Training

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 Trade trak 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 our office in Knoxfield.

Please note this is only available via screen share during the COVID-19 pandemic.

• 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.

Please note this is only available via screen share during the COVID-19 pandemic.

• 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.

Please note this is only available via screen share during the COVID-19 pandemic.

• 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.