See how Trade Trak can help you effectively manage your refrigeration & air conditioning business and streamline your operations.
Whether you’re a large commercial refrigeration business or you specialise in air conditioning installation & repair, Trade Trak can help you maintain and grow your business. Our comprehensive job management app will provide you with everything you need to effectively manage your business, remotely or on-site.
Trade Trak provides key features needed for a refrigeration or air condition business such as, quoting, invoicing, in-field reporting, job tracking, supply management and much more. With our task assigning and automatic quoting and invoicing capabilities, you can set jobs for your team remotely and reduce your need for paperwork, ensuring your team can spend as much time on the road working as possible.
Trade Trak contains an advanced quoting and invoicing system to keep your client interactions and accounting in check. Our highly customisable quotes can be created, have pre-set and new items added, saved as templates and can be sent to your client immediately on-site. Our comprehensive invoices can be easily pre-filled from past quotes and jobs and keeps track of all payments made to the invoice, whether partial or full.
Create fully customisable Safe Work Method Statements (SWMS) for high-risk refrigeration and air conditioning jobs to ensure the safety of your team and keep your business in line with OHS laws. Trade Trak also offers a wide variety of SWMS templates for purchase from our template store to streamline your safety procedures.
With Trade Trak's Report Builder, you can create custom report templates for your team to use so you can stay updated on any progression or completion of jobs. These reports can be signed, printed or downloaded and can be used for a variety of functions such as attendance registers or air conditioning inspection reports.
Integrate with key suppliers through uploading and importing supplier price lists via CSV imports so you can be aware of the price of products, easily order new materials and products and keep track of payments to suppliers with invoices. This will make on-site ordering of products and product quotations a breeze.
Invite subcontractors to any job so you can manage their workload, keep track of their progress and allow them to complete necessary functions such as SWMS and reporting. You have full control over the level of access subcontractors have to the app so you can ensure they only see relevant information to them. GPS tracking capabilities also allow you peace of mind that your subcontractors are where they're meant to be.
Trade Trak allows you to set up jobs for just $1. You can return to this job as much as you like, set up sub-jobs within the job and set up tasks for different team members in the same job. This makes Trade Trak a great tool for sites that have refrigeration or air conditioning that you regularly maintain and require many return visits.
Trade Trak's advanced timesheet system allows you to track the activity of you and your team throughout the week and see how many hours are being spent on specific jobs. You can also add in non-job items such as RDO's, sick leave and public holidays so you can ensure your team is correctly paid for the work they complete.
Create your own custom products and set the prices within Trade Trak so you can easily manage your product list and your profit margins. This feature allows you to easily add any product needed for a job to quotes and invoices at set rate prices, saving you time that you would normally spend writing out these forms.
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