Frequently Asked Questions
-
No technical skills required. If you can use Google Sheets (or Excel), you can use TradeTrackTemplate. The automations are pre-built and protected, so you can't accidentally break them. Just add your jobs and let the system handle the rest.
-
Three big differences:
Cost: $97 one-time vs $1,500-3,000/year forever
Simplicity: Just the features you actually need, no bloat
Control: Your data lives in YOUR Google account, not locked in their platform
Plus, it works offline and syncs when you're back online.
-
The template uses Google Apps Script (built into Google Sheets) to send emails automatically. When you add or update a job, the system triggers emails to clients and techs. The 30-day overdue reminder runs automatically in the background, but you can change this at any time via the Settings tab. Setup takes about 15 minutes and is covered in our guide.
-
Yes. Google Sheets allows multiple people to access and edit the same sheet. You can give your office manager, techs, or business partner access. Everyone sees real-time updates.
-
You'll instantly receive:
Download link to the Google Sheet template
Complete setup guide (with screenshots)
Email template examples
Video walkthrough of all features
You should be up and running within 15-30 minutes.