Features

Everything in one place,
built for tradies

From the first quote to the final invoice — TradeTrack handles the paperwork so you can focus on the work.

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Dashboard

Your business at a glance

The moment you log in you can see what's overdue, what's unscheduled, outstanding invoice value, staff utilisation, and a revenue vs cost chart — all updated in real time.

Light mode
TradeTrack dashboard — light mode
Dark mode
TradeTrack dashboard — dark mode
✓
Jobs this month, in progress & scheduled today
✓
Outstanding invoice value at a glance
✓
Revenue vs cost chart — last 4 weeks
✓
Staff utilisation & hours by team member
✓
Assets due for service — overdue flagged in red
✓
Jobs needing action — overdue, unscheduled, awaiting invoice

Jobs

Track every job from start to finish

Create jobs, assign them to your team, track labour and materials, manage notes and schedule — all in one place. A timer built into each job keeps labour costs accurate.

Jobs list
Jobs list view
Job detail
Job detail view
✓
Status tracking — Quoted, Scheduled, In Progress, Completed, Invoiced
✓
Built-in labour timer — accurate billable hours
✓
Link quotes, invoices, purchase orders & assets to a job
✓
Preset budgets to track estimated vs actual cost
✓
AI Insights tab — Pro plan
✓
Internal job notes & client-facing description

Schedule

See your whole week at a glance

A visual job scheduler so you can see what every team member is doing, spot gaps, and move jobs around. Day, week, or month view — with a weekends toggle for jobs that run over the weekend.

Light mode
Job scheduler — light mode
Dark mode
Job scheduler — dark mode
✓
Day, week & month views
✓
Colour-coded jobs per staff member
✓
Weekends toggle for weekend jobs
✓
Jump straight into a job from the calendar
✓
Schedule a new job directly from the calendar

Quotes

Professional quotes, faster

Build itemised quotes with labour, materials, and presets. Send branded PDFs to clients and convert accepted quotes to jobs in one click. AI Suggest helps you fill in scope and line items quickly.

Quotes list
Quotes list
Quote detail
Quote detail with line items
✓
Itemised labour, materials, and other line items
✓
Add from materials catalogue — pricing auto-filled
✓
Generate purchase orders directly from a quote
✓
AI Suggest for scope & line item descriptions
✓
Send branded PDF by email
✓
Convert accepted quote to job instantly

Invoices

Get paid faster

Create invoices from a job in seconds. Send by email as a branded PDF, mark payments, and push directly to Xero on the Pro plan — no CSV exports, no double entry.

Invoices list
Invoices list
Invoice detail
Invoice detail with line items
✓
Auto-populated from job labour & materials
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GST calculated automatically
✓
Status tracking — Draft, Sent, Paid, Overdue
✓
Send branded PDF directly to client email
✓
Live Xero sync — Pro plan
✓
CSV export for manual Xero import

Clients

Your full client database

Store every client and company in one searchable database. Add multiple sites per client, view their full job, quote, and invoice history, and jump straight into creating a new job from a client record.

Client list
Clients list
Client detail
Client detail with sites
✓
Individual & company clients
✓
Multiple sites per client with addresses
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Full job, quote & invoice history per client
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Payment terms stored per client
✓
Create a job directly from the client record

Asset Tracking

Track equipment & service schedules

Register equipment at client sites, set recurring service intervals, and TradeTrack automatically tracks when the next service is due. Link jobs to an asset to build a complete service history over time.

Assets list
Assets list with next service dates
Asset detail & service history
Asset detail with service history
✓
Register assets at any client site
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Category, make, model & serial number
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Set recurring service intervals
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Auto-calculated next service date
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Link jobs to build full service history
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Dashboard alerts for overdue & due-soon assets

Materials & Purchase Orders

Materials catalogue & supplier ordering

Build a searchable catalogue of every part you stock with supplier pricing and markup. Add materials to quotes and jobs straight from the catalogue, and generate purchase orders to suppliers with one click.

Materials catalogue
Materials catalogue
Purchase orders
Purchase orders list
✓
Searchable catalogue with part numbers & categories
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Cost, markup & sale price per item
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Link materials to supplier records
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Add directly to quotes and jobs
✓
Generate purchase orders per supplier
✓
CSV import & export for bulk updates

Branding — Pro

Make it look like yours

Choose your accent colour, trade icon, and document theme. Your quotes and invoices are sent with your business branding — not ours. Available on the Pro plan.

App branding settings with colour and trade icon picker
✓
18 accent colour options
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Trade icon for your industry
✓
White-label quote & invoice PDFs
✓
Custom document themes
✓
Branding applied across the whole app instantly

Ready to see it for yourself?

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