Jobs

  • Assigning Users to Jobs

    Assigning Users to Jobs Admins and Super Admins can add other users to jobs on Trade Trak in two easy ways. 1) Creating a Job When you are creating jobs, you can add users immediately. From the navigation bar at the top of the Trade Trak app, select ‘Jobs’. In the top right corner of the pa...
  • Changing Job Statuses

    Changing Job Status There are three ways that you can change a job’s status on Trade Trak. You can find out how to create custom job statuses here (https://help.tradetrak.com.au/articles/managing-job-statuses). 1) Create a Job When you’re first creating a job, you can assign any of your custo...
  • Create a Job

    Creating Jobs Creating jobs on Trade Trak is quick and helps you to manage your workload. To create, view, edit or delete jobs on Trade Trak select ‘Jobs’ from the navigation bar at the top of any page in the app. Create New Job To add a new job into the app, select ‘Create new job’ in the ...
  • Create a Note

    Notes Notes can be used on any job to keep track of the big or small details and eliminate messy paper trails. 1) Accessing Notes on Jobs An unlimited number of notes can be added to every job that you create on Trade Trak. To access notes, begin on the ‘Jobs’ module. On the left-hand side,...
  • Creating Material Orders

    Creating Material Orders Trade Trak allows you to create material orders which can be sent to a supplier of your choosing. If you are a Burdens customer, the material order can be sent directly to your preferred store through the app. 1) Accessing Material Orders When in any job on Trade Trak...
  • Creating Purchase Orders

    Creating Purchase Orders On Trade Trak, you can create and keep track of purchase orders which are specific to your jobs. Accessing Purchase Orders When in any job on Trade Trak, from the left-hand side navigation bar, you can access Purchase Orders by clicking on the ‘PO’ button. Here, you...
  • Dashboard

    Dashboard Trade Trak allows users to view their recent jobs, favourited jobs, user tasks, schedule and a live feed of all their job activities right on their dashboard. Users can see updates in real time without ever having to enter the job, including: Edits Status changes Added documents User ...
  • File Management

    File Management Trade Trak allows you store files under your jobs so that you never have to risk losing important paperwork again. This also makes it easy to share documentation with staff members or clients. 1) Accessing Files on Jobs To access files, begin on the ‘Jobs’ module. On the left-h...
  • Job Calendar

    On Trade Trak, you’re able to schedule jobs on the calendar in your app. You can also link your Trade Trak calendar with external apps. Learn how to do this here. Scheduling Jobs To have your job show up on the calendar, you first need to schedule it by selecting a start and end date from a cal...
  • Job Profitability

    Job Profitability The Trade Trak app helps you to stay on top of your job’s finances. Accessing Job Finances To access finances, select the job that you would like to view details for from the Jobs list. Job Finances is shown on the job’s Details page. *Note: If you’re unable to view the ent...
  • Linking Your Trade Trak Job Calendar with Google Calendar

    Job Calendar Feed Trade Trak allows you to add your job calendar from our app, into other programs. This means that you can keep track of where you need to be and when all from your phone. For the purpose of this knowledge base article, we will be using Gmail as the example calendar app. Note:...
  • Managing Jobs

    Managing Jobs Trade Trak has been developed specifically to help with job management. Once you’ve created a job, you’re also able to edit or delete them directly from the ‘Jobs’ module which can be found in the navigation bar at the top of any page on Trade Trak. Create New Job To add a new j...
  • Managing Job Statuses

    Managing Job Statuses Job statuses are completely customisable in Trade Trak. Create, edit or delete job statuses to suit your business’s needs. 1) Accessing Job Statuses Settings From the Dashboard on Trade Trak, you can access your job status settings by clicking your name or icon in the to...
  • Using Job Statuses

    Job Statuses Trade Trak allows you to assign customised job statuses to each of your jobs, so you can easily keep on top of progress. 1) Viewing Job Statuses Once in the ‘Jobs’ module, you will be able to view a list of all jobs. 2) Order by Job Status By default, your jobs will show in...