General Settings can be changed using the Edit button: By editing the General Settings you can: Company Logo – Upload your company logo. Can be used on email templates when sending out emails and in job, quote and form PDFs. Also used in the Trackplan header. Use a png file – ideally around 120px wide, 25px tall, or similar ratio. Company […]

Email Templates allows you to design email templates to use when sending emails to users and resources / contractors triggered by key events in the system.  Select an email template you would like to create: Once you have selected the template you wish to use, a text edit box will appear containing the structure of […]

The Email Settings area allows you to view and edit the settings around emails that are sent from the app. To make changes to Email Settings select Edit at the top-right of the page: You can send emails using our email servers or , if you prefer, use your own mail / Smtp servers. If you select own Smtp Server you […]

The SMS / Text Messages area enables you to set up or configure an existing template for a text message that will be sent out to a contractor when a job or task has been instructed to them. There are various tags you can place in the template that will be replaced by live data. To edit […]

The Settings -> Departments area allows you to view, edit, delete, or create a new department. Departments can be used with site contacts and apportioning contracts in the finance area. To add a new department select the Add Departments button at the top-left of the page: This will create a new row in the Departments list for you to populate with […]

PWA technology allows you to save a web application directly to the home screen of your mobile device, and use it like any other app. In order to get the Trackplan Apps, simply follow the steps outlined below: Resource, Manager & Requestor modules of the mobile App: Using a web browser on your device, go […]

In Settings –> Resource Qualifications you can create new Qualifications that can be used to manage and vet your contractors’ capability and qualifications. To set up a qualification select the Add Qualification button at the top-left of the page: This creates a row in the qualifications list where you can Name the qualification Set Validation Required For Instruction which […]

In the Settings -> Job Types area, you can view, edit, delete, and create a new Job Type for reactive & planned jobs. This will allow you to categorise jobs when they are being created. Select Add Job Type at the top-left of the page to create a new job type.   The Job Types area also allows you to […]

The Settings -> Teams area allows you to create groups of users and resources to help manage and distribute work to the right people. Put a group of Users/Resources into a team. Reactive and planned jobs and job requests can be associated to one of these teams, either by editing the job, or when a job is […]