TradeDesk Help Centre

Get help with TradeDesk plumbing software. Browse categories: Getting Started, Scheduling & Dispatch, Compliance & Forms, Get Paid, AI Agent, and Settings.

• Getting Started — Account setup, business profile, and basics
• Scheduling & Dispatch — Calendar, jobs, recurring work, and dispatching
• Compliance & Forms — Form 7, Form 9, backflow testing, and AS/NZS standards
• Get Paid — Quotes, invoices, job costing, and Xero sync
• AI Agent — Voice agent, SMS cascade, and AI notes
• Settings & Profile — Team members, permissions, and billing