Customisation

Every business is different. Manage things your way with Trade Trak's extensive customisation capabilities.

Custom Fields

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Screenshot software
Screenshot software

What works for us may not be what works for you. Add custom fields for features across the app to personalise the way you manage jobs.

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Create custom fields for jobs, clients, timesheets, user calendar and products.

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Tailor your custom field by choosing its type from text, dropdown, number checkbox and date.

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Choose whether to make it a mandatory field or available to subbies among other custom field settings.

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Screenshot of software

Permissions

With Trade Trak, you have full control over who has access to the information and features available on the platform.

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Create custom user groups to easily sort your employees into roles with differing access levels.

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Simply check or uncheck tick boxes to adjust permissions in general, job, finance and settings roles.

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Choose what job types your users and subbies can see so they only have access to what's relevant to them.

Statuses

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Screenshot software

Categorise and track progress your way with fully customisable statuses on a range of Trade Trak features.

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Create custom statuses for jobs, quotes, product orders and material orders.

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Pick a different colour for every status you create to see progress or category at a glance.

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Add categories for products with unique icons to help you find what you're looking for in seconds.

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Screenshot software
Screenshot software

Scripts

Sick of writing the same things over and over in you job management process? You don't need to anymore with scripts!

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Create custom script templates so you can drop a script into a text box in an instant.

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Scripts can be used to pre-fill notes, emails, job descriptions, SWMS, reports & more.

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Use our wide range of placeholders to fill in script variables like client name or job address.