Getting Started
← All docsLearn the basics and set up JiffyTrade for your business.
About JiffyTrade
JiffyTrade is a simple business management WordPress plugin designed specifically for: Sole traders Tradesmen (builders, plumbers, electricians, joiners) Freelancers Small business owners…
Downloading the Plugin
You can download JiffyTrade from: 👉 Download JiffyTrade → There are three options available: Free Version – Core document and customer management…
Installing the Plugin
To install the plugin: Log into your WordPress dashboard. Go to Plugins → Add New. Click Upload Plugin. Select the JiffyTrade .zip…
Activating the Plugin
Activating JiffyTrade After installation: Go to Plugins → Installed Plugins. Locate JiffyTrade – Business Manager. Click Activate. You will now see the…
First-Time Setup Checklist
Before creating your first document, complete these steps: 1. Enter Your Business Details Go to: My Business → Settings Fill in: Business…
Free vs Pro
Free Version Includes: Quotes Invoices Letters Customer Management PDF Export Pro Plans Include: Business Insights Dashboard Advanced Reports Premium Templates Enhanced Productivity…
Understanding the Dashboard
The [jiffy] dashboard provides a quick overview of your business activity. It helps you see what’s happening in your business at a…
Where To Go Next
Now that JiffyTrade is installed and configured, explore: Setup & Configuration – Fine-tune your business settings. Documents – Learn how to create…