Company Settings
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Add Users Unless you’re a one-man show, Trade Trak is best used collaboratively. Add an extra user for each member of staff so that they also have access to their Scheduler and job details. To view the users that are currently linked to your account, go to your dashboard, click on your profile ...
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Adding Non-Job Items Non-job items can be added to your account to be used on your scheduler. These can range from public holidays, training, TAFE, sick leave, or activities that are specific to your business. Accessing Scheduler Settings From your navigation bar, select your profile picture i...
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Auto Purchasing Credits With Trade Trak, you can adjust your billing settings to automatically top-up your credits once they get beneath a certain number, as defined by you. The process is similar to using an e-tag on tollways. 1) Accessing Billing Settings To begin, click on your icon or name...
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Billing Settings Each time you create a job on Trade Trak, you use one credit. These can be purchased manually in Billing Settings, or you can set up automatic purchases. Accessing Billing Settings To access Billing Settings, click on your icon in the top-right corner of the navigation bar. Fr...
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Company Profile Settings The profile settings allow you to adjust details relating to your business. These can be used to prefill quotes and invoices later, and are broken up into three categories. All mandatory fields are marked by an asterisk. To access Profile Settings, click on your icon or...
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Custom Fields On Trade Trak, you’re not limited to the fields that we decide that you should have. Instead, you can create your own for when you’re creating clients and jobs. Custom Fields Settings To find the Custom Fields settings, click on your icon or name in the top right corner of the pa...
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Data Imports Importing clients and suppliers from your accounting software or past job management system is easily done on Trade Trak. Note: Only CSV files are able to be imported. You can change your file’s format when saving it in your chosen application (e.g. Excel). Accessing Data Manageme...
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Data Management Please note that this feature is only available for users with super admin access. On Trade Trak, you’re able to import and export certain data. This can help you with setting up your account, or if you need to have data off the account for whatever reason - it’s yours to keep. ...
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Deleting Your Account Deleting your company's Trade Trak account is a simple process, although there's a few things to note: The company deletion process is a 'soft delete'. This means that for now when you request to delete your company data we will only mark it as deleted but not remove any d...
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Emails on Trade Trak Trade Trak allows you to set up a custom email address, receive emails straight to the app, and assign them to jobs. 1) Accessing Email Settings To access email settings, click on your icon or name in the top right corner on the navigation bar, select ‘Company Settings’ fr...
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Features Matrix Settings On Trade Trak, you’re able to control which features your company has access to. Accessing Features Matrix Settings To access the settings for the Features Matrix, click on your icon in the top-right corner of the navigation bar. From the drop-down menu, select ‘Compan...
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Formatting CSV Files for Data Import
Formatting CSV Files for Data Import On Trade Trak you’re able to import CSV files which contain the data for either your clients or suppliers. This means that if you are just starting up your account, or transferring data from an accounting package, the process is now a lot simpler. However, a... -
Job Roles and Permission Settings
Job Roles and Permission Settings On Trade Trak, admins can easily customise what permissions they would like each user group to have. Accessing Roles To access permission settings, click on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, se... -
Quotes / Invoices / SWMS Template Settings
Template Settings Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature... -
Scheduler and Timesheet Settings
Scheduler and Timesheet Settings There are a number of settings which help you to manage the way your Scheduler and Timesheets operate on Trade Trak. Accessing Scheduler Settings To access the Scheduler Settings, click on your icon in the top right corner. From the drop-down menu, select ‘Comp... -
Super Admin vs Admin On Trade Trak there are a few different user roles. When adding a user, you can choose from: Super Admin Admin Supervisor User Each role provides users with different levels of access to features in the app, which is determined in Roles Management Settings. However, there’...