Getting Started · 4 min read
Getting started with Trackori Trades in 60 seconds
Setup, import, first follow-up. What Trackori Trades looks like on day one for a trades business.
Sign up in 60 seconds
One email address, one password, one workspace name. That's it. 7-day free trial — payment details securely stored via Stripe. No charge unless your trial ends.
Import your customers
CSV import — bring across your customer list from a spreadsheet, Jobber, Tradify, ServiceM8 or wherever it lives today. Trackori Trades maps the columns automatically.
Add your first open quote
Log every quote you've got out but not yet won. Trackori will surface the ones that need chasing on your daily list.
Turn on repeat work
For each customer, add annual services / safety renewals / recurring visits. Trackori will remind you before they're due.
Invite your network
Trackori Network plan includes 5 members. Every engineer, apprentice, office manager and trusted subcontractor sees the same customer history. Set contact visibility per customer.
Key Takeaways
- Under a minute to set up.
- CSV import brings across existing customers.
- First value on day one: open quotes surface on the daily list.
Also read
Trackori Trades
Never lose another customer, quote or callback.
£19 per month. £49 Trackori Network (5 users). 7-day free trial — payment details required, no charge unless your trial ends.