Features

Everything you need to run a tighter, more profitable business.

From the first site visit through to invoicing once the job's done, Trak handles the moving parts so your team can stay on the tools.

Project management

Stay in control of all your jobs. Access the information and manage your team from anywhere.

Activity feed

See the latest updates for all of your jobs as they happen on your homepage.
Tasks

Create and allocate tasks to any team or user to help break up the workload.
Subcontractors

Invite subbies to join and allocate them jobs, receive in-field updates and have them complete reports & SWMS.
Booking form

Have clients schedule jobs directly into your Trak account.
Notifications

In-app notifications on phone and desktop so you never miss a job or update.
Automations

Set automatic emails and SMS to go out or statuses to change after a certain trigger.

Manage all your finances and payments across your business from one place.

Quoting

Create fully customisable quotes and send them directly to clients for approval.
Invoicing

Generate, send out and track invoices within seconds so you never miss out on getting paid.
Payments

Receive and record payments on the spot for any job with our payments feature.
Timesheets

Have your users complete detailed timesheets so you can monitor job times and accurately work out wages.
Job profitability

Track how profitable a job is by collating payments, expenses, wages and more.
Day dockets

Create day dockets to easily quote for your daily materials, labour and equipment costs.

Use Trak to minimise time lost to administration duties back at the office.

Scheduling

Schedule your jobs and employees and view your calendar at a glance.
SWMS

Create and have employees sign off on fully customisable SWMS without leaving the job site.
Signature capture

Have clients and users sign off on important documents from within the app.
Attachments

Attach files directly to jobs, quotes, invoices, reports and more.
Reports

Create fully customisable report templates and have users complete and sign off on them on site.
Compliance documentation

Add licenses, certifications and qualifications against your employees and subcontractors.

Stay in touch with clients and users and ensure no one misses a beat when it comes to any job.

Email

Email your employees and clients directly from Trak with a unique, white-listed email address.
SMS

Text your employees and clients directly from within the app. No phone needed.
Notes

Add notes to any job, quote, invoice or task to stay on top of things.
Files

Add documents, photos or any other file directly to a job for easy access.

Every business is different. Manage things your way with Trak's extensive customisation capabilities.

Custom fields

Add any field you need to help manage your business, on jobs, clients, timesheets and more.
Permissions

Make sure your employees and subbies only have access to the information and features that's necessary.
Statuses

Categorise and track the progress of jobs, quotes and more with custom statuses.
Scripts

Pre-fill text boxes in all different areas of the app with scripts.

Import your data from a spreadsheet in a few clicks, or export it back out to a spreadsheet or another app whenever you need it.

Integrations

Connect Trak to the apps you already run, from Xero and MYOB to 1,000+ more through Zapier.
Data management

Bring data in from spreadsheets, push it back out, or wire it up through our API.

Roadmap

See the features we're building right now, and tell us what you'd like to see in Trak next.

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