Accounting
Manage all your finances and payments across your business from one place.
Quoting
Creating a quote on Trak is a seamless process that will make your quoting a breeze.
Easily add products, prices, notes, attachments & more.
Create quote templates for quick, easy quoting.
Send quotes directly to your client for approval, even before you've left the job site.
Create optional sections in quotes for your client to choose from.
Invoicing
Trak helps keep your accounting in check with the advanced invoicing system that lets you automatically send out invoices for a job.
Generate invoices automatically from quotes so they're ready to go in seconds.
Invoice in full or invoice partially by dollar amount, percentage or line item.
Easily keep track of payments and outstanding amounts.
Payments
Take payments on the spot and record them within the app with our payments feature.
Record payments taken via credit card, EFTPOS, cash, cheque or bank transfer.
Link your Stripe or BPAY account to receive and record payments automatically.
Record partial payments by percentage or amount for jobs where you are paid in instalments.
Timesheets
Trak enables each user to complete their weekly timesheets based on jobs and hours completed.
Activity in the app is monitored through the week to help populate timesheet fields.
Set base rates and overtime rates against employees to accurately work out wages.
Allows for input of non-job items such as RDO's, sick leave and public holidays.
Job Profitability
On Trak you're able to track just how profitable each job is with our Job Profitability tracking feature.
Full finance summary readily available on Details page of any job.
Takes into account every quote, invoice, payment, expense and timesheet cost entered.
Add each users base and overtimes rates for complete accuracy.
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Day Dockets
Set up your rates for your materials, equipment and labour on a job and automatically create quotes based on these.
Pre-set all of your base rates and minimum hours so you can quickly and easily drop them into a day docket.
Create and save templates for your day dockets to save even more time when filling them out.
Create a quote with all of your day docket's rates in it with the press of a button and then simply share to your client from the app to charge for your day's work.