How TradePak works

A quick walkthrough of every section of the app, so you know exactly where everything lives.

Home

Your dashboard, a quick read on how the business is doing right now.

  1. Stat cards across the top show revenue, accepted quotes, and outstanding invoices at a glance.
  2. Use the "Showing" dropdown above the cards to switch between this week, this month, or this year.
  3. This is also where you land after logging in, and the fastest way back to it is the Home link in the sidebar.