Welcome to Our Help Site

• Adding Expenses
• Create An Account
• Resetting Your Password

• Create a Booking Form

• Client Management

• Add a User
• Adding Non-Job Items
• Auto Purchasing Credits
• Billing Settings
• Company Profile Settings
• Custom Fields
• Data Imports

See all articles in Company Settings →

• Contact Management

• Setting up Custom Links

• Webhooks

• Annotating Files
• Setting File Permissions

• Saving Trade Trak To Your Mobile Home Screen
• Supported Operating Systems and Versions

• GPS Locator

• Burdens
• Linking your Spetz Account
• Linking Your Stripe Account
• Stripe
• Trade Trak to MYOB AccountRight Import
• Xero

• Adding Payments
• Changing Invoice Status
• Create an Invoice
• Invoicing for "Do and Charge" Jobs

• Assigning Users to Jobs
• Changing Job Statuses
• Create a Job
• Create a Note
• Creating Material Orders
• Creating Purchase Orders
• Dashboard

See all articles in Jobs →

• Sharing on Trade Trak

• Adding Products
• Formatting CSV Files for Product Import
• Importing Products
• Product Bundles

• Changing Quote Status
• Creating Quotes
• Creating Quote Templates

• Completing Reports
• Report Builder

• Job Calendar
• User Calendar

• Create a New Script Template

• Sending an Attachment via SMS
• Sending an SMS

• Assign A Subcontractor To A Job
• Limiting Subcontractor Job Statuses
• Link A Subcontractor
• Linking Accounts as a Subcontractor
• Sharing Files With Future Linked Companies
• Sharing Job Files With Subcontractors
• Sharing Report Templates With Subcontractors

See all articles in Subcontractors →

• Creating Sub-Jobs from Quote Sections
• Sharing Files from Projects to Sub-Jobs
• Sub-Jobs and Projects

• Supplier Management

• Creating and Editing SWMS PPE Items
• Creating SWMS
• Creating SWMS Templates

• Create a Task

• Create a Team

• Adding Entries to Timesheets
• Approving Timesheet Entries

• Create a New User Group
• Notifications
• User Profile

• Connecting Your Trak Account with Xero
• Xero FAQ's

• Burdens: Adding Burdens Invoices to Job Expenses
• Burdens: Create a Material Order
• Burdens: Create a Material Order Template
• Burdens: Create an Account
• Burdens: Invoices and Quotes
• Burdens: Printing Invoices
• Burdens: Products and Pricing

See all articles in Miscellaneous →