Communication

Emails

The Trak inbox: sending and receiving email against jobs, and turning an email into a job.

Notes

Notes on jobs: the types, the notes tab, sharing with clients and your team.

SMS

Sending SMS to your team and clients from Trak: settings, scripts, automation and tracking.

Customisation

Automations

Automations: triggers, actions, journeys, and the jobs they take off your plate.

Custom Links

Custom links: saved shortcuts to pages in Trak or elsewhere, for the views you use every day.

Notifications

Notification settings: the types, who gets what, and keeping the noise down.

Day Dockets

Day Dockets Overview

Day dockets in the field: creating them, getting them signed off, and turning them into invoices.

Day Dockets Settings

Setting day dockets up: rate cards, defaults, and how they convert into invoices.

General

Billing

How Trak bills you: job-based billing, the credit system, and where to change your billing details.

Dashboard Overview

What the dashboard shows you — activity feed, job and money figures, schedule and tasks — and how it changes by access level.

Logging into Trak

How to log in, which devices work, and saving Trak so it opens in one tap.

Managing Your Trak Subscription

The subscription tiers and how to move between them.

Uploading photos in a JPEG Format from iPhone instead of HEIC

Why iPhone photos arrive as HEIC and how to switch your phone to JPEG so uploads open on Windows.

Getting Started

Quick Start

An interactive walkthrough of the dashboard for a brand new account.

Jobs

Adding Expenses

Capturing expenses against a job, syncing them to your accounting system, and setting up suppliers and expense accounts.

Creating a Job

Every way to start a job — dashboard, calendar, inbox, jobs tab, booking form or automation — and the details on the job card.

Files

File management on jobs: folders, version control, archiving, previews and folder templates.

How to Restore a Deleted Job

Recovering a job someone deleted by accident, using the deleted filter on the jobs list.

Job Overview

Working a job once it exists: the tabs, progress, status, money, and everything you can hang off it.

Job Sign On and Off

Sign-on and sign-off on site: who is where, timesheets from sign-ins, forgotten sign-outs, and contractors.

Jobs List

The jobs list: filtering, sorting, custom views and columns, visibility, and exporting.

Projects & Sub-Jobs

Projects and sub-jobs: when to split work up, how the money rolls up, and managing permissions across them.

Recurring Jobs

Setting up jobs that repeat — schedules, templates, automations and how to track them.

Orders

Purchase & Material Orders

Purchase orders and material orders: setting them up, raising them, and tracking them with suppliers.

Quoting & Invoicing

Advanced Quoting

Customising quotes further — layout, sections, margins and the options behind the basic quote flow.

Basic Quoting

Quoting essentials: what a quote is in Trak, multiple quotes per job, templates, attachments and sending it.

Do and Charge

Do and charge billing: rates, timesheets, additional charges, materials, and invoicing time and materials.

Invoices

Invoicing in Trak: raising an invoice, managing them, and getting paid faster.

Safety & Reporting

Compliance Documents for Contractors

Compliance documents for subcontractors: linking job types to service types, requesting documents, and approving them.

Compliance Documents for Users

Compliance documents for your own staff: service types, document types, uploads, approvals and expiry tracking.

Reports

Building and using report templates — safety, quality, compliance and custom forms — and completing them in the field.

SWMS

The SWMS template builder: writing templates, using them on jobs, and getting them signed.

Scheduling & Timesheets

Bookings List

The bookings list view of scheduled work, alongside the scheduler.

Timesheets

Timesheet management: users, time against jobs, the approval process, and what it tells you about cost.

User Scheduler

Scheduling people and equipment: user settings, booking jobs and non-job time, and syncing to an external calendar.

Settings & Data Management

Closing your Trak account

How to request closing your company account, and exactly what happens to your data when you do.

Company Settings

Company settings: custom fields, job types, job and sub-job defaults, templates and recurring jobs.

Connecting Trak to ChatGPT

Connecting Trak to ChatGPT over the same MCP connector.

Connecting Trak to Claude

Connecting Trak to Claude over MCP: setting it up, what you can ask and change, the full tool list, and the safety model.

Connecting Trak to Claude for teams.

Giving everyone on a Claude Team or Enterprise plan their own Trak connector, so every job, quote and note is recorded under the person who actually did it.

Data Management

Capturing, exporting and scheduling exports of your Trak data.

Finance Settings

Finance settings: the money-side options in company settings and what each one changes.

Settings Overview

A tour of settings: personal, people, company, scheduling and timesheets, and what lives where.

Subcontractor Management

Sharing Jobs to Subcontractors

Setting up subcontractors, what they can see, allocating jobs to them, and working together on a job.

Tasks

Linked Tasks

Predecessor and linked tasks: templated task lists and tasks that unlock each other in sequence.

Task Calendar

The task calendar: seeing tasks across jobs, assigning them, and watching them complete in real time.

Tasks Overview

Creating and managing tasks, and how they tie into jobs and automations.