The full picture
Jobs, contracts, quotes, assets and invoices for each client, on one record.
Billing set up right
An accounts email and payment terms per client, so invoices go to the right person with the right due date.
Import in minutes
Bring clients in from CSV, Excel, Numbers or ODS, with a preview before anything is added.
Client records that do the work
A client record in traqR is not just a phone number: it decides where invoices go and what the client sees.
Contacts, billing and notes
A client is a company or an individual with a main contact, phone, mobile, ABN and address, plus an accounts contact, an accounts email and payment terms in days. Mark clients inactive rather than losing their history.
Invoices go to accounts when it is set, the main email when not.
From due on receipt to 90 days, used to set each invoice’s due date.
Clients link to their accounting records.