Admin Quick Reference
Essential daily tasks & workflows
☀️ Morning Routine (5 min)
- 1
Log in with 2FA
Enter 6-digit code from authenticator app
- 2
Check Pending Applications
Dashboard → Applications → Verify ABN → Approve/Reject
- 3
Review New Orders
Orders → Check pending & processing status
- 4
Check CRM Follow-ups
CRM → Review scheduled follow-up tasks
🌤️ Throughout Day (5 min)
- 1
Process New Orders
Update status as orders arrive & ship
- 2
Update Order Statuses
Mark as processing → shipped → delivered
- 3
Reply to Inquiries
Check emails & phone messages
- 4
Log CRM Notes
Add notes after customer calls/emails
| Task | Time | Location | Steps |
|---|---|---|---|
| Approve Member | 2 min | Dashboard | Applications → Verify ABN → Approve |
| Process Order | 3 min | Orders | View Details → Update Status → Email sent auto |
| Create Quote | 5 min | Pricing Calculator | Load Config → Select Products → Save Quote |
| Email Quote | 2 min | Quotes | Find Quote → Email Icon → Send |
| Add CRM Note | 1 min | CRM | Search Customer → Add Note → Set Follow-up |
| Send Bulk Email | 3 min | Email Templates | Choose Template → Enter Recipients → Send |
Your most powerful tool! Create quotes & manage pricing.
Quick Actions:
- • Load Config: Saved presets for different tiers
- • Import CSV: Bulk import from Excel
- • Adjust Margins: Per-product control
- • Save Quote: Track customer quotes
- • Email Quote: Professional PDF via sales@
Track all customer interactions & follow-ups.
Note Types:
- • Call: Phone conversations
- • Email: Email correspondence
- • Meeting: Face-to-face meetings
- • Issue: Problems to resolve
- • Opportunity: Sales opportunities
- Verify ABN before approving members
- Add CRM notes after every interaction
- Update order status within 24 hours
- Reply to customers same business day
- Save pricing configs for reuse
- Set follow-up reminders in CRM
- Log out properly (don't just close tab)
- Approving without ABN verification
- Sharing pricing calculator with customers
- Forgetting to update order status
- Deleting records without backup
- Skipping 2FA verification
- Leaving sensitive data visible on screen
- Sharing admin login credentials
Navigation
Ctrl+F Search
F5 Refresh
Esc Close Dialog
Editing
Ctrl+Z Undo
Ctrl+Y Redo
Ctrl+S Save
General
Ctrl+P Print
Ctrl+/ Help
Tab Next Field
Need Help?
Technical Support
support@tradietough.au
+61 2 8599 1661
Sales Inquiries
sales@tradietough.au
Monday - Friday, 9am - 5pm AEST