Trak vs Tradify
AN ALTERNATIVE TO
TRADIFY
Trak and Tradify are both web-based trade management apps. The Tradify software only has one pricing option, which is paid per user per month. They also advertise there are no add ons or catches to this. Tradify offers its users a mobile app, which is unmatched by Trak. However, Trak offers additional features such as Report Builder, SWMS, and the ability to take automatic in-app payments.
Feature comparison
Price
On Trak, you pay $1 per job and get access to all of the base features on the app. Tradify is $39 per month for each user on your account.
Number of Staff
Trak allows you to have an unlimited number of users at no extra cost. On Tradify, you’re limited by your budget for each month, as each user is an additional cost.
Subcontractors
On Trak, you can easily add a subcontractor to your account for just the cost of one job – that’s $1. Subcontractors can be added jobs, and have limited access to details and features. On Tradify, when creating a job, you can add an email address for a subcontractor and they will receive the job number, address, customer details, site details, job description and any tasks, but they will not have access to the app.
Customisable Permissions
Both apps allow you to edit permission settings. On Tradify, you’re able to set an individual user’s permissions when setting their account up. On Trak, you can create as many user groups as you like, and set the permissions for each.
Customer Portal
Neither app currently offers a portal or equivalent for customers to access information.
Quoting & Invoicing
Both apps offer advanced quoting and invoicing options, with the ability for approval, and to add signatures, notes and attachments.
Manual Payments
Users of both apps can record manual payments made via bank deposit, cash or credit card. Companies on Trak can also add credit notes.
Automatic In-App Payments
When you connect your Stripe account or BPAY account with Trak, you’re able to take automatic in-app credit card payments. Tradify does not have any automatic payment options.
Scheduling
Both apps allow companies to schedule jobs and users. On Trak, the in-app scheduler can also be integrated with external calendars.
Timesheets
Tradify timesheets operate similarly to Trak’s. On both apps, users can enter hours and assign them to jobs, add your billing rate and add notes. On Tradify you can assign entires to tasks, and on Trak you’re able to assign them to non-job items.
SWMS
Trak allows admins to create SWMS templates for users to complete when on the job-site. Tradify does not have this feature.
Report Builder
On Trak, reports that are commonly used for a company can be created from scratch to be completed when needed (e.g. job completion reports). This is not a feature that Tradify currently has.
File Attachment
Both apps allow you to attach files to quotes, invoices, jobs, etc. However, through Tradify, this can only be done by adding notes.
Annotations
On Trak, you’re able to annotate any file that is uploaded, this includes adding text or drawings. Tradify does not offer this feature.
Tasks
Both apps allow users to create tasks for jobs. However, Tradify is limited to that. Trak allows users to create stand-alone tasks, or create them from quotes, invoices, reports and more.
Statuses
On Trak, you can select statuses from drop-down menus for all jobs, quotes and invoices. On Tradify, these features are automatically assigned statuses which can be reset, but functionality is restricted.
Customisable Statuses
Trak allows you to create statuses that are completely custom for your company, so instead of draft, approved, etc., you can have what works for you. As Tradify’s status usage is already limited, the app does not have this feature.
Signatures
On Tradify, customers signatures can only be captured on the mobile app, for job sheets. On Trak, signatures can be captured for users or for customers on quotes, invoices, reports and SWMS.
Accounting Integrations
Tradify offers Xero, Quickbooks and MYOB Essentials & AccountRight for accounting integrations at no extra cost to the user. Trak offers a one way integration with Xero, where data such as clients and invoices can be pushed to the software, and also offers data exports for MYOB.
Mobile App
Tradify offers its users a native mobile app which has the same features. Alternatively, Trak offers its users a progressive web app that can be easily accessed on your mobile.
Offline Access
Neither app currently works offline. Trak and both of Tradify’s web and phone apps require internet connections.
Activity Feed
Trak shows users an activity feed on their dashboard, so that updates to all the jobs they have been added to are shown chronologically.
Knowledge Base
Trak shows users an activity feed on their dashboard, so that updates to all the jobs they have been added to are shown chronologically.
Support Videos
Both Trak and Tradify offer instructional videos to help with training users.
Live Support
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.
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Is something wrong or missing in this comparison?
Let us know at compare@tradetrak.com.au
