FEATURES

Trade Trak's advanced job management software features will help you to manage your business better.

Job management

Creating and managing jobs has never been easier. Keep track of your workload by assigning users and subcontractors to jobs, applying customised job statuses, using notes for communication and creating tasks.

Scheduling

Trade Trak offers a Job Scheduler and a User Scheduler, which allows for flexible allocation of work to a user's or job’s calendar and can be viewed by the day, week, or month. You can even input non-job items for users, so if your workers are sick, have an RDO, or are completing external training on any given day, you’ll be able to schedule this as well.

View more details

Subbies

Trade Trak allows you to invite sub-contractors to any job and makes managing their workload simple. Once added, subbies have restricted access to the app, but are still able to use features that are needed to get the job done, including completing reports and SWMS, and uploading files directly from the worksite.

View more details

Notes

Add notes to any job, quote, invoice or task. Keeping notes within jobs help to save time on the job site. Record pin codes needed to enter buildings, measurements for job sites, or to keep track of conversations had with the customer. You can choose to notify other users or subcontractors, make the note private, or share with all sub-jobs if it's written on a project.

View more details

Tasks

Create tasks within jobs on Trade Trak and allocate them to any team or user to help break up the workload. Set due dates and times on tasks to alert your workers when something needs doing, and add notes to include any details they may require. You can also create task templates to make the process even quicker.

View more details

Quotes

Creating a quote on Trade Trak is a seamless process. You can add line items complete with products and prices, notes for internal use or for the client, and upload attachments. If you're likely to need a similar quote in the future, you can also save it as a template. Once created, you can then send it straight to the customer for their signature of approval before you've even left the job site.

View more details

Invoices

Trade Trak helps to keep your accounting in check with the advanced invoicing system. Your invoices are generated using past quotes from jobs, meaning the information pre-fills and they’re ready to go in seconds. Choose to either invoice in full, or if you’re charging for deposits or partial payments, you have the option to invoice by a percentage, dollar amount, line items or even raise a credit note. Trade Trak will keep note of payments and outstanding amounts should you choose to partially invoice, so it takes all of the guesswork out of it for you!

View more details

Payments

Take payments on the spot and record them within the app. Trade Trak allows you to manually record payments taken via credit card, EFTPOS, cash, cheque or bank transfer, or link your Stripe or QuickaPay account to receive and record payments automatically. You’re also able to record partial payments by dollar value or percentage which is great for jobs where you're paid in instalments!

View more details

Signature Capture

No matter what device you’re accessing Trade Trak from, users are always able to add their signature when needed. Have customers sign off on quotes and invoices by forwarding it straight to their email, and have your users signing their custom SWMS forms before starting work for the day. Signatures are recorded with time and date stamps against all documents, which can be accessed at any time.

SWMS

Safe Work Method Statements are a must for any high risk construction work. Make your life a little less stressful with Trade Trak’s fully customisable, job-specific SWMS. You can create your own templates or buy them from our Template Store to save time. Add workers or subbies to the SWMS and have them sign off on the spot. Each completed SWMS is stored under it's job's files for safekeeping, so you never have to go scrounging through paper files again.

View more details

Reports

Build custom report templates within Trade Trak, complete them on the job site and have your workers sign off on them on the spot. This is great for items such as job completion reports, white card reports, toolbox meetings, or even worker inductions. Once they've been completed, report PDFs can be shared with relevant parties, and they're automatically stored under the job's files.

View more details

Attachments

Attachments can be added to almost every feature on Trade Trak - quotes, invoices, reports, SWMS, tasks, notes, orders or even jobs directly. Take photos to show progress on a worksite and upload to jobs, or add in any documents that may be required later such as certificates or blueprints.

Activity Feed

View a live feed of all your job activities. See the updates in real time on your Dashboard, including edits, status changes, added documents with image previews, user inclusions and more. Or view a job's activity feed on its Details page. Even items such as quotes and invoices have their own activity feeds so that you're able to keep track of updates.

Customisation

Make Trade Trak your own and add your company’s name, address, contact details, logos and colours. These customisations will be used in all of your future documents templates, so not only does it add a professional touch, but also saves you time when quoting and invoicing. In addition to this, you can use custom forwarding email addresses and SMS names so your customers know it’s you.

Notifications

Never miss a job again when you receive notifications straight to your phone. Reminders can be sent via SMS, email and within the app itself, which will warn you when you’ve been added to a job, scheduled for a task, when it's time to submit your timesheet, or when a job is nearing a due date. Adjust your notification settings to suit yourself and your team.

Data Import and Export

Trade Trak allows its users to easily export the data they need - we will never hold it hostage! You’re able to transfer all jobs, contacts, reports, expenses without any hassle or extra cost from us. You can also import CSV files to quickly add clients, suppliers and product lists to your account.

View more details

Integrations

Use your favourite accounting systems in conjunction with Trade Trak. Our app integrates with Stripe, QuickaPay and BPAY so that you're able to offer greater payment options. We also have an integration with Burdens, so that their customers can create seamless itemised material orders, a two way integration with Xero, and a one way integration with MYOB.

Timesheets

Trade Trak enables each user to be able to complete weekly timesheets based on their jobs and hours completed. Our advanced timesheet system monitors your activity on the app throughout the week, and will self-populate information about jobs you viewed, reports and SWMS you completed, or when and where you were scheduled. Timesheets also allow for the input of non-job items, such as RDO's, sick leave or public holidays.

View more details

Annotations

Upload your file onto Trade Trak and use the annotations feature to add text, drawings, highlight and more. The annotated version will even save as a new file, so that you can always refer back to the original document.

Custom Fields

What works for us may not be what works for you. Add your own custom fields for job and client creation, select what type of field (e.g. dropdown or text), and if it’s for internal use only, select whether or not you’d like the data to be shown on PDFs or used as a filter.

View more details

Job Profitability

On Trade Trak you're able to track just how profitable each job is. The Finance Summary is available on the Details page of each job, and takes into consideration every quote, invoice, payment, expense and timesheet cost that has been entered. You can even add each user's base rate and overtime rates for complete accuracy.

WANT TO SEE WHAT'S COMING SOON TO TRADE TRAK?

check here