1. Establish Your Account and Business Details
Create the foundation for your AXITRAQ account and confirm who will oversee the setup.
- Nominate the Account Owner and the person coordinating implementation.
- Confirm your business name, ABN, addresses and contact details.
- Review account security, encryption and backup settings.
- Add the offices, departments, sites and storage locations relevant to your business.
An authorised representative can establish the account and transfer ownership to the nominated Account Owner once the initial setup is complete.
2. Set Up Your People and Permissions
Decide who will use AXITRAQ and what each person needs to access.
- Define employee types, such as administrators, supervisors and tradespeople.
- Configure permissions for the relevant modules and actions.
- Identify people who only need access to the Operations App.
- Add employees and relevant contractor records.
- Complete rate cards, qualifications and emergency contacts where applicable.
Check access with representative users before introducing the system more widely.
3. Bring Across Your Assets and Equipment
Choose the most practical way to establish your asset register.
- Gather existing asset lists, equipment records and depreciation schedules.
- Add assets through the web interface or use AI-assisted capture in the AXITRAQ Tablet App.
- Discuss bulk imports with AXITRAQ Support where you have existing Excel, CSV or PDF records.
- Check asset identifiers, descriptions, locations and supporting documents.
Review imported and AI-captured information before relying on it for day-to-day operations.
4. Organise Suppliers, Parts and Stock
Prepare the records that support purchasing, inventory and job costing.
- Add suppliers, account references and contact details.
- Configure applicable rate cards and default markup.
- Add parts and materials manually, through invoice capture or via a supported accounting connection.
- Check item codes, units, costs, storage locations and opening quantities.
- Test representative supplier invoices and review the captured details.
If a supplier document is not captured correctly, submit it through the support pathway for investigation and testing.
5. Establish Clients, Rates and Templates
Prepare the information your team will use to quote and invoice consistently.
- Add client contacts, billing details and site addresses.
- Set client rate cards and qualification requirements.
- Configure quote and invoice templates.
- Add your approved branding and business details.
- Generate sample documents to check their content and layout.
6. Build Your Forms and Checklists
Start with the records your team needs for its initial workflows.
- Prepare job forms, pre-start checks and equipment start/stop checklists.
- Create relevant inspections, SWMS and HR forms.
- Include required fields and supporting evidence where appropriate.
- Test forms with the people who will complete them.
AXITRAQ Concierge can help build and customise your initial forms and checklists.
7. Prepare Labels and Field References
Make it easy for your team to identify equipment and record materials used in the field.
- Apply QR codes or barcodes to assets, tools and stock locations.
- Create stock and asset catalogues for vehicles, workshops or offices.
- Check that labels open the correct records.
- Test scanning for asset activity and materials consumption.
- Choose labels and printed materials suited to the working environment.
8. Test Your Workflows and Introduce Your Team
Run through representative tasks before expanding your rollout.
- Create a quote, convert it into a pending job and complete scheduling and resource assignments.
- Test forms, timesheets and materials allocations.
- Review a supplier invoice through capture and approval.
- Check customer documents, reports and any configured accounting or payroll exports.
- Resolve outstanding issues and provide role-specific guidance.
- Agree on the users and workflows included in your initial rollout.
You can introduce additional areas as your team and data are ready.
Keep Track as You Go
The implementation checklist within AXITRAQ lets your team record progress and notes, with visibility for the Account Owner. It also provides a lasting record of what has been implemented and when.
Want Help Putting It Together?
AXITRAQ Concierge provides hands-on assistance with data preparation, imports, configuration, forms, reports and team training. Choose support for specific tasks or work with us on a broader implementation.
Flexible Support. Clear Pricing.
Our standard rate is AUD $165 per hour, excluding GST, with weekly and project rates available for more extensive implementations. We agree on the scope and pricing with you before work begins.
Many straightforward initial imports can be completed at no charge when source files are suitably formatted. Contact AXITRAQ Support for a file review and confirmation. More extensive preparation, migration or customisation is scoped separately.
