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New Releases Documentation
(5)
Release note – 11th May 2023
Release note – 16th October 2023
Release note – 29th November 2023
Release note – 26th March 2024
Release note – 25th January 2024
General FAQs
(11)
Can I Get A Free Trial
How can I change the Job Contact Details?
I would like a 1-to-1 demo of Trackplan
Upload Centre
QR Codes
Workflows
(10)
Workflow Overview
Work Orders as Job Requests
Job Approval and Completion
Job Quotes and Estimates
Jobs and Job Tasks
Requests
(7)
Job Request Settings
Helpdesk Overview
Job Requests
Trackplan Request App Introduction
Auto approval of requests for certain job types and teams
Jobs
(24)
Job Details
Archive Rules for Jobs
Jobs List
Booking Schedules and Job Booking
Instruct a Resource on a Job
Planned Maintenance
(10)
Planned Maintenance Overview
Planned Linked Groups
Planned Schedule Categories
Planned Maintenance Calendar
Planned Schedules
Reactive Maintenance
(3)
Reactive Job Priorities
Job Types
Reactive Jobs
Forms
(9)
Meter Readings
Inspections and Checklists
Form Library
Form Results
Form Categories
Sites
(12)
Sites Overview
Site Types
Create a Site
Site Regions & Parent Regions
QR Codes for Sites, Locations and Sub-locations
Assets
(10)
QR Codes
Asset Management in the Apps
Asset Statuses, Out of Service and In Service Settings
Asset Attributes
Asset Classes & Sub Classes
Stock
(6)
How to Transfer Stock on a Job
Purchase Orders / Material Requests
Storage Areas
Stock Levels
Stock Categories
Resources/Contractors
(10)
Compliance Forms
Resource Ranking
Resource Qualifications
Resource Trades
Resource Details
Reports
(3)
Dashboard Views
Can I Create My Own Customised Reports?
Report Manager
Finance
(12)
Schedule of Rates and Visits
Finance Codes
Tax Rates
Time Records
Projects
Settings
(29)
Contractor Quote Confirmation Bands
Mobile App Manager
User Role Manager
Job Sign Off Workflows
Custom Field Names/Labels
Users
(11)
User Type Settings
User Types
User Details
Users
How Do I Get The Mobile App?
Documents
(1)
Documents Overview
Alerts and Notifications
(3)
Email Notifications
Job Alerts
Resource Qualifications
Trackplan Apps
(2)
Mobile Apps with Offline Capability
How Do I Get The Mobile App?
Trackplan Manager App
(5)
Trackplan Manager App Introduction
Instructing a Resource in the Manager App
Mobile Apps with Offline Capability
How Do I Get The Mobile App?
Mobile App Manager
Trackplan Resource App
(6)
Trackplan Resource App Introduction
Resource App Image Editing
Mobile Apps with Offline Capability
How Do I Get The Mobile App?
Contractor sign in and sign out with QR Codes
Trackplan Requestor App
(4)
Trackplan Request App Introduction
Mobile Apps with Offline Capability
How Do I Get The Mobile App?
Mobile App Manager
Contractor Portal
(7)
Job Costs
Contractor Portal Set-up
Contractor Portal Overview
Contractor sign in and sign out with QR Codes
Schedule of Rates and Visits
Troubleshooting
(5)
Clear & Reset Trackplan App site settings for Android
Clear & Reset Trackplan App site settings for Apple
Sending Emails from within the Trackplan system
Fix the missing install button for apps (Android)
Clear & Reset Trackplan Site Data in Main Application
Guide for Going Live
(1)
Recommended Initial Steps and Guide For Going Live
TrackplanFM, Computer-aided Facility Management software to help you manage, schedule and control your reactive and planned preventative maintenance and assets.
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