Question 1

What is Trakeit?

Accepted Answer

Trakeit is all-in-one business management software for service, engineering and project-based companies. It brings CRM, quoting, jobs, scheduling, projects, compliance, timesheets, workforce and invoicing into one connected platform, replacing several disconnected tools.

Question 2

What is job management software?

Accepted Answer

Job management software helps trade and service businesses schedule work, dispatch staff, track time and materials, and invoice from one system. It connects the office and the field so jobs move from quote to completion to payment without paperwork or double-entry.

Question 3

What is compliance management software?

Accepted Answer

Compliance management software records and tracks health-and-safety and quality obligations — incidents, risks, SWMS, audits, training, plant inspections and contractor approvals — with reminders before anything expires. It gives contractors an audit-ready record and reduces the risk of non-compliance on site.

Question 4

What is field service management software?

Accepted Answer

Field service management software coordinates mobile teams: scheduling, dispatch, job cards, photos, checklists, GPS check-in and on-site sign-off. Trakeit syncs the field to the office in real time, so completed work, notes and timesheets flow straight back for invoicing and payroll.

Question 5

Who is Trakeit for?

Accepted Answer

Trakeit suits electrical, plumbing, HVAC, fire-protection, civil and facilities contractors, plus engineering firms, maintenance companies and other project-based businesses across New Zealand and Australia that need to manage jobs, projects, compliance and finance in one place.

Question 6

Does Trakeit integrate with Xero and QuickBooks?

Accepted Answer

Yes. Trakeit integrates with both Xero and QuickBooks Online, so invoices, purchase orders and payments stay in sync with your accounting and remove double-entry between operations and finance.

Question 7

Does Trakeit have a customer portal?

Accepted Answer

Yes. Trakeit includes a built-in customer portal where your clients can securely view their jobs, quotes, invoices, service history and shared documents, and submit new service requests — no extra software required.

Question 8

Does Trakeit work offline?

Accepted Answer

Yes. Trakeit's mobile app is offline-first. Crews can view jobs, capture photos, complete forms, record notes and get customer sign-off with zero signal — in basements, plant rooms or remote sites — and everything syncs automatically the moment they are back in range.

Question 9

Does Trakeit have AI features?

Accepted Answer

Yes. Trakeit includes an AI assistant that drafts quotes and line items, AI bill capture that reads a photographed supplier invoice and fills in the bill automatically (OCR), and AI-assisted reporting and business insights that turn field data into client-ready summaries.

Question 10

Does Trakeit have workflow automation?

Accepted Answer

Yes. Trakeit has a workflow automation engine with rules that trigger actions and notifications automatically — for example alerting the right person on status changes or approvals — so routine admin happens without manual chasing.

Question 11

Does Trakeit do asset management?

Accepted Answer

Yes. Trakeit manages assets and equipment with barcode/QR scanning, full service history, compliance records and what-is-due-next, available on site from the mobile app.

Question 12

Can I take card payments in Trakeit?

Accepted Answer

Yes. Trakeit supports tap-to-pay card payments and one-tap online pay links on invoices, powered by Stripe, so you can get paid on the spot and have the payment reconciled to the invoice automatically.

Question 13

Does Trakeit have a customisable forms builder?

Accepted Answer

Yes. Trakeit includes a no-code forms builder for inspections, checklists, SWMS, handovers and any custom form, which you can roll out instantly to every device.

Question 14

Does Trakeit support multiple companies or franchises?

Accepted Answer

Yes. Trakeit supports multi-company and franchise group management, with a consolidated view across workspaces, the ability to push shared templates, and cross-workspace access for group administrators.

Question 15

What makes Trakeit different from other field service software?

Accepted Answer

Most field service tools cover only schedule, job and invoice. Trakeit combines CRM, jobs, scheduling, commercial projects, compliance and health & safety, asset management, a no-code forms builder, a customer portal, workflow automation and AI in one platform — with a fully offline mobile app and built-in tap-to-pay card payments. It delivers enterprise-grade breadth without the complexity or price, on simple plans that include your office and mobile users, with a 14-day free trial.

Feature	Trakeit	Generic FSM	Spreadsheets	Paper Based
Jobs & Scheduling	✓	✓	Limited	✗
Invoicing & Payments	✓	✓	Limited	✗
Asset Intelligence	✓	Limited	✗	✗
Relationship Intelligence	✓	Limited	✗	✗
Maintenance Automation	✓	✓	✗	✗
Offline Mobile App	✓	✓	✗	✗
Future Revenue Tracking	✓	Limited	✗	✗

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