Company Settings

  • Add a User

    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. Accessing Users To view the users that are currently linked to your account, go to your dashboard, cli...
  • Auto Purchasing Credits

    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 nam...
  • Billing Settings

    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. ...
  • Company Profile Settings

    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 o...
  • Data Export

    Data Export On Trade Trak you’re able to export certain parts of data for your personal use or to be imported into your accounting software. All export is sent directly to your email and is formatted differently depending on which type of data you chose. To access data export on Trade Trak, pr...
  • Data Imports

    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...
  • Emails on Trade Trak

    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’ f...
  • Email Template

    These settings are for configuring the automated app emails that are sent out for notifications. Fields: Header HTML code - Enter HTML or plain text here to automatically add it to the top of all branded emails sent from the app Footer HTML code - Enter HTML or plain text here to automatically ...
  • Features Matrix Settings

    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 ‘Comp...
  • Integrations Settings

    Integrations Settings Currently, integration settings are only available for Burdens customers. If you are a Burdens customer and need to link your account, you can find out how to do this here. Accessing Integrations Settings To access Integration Settings, click on your icon in the top-rig...
  • 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...
  • Job Type Settings

    Job Type Settings To help manage your jobs on Trade Trak, you can assign them as different Job Types. Accessing Job Types To access Job Type settings, click on your icon in the top-right corner of the navigation bar. From the drop-down menu, select ‘Statuses’, and then click on ‘Job Types’. ...
  • Quotes / Invoices / SWMS Template Settings

    Template Settings There are a number of settings that you can apply ahead of time to customise your quote, invoice, purchase order and SWMS templates on Trade Trak. Accessing Template Settings To access the settings, click on your icon in the top right corner of the navigation bar.  From the...
  • 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 Settings Scheduler and Timesheet settings are located in the same place. To access the settings, click on your icon in the top right...
  • White Labelling Your Account

    White Labelling Your Account Note: This is a feature that only admins and super admins have access to. Trade Trak allows you to make the app your own. You can add your own company logo, colours and more! Accessing Profile Settings To access white label options, click on your icon in the top...