Training
Trade Trak offers a number of onboarding options to assist our users in getting set up on the app, in a way that works for your business.
Self-guided
training
Use our step-by-tep guides to help teach you the ins and outs of Trade Trak.
- Learn how to set up your account, create jobs, quote and invoice, create SWMS and reports and much more.
- Read through our extensive knowledge base articles.
- Watch our tutorial videos.
- Use the in-app live chat feature to ask our team questions if you’re having any trouble.
One off training via screen share
One-to-one training call with a Trade Trak expert to discuss a specific business need or in-app feature drill down.
- Ideal option for those that have already completed training and still have questions or need a refresher.
- Useful for those that have mostly self-onboarded but still need assistance in some areas.
- Customised session to cover the features your business needs help with.
- Does not include data entry.
Complete onboarding via screen share
On a screen share call, two of our Trade Trak experts will complete a run-through of the entire app with you, and provide training on how to use the core features.
- Broken up into 2×2 hour sessions.
- Each session is customised to suit your business’s needs.
- Ideal for business owners or admin staff that are likely to be managing the company’s account.
- Includes the setup of clients, suppliers, users, finance defaults and company details to make your account fully functional.
Complete onboarding your office
In-person run-through of the entire app with two Trade Trak experts, and training on how to use the core features. Conducted at your business’s office.
- Broken up into 2×3 hour sessions.
- Each session is customised to suit your business’s needs.
- Ideal for business owners or admin staff that are likely to be managing the company’s account.
- Includes the setup of clients, suppliers, users, finance defaults and company details to make your account fully functional.
- Extra time is provided to account for setting up screens, projectors etc.
Custom onboarding package
A complete in-person run through of the apps core features with our Trade Trak experts. The sessions are entirely customised to suit your business.
- Ideal for large businesses requiring multiple sessions to get their team fully onboarded.
- Custom data entry packages available, including for SWMS and Reports.
- Sessions can be conducted at our office in Knoxfield or at your business’s office.
POA
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Extra Services
Although our training packages get your account set up to the point where it's functional, you may have additional data you need entered, but don't have the time to do so yourself. Leave it with us.
On your behalf, we can enter the data for:
- Reports (e.g. Job Completion, Site Survey, Safety Check Sheet)
- Standard supplier price lists in a CSV or Excel format.