Platform Features

Everything your trades
business needs. One platform.

No more switching between apps. Jobs, compliance, finance and field ops — every function your business depends on, connected in one modern system.

Powerful modules. Built for trades.

All the tools. One connected platform.

👥

Sales & CRM

Win more work with a powerful CRM, opportunities and quotes.

  • Client & contact management
  • Opportunity pipeline
  • Quotes & proposals
  • Automated follow-ups
🏗️

Jobs & Projects

Deliver every job on time and on budget, from quote to completion.

  • Job creation & tracking
  • Drag-and-drop scheduling
  • Recurring maintenance
  • GPS dispatch
📅

Scheduling & Dispatch

Plan jobs, allocate crews and keep everyone in sync.

  • Visual scheduling board
  • Resource allocation
  • Real-time field updates
  • Route & travel planning
🛡️

Compliance & Safety

Industry-leading H&S tools built in, not bolted on.

  • Digital SWMS / JSA sign-off
  • Inductions, PPE & Test & Tag
  • Incident tracking & audits
  • Licence & cert alerts
💰

Finance & Invoicing

Quotes, invoices and job costing with live accounting sync.

  • Quote options (Good / Better / Best)
  • Xero & QuickBooks sync
  • Recurring & bulk invoicing
  • Mileage, expenses & job profitability
👷

Workforce

Manage your team, certs, timesheets and payroll prep.

  • Employee & sub profiles
  • Training & certifications
  • Timesheet approvals
  • Payroll export
📱

Mobile & Field

Native iOS & Android app built for the field — offline-first.

  • Full offline capability
  • Photo capture & e-signatures
  • Clock in/out & GPS check-in
  • Auto-sync on reconnect
📦

Inventory & Stock

Track materials, stock locations and purchase orders.

  • Stock locations & movements
  • Purchase orders
  • Supplier bills
  • Goods received
📊

Reporting & Analytics

Know your numbers with live dashboards and reports.

  • Executive dashboard
  • Business reports
  • Margin & job costing
  • Audit trails
💳

Get Paid Faster

Take payment on the spot — before you leave site.

  • Tap-to-pay card payments
  • One-tap pay links on invoices
  • Auto-reconciled to the invoice
  • Powered by Stripe
🤖

AI Assist

AI that finds the problems before they cost you — and does the paperwork.

  • Flags missed inspections & expiring certs
  • Snap a supplier bill — AI fills it in
  • Field notes → client-ready reports
  • Less typing, fewer errors
🔗

Open & Scalable

Grow from one crew to a national franchise on one platform.

  • REST API & API keys
  • Subcontractor logins
  • Multi-company / franchise groups
  • WorkSafe NZ export
✍️

Proposals & E-sign

Send branded quotes, proposals and agreements and get them signed online.

  • Good / Better / Best quote options
  • Native e-signature — no third-party tool
  • Signed PDF certificate with audit trail
  • Recurring invoices & service agreements
📅

Online Booking & Recurring Visits

Let customers book you online and put routine maintenance on autopilot.

  • Public booking page — jobs created automatically
  • Recurring site visits on a rolling roster
  • Customer portal for status & documents
  • Auto-assign crew & assets
📢

Campaigns & Comms

Reach every customer and keep an audit trail of every message.

  • Bulk email & SMS campaigns
  • Every outbound email tracked & logged
  • In-app help centre & AI assistant
  • Automated reminders & notifications
🧠

AI Business Coach

Your numbers, turned into the next move — and why it matters.

  • Weekly CEO check-in on what won, slipped & needs fixing
  • Targets tracked against real revenue, margin & win-rate
  • Ranked “money moves” — the highest-impact actions first
  • Learns your business and tunes advice to your trade
🚀

Switch in a weekend

Bring everything across from your current system — no starting from scratch.

  • Customers, sites, jobs, quotes, invoices & price book
  • Multi-site clients with each site’s own job history
  • Keeps your existing quote, job & invoice numbering
  • Connect by API key or upload a CSV — re-runs never duplicate
📈

Cashflow Forecast

See a cash shortfall before it happens — and what to do about it.

  • 30 / 60 / 90-day projected cash position
  • Receivables & overdue invoices surfaced automatically
  • One-click reminder drafts to chase what you’re owed
  • Feeds from live invoices & bills — no spreadsheet
Built for the field

The job is won on site. Trakeit works there — even off the grid.

A native iOS & Android app designed for tradies in the real world — fast, reliable and built to keep your crew accountable wherever the work takes them.

📴

Works with zero signal

The field doesn’t wait for a connection — neither does Trakeit.

  • Keep working in basements & dead zones
  • No spinning loaders waiting for bars
  • Crews are never blocked on site
☁️

Nothing ever lost

Capture now, reconcile later — automatically and in order.

  • Recorded the instant it happens
  • Lands safely the moment you reconnect
  • No double-entry, no lost paperwork
📷

Proof on every job

Your evidence trail builds itself as you work.

  • Photos attach to the right job
  • Auto tagged & timestamped
  • Disputes settled in seconds
📍

See your team in the field

Know what’s happening on the ground — and bill for it.

  • Who’s where, in real time
  • Travel turned into billable mileage
  • The nearest crew to the next job
📋

Any form, no code

The exact forms your trade needs — live on every device.

  • Inspections, SWMS, checklists, handovers
  • Roll out updates instantly
  • Complete & sign off on site
🔔

The right person, right away

The moments that matter never sit waiting in an inbox.

  • Approvals & urgent changes pushed instantly
  • The right person knows first
  • Any device, anywhere

Reports that write themselves

Turn a day in the field into a client-ready report — in seconds.

  • Rough notes become polished reports
  • Seconds, not evenings of admin
  • More billable hours, less paperwork
🏷️

Scan to the full history

Everything about an asset, right where you’re standing.

  • One scan on site
  • Service history & compliance status
  • What’s due next, instantly

Ready to run it all from one platform?

Start your 14-day free trial today. No credit card required.

FAQ

Frequently asked questions

Trakeit covers the whole operation: CRM and quoting, jobs and scheduling, commercial projects, compliance, timesheets, workforce, inventory, purchasing and invoicing. Everything lives in one connected platform, so data flows between sales, the field and finance without re-entry.

Yes. Most businesses use Trakeit to replace a patchwork of spreadsheets, a separate CRM, a scheduling app and disconnected compliance folders. Consolidating into one platform removes double-entry, gives a single source of truth and lowers total software cost.

Yes. Technicians open jobs on mobile to view details, complete checklists, add photos, record time, capture GPS check-in and get client sign-off. On-site notes and job cards sync straight back to the office in real time.

Trakeit integrates with Xero so invoices, purchase orders and payments stay in sync with your accounts, removing double-entry between operations and finance.