Customisation

What works for us may not be what works for you. Add custom fields for features across the app to personalise the way you manage jobs.

Create custom fields for jobs, clients, timesheets, user calendar and products.

Tailor your custom field by choosing its type from text, dropdown, number checkbox and date.

Choose whether to make it a mandatory field or available to subbies among other custom field settings.

With Trak, you have full control over who has access to the information and features available on the platform.

Create custom user groups to easily sort your employees into roles with differing access levels.

Simply check or uncheck tick boxes to adjust permissions in general, job, finance and settings roles.

Choose what job types your users and subbies can see so they only have access to what's relevant to them.

Categorise and track progress your way with fully customisable statuses on a range of Trak features.

Create custom statuses for jobs, quotes, product orders and material orders.

Pick a different colour for every status you create to see progress or category at a glance.

Add categories for products with unique icons to help you find what you're looking for in seconds.

Sick of writing the same things over and over in you job management process? You don't need to anymore with scripts!

Create custom script templates so you can drop a script into a text box in an instant.

Scripts can be used to pre-fill notes, emails, job descriptions, SWMS, reports & more.

Use our wide range of placeholders to fill in script variables like client name or job address.

Every business is different. Manage things your way with Trak's extensive customisation capabilities.