Quick Start Guide
This is designed to get you through about 80% of your daily needs.
Basic Navigation
Invoicing
Digging Deeper
Now that you have your feet firmly planted and you are able to do must of the day-to-day things you need to accomplish. Let’s dig a little deeper into each of the area of Trakker.
Part 1: Pricing, Taxes and Getting Paid
- Tax Rates
- Product Pricing Rules
- Connection to QuickBooks
Part 2: Routing Should be Easy
Part 3: Know Your Customers
- Additional Customer Data
- Prospects (before they become customers)
- Outlook Integration (EMAIL)
- Do Not Sell List
- Sell Only List
Part 4: Inventory
- Creating Products
- Products
- Labor
- Flat Rate
- Recurring/Rentals
- Restocking
- Truck Inventory Minimums, Tax Types and Adjustments
- Transferring Inventory
- Taking Inventory
- Creating Purchase Orders
- Receiving against a PO
Part 5: Advanced Invoicing Features
Part 6: Lookup List
- Chart of Accounts
- Contact Method
- Customer
- All Customers & Prospects
- Customer Source
- Customer Quote Source
- Customer Status
- Customer Type
- Sub Division
- Tax Codes
- Customer Address Type
- Volume Discount Group
- Handheld & Scheduling/Routing
- Departments
- Message Choices
- Preset Service Message (for Appointments)
- Order/Invoice Status Messages
- Sales Rep Info
- Sales Rep Types
- Sales Reps
- Type of Day
- Reuasable Appointments
- Measurements and Conversions
- Payment Settings
- Credit Cards
- Payment Terms
- Payment Type Codes
- Product Groups
- Services Performed/Offered
- Ship Via
- Manufacturers
- Appliances
Part 7: Customizing
- Select Fields to display on Grid
- Moving Fields on Grid
- Selecting Colors and Themes
Part 8: Trouble Shooting
- Historical Data Lookup (Tracking Data Changes)
- Invoice Not Auto-Emailing
- Data Missing from Handheld