All the features you need to streamline your jobs.
Keep track of all your jobs, staff, and customers in one place. Enjoy faster billing, pain-free scheduling, and protect your business from risk.
Our features add value, not clutter.
Office Dashboard
All the day’s activities on a single screen. Drive your jobs forward to getting billed.
- ✓ Five simple job pools organise your jobs.
- ✓ Field staff shown as Travelling, On Site, or Idle.
- ✓ Completions and Problems KPIs.
- ✓ Spot problems before they become disputes.
- ✓ Drill down on any job or staff member for details.
- ✓ Optimised for display on your office LCD TV.
Seamless Scheduling
Our pain-free scheduler helps you fill the diary and take on more work.
- ✓ Quickly schedule callouts for one or multiple engineers with our clean, friendly scheduler.
- ✓ Check availability at a glance and fill more slots.
- ✓ Engineers receive jobs on their phones instantly.
- ✓ Attach documents, notes, and photos to any job.
- ✓ Allocate work by team or trade.
- ✓ Prioritise emergency jobs.
Powerful Workflows
Streamline your compliance with our powerful workflows and job audit trails.
- ✓ Digitise your paperwork with our flexible, intuitive workflow editor.
- ✓ Create risk assessments, safety checklists, and task lists with your industry job specifications
- ✓ Workflows designed to be fast to fill in.
- ✓ Completed forms available instantly at the office – no more wasted time or lost paperwork.
- ✓ Full job traceability with downloadable audit trails on every single job.
- ✓ All documents in one safe, secure place, accurately filed under the job record.
Quoting & Billing
Give your customers confidence in your business with the friendly, professional quote builder.
- ✓ Save repeated quote items to your library.
- ✓ Enter your payment terms and dates.
- ✓ E-mail a link to your customer and get their signature.
- ✓ Peace-of-mind for your customers.
- ✓ Protect yourself. If there’s ever a dispute, pull up the audit trail and view the full history of the transaction.
Book-In Made Simple
Capture key information and book your jobs in seconds.
- ✓ Instant book-in for repeat customers and sites.
- ✓ Flag emergency jobs and prioritise high-value work.
- ✓ Organise jobs with your own tailored tags.
- ✓ Find job records easily with our simple job browser.
- ✓ Add your own custom job fields, as needed.
Detailed Audit Trails
Each job on TrackTrade has an extensive audit trail, giving you maximum visibility and insight.
- ✓ View every action completed by staff for full accountability.
- ✓ Protect your business against claims and disputes.
- ✓ Time, date, and GPS location (where available).
- ✓ Run timesheets and audits by staff member.
- ✓ View start, end and travel times.
- ✓ Export to Excel for your own record-keeping.
Every Picture Tells a Story
The best evidence is the simplest. TrackTrade puts photo evidence front and centre.
- ✓ Capture before and after photos on each job.
- ✓ Use any smartphone or tablet device.
- ✓ Photos appear instantly in the office.
- ✓ Compressed to reduce your data bill and keep the app fast.
- ✓ We strip sensitive metadata out of the the photos for GDPR compliance.
Ready to get your Office and Field Connected?
With TrackTrade job management, your office and field teams are instantly connected on a single cloud-based system.
All your jobs available in real-time means less time wasted and more money saved.
