Reporting
Real time data
TradeCloud has an extensive reporting engine, with real time reports covering jobs, quotes and much more. See the figures you need, as soon as you need them.
PDF and Excel documents
All reports can be exported as either PDF or Excel documents if you wish to use the data for further processing.
Branded reports
We can brand reports for your customers in line with your company’s branding guidelines.
Subscribed reports
Save time by subscribing to reports and receive the information you require via email, exactly when you need it.
Permissions
Our permission structure allows for specific reports to be visible to different employee levels within the business.
Other Features
Timesheets
Track staff time on site and generate timesheets with GPS based check-ins and check outs. Sync to Xero, MYOB or QuickBooks.[...]
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Email scraping
Automatically convert purchase orders, received via email, into jobs. Save time and reduce data entry errors. [...]
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