Trakker 2024 Q1 Updates

Trakker Office 2024.0.2.x

  • Support for Recurring Revenue including Rentals, SAAS.
  • Auto Email of Statements to customers with outstanding invoices
  • Trakker Payment+ has been improved to automatically bring customers with multiple unpaid invoices to a multiple payment form.
  • Customer List can highlight customers with overdue invoices:
    • Red > 90 days
    • Orange > 60 days
    • Blue > 30 days
    • White < 30 days
  • Sales Process Automation can be configured to automatically set customer as
    • Active Customer (when invoice created and updated with each invoice)
    • Moved to Aging Customer
    • Moved to Inactive Customer
    • Moved back to Prospect
  • WEB TRAKKER now available for browser-based access to Customer and Products information.
  • PO’s Products updates
    • Selection displays Last PO Price, Date and Supplier
    • If limited to products on supplier list, price automatically fills in, but if changed, message will ask if the supplier price for this product should be updated.
    • Suppliers can now be set with a default Lead Days that will be used to automatically fill in the Due Date
  • Many reports can now be configured to be Auto Emailed to specific users on a daily/weekly basis or upon special events
  • Grids with Sublists (Bands +) now offer an Expand All menu option
  • Admin Password Generator for Mobile Device Inventory… moved to View->Password Generator
  • Adding Products to Supplier list sped up
  • Outlook Email auto file emails in Trakker enhanced.
  • Multi-load boxes loading capabilities enhanced.
  • Recurring Events when creating appointments with Orders, did not load the Customers Blanket PO- FIXED
  • Handheld (HH) has, in most places, been updated to Mobile Device.

Route Sales Trakker 2024.3.1.x

  • Prospects can be assigned types
  • Tap to Dial and Email fixed
  • Tablet support improved (supports over 10,000 Android devices)
  • Customer Sell Only and Do Not Sell list processing improved
  • Minor screen layout improvements
  • minor bug fixes

Android/iPhone First Aid Trakker 2024.3.1.x

  • Support for rental equipment exchanges and service/refills
  • Prospects can be assigned types
  • Tap to Dial and Email fixed
  • Tablet support improved (supports over 10,000 Android devices)
  • Customer Sell Only and Do Not Sell list processing improved
  • Minor screen layout improvements
  • minor bug fixes

Field Service Trakker 2024.1.2.x

  • Prospects can be assigned types
  • minor bug fixes

Download it today on from Google Play

Have questions or want to get any of these new features activated, please contact us today.