Trak vs ServiceM8
AN ALTERNATIVE TO
SERVICEM8
Trak and ServiceM8 are both web-based trade management apps. While ServiceM8 has four different payment options which affect your level of access to features, we’ve chosen to compare the Growing Edition. Where ServiceM8 Starter Edition largely differs from Trak is with their customer portal, offline access and online booking system. However, Trak offers features such as the Report Builder, SWMS, and little details such as signature capture, customisable statuses, and file annotations.
Feature comparison
Price
Both apps operate on different pricing plans. On Trak, you pay $1 for each job and automatically have all of the base features at your disposal. On the ServiceM8 Growing Edition, you pay a monthly fee and have limited functions. There are four different levels of payment plans for ServiceM8.
Number of Staff
You can add an unlimited number of users on both apps.
Subcontractors
Trak offers an in-app chat function which allows users to chat instantly with the team. Tradify has an in-app help request feature, but it is not live.
Customisable Permissions
On both apps you’re able to adjust permissions. On Trak, you can create as many user groups as needed and change the permission settings for each.
Customer Portal
ServiceM8 has a customer portal where clients are able to view attachments, the status of their job, access invoices, book jobs or report issues that need following up. Trak does not currently have a customer portal.
Quoting & Invoicing
On both apps, you’re able to create professional, itemised quotes and invoices to be shared with clients.
Payments
On both apps, you can manually record all payment types, or on Trak you can connect Stripe and BPay for automatic credit card payments.
Scheduling
On Trak, you can manually schedule workers for jobs, or non-job related items such as RDO’s and sick leave. ServiceM8’s system automatically schedules workers and shows where they have availability in their schedule.
SWMS
Trak allows you to create professional looking SWMS compliant templates for workers to fill out quickly while on the job. ServiceM8 has an electronic forms creator but it is not available for the Starter plan, and SWMS templates are an additional cost.
Report Builder
On Trak you’re able to create reports from scratch to suit your company’s needs. ServiceM8 has this function, but not for users on the Starter plan.
File Attachment
ServiceM8 allows you to upload unlimited files to your account and attach them to quotes. Trak allows you to do this, plus attach them to invoices, notes, SWMS and reports.
Annotations
Trak allows you to annotate any attachments uploaded to your account, and saves them as a separate file. ServiceM8 does not offer this feature.
Online Booking
On ServiceM8, if you use an API, your customers are able to use a feature that allows them to book with you directly online. Trak does not currently offer this function.
Tasks
Both apps allow you to add tasks for users and for jobs. Tasks can also be assigned and have due dates.
Statuses
On Trak you can easily apply statuses to all jobs, quotes and invoices. ServiceM8 only allows you to change the status of jobs.
Customisable Statuses
ServiceM8 only allows you to apply one of four pre-made statuses to your jobs. On Trak you can create statuses that are specific to your company and assign a different colour to each.
Signatures
Trak allows you to take signatures from clients to approve quotes, and can be sent to them to obtain a signature remotely, or from workers to agree with SWMS and reports. This can be done on any device using a touch screen or a mouse. ServiceM8 has this feature available for clients, if they use your device.
Accounting Integrations
ServiceM8 integrates with accounting software and allows you to import clients, items, invoices and payments. Trak is in the early stages of developing this feature and as such, only allows for exporting data such as invoices and expenses.
Offline Access
ServiceM8 users can access job information offline and any data that is entered will automatically sync once online again. Trak does not have this function currently.
Knowledge Base
Both apps have in-app support chat features and a library of videos to help navigate your way around the app to get the most use out of the platform.
Support Videos
Both apps offer videos to help guide users through navigating the app. For Trak, these accompany the knowledge base articles.
Email and Chat Support
Both apps offer full email and chat support for all customers.
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Is something wrong or missing in this comparison?
Let us know at compare@tradetrak.com.au
