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.
Quick Quotations
Give your customers confidence in your business with the friendly, professional quote builder.
- ✓ Build a quote fast using your own item 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.
Every Picture Tells a Story
The best evidence is the simplest. Put photo evidence front and centre.
- ✓ Capture before and after photos on each job.
- ✓ Use any smartphone or tablet device.
- ✓ The simple field app automatically logs the photos to the correct job.
- ✓ Photos appear instantly in the office.
- ✓ Compressed to reduce your data bill and keep the app fast.
- ✓ Add captions and annotations to photos.
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.
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.
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.
