Works with the tools you already use.
Accounting, card payments, email and maps, connected in a few clicks. Every integration is included in every plan.
Works with
ExcelOutlookApple CalendarSlackMicrosoft TeamsApple MapsMicrosoftOneDriveConstant ContactQuickBooks Online
Keep your books in QuickBooks without typing anything twice.
- Connect from Settings and match the customers you already have there
- Customers, invoices, credits and payments sent over automatically, never twice
- Switching? Bring your customer list in from QuickBooks
- On QuickBooks Desktop or something else? Export a spreadsheet instead
Stripe
Let clients pay invoices by card, with the money going straight to you.
- Connect your own Stripe account in a few minutes
- Every invoice email includes a secure pay-by-card link
- Trakro adds no fee of its own (Stripe's standard fees apply)
- Card numbers stay with Stripe; Trakro never stores them
Email delivery
Certificates, receipts, invoices and quotes go out from your company's name.
- Sent with your company's name, and replies go to your own email address
- Every email logged, so you can see what was sent and when
- Bounced addresses flagged on the contact so you can fix them
Google Maps
Addresses checked when you add them, and the day's stops on a map.
- Each site's address is looked up and placed on the map
- Addresses that need a second look are flagged for you
- See the day's stops on a map while you build routes
Spreadsheets
Bring your lists in and take your data out, any time.
- Import customers, sites, containers and plans from our templates or your own file
- Columns matched for you, with a preview and undo
- Export records and reports to a spreadsheet whenever you want
Ask Trakro
Answers to “how do I…?” in seconds, right inside the app.
- Answers come from our own guides, tours and tips, with a link to the guide
- It never reads your customers or other company data
- Stuck anyway? Send us a message from the same Help panel
Google Calendar, Outlook and Apple Calendar
See the day's routes and visits in the calendar you already check.
- The next 60 days of visits, updated on its own when visits move
- Office staff see every visit; drivers see their own routes
- A private link for each person, replaceable any time
- No gate codes, notes or prices in the calendar
Slack and Microsoft Teams
Know what happened today without opening Trakro.
- Certificate issued, payment received, stop not serviced, new client request
- Pick which alerts go to which channel
- Short messages with a link to the record
Sign in with Google or Microsoft
Your team signs in with the work account they already have.
- No new password to remember
- Works with invites for office staff and drivers
Google reviews
Turn good service into more five-star reviews.
- Optional thank-you email with your Google review link after a visit
- At most once every 6 months per contact, and never if they opted out
Google Drive, OneDrive and Dropbox
A copy of every certificate in your own cloud folder.
- New certificates saved automatically, filed by year and month
- Back up every past certificate with one click
- Trakro only touches the folder it creates
Mailchimp and Constant Contact
Send purge-season emails to the right customers.
- Contacts sent over and tagged regular, purge or inactive
- People who unsubscribed are never added back
Setup
Connected in a few minutes.
No developers, no add-on fees, no waiting on us.
01
Open Settings
Go to Settings, then Integrations, in your Trakro account.
02
Connect
Sign in to QuickBooks or Stripe when asked. No codes to copy.
03
That's it
From then on, Trakro sends things over on its own.
Questions
About integrations
Need something we don't connect to yet? Tell us. Requests from owners decide what we build next.
Do you work with QuickBooks Desktop?
We sync with QuickBooks Online. If you're on QuickBooks Desktop or another accounting tool, you can export invoices and payments as a spreadsheet.
Can my clients pay their invoices by card?
Yes. You connect your own Stripe account, and every invoice email includes a secure pay-by-card link. The money goes straight to you, and Trakro adds no fee of its own (Stripe's standard card processing fees apply). You can also record checks, ACH and cash.
Do you store credit card numbers?
No. Card payments, both for your Trakro subscription and from your clients, are handled by Stripe, a payment processor certified to the highest level of the card industry's security standard (PCI DSS Level 1). Card numbers go straight to Stripe and never touch Trakro's servers.
Can I get my data out?
Any time. Export your records as spreadsheets whenever you want, even while your account is read-only. If you cancel, your data is kept read-only for 12 months, and we email you before anything is deleted.
Put the clipboard down.
Start free today. No card, no contract, no sales call.