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New Releases Documentation
(7)
Release note – 6th October 2025
Release note – 17th December 2024
Release note – 25th January 2024
Release note – 26th March 2024
Release note – 29th November 2023
General FAQs
(11)
API Documentation
Is there a Main Settings area to manager all aspects of the software?
Is the Software available in different languages?
Recommended Initial Steps and Guide For Going Live
Can I Get A Free Trial
Workflows
(10)
Job Sign Off Workflows
Advanced Job Routing
Additional Questions for Job Completion
Job Completion by a Resource
Sending a Job for Authorisation
Requests
(7)
Request Authorisations
Remote Request QR Codes
Auto approval of requests for certain job types and teams
Trackplan Request App Introduction
Job Requests
Jobs
(24)
Job & Task Custom PDF designer
Job Sign Off Workflows
Transport Jobs
Further Works and Duplicate Job
Revenue Jobs
Planned Maintenance
(10)
Creating a Planned Schedule & Electronic Checklist for multiple assets.
Planned Maintenance – Gantt / Timeline Style Report
Job Types
Planned Maintenance Overview
Planned Jobs
Reactive Maintenance
(3)
Reactive Jobs
Job Types
Reactive Job Priorities
Health & Safety
(1)
Health & Safety Module
Forms
(10)
Form Chart Results
Creating a Planned Schedule & Electronic Checklist for multiple assets.
Asset question Type on Electronic Forms
Forms Overview
Form Designer
Sites
(12)
Remote Request QR Codes
QR Codes for Sites, Locations and Sub-locations
Sites Overview
Create a Site
Site Types
Assets
(11)
Devices and Meters
Remote Request QR Codes
Asset Tree View
Assets Overview
Assets List
Stock
(6)
Stock Overview
Stock Categories
Stock Levels
Storage Areas
Purchase Orders / Material Requests
Resources/Contractors
(10)
Mobile App Manager
Contractor Quote Confirmation Bands
Resource Custom Fields
How Do I Get The Mobile App?
Resources Overview
Reports
(3)
Report Manager
Can I Create My Own Customised Reports?
Dashboard Views
Finance
(12)
Price Catalogues
Projects
Schedule of Rates and Visits
Tax Rates
Finance Codes
Settings
(30)
Price Catalogues
User Access Policy
Request Authorisations
API Documentation
Message Basket
Users
(11)
User Access Policy
Job Type Groups
Schedule of Rates and Visits
Mobile App Manager
User Role Manager
Documents
(1)
Documents Overview
Alerts and Notifications
(3)
Resource Qualifications
Job Alerts
Email Notifications
Trackplan Apps
(2)
How Do I Get The Mobile App?
Mobile Apps with Offline Capability
Trackplan Manager App
(5)
Mobile App Manager
How Do I Get The Mobile App?
Mobile Apps with Offline Capability
Instructing a Resource in the Manager App
Trackplan Manager App Introduction
Trackplan Resource App
(6)
Mobile App Manager
Contractor sign in and sign out with QR Codes
How Do I Get The Mobile App?
Mobile Apps with Offline Capability
Resource App Image Editing
Trackplan Requestor App
(4)
Mobile App Manager
How Do I Get The Mobile App?
Mobile Apps with Offline Capability
Trackplan Request App Introduction
Contractor Portal
(7)
Price Catalogues
Start and leave task with QR code scanning option
Schedule of Rates and Visits
Contractor sign in and sign out with QR Codes
Contractor Portal Overview
Troubleshooting
(6)
Clear & Reset Trackplan Site Data in Main Application
API Documentation
Fix the missing install button for apps (Android)
Sending Emails from within the Trackplan system
Clear & Reset Trackplan App site settings for Apple
Guide for Going Live
(2)
API Documentation
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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