Home
Knowledge Base
FAQ
News
Contact
Home
/
Knowledge Base
Knowledge Base
New Releases Documentation
(1)
Release note – 11th May
General FAQs
(11)
Is there a Main Settings area to manager all aspects of the software?
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
Workflows
(10)
Workflow Overview
Work Orders as Job Requests
Job Approval and Completion
Job Quotes and Estimates
Jobs and Job Tasks
Requests
(6)
Job Request Settings
Helpdesk Overview
Job Requests
Trackplan Request App Introduction
Auto approval of requests for certain job types and teams
Jobs
(24)
Further Works and Duplicate Job
Job Costs
Transport Jobs
Jobs Overview
Time Records
Planned Maintenance
(9)
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
(8)
Meter Readings
Inspections and Checklists
Form Library
Form Results
Form Categories
Sites
(12)
QR Codes for Sites, Locations and Sub-locations
Site / Location Report
Remote Request QR Codes
Location Types
Setting Up Locations & 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
(8)
Compliance Forms
Resource Ranking
Resource Qualifications
Resource Trades
Resource Details
Reports
(3)
Dashboard Views
Can I Create My Own Customised Reports?
Report Manager
Finance
(11)
Projects
Job Costs
Contract Apportionment Report
Client Contracts
Resource Rate Cards
Settings
(24)
App Manager
Personal Data Settings
Schedule of Rates and Visits
Teams
Additional Dropdowns
Users
(8)
User Type Settings
User Types
User Details
Users
Is the Software available in different languages?
Documents
(1)
Documents Overview
Alerts and Notifications
(3)
Email Notifications
Job Alerts
Resource Qualifications
Trackplan Apps
(4)
Mobile Apps with Offline Capability
How Do I Get The Apps?
Resource App Manager
Manager App Users
Trackplan Manager App
(2)
Trackplan Manager App Introduction
Instructing a Resource in the Manager App
Trackplan Resource App
(3)
Trackplan Resource App Introduction
Resource App Image Editing
Contractor sign in and sign out with QR Codes
Trackplan Requestor App
(1)
Trackplan Request App Introduction
Contractor Portal
(6)
Job Costs
Contractor Portal Set-up
Contractor Portal Overview
Contractor sign in and sign out with QR Codes
Schedule of Rates and Visits
Troubleshooting
(4)
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)
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.
Free Trial
