We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.
Create professional looking quotes in a matter of seconds on Trade Trak, send them to clients instantly, have them sign them off on the spot, or use them to autofill your invoices and save you time.
Create New Quote
To begin you need to start on the quotes module. To access this from Dashboard, click on ‘Quotes’.
Here you will be able to view your previously created quotes with general overviews of information, including status, client, issue date, notes to clients and the amount quoted. If you have many quotes, you are also able to refine your results by searching for keywords or filtering by status, job, client name or issue date.
To start from scratch, click ‘Create New Quote’ in the top right corner.
When you are creating a quote, you are able to provide as much or as little information to your client as you like. There are only a few sections which are required for creation, which are marked with an asterisk.
1) Client *
Select which client you would like to quote.
Choose a Client (Drop-down menu)
'+' (Add client)
2) Job *
Select which job you would like to quote.
Choose a Job (Drop-down menu)
'+' (Create a job)
3) Issue On *
Select which date you would like the client to be quoted.
4) Status *
Select from a drop-down menu which status you would like your quote to show.
Ready to Invoice
5) General Description
Enter details about the quote into the provided textbox. If you have not created a new job from within the quote, this section will be auto-filled with the job description but you can edit as needed. Descriptions can be used for administration purposes but are not attached to the quotes that your clients receive.
You can add as many items to your quote as you like. You will be shown the subtotal and total price. You can also delete any items by pressing the trash can next to the line’s total.
1) Item Description
Use the free entry text box to add an item description which will appear on your quote.
The dollar value of the individual item.
Use the free entry text box to add how many units of the item you would like to appear on the quote. You can also add decimal points and the app will do the correct calculations to match.
Use the toggle to switch charging for GST on or off.
Use the free entry text box to add any notes that you would like to be attached to the quote for your client to see.
Add any attachments you would like to appear with the quote.
File (Drag files to upload or browse files / Select an existing file)
Image (Drag files to upload or browse files / Select an existing file)
When you are done with your quote, click ‘Create’ and you will be taken to a new page.
On this page you can approve the quote with name, PO number, notes and signature, create tasks, download the PDF, share, preview, edit or delete.