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💊 Client Health Scores
● Healthy (70+)
● At Risk (40-69)
● Critical (<40)
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Who's Online
Signed in now
Sessions
Logins & logouts
Online = used TrakNet or had it on screen in the last 5 minutes. Idle = TrakNet open in a background or minimised tab. A session ends on sign-out, or 30 minutes after the tab was closed or the PC slept; duration is how long it was open.
Operations
Client Book
0
Total Clients
Clients By Type
All Client & Suppliers
Search and view records
All Contacts
Search Contact(s) associated with Clients & Suppliers
| Client Name | Type | Primary Contact | Address | Telephone | Status |
|---|
Job Queue
0
Total Jobs
Jobs
Jobs By Stage
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To
Show only:
| No. | Job Name | Client | Location Address | Team | Assigned To | Created | Scheduled | Date Due | Job Stage | Categories | Job Status | Quote | Invoice | Cost | Sell | Margin % | Value Inc Tax |
|---|
Projects
0
Total Projects
| Name | Client | Status | Start Date | End Date | Budget |
|---|
Task Queue
0
Open Tasks
| Complete | Title | Client | Assigned to | Due Date | Document |
|---|
Ticket Queue
0
Open Tickets
Tickets By Status
📞 Phone Calls
| # | Subject | Requester | Group | Assigned | Priority | Status | Created |
|---|
Quotes Pipeline
0
Total Quotes
Show Accounting Stats
Quotes By Status
Show:
| Quote # | Client | Subject | Status | Date Quoted | Total | Valid Until |
|---|
Tonight's Risk Board
Documents
| Name | Client | Location | Category | File Type | Created |
|---|
| Product Code | Name | Category | In Stock | Min Level | Unit Cost | Unit Sell | Location |
|---|
<20
20-40
40-60
60+ mph
Live Alerts
Unscheduled Jobs
Insight Reports
Job Reports
Jobs by stage, client, team member, date range
Revenue Reports
Revenue by client, job type, team member
Team Performance
Completions, response times, workload
Quote Reports
Win rates, conversion, value by period
Invoice Reports
Outstanding, paid, overdue analysis
Client Reports
Activity, job history, revenue by client
Payroll Export
Export guard hours to CSV for Sage, Xero or Excel
Form Builder
Site Reports
← Back
New Quote
Quote Description
Terms & Conditions
| Product Code | Service / Product | QTY | Unit Cost | Unit Sell | Tax (%) | Amount |
|---|---|---|---|---|---|---|
| 0.00 |
Client Message
Total Unit Cost:£0.00
Margin:£0.00
Subtotal:£0.00
Tax:£0.00
Total:£0.00
Manning
New Assignment
Assignments
| Site | Client | Guard | Dates | Status |
|---|
Weekly Report
| Client | Guard | Site | Date | In | Out | Hours |
|---|
Pick a specific client above (not "All clients"), enter the hourly rate, then create a draft invoice from this week's hours.
How Manning Works
- Create an assignment — client, guard (or leave as "Ad-hoc guard" if they're not a TrakNet user), site, and the shift's dates.
- Copy the link that appears and paste it into WhatsApp to the guard — no login or app install needed.
- Guard taps the link, allows location + camera, and Clock Ins — a stamped photo (date, time, GPS, address) is captured automatically.
- At the end of the shift, the guard taps the same link again — it now shows Clock Out. Hours worked are calculated automatically.
- Click View on any assignment to see the most recent shift's photos and hours.
- Lost the link? Use Get new link instead of cancelling and starting over.
- Weekly Report: pick a week + client, then Export CSV for records or Create Invoice to raise a draft invoice for that client directly.
Report Style
Select report style
Report Type
Select a report type
Options
Date Range
Up to 366 days
Vehicles
Leave all unticked for every vehicle
| Vehicle | Reg | Last reported | History |
|---|
Settings
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| Countdown | Job # | Service | Type | Job Date | Status | Asset | Postcode | Priority |
|---|---|---|---|---|---|---|---|---|
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Total Documents
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Valid
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Expiring Soon
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Expired
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| Guard | Document | Reference | Issued | Expiry | Status |
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Incidents
| Occurred | Type | Severity | Site | Description | Reported By |
|---|
Site Check-ins
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Fire Audit
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