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 entire Job Finances section, you may need to minimise the Details by clicking on the upwards arrow.
On the finance summary, you will first see a graph showing the numbers for:
- Approved Quotes
- Paid Invoices
Underneath this, you also have multiple other sections which show a few more details.
Under Profit/Loss, there are numbers shown for:
- Total invoice paid
- Total costs
- Expenses costs
- Timesheet costs
Under Invoices, there are numbers shown for:
- - Total invoiced
- - Total paid
- - Balance due
Under Quotes, there are numbers shown for:
- Initial quote
- Approved quote
- Awaiting approval
- Not yet invoiced
Underneath these three sections, you have the option to click on Generate Report.
This will download a report containing all of your Job Finances data in a CSV file that’s compatible with Excel.
Your timesheet expenses will not show up underneath Job Finances. Instead, from the left-hand side navigation bar of the job, select 'Timesheets'.
Here, you’re able to see the total timesheet costs for this particular job, including details for:
- Total hours
- Total base hours
- Total OT1 hours
- Total OT2 hours
- Total cost
- Total base cost
- Total OT1 cost
- Total OT2 cost