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Job Types and Job Categorisation
When logging a Call or a Quote or a Job you will be asked to categorise the work type into one of 8 categories. Although these categories are fixed currently, they will be user defined in a release planned during 2025. The currently fixed categories ...Changing invoice Details when Uploading to Third Party Acounts Systems
To change the level of detail that is uploaded into third party accounting systems, edit the Details tickboxes within the invoice Tab of each Job. To access that click the pencil on the job that you wish to edit then click the invoice Tab. Show Job ...Automatic Nightly Subscription Billing
You can automatically invoice your customers each night for all/any invoices due up to that day. To switch that facility on access it in Admin - Company Invoice - Invoice Details - Nightly Billing Section Switch on Automatic Nightly Billing (1) to ...Displaying Custom Groups of Engineers in Timeline
It is possible to customise the groups of Engineers on display in Timeline for booking and viewing preferences. To do that you should firstly allocate engineers to categories ( example; Service Engineers, Install Engineers, Admin) then secondly ...Sending multiple reports - report Merge
You can easily send reports for one record by clicking the PDF icon on the Quick Action colum for any record. Should you wish to send a report in the style of a merge to multiple recipients, that can be achieved using the Print Button at the top of ...
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How to Install & License Tracker Pro
SETUP INSTRUCTIONS 1. To download the windows software program – click on this link Click Here >>>> https://www.stealthsys.co.uk/try-software 2. Download the Full Installer by clicking on the Download ( Orange button) to download the Full Installer ...Creating a New Contract - Renewal Wizard
To create a new contract using the installation system renewal wizard, complete the following process. STEPS Click on the Installation Activity icon for the record you wish to renew within the Installation Module Click on New Contract to start the ...Setup SFTP Service allowing Filing Cabinet to be shared
Tracker Pro has an onboard SFTP Service. This allows filing cabinet files stored to be loaded on the engineer web app and also the customer webapp. It additionally allows any Remote WAN Client Installations of Tracker Pro ( remote office workers) ...Producing Service and Jobsheet Results after Engineer visit (for admin users)
After an engineer has attended an appointment and undertaken the work and possibly completed the test results, a service docket can be sent by email directly from the Jobs Module. Upon emailing the document, Tracker Pro will additionally file the ...Xero Integration Configuration Process
Follow this one time process to create a custom app that points Tracker Pro to your Xero Cloud Accounts allowing regular daily/weekly Tracker Pro and Xero Integration uploads and downloads. STEP 1 - Login to the Tracker Pro Admin Website ...