Works with the tools you use
OzTrady connects to your accounts with your own sign-in, and nothing is changed in them that you did not ask for.
Xero
Enterprise plan, or as an add-on
Connect your own Xero organisation in a couple of clicks. Quotes, invoices, purchase orders and supplier bills go to Xero so your bookkeeper does not retype them, with each saved customer and supplier filed under the same Xero contact every time. Every few minutes OzTrady reads back what happened in Xero: quotes accepted, invoices made from them, and payments, so each job shows what is paid and still owing. More
Google Maps
Every plan
Start typing a job’s address and pick it from the suggestions, so it is spelled right and pinned on the map. Every address opens in Maps with directions, the day’s jobs open as one trip, and site check-in uses the job’s point on the map. More
WhatsApp
Growth plan and up, or as an add-on
Connect your own WhatsApp Business number. Team members who agree get task and job updates on WhatsApp as well as in the app, and customers who agree get the updates you set up for each step. Team members can reply STOP to turn them off and START to turn them back on. Sending a quote or invoice to a customer on WhatsApp needs none of this and works on every plan: WhatsApp to customer opens your own WhatsApp with their mobile, a message and the link ready to send. More
Email
Every plan
Quotes and invoices go to customers as a PDF by email with a copy to you, and customers get the step updates you write. Purchase orders go to your supplier as a PDF with a link: the supplier confirms the order and the delivery date online, and you are told. Every email carries your business name and replies come straight to your own inbox; with your own domain, emails come from your address (add three DNS records). Emails carry your logo and colours with a summary and a button to the online quote, invoice or order, in your own wording and with each person’s signature. Each quote, invoice and order shows the emails sent and whether they were delivered; if one bounces, you are told and the address is flagged. Switch on automatic reminders for overdue invoices and follow-ups for quotes with no answer. More
Phone notifications
Every plan
The crew phone app (Android and iPhone) gets a notification when work is given out or changes, and opens straight to it. More
Payroll and spreadsheets
Timesheets: Growth plan and up, or as an add-on
Export approved timesheet hours as a spreadsheet for your payroll system, and a task’s full history to Excel when someone asks what happened. More