Information when you need it
Field Technician Digital Worksheet
Tradetraks ensures important information is always in the hands of those who need it. Within the job details and digital worksheet, technicians can view job specific instructions, including photos and files the office feels are important to share.
As the work on site is completed, the technician has the ability to record everything that took place on the call, select materials and equipment that were used from the company database and attached photos of the job well done. Don’t forget to have the client sign off on the work complete before leaving site using the digital signature pad built directly into the clients worksheet summary.
Invoicing in a single click
Service management software isn’t complete unless it has the ability to generate complete invoices with the click of a button. Track invoicing and get paid faster using our extremely powerful invoicing tools. Best of all, invoices can be generated in the office by your admin team or in the field by your technician completing the work. Tradetraks does the heavy lifting for you. Pulling together a complete invoice including labour, materials, equipment, and permitting, all automatically.
Attach before and after photos or files directly to the invoice notice and with a final click, deliver the entire package to your client's email address.
Customer-specific settings allow you to tailor your invoice to show as little detail or as much as your client requires. Sections can be summarized for a simplified invoice or broken out to show every line item.