Job & Task Custom PDF designer

Settings –> Job Settings –> Print Job and Instruct Job Worksheet PDF & Print Job Task and Job Task Completion PDF allows the user to design how the PDF looks when printed. Print Job and Instruct Job Worksheet PDF The job details can be printed off to PDF. This can be generated by: – The Print […]

Job Type Groups

Settings – Job Type Groups is an advanced feature where you can restrict what job types are available to users when creating a request or a job. Here you can map Job Types to Job Type Groups. By assigning a User to a Job Type Group, you can restrict them to the corresponding Job Types when […]

Schedule of Rates and Visits

In Finance -> Schedule of Rates you can set up Costs and Sales Rates  for contractors and clients. The rates are applied to job “visits” to  generate cost and sales values for the visit.  A visit is a record of the start and end times for each contractor visit to a site on a job. […]

App Manager

In Settings -> App Manager you can easily keep track of all users & resources who have access to the apps. You can also create new app users, sync data if needed and have access to instructions on how to set up the app on your device.

User Role Manager

In Settings –> User Role Manager you can create specific roles/permissions for users. The list is populated with the 13 Trackplan Roles. Create your own by clicking ‘Create New Role’.  Give the Role a name and description and click Update. By clicking the ‘Pencil’ icon you can then choose from the list of 88 different […]

Job Sign Off Workflows

In Settings –> ‘Sign Off Steps’ you can activate and create templates and steps to produce Job sign off Workflows. To activate this feature set ‘Enable Sign Off Steps’ to Yes. Click ‘Add Sign Off Template’ to create your first template. Give the Template a name and save. At this point you have the ability […]

Contractor Quote Confirmation Bands

In Settings –> Quote Settings you can manage Contractor Quote confirmation bands. Create as many Bands as you like and set the values. Using the pencil icon you then add Users to each band.  The quote will automatically be sent through the confirmation process if these are set.   Name – Name of the Confirmation Band […]

Dashboard Designer

Settings – Dashboard Designer allows the user to design their own dashboard with different Headers, Grids and Charts. Your own personalised dashboard can then be the landing page on logging in. This can be set in Users – Users General Settings – Display Settings. Step 1  – Add Dashboard & Name it Step 2  – […]

Custom Field Names/Labels

Settings – Custom Field Names/Labels allows the user to rename all the major labels and tags in the main application. As per screenshot below you can choose a certain view from the dropdown, Edit what tag you need to rename and click update. **Note – Make sure to logout and login to trigger the new […]

Escalation Rules

Settings – Escalation Rules allows the user to set up Rules, Triggers and actions for Jobs that are overdue for nearly due. Click ‘Create Escalation Rule’ to create a new rule. As per screenshot above we have created a rule named ‘One day after Due Date’, the trigger is 1 day after ‘Expected Complete Date […]

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