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 Xero sync.

  • Quote & invoice templates
  • Xero two-way sync
  • Job profitability
  • Payment reminders
👷

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

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.