How it works Benefits Pricing Blog Log in Try for free →
Built for service businesses

Run your business.
Not a mess of notes
and spreadsheets.

Trakkli brings together your clients, projects, tasks, payments, and follow-ups into one clean workspace. Know what needs doing, who owes you, and who you haven't called back — every single day.

Get started free See how it works
No credit card needed Free to start Works on any device
app.Trakkli.io/dashboard
Trakkli
OVERVIEW
Dashboard
MANAGE
Clients
Projects
WORK
Tasks
Payments
Dashboard
+ New
12
Clients
7
Projects
$4.2k
Revenue
3
Overdue
Overdue Payments
Sarah M.
$800
TechCo Ltd
$1,200
John B.
$450
Tasks Due Today
Send quote
Pending
Site visit
Overdue
Final review
Done
💰
Payment received
Kitchen Reno · $2,400
94%
Tasks on time

Trusted by service businesses like

Contractors Freelancers Consultants Designers Renovators Cleaners Photographers Tutors Contractors Freelancers Consultants Designers Renovators Cleaners Photographers Tutors
The problem

Running jobs is easy.
Tracking everything isn't.

Most service business owners are great at the work. But keeping track of clients, chasing payments, managing multiple jobs, and following up with leads? That part is chaos.

😤
You forget who owes you money
Invoices get sent and forgotten. Payments slip through. You find out weeks later.
📋
Tasks live in your head
You're managing five jobs at once. Something always gets missed.
🗂
Client info is scattered everywhere
Phone notes, WhatsApp, email, napkins. You can't find what you need when you need it.
📊
No clear picture of your business
You don't know which clients are profitable, which projects are behind, or what's due this week.
The solution

One place for everything
that runs your business

Trakkli organizes your business around five simple things. Every piece of information has a home. Everything is connected.

👤
Clients
Every client gets their own page. All their projects, payments, and notes live in one place.
📁
Projects
Track every job. Know the price, status, progress, and exactly how much has been paid.
✅
Tasks
Assign tasks to projects. See what's due today, what's overdue, and what's completed.
💸
Payments
Track paid and unpaid. Get a clear view of what's owed to you — per client, per project.
🔁
Follow-Ups
Never lose a lead. Set reminders to follow up with prospects and clients. Trakkli tells you who needs a call today.
How it works

Set up in minutes.
Use it every day.

The system follows the natural way you work. Start with a client. Add their project. Track the work and the money.

1
Add a client
Create a profile for anyone you work with — a name, contact info, and status (lead, active, or completed). That's it.
Takes 30 seconds
2
Create a project under that client
Give the project a name, price, and due date. The system automatically creates a payment record so nothing gets forgotten.
Auto-creates payment
3
Add tasks for the project
Break the project into tasks. Assign due dates. Check them off as you go. See your entire workload across all projects in one view.
Full task list included
4
Track payments as money comes in
Mark payments as paid when they arrive. Split payments into deposits and final balances. See who owes what at a glance.
Instant payment overview
5
Open the dashboard every morning
See exactly what needs doing today, which payments are overdue, and the state of every active project. Your entire business in one screen.
Your daily command centre
Product overview

Everything you need to
see clearly.

The dashboard gives you an instant summary of your entire business — without opening a single spreadsheet.

📊
Business snapshot at a glance
Total clients, active projects, monthly revenue, and overdue payments — all on one screen the moment you log in.
🔴
Overdue payments highlighted
Never lose track of money again. The dashboard surfaces every overdue payment with the client name and amount — ready to follow up.
✅
Tasks due today, front and centre
See what's due today and what's overdue across all projects. Mark tasks done directly from the dashboard without clicking around.
🔔
Instant notifications
The notification bell catches everything that needs immediate attention — so nothing slips past you on a busy day.
Dashboard
+ New
US
12
Clients
7
Projects
$4.2k
Revenue
3
Overdue
Overdue Payments
Sarah M. · Renovation
$800
TechCo · Website
$1,200
John B. · Consult
$450
Tasks Due Today
Send quote
Due
Site visit
Late
Final review
Done
Why it matters

What you gain when
everything is organised

🧠
Mental clarity every morning
Stop holding your business in your head. Open Trakkli and know exactly where everything stands.
💵
Never miss a payment again
Every dollar owed to you is tracked. Overdue payments are flagged automatically. Follow up with confidence.
🎯
Always know what needs doing
Tasks due today, tasks overdue — surfaced automatically so nothing gets lost between jobs.
📈
Handle more clients, stress-free
When everything is in one place, managing five clients is as easy as managing one.
⚡
Set up in minutes, not days
Add your first client and project in under two minutes. No setup complexity. No learning curve.
📱
Works on every device
On site with a lead? Add them from your phone. Back at your desk? Full dashboard experience on laptop.
Daily briefing

Your business, summarised
every time you open it.

The alert bar at the top of your dashboard scans everything and surfaces what matters right now — no digging required.

Overdue payments that need chasing today
Tasks due today across all your projects
Follow-ups you haven't actioned yet
Leads sitting idle — potential clients waiting
💰
2 overdue payments
TechCo · $1,200  ·  Sarah M. · $800
✅
3 tasks due today
Send quote · Site visit · Final review
🔁
1 follow-up overdue
James R. — check in on renovation quote
👤
1 lead going cold
Maria K. — no contact in 5 days

Ready to get
organised?

Join service business owners who've stopped losing track of clients, projects, and money.

Start for free Already have an account

Free to start · No credit card required · Data stored securely