NZ Trade Group is powered by Katipolt

Every job can be profitable with our cloud-based quote and job management software. You get the best products and buying muscle through our supplier network, helping you to sustain and grow your business, faster.

NZTG members are confidently improving their businesses and profitability with the help of our software.

Mac

katipolt

Katipolt Feature List

dashboard

User customisable. Single secure place to see the important activities, events or reports that a user needs to care about.

Quotes

Build quotes with the in-built drawing package using customisable component kitsets. Report on what quotes have been created and their status. Easily switch between product lines and see instantly the cost implications. Integrated highly graphical online quote creation that imports/exports and allows data to automatically flow to customer quote presentations. Easily apply variations and divide quotes into sections of work.

view video

works

A complete list of all the company Works (jobs). Quoted Works are easily identifiable. Work stage and progress is easily identifiable. Profit and loss snap shot for each Works updates in real time.

timesheets

Mobile compatible so staff can complete timesheets on site.
Provides easy reporting for payroll.
Labour bookings feed through to Works (jobs).

Scheduling Staff

Powerful tool for management to handle all their labour bookings. Mobile compatible so staff can confirm acceptance of job schedule instructions. Easy to see which staff have responded and accepted instructions instantly.

Field Staff Compatible

Available in desktop and tablet formats for management and field staff. Powerful scheduling capacity doubles to provide automated work site time sheets and the ability to track staff locations in the field. Ability to change and add variations to Quotes and update Works while on the job.

Products

Complete product list updates every 24 hours, so up-to-date Wholesaler product information is always available in the system. All products display full product codes and manufacturers information. Trade price is displayed along with recommended retail pricing.

Kitsets

A library of kitsets are available to use when quoting. Users can customise their own kitsets. Easily identifiable icons to plot on floor plans. Kitsets show all the list items that make up a component on a job, including materials, labour and site visits. Kitsets have been customised for lead manufacturers. Full cost of sale is displayed in every kitset.

Sales

A full sales journal.
Easily identifiable if sale has been paid.
API function to Xero.

Purchases

A full list of purchases.
Easily identifiable if each invoice has been synced to Xero.
Full list of invoice lines per purchase and Works numbers.

Orders

Full list of pending orders per supplier.
Status of orders is displayed.
APIs directly to Wholesaler – creating orders electronically which can be delivered to the work site or workshop/office quickly.

Reports

Links to Xero to pull through all accounting reports eg. balance sheets, profit and loss report. List of all the important reports for business analysis. Powerful real-time analysis to show how your business is performing. User permission protected.

Contacts

A full list of customers and suppliers and all their contact details. Customisable payment terms per contact.
List of history per contact, including sales, works and purchases.

Learning

Access by business owners to a growing library of business trainings that are specific to their business needs.

User roles

Anyone that you want to access Katipolt in your business can, but you will be able to set permissions to the appropriate level of access for each person. This allows them to access the information that they need to perform their job. There are seven levels of access to suit all business sizes, hence protecting sensitive company information.

Company Settings

A place to store all your important company information and default settings. Where you can store staff details, and there is an upload function for important documents.

Online Help

Learn how to use the software using live data
and while performing real work.
Features easy to follow step-by-step instructions.

Search Functionality

Powerful search function that is site wide or can be filtered down to a specific area of the software. Use partial or full text searches.