Overview
Trak is a comprehensive web-based app that has been created to simplify the life of the everyday business owner by eliminating countless hours spent completing administrative work back at the office or after hours at home, which could be better spent on the job site.
Designed for trade and service-based businesses both large and small, Trak helps to streamline jobs through features that assist you with quoting and invoicing, reporting, safety and communication, timesheets, project and user management, and much more.
Trade Trak + Xero
Trak's two-way integration with Xero allows you to complete your quoting and invoicing in the field, with your invoices automatically transferred into Xero.
Once a invoice has been marked as paid in Xero, the status updates in Trak and vice-versa -- so you can quickly see what clients have paid or not paid when out in the field without accessing Xero.
Trak also has a two-way sync for contacts so any contacts made in Trak can be automatically sent to your Xero account and you can also import all of your contacts from Xero into Trak.
Getting started
Signing up for Trak is free and only takes a couple of minutes - you can even do it using your Xero account and link the apps from the get go. When you sign up, you’re given 5 free job credits which you can use while testing out the app.
If you already have a Trak account, you can head to the in-app Integrations Page and link Xero manually. Once your accounts are linked, the sync for your invoices, payments and clients will be automatic, so you can set and forget, and focus on getting your jobs done.
Explore how to setup Trak https://help.trak.co/kb/xero/connecting-your-trak-account-with-xero
