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FAQ

Frequently Asked Questions

Getting Started

How long does setup take?

Most businesses are up and running in under 5 minutes. Add your technicians, configure line items and rates, and start recording sales immediately.

Do I need a credit card to sign up?

No. The Free plan and the 14-day Pro trial require no credit card. You’ll only enter payment details if you choose to upgrade.

Can I import data from spreadsheets?

Yes. The admin dashboard supports CSV import for technicians, line items, and historical sales data.

Billing & Plans

How does pricing work?

TradeKitt uses a base fee plus per-technician pricing. The Pro plan is $49/month plus $12 per technician per month. Annual billing saves 20%.

What happens when my free trial ends?

Your account automatically moves to the Free plan (up to 2 technicians). No data is lost. You can upgrade to Pro at any time to unlock all features.

Can I change plans at any time?

Yes. Upgrades take effect immediately. Downgrades take effect at the end of your current billing cycle.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) processed securely through Stripe.

Commission Tracking

How are commissions calculated?

Commissions are calculated using BigInt cents with banker’s rounding for precision. You configure per-technician, per-item rates as either flat amounts or basis points. Discount-based sliding scales are also supported.

What happens if I change a rate?

Rate changes only affect future sales. Every sale snapshots the commission rate at the time it’s recorded, so historical commissions are never retroactively changed.

Can I set different rates for different technicians?

Yes. Rates are configured per-technician and per-line-item. You can also set category-level fallback rates and discount-based sliding scales.

Integrations

Which payment processors are supported?

TradeKitt integrates with Stripe, Square, PayPal, and QuickBooks for payment reconciliation. RazorSync is supported for field service management.

How does reconciliation work?

The three-pass matching engine compares your recorded sales against payment processor transactions. It matches by amount, date, and reference ID with configurable tolerance to catch discrepancies.

Are my API credentials secure?

Yes. All integration credentials are encrypted with AES-256-GCM using a platform-level encryption key. API responses only show the last 4 characters of stored credentials.

Security

How is my data protected?

TradeKitt uses row-level security (RLS) in PostgreSQL to ensure complete data isolation between tenants. Passwords are hashed with Argon2id. All data is encrypted in transit (TLS) and sensitive fields are encrypted at rest (AES-256-GCM).

Do you support Single Sign-On (SSO)?

Yes. Enterprise plans include SSO via Google, Apple, and Microsoft for both admin and technician accounts.

Is there multi-factor authentication?

Yes. Owner accounts support TOTP authenticator apps, email OTP, and hardware security keys (WebAuthn/FIDO2).

Mobile & Desktop

Which platforms are supported?

TradeKitt offers native apps for iOS, Android, Windows, and macOS. Technicians can check their commissions from any device.

Does the mobile app work offline?

Yes. The mobile app caches data locally and queues sales for sync when connectivity is restored. Offline mode is configurable by the admin.

Support

How do I get help?

  • Free plan: Documentation and community support
  • Pro plan: Priority email support with 24-hour response time
  • Enterprise: Phone support with 4-hour SLA and dedicated account manager

Where do I report bugs?

Email [email protected] with a description of the issue. Include screenshots if possible.

Still have questions?

Contact us — we’re happy to help.