FAQs

CLICK HERE to watch a short video on how to use Trade Connect.

• New Work Orders appear on your Dashboard as NEW
• Urgent Work Orders are shown in red
• Click on a Work Order to see:
  • Job address
  • Customer contact details
  • List of work items
  • Room location
  • Photos (if available)
  • Customer description
  • Carlisle instructions

1. Go to tradeconnect.com.au
2. Enter your email address and password
3. Click Log in

NB: You will be asked for multi-factor authentication -  we recommend SMS for ease

Firstly, you need to look out for an invitation to Trade Connect – this will be sent from noreply@carlislehomes.com.au (make sure to check your junk folder).

CLICK HERE to watch a short video on how to sign up. 

1. In the email, click Accept Invitation
2. Create a password and click Continue
   • Your password must contain:
     • At least 8 characters
     • At least 3 of the following
       • Lower case letters (a-z)
       • Upper case letters (A-Z)
       • Numbers (0-9)
       • Special characters (e.g. !@#$%^&*)
3. Click your preferred your Multi-Factor Method (we recommend SMS for ease)
4. Enter your mobile number (staring with 04…) and click Continue
5. Enter the unique 6-digit code and click Continue
6. Click Accept to authorise the App

If you experience any issues, please contact the Warranty team for assistance.

NOTE: Please use the same email address registered with Carlisle Homes to receive your Work Orders.  

1. Go to tradeconnect.com.au
2. Click Log in
3. Click Forgot password?
4. Enter your registered email address
5. Click Continue
6. Check your email and click Change your password
7. Enter your new password

No - notes added to a Work Order or case in Trade Connect are visible to the Warranty team only and are used for internal communication and job tracking.

Customers cannot view these notes through Trade Connect.

However, please be aware that if a customer formally requests access to their project information, these records may be made available as part of that request. For this reason, we recommend keeping communication clear, professional and factual.

1. Open the Work Order
2. Contact the customer to agree on a date and time
   • If on mobile, you can call or SMS the customer directly from the portal
3. Click Schedule
4. Enter the date, time, and estimated duration
5. Click Save

TIP:  You can download the calendar invitation and add this to your diary

Important

• The booking is visible to you, the Warranty team, and the customer (via Carlisle Connect)
• The customer will receive:
  • An SMS when booked
  • A reminder SMS 48 hours before the appointment

NOTE: This SMS will include booking details and your contact information should they need to reschedule.  

First, discuss the change with the customer! Once agreed:

1. Open the Work Order
2. Click Reschedule
3. Select the new date, time, and duration
4. Choose the reason:
   • Customer initiated
   • Vendor initiated
   • Extra booking
5. Click Save

The updated booking will be visible to the Warranty team and the customer.  

Yes, you can! Simply open the Work Order and click the Calendar icon. 

This downloads a calendar file (ICS) - open the file in your calendar app (Outlook, Google Calendar, etc.) and Save.

1. Open the Work Order
2. Click on the relevant Case
3. Update the status:
• In Progress – if work has started but is not finished
• Complete – when the work is finished
4. Use the Notes section to add reminders eg “Plastered today – need to paint next visit”

Remember: If you need to return, make sure you add a new booking. 

• Mark each Case as Complete
• Once all cases are complete, the Work Order will automatically move to the Completed page

When all jobs on a Work Order have been marked complete, the Work Order will be moved from your Dashboard to the Completed page. This page can be found via the menu at the top of each page. 

Go to the Completed page in Trade Connect