Skip to main contentWelcome to TradesField. Follow the checklist below to configure your workspace before suppliers begin submitting information.
Set up your company profile
- Create or accept your workspace invite. Use your company email so team permissions match internal roles.
- Fill in company essentials. Add your trading name, ABN, and billing contact details. These appear on vendor-facing pages and email notifications.
- Tailor review stages. Decide who signs off on vendor submissions (for example, finance, compliance, or project management) and assign the appropriate approvers.
Bring your team onboard
- Invite colleagues who need visibility, such as the CFO, accounts payable manager, and project administrators.
- Choose each teammate’s role so approval steps and notifications reach the right people.
- Set preferences for the types of alerts each role should receive (expiring insurance, missing documents, etc.).
- Define the documents every vendor must supply: licences, insurances, bank verification, safety certificates, and any project-specific forms.
- Organise requirements into categories so vendors know exactly what to upload.
- Add supporting notes or templates to speed up submissions.
Invite your first vendor
- Add the vendor’s contact details and select the relevant requirement set.
- Attach any onboarding instructions or project references.
- Send the invitation. Vendors receive a secure link to complete everything in one portal session.
When your first submission arrives, head to the Platform section to learn how verification and monitoring work. 