Admin App
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 ...
Mapping Tracker Pro Tax Codes for your Accounts Package
Any Tax codes you use in tracker Pro have to be mapped to your Tax codes in the 3rd party accounts package. This is in order that the Tracker Pro Accounts integration interface knows what Tax Code to log the invoice under in your accounts package. To ...
Service Contract and Subscription Billing
Tracker Pro has the ability to raise invoices for customers contracts or raise charges for contracts on Service JobSheets depending upon your settings. There are three methods/settings of automatic billing for Service Contracts as follows that cater ...
Creating a drawing for an Installation , Job or Quotation
Tracker Pro has the ability to edit and markup diagrams plus create hierarchies and flowcharts. These can be added to any Quote, Job or Installation and are inherited upon moving through the three phases(Quote to Job to Installation). To Create a ...
Downloading/Exporting Records from Tracker Pro
To download/backup records from Tracker Pro complete the following: 1. Click on Export all data to Excel. 2. View the output in your Downloads Folder You can use this method to extract a local backup copy to your PC. Key Modules to be considered in ...
Viewing Services Due
To view the list of services - those overdue, for next month, the current month or a a custom from and to period, the simplest way is to use the Quick Filter in the Installation View Use the Quick Filter which filters on the Next Check column. You ...
How to view and edit Passwords and add new users
In order to view user details, change passwords or add a new uses in Tracker Pro access the following Menu: Additionally all user settings including privilages and email signature can be created and edited in this view. Step 1 : From the main menu ...
Setting up Service Levels
Service Levels can be set up to define a standard level of subscription for re-use multiple times when creating new subscriptions and contracts. This will save input, speed up contract creation and introduce & maintain consistency in your pricing and ...
Creating , Pricing and Loading Assemblies
Assemblies are pre-priced lists of charges that you wish to save for future use. Creating, saving and recalling is a simple process. 1. Firstly price your Job or Quote as normal adding all the devices you wish, creating charge rows on your Job or ...
Email Templates for Word Merge Documents
To associate or edit a standard Email message with a Word Merge Template , click on on the # symbol for the relevant Word Template. Then assemble both the Subject and Email Message text using a combination of Words, Merge fields and Accept Now Links. ...
Synchronising contact details
When you update contact details for a customer, installation, job, quote or call you may wish to synchronise some or all of these updated fields across other objects relating to that customer. To achieve that do the following: 1. Click on the button ...
Cancel/Adjust services due on a contract
There may be cases where you want to cancel or adjust out a number of services at the start of a contract but maintain the rest of the scheduled dates according to the contract. An example of when this may be appropriate is when you add a ...
Adjusting the Next Service Date
There may be times you wish to adjust the next service date. The next service date is calculated by Tracker Pro based upon the contract details at regular intervals across the contract period. An example when you may wish to do that could be if you ...
Send a Contract for Customer Online Signature and Acceptance
You may wish to send a contract to be accepted by the customer. This can be achieved electronically providing a single click method of acceptance by the user and the ability to sign or decline and indicate the reason for declining. You undertake the ...
How data is input, gathered and used for UKAS Statistics
This details how and where data is gathered for each of the 4 sections of the UKAS KPIs; A. False Activations B. Preventative Maintenance (Service Jobs) C. Reactive Maintenance (Fault Jobs) D. Complaints Click here to find out how to output the UKAS ...
Viewing and Printing UKAS Statistics
UKAS statistics are calculated every night at 12 midnight by Tracker Pro automatically. You can view and email the information in graph and grid format. There are four key metrics gathered , displayed and printed for your UKAS compliance. Read here ...
Adding an Email Template to Reports
You can associate an email template to each report to cut down the work you have to do when sending a report to a customer. This can additionally personalise it to your customer through the use of Merge fields within the email template. To add to a ...
Integrating Email - Cloud Platform Setup
Integration of your email allows you to send emails from Tracker pro with your normal email address on it and additionally adds any emails sent including any attachments into your Sent Box on your normal email system. This covers all known email ...
Merging Customer Records
A merge feature has been included to allow objects that belong to many customers to be rationalised under one single customer account. This process will change any installations, jobs, calls, quotes, contracts plus all records to the ownership of the ...
Uploading Locally Designed Reports to The Cloud
Any locally designed reports from the Windows Application can be uploaded onto the Cloud Service and used in the Admin, Engineer and Customer Cloud Applications To make available or update any custom designed reports on your system you should ...
Adding a picture to a Job in the Gallery
A picture can be added to a job , call or quote . This picture will automatically be viewable in the Gallery tab of the engineer app by any engineer who has an appointmnet for that job, call or quote. 1. Load the Job from the Cloud application by ...
Automatically Sending an Email on Job Completion
Tracker Pro can send automatic emails upon Job or Appointment completion with a report/job docket attachment. To configure the sending of an email after these events set the following settings. 1. Open the report Selection menu in Admin 2. Add a new ...
Changing Default Reports for the Engineer & Customer Cloud Applications
The reports list visible to the engineer in the engineer web application and in the customer web application can be changed to add, remove or edit the details in the list. This then allows the Tracker pro user to have control over which preferred ...