Trakker Q3 Updates

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Trakker Office 2025.0.8.x

  • Drop Down box search improvements. As you search the drop down will display. You can type any part of the search box and it will filter down the search. Customer’s drop down boxes can have the customer name or Acct# typed in for the filter. Products can be filtered by the Code or Description
  • CUSTOMER: When hit Add New it opens the customer wizard
  • Product Pricing Rules: Centralized most pricing under one Product->Pricing tab. Can support multiple types of pricing: Customer Specific, Customer Price Code level, each support volume discounts as well as a simple volume discount without being customer specific or part of a price code. Also can set pricing as OVERRIDE PRICE, % Discount off default price, Markup from cost, $ Discount off of default price
  • REPORT:
    • Customer Score Card: Cash flow is the lifeblood of your business. It doesn’t matter how many sales you book if the money takes forever to show up — or never shows up at all. That’s where our Customer Score Card comes in. See how your customers are helping you grow or hurting your business with an easy to read score card. A+ is a Platinum Customer a C is an OK customer. D or F you want to rectify and collect on, or at least be cautious before pursuing more business with them.
  • Trakker Accounting
    • BETA TESTING has started at a few sites
  • Enhanced QuickBooks support for Customer Jobs (multi site for single customer)
  • Tested on new Conker SX87 8″ rugged Android Tablet
  • New training materials on Trakker Skool including New Rep Training Video

Trakker Payment Processing

  • Can store multiple cards on file (via secure tokens)
  • Easier CC management. Can add or delete card tokens.

Route Sales Trakker 2025.4.9.x

  • Supports new Trakker pricing

First Aid Trakker 2025.4.9.x

  • Products can be set to search by description by default by setting the default to Description in My Preferences
  • Supports new Trakker Pricing

Field Service Trakker (Android(2025.4.8.x) / iOS(20255.01.x))

  • Supports new Trakker Pricing