides to setting the workspace up, building a schedule, and keeping the crew and the office looking at the same dates.
Getting started
Set the workspace up once, properly.
Planning the work
Break a job down, schedule it, and balance the crew.
Add phases and activities
Break a job into phases and tasks, set durations and crew sizes, and let the man-day maths follow automatically.
Build and adjust the schedule
Drag activities on the Gantt timeline, switch between three views, and mark days worked or closed without leaving the grid.
Plan and record manpower
Read crew demand week by week, set a planned headcount, and record what actually turned up.
Running the job
Keep the crew and the office looking at the same dates.
When something looks wrong
The usual causes, before you write in.
Still stuck?
Tell us the job and the dates involved and we'll usually answer without a call.
Or email Support@tradeflowplanner.com
