STEP 3 OF 3 · YOUR TREDARA SETUP

Let’s make it work for you.

Purchased your Tredara package? Tell us about your business and what you want to improve first. Your answers will help us tailor your Tredara system.

Allow around 10–15 minutes. Please use the same email address you used at checkout so we can match your brief to your purchase.

Your business, properly set up

Fields marked * are required. Optional answers make your paperwork more useful. Have your company details and logo ready. Do not include customer records, passwords or bank details.

1. Company details

Company or legal business name *The name that should appear on your paperwork.Trading name (optional)Only if different from your legal name.Business structure *Company registration number (optional)If applicable. Leave blank if not registered.Registered or main business address *Building, street, town and county. Include the address you want printed on documents.Postcode *Country *Operating address, if different (optional)Leave blank to use the address above.Business website (optional)For example https://yourbusiness.co.uk

2. Contacts and responsibilities

Your full name *Your role or job title *Email used at checkout *Your packs go here. This matches the brief to your order.Email to print on business documents (optional)Leave blank to use your checkout email.Business phone number *Who handles quotations? (optional)Name and role. Leave blank if you have not appointed anyone.Who manages jobs or sites? (optional)Name and role.Who manages invoices and payments? (optional)Name and role.

3. Your work and current systems

Main trade or business activity *For example passive fire protection, plumbing or office services.What services do you provide? *List your main services. We will use your wording in your business profile.Number of employees *Typical number of subcontractors (optional)Who are your customers? *Locations or regions you serve *For example London and the South East. Describe sectors separately under services.How do you prepare and send quotations? *Name the tool, who sends quotes and how you currently follow them up.How do you track customers and job progress? *For example Excel, a CRM, a diary or no current system.Accounting or invoicing software (optional)For example Xero, QuickBooks, Sage, Excel or none.

4. Quotations, payments and priorities

Quotation reference prefix (optional)For example ACE-Q. Optional.Invoice reference prefix (optional)For example ACE-INV. Optional.How many days is a quote valid for? (optional)Use your existing business policy. Leave blank if undecided.Days before the first quote follow-up (optional)Invoice payment period in days (optional)Enter 0 for payment on receipt. Leave blank if undecided.VAT registration status *Deposit or staged-payment arrangements (optional)Describe any terms you already use. Leave blank if none. Do not include bank details.What should we organise first? *What currently gets missed or causes delays? *Give one or two examples, such as quotes not chased or no clear job status.What would a successful setup help you do? *For example see all open quotes, unpaid invoices and live sites in one place.

5. Your branding

VAT number (optional)Business tagline (optional)Brand colour (optional)Optional hex code, for example #123456. Leave blank to use the standard style.Company logo (optional)PNG or JPG, up to 2 MB and 4,000 pixels on either side. Used on your customised documents. A clear logo with space around it works best.

6. Health, safety and fire

Optional. Complete this section if your order includes H&S or Fire. We use factual business details; these answers do not replace site inspections or competent review.

Main health and safety contact (optional)Name and role. This does not appoint or certify a competent person.Main fire safety contact (optional)Name and role. This does not determine the statutory responsible person.Work activities to describe in the template pack (optional)For example office administration, installation work, site visits and warehouse storage.Premises or site types (optional)Describe offices, workshops and customer sites. List a specific address only where relevant.Main equipment or materials used (optional)A factual list to help you complete the templates later.Existing safety arrangements or documents (optional)For example a current policy, risk assessments, fire plan or external adviser. Do not upload personal medical records.Business emergency contact (optional)Business role and contact number only.Who will review the completed safety paperwork? (optional)Name, role or external adviser. Leave blank if not yet arranged.

Please don’t include passwords, bank information or confidential customer documents.

I have read how Tredara uses these details. *