Administration

Stay in touch with clients and users and ensure no one misses a beat when it comes to any job

Email

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Screenshot software

With Trade Trak's emailing feature, you can easily email and share files with anyone directly from within the app.

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Whitelist your Trade Trak email address for a more professional feel.

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Store all email correspondence against a job so you can quickly and easily find past emails.

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Create email scripts with placeholders to avoid wasting time drafting the same email over and over.

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Screenshot software

SMS

Send a text message to a client directly from the job page within the app for quick updates.

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SMS only cost 0.1 credits to send so you don't have to break the bank just to reach out.

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Create SMS templates to quickly send a pre-filled out text on the fly.

Notes

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Screenshot software

Create and store notes within jobs to help save time on the job site and stay up to date on any new developments on a job.

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Add notes to any job, quote, invoice or task in seconds.

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All notes are stored against the job so you can keep track of every update.

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You can choose whether to notify other users or subbies about the note, make the note private or even share it with all sub-jobs within a project.

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Screenshot software
Screenshot software

Files

Add files to any job to keep track of every document relevant to the work and easily find them whenever needed.

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Add photos, PDF's or any other document needed to a job.

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Invoices, quotes and attachments will be automatically added to the files on a job.

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Create folders to sort files into to save time looking for what you need.