Plenty of small shredding companies keep their customers in QuickBooks Online and everything else in their heads, on paper or in email. You don't have to give QuickBooks up: keep it for accounting, and let Trakro handle the schedule, routes, certificates and invoices.
How the two fit together
- Connect QuickBooks Online in Trakro once (Settings, then Integrations).
- Bring your QuickBooks customers into Trakro from the Import screen. Sub-customers become the customer's sites.
- Add how often you visit each site and what's there, then build routes.
- Invoices, credits and payments you send from Trakro are copied to QuickBooks automatically.
One place for each job
After switching, create invoices in Trakro, not in QuickBooks, so nothing is billed twice. QuickBooks still has every invoice and payment for your accountant.
What changes for you
- Recurring visits land on the calendar by themselves, holidays included.
- Drivers see their stops on their phones, even without signal.
- Each finished stop sends a numbered certificate of destruction to the customer.
- Month-end invoices are built from the work actually done.
Let Trakro handle the paperwork.
Certificates, chain of custody and invoices, built from every stop.