Briefly, because a list this long stops being readable
if every line argues its case.
Chat, built inOne-to-one and group messaging beside the work, with files, pins, reactions and search. A job mentioned in a message is a link. Ask a colleague attaches the job to the conversation and writes the answer back onto it.
SearchOne field across jobs, clients, projects, activity, opportunities, documents by tag, the words inside notes and time entries — and Xero invoice numbers, so "which job was on invoice 4471" is answerable.
NotificationsA daily digest, hourly SLA breach warnings while there is still time to act, delegated-task reminders that escalate, contract alerts at 80% and 100% of the month's hours, and an invoicing-queue alert with a per-client floor.
TM Bot NewAsk in plain words: it logs time, adds notes, creates, closes and reassigns jobs and books visits — showing you each change first, or doing it straight away if you choose. It answers from past jobs and the knowledge base, and can run in its own window.
Claude, connected NewConnect your own Claude plan. Claude looks up clients, past documents, items and labour rates, writes quotes, reports and guides in your house style — Tracmar works out every total and the GST — and saves them to the client, an opportunity or a job. It follows your playbooks and cannot change clients, time or invoices.
Nudges and a team botAn end-of-day billing nudge, a 10am roster of overdue work, a weekly recap of each person's own figures, and a bot that messages on conditions you write — a goal reached, a valuable job closed, overdue tasks piling up — as the bot or in the owner's own name. Every one has a switch, company-wide and per person.
Email into ticketsGive Tracmar a support@ mailbox of yours. A reply that names a job becomes a note on it; a new email from a known client — or one of their contacts — raises a job for them. Anything it cannot place is left unread for a person. Your mailbox, your password, switched on in Settings.
Shared calendarDay, week and month views of everyone's scheduled work — side by side or overlaid — with an export so it appears in the calendar you already live in.
Device monitoringA live RMM alert feed, configurable email alerts including machines not seen for X days, and a cross-client sweep for end-of-life systems, low disk and security exposure.
Domain and SSL expiryCertificates and domains tracked across every client from your own reseller account, before a renewal becomes an outage.
ReportingBranded monthly client reports as PDFs, built for you on the 2nd and checked by a person before they go — with security figures and backup checks from your monitoring tools — plus insight dashboards and print layouts fit to send to a client.
Password a file NewAn AES-256 encrypted file emailed to a client's contacts, the password remembered for them and sent by text if you like, with only a hint in the email. Every send is logged.
Load balancing NewFrom midweek, pooled jobs go to whoever is behind their billable goal, one at a time, around leave dates. Urgent, booked and started work is never moved.
SMS and callsTemplated messages with scheduling and opt-outs, automatic onsite reminders, and call logging with a timer, outcomes and follow-ups.
Audit trailA global record of who changed what and the reason they gave — including write-offs and billing exclusions.
Saved viewsAny combination of filter, sort and columns, saved per person and kept in the database, so the list you work from is waiting on the next machine.
MobileA purpose-built field view — tick work off, log time, close a job on site, with timers that follow you between your phone and computer and half-written notes kept when a call comes in. Add it to the home screen.
SecurityTwo-factor by email or authenticator app, passkeys, IP whitelisting, a geo firewall, trusted devices, full login logs, and separate absolute and idle session windows.
Roles, not a permissions puzzleTechnician, Accounts, Manager and Bookkeeper presets over a plain list of permissions, down to each menu item — who may see billing, change an SLA, edit another person's time, manage the knowledge base. Adjust one person without inventing a role.
Bring your historyImport jobs, time entries, notes and client contacts from your old system as CSV — dry run first, every row keeps its old id so a file can be run twice without doubling, and time lands dated when the work was done.
