FAQ

Yes we have a maintenance reminder report you can create, you are able to customise these reports by date field. This means you can have date installed, date service due and any other you can think of. Even send to all customers for your Christmas hours.

iTrade is hosted on Amazon Web Services (AWS) servers, the same provider that Xero and thousands of other multinationals use. AWS is by far the largest and most trusted cloud provider on the planet. iTrade runs mirrored Northern and Southern hemisphere servers which keep each other updated. Users are auto-directed to their fastest (closest) server however if one was to go down users will be redirected to the other. On top of this, a full backup of our entire database is taken every 24 hours and stored on a non AWS server in a third country. We believe this is best industry practice and more robust than our competitors. If you are looking for security with effective data recovery, iTrade is your safest bet.

Yes, Projects in iTrade have a simple display to calculate your profit and loss for each project. You can also have full Profit & Loss analysis with reporting.

Projects have an invoicing module within that project enabling users to create an unlimited number of progress invoices throughout the duration of the project. iTrade also tracks invoices against the total project amount and provides a billing to date report.

No, with our new Xero 0auth 2.0 you have full control. You can create invoices directly in iTrade and send them to customers. We will record all your invoices against that customer account.

With our Xero integration you only have to update customers, materials or suppliers in iTrade and we will automatically sync this new information with Xero.

Yes iTrade allows you to add variations within projects, in fact from our Apps you can even have your customer sign your variations, alternatively you can provide a quote to your customer for a variation and on approval, import the quote into the project as a variation.

Yes, you can import unlimited supplier price books into iTrade. They should be in CSV format. You can also do a global price increase for any supplier or all suppliers.

Yes, we can import your customers into iTrade from a CSV file. They can also be imported very quickly and easily from Xero.

A field worker is a staff member for whom you can book jobs too within your iTrade account and who uses our Apps to carry out their work. We also prepare timesheets for field workers based on App usage.

Yes, you can use the iTrade Apps when you run out of data or are outside of reception. You can continue running a job without interruption and even create new jobs on the Apps when you have no connection. When the Field Worker returns to coverage or WiFi, the jobs will sync up automatically including all their notes, charges and photos.

Yes, all staff members can have individual permissions set to suit your business requirements.

Yes, you can have your suppliers email their bills directly into your “iTrade Supplier Inbox” and from there you can preview them, add a note, assign to someone else, associate with the relevant job or project and push to Xero ready to be paid. We also save an original copy for tax purposes.

Yes, all customers have price tier options, also all material and time have 3 options for pricing. You can set default labour rates, apply discounts per customer.

You can have a day, week or even custom view of the calendar. This means you can see all your workers and jobs in 1 place.

Yes you can set your default hours to only show them on the calendar, If you end up working outside these hours, we will automatically adjust the calendar to view these jobs.

Under our staff module you can book annual leave for your staff. This will block out that day on the calendar and push this annual leave day to their timesheet.

Simply pause your current job and start an unpaid or paid break. We will push this time to your timesheet once you complete your break.

You can create tasks for staff to ensure everyone knows what's happening. Might be an early finish to head out as a team with all the time iTrade has saved you.

Yes, you can set up recurring jobs. This means you only have to enter the information once and we will automatically create the next visit for you. Simple.

Once you are finished at the job for the day, send it back as a revisit with a note about parts required or ordered. This will return the job back to the current list and be marked as revisit. Ready for you to rebook once everything is ready.

With iTrade you can record your customer source and run reports based on this information, this will help you better understand which marketing is working.

No! All admin staff are FREE, we are just that kind.

Here at iTrade we are focused on making an easy to use and understandable program packed with features. We offer the BEST value for money software. iTrade will save you hundreds of hours of paperwork each month by streamlining everything from supplier invoices, quoting and job management.

All types of trades and trade related businesses are using iTrade, We have air conditioning, asphalt, aggregate and concrete industry, alarms technicians, audio/visual, builders, cabling, cloud computing, construction, dental, electricians, engineering, fire inspections, furniture deliverers, gas fitters, gate construction, heating, home automation, locksmiths, powder coaters, plumbers, property maintenance, property management, security, shelters, signage, solar, spouting, telecoms, ventilation, web solutions, and so many more. We have large customer bases in Australia, New Zealand and the United Kingdom, as well as many other countries.

We have custom fields which allows for unique information to be stored against each customer. This means install date, service dates, models, serial numbers and more can be recorded to track exactly what is at each site.

Software will help save you time, which means save you money. Which means you can spend precious quality time with your family and friends.

Most of our customers are saving at least 10 hours of administration time per week. This is a full day off.

With Xero integration you can push all your expenses from iTrade into Xero. This will mean at the end of the month you can reconcile your statement and know your paying for what you brought.

Yes, you can track all your expenses with the supplier inbox, pushing costs into your project and staff adding time and materials against that project, you can then check your profit margins to ensure you're running a profitable business.

Yes, we allow files and photos to be saved on any customer's account. We also allow files and photos on jobs, projects and even quotes.

Yes, we have timesheets, workers add their time on the mobile app. Either while running a visit or add it later for things like downtime, public holidays, sick leave and annual leave.

Yes, you can book in annual leave for any worker, we will make them unavailable for the dates selected to ensure no visits get booked for them.

Yes, you can send them manually at any time or set them to automatically sent 24,48 or 72 hours prior.

Yes we have automatic emails to remind your customer to have their maintenance carried out.

We currently don’t have stock levels, This feature will be coming soon. However we do 3 tiered pricing options, individual customer pricing, labour rates and much more.

With iTrade you can create your own JSA. These will then attach to the job for future reference. These can also be used as report forms to send to the customer.

In iTrade we have a few options to protect your profits. We have an option to enable margin control, this will keep all your items within a set range. You can use the suppliers inbox to add a margin to any materials added to a job or project. We monitor the sell value of items, If the sell is 0 we highlight this in red. These are only a few examples, we have plenty more options to keep you profitable.

We have multiple options to track jobs. We use status changes to help track what stage your job or project is at. You can also sort by job status, making it easier to book in revisit. You can also create your own visit type, this allows for additional filtering.

With iTrade you can enable app invoicing. This means when a job is completed on the app the invoice can be sent directly to the customer and with Xero’s pay now feature you can receive payment without a mobile payment machine. Saving time and money.

Yes, with iTrade we allow you to add attachments on quotes or images. These can include product brochures, Terms of Trade and anything else you can think of.

Would you like fries with that? iTrade allows you to add options into quotes. This is for upselling the customer. You may be surprised once you start using this feature how many people are willing to spend more on options. Options can be selected by the customer in the link we send adding to their total without having to revise the quote.

Yes, we allow for the quote to be sent as a link, which will mean the customer can accept the quote online without having to leave the page. They can also add comments, download any attachments or accept any options.

Yes, we have multiple options for how the quote displays the pricing, You have multiple settings that can be selected, from one total price down to itemized pricing.

Yes, We have an app compatible with Apple and Android operating systems.

Yes, we offer online screen share training. When you are on your trial period we offer 1 hour free. Once you pay for your first month we offer you an additional hour for FREE.

Yes, our app allows you to send a text message when you start a job. It will prompt you with a default text which can be changed before sending.