Administration

Scheduling

Trak offers a Job Scheduler and a User Scheduler, which allow for flexible allocation of work to a user's or job’s calendar and can be viewed in a clean, simple calendar layout.

See your job schedule and where your users are scheduled at a glance.

Input jobs or non-job items such as sick days or external training for users.

View your calendars by day, week or month.

SWMS

Safe Work Method Statements are a must for any high-risk construction work. Make your life a little less stressful with Trak’s fully customisable, job-specific SWMS.

Create unique SWMS templates or buy them from our Template Store to save time.

Have workers or subbies read and sign off on a SWMS on the spot.

Easily find and produce previous SWMS, which are automatically stored in a job's files.

Signature Capture

No matter what device you’re accessing Trak from, users and clients are always able to add their signature when needed.

Have clients sign off on quotes and invoices directly from their email.

Have users sign SWMS or reports before starting work for the day.

Signatures are recorded with time and date stamps against all documents.

Attachments

Attachments can be added to almost every feature on Trak so you can send and store all important information.

Add attachments to quotes, invoices, reports, SWMS, tasks, notes, orders, emails or even jobs directly.

Attach photos taken directly from you phone to a job.

Add default attachments against many features such as T's & C's to attach to every invoice.

Reports

Build custom report templates with Trak's comprehensive Report Builder. You can complete reports on-site or in the office and have your workers sign off on them on the spot.

Great for creating reports such as; job completion reports, white card reports, toolbox meetings, worker inductions or almost anything else!

Easily share PDF's of a completed report with users, clients or any relevant party.

Use placeholders to automatically fill in text on reports like client name or job number.

Subscribe to Trak's Advanced Reporting Features to create even more in-depth report templates.

Compliance Documents

Keep up to date with all of your employees and subcontractors licenses and qualifications so you're covered on every job.

Add licenses, qualifications and certificates against any user or subcontractor.

Allow only subcontractors with the right compliance docs be added to a job.

Set issue dates, expiry dates and photos against any compliance documentation.