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KB Categories

  • Getting Started(16)
    • Tour of the Platform(6)
      • Estimates
      • Purchase Orders Part 2
      • SnowTrack Workflow
      • Timesheet Module
      • Invoices
      • CRM
    • Settings Overview(4)
      • Scheduling General Settings
      • General Company Settings
      • Add and Manage Office Users
      • Add Field Employees and Assign Permissions
    • Scheduling and Dispatching(3)
      • Jobs Queue
      • Job Reports
      • Scheduling a Job Workflow
    • IndusTrack Home and Settings Pages(2)
      • IndusTrack Home Page
      • The Settings Section
    • Industrack Data Migration Guide
  • Vehicle Tracking(21)
    • Vehicle Reports(1)
      • Vehicle Tracking Report
    • View Vehicles on the Map(6)
      • The List
      • The Alert Window
      • Map
      • Using the Overlays
      • The Map
      • View Vehicles
    • Setup Vehicles(14)
      • Schedule Maintenance and Manage Notifications
      • Add and Manage Vehicle Alerts
      • Log Maintenance
      • Add and Manage Vehicle Log Maintenance
      • Vehicle Alert Descriptions
      • Assign and Unassign Vehicles to Groups
      • Adding Vehicles & Assigning Devices
      • Maintenance and Reminders
      • Alerts
      • Vehicle Groups
      • Vehicles
      • Fuel Receipts
      • Add and Manage Fuel Receipts Log
      • Manage Vehicles
  • Projects(3)
    • Project Management Module(3)
      • Projects Module
      • Create New Project
      • Project Management Report
  • Service Agreements(1)
    • Create and Manage Service Agreements(1)
      • Service Agreements
  • Purchase Order(2)
    • Create and Manage Purchase Orders(2)
      • Purchase Orders Part 1
      • Purchase Orders Part 2
  • Release Notes(10)
    • New Feature Release(10)
      • Release 85 (08/18/2023)
      • Release 102
      • Release 92 (1/30/2024)
      • Release 91 (12/13/2023)
      • Release 86.5 (09/14/2023)
      • Release 93 (4/22/2024)
      • Release 86 (09/04/2023)
      • Release 94 (6/26/2024)
      • Release 89 (11/09/2023)
      • Release 88 (10/25/2023)
  • Reporting(16)
    • Reports(16)
      • Reports Module
      • Expenses Report
      • Users Report
      • Inventory Report
      • Customer Report
      • Vehicle Tracking Report
      • Financials Report
      • Estimations Report
      • Equipment Report
      • Snowtrack Report
      • Timesheet Report
      • Invoicing Report
      • Project Management Report
      • Audit Reports
      • Technician Performance Report
      • Job Reports
  • Settings(86)
    • IndusTrack Home and Settings Pages(2)
      • The Settings Section
      • IndusTrack Home Page
    • Expenses(5)
      • Bills(2)
        • Adding a New Bill
        • View Bills
      • Purchase Orders Part 2
      • Vendors
      • Purchase Orders Part 1
    • Membership(1)
      • Membership Settings
    • Integrations(20)
      • Import Data to Industrack(13)
        • Import Vendors List
        • Import Non-Inventory Part
        • Import Invoices
        • Import Jobs
        • Import Service Location
        • Import Flat Rate Pricebook
        • Import Customer Addressbook
        • Import Services
        • Import Job Tasks
        • Import Addressbook Notes
        • Import Addressbook Equipment
        • Import Inventory Equipment
        • Import Inventory Part
      • Payment Processing Set-up(2)
        • Integrate Stripe with IndusTrack
        • Set Up a Stripe Account
      • IndusTrack Integration with Quickbooks(3)
        • Integrate Quickbooks Online Version to Industrack
        • Pre-Integration Guide: QuickBooks Desktop with IndusTrack
        • Integrate Quickbooks Desktop to Industrack
      • Ring Central Integration
      • How to Set Up Email Integration in IndusTrack
    • Form Settings(2)
      • Build Mobile Forms
      • Automated Form Triggers
    • Company Settings(5)
      • General
      • Terms
      • General Company Settings
      • Tax
      • Using Tags in IndusTrack
    • Office Users(2)
      • Office Users
      • Add and Manage Office Users
    • Field Employees(5)
      • Manage Field Employees Profiles
      • Field Employees
      • Add Field Employees and Assign Permissions
      • Add and Manage Field Employee Groups
      • Assign and Unassign Field Employees to Field Groups
    • Reports(1)
      • Report Scheduling
    • Mobile App(1)
      • Mobile App Settings
    • Scheduling(10)
      • Job Colors
      • Calendars
      • Scheduling a Job Workflow
      • Job Templates
      • Scheduling General Settings
      • Add and Manage Job Templates
      • Task Templates
      • Job Hold Reasons
      • Service Types
      • Add and Manage Task Templates
    • Client(4)
      • Client Reminder
      • Client Portal
      • Portal Access Settings
      • Portal Access
    • Timesheet(3)
      • Timesheet Settings: Cost Codes
      • Timesheet Settings: General Settings
      • Timesheet Settings
    • Templates Settings(4)
      • Template Settings: Proposal Templates
      • Template Settings: Invoice Template
      • Template Settings: Form Templates
      • Template Settings: Email Templates
    • Inventory(15)
      • Inventory Items
      • Inventory Markups
      • Warehouse Inventory
      • Assemblies
      • Create, Update and Print Purchase Orders
      • Send Purchase Orders and Receive Inventory
      • Warehouses
      • Tools
      • Services
      • Equipment
      • Barcode Generating and Printing
      • Inventory List
      • Inventory
      • Equipment Lists
      • Non-Inventory Items
    • PriceBooks(6)
      • Create Pricebook Assemblies
      • PriceBook Flat Rate
      • Pricebook Categories
      • Markups and Membership Discounts
      • PriceBooks
      • Create PriceBook SubCategories
  • Timesheet(2)
    • Manage Field Employee's Timesheet(2)
      • Timesheet
      • Timesheet Module
  • Estimates(4)
    • Create, Manage and Convert Estimates(4)
      • Manage Estimates
      • Convert Estimates
      • Estimates
      • Creating Estimates
  • Map(7)
    • Map Module(3)
      • Using the Overlays
      • View Field Employees
      • View Vehicles
    • Map Page(4)
      • The List
      • The Map
      • The Alert Window
      • Map
  • Scheduling/Dispatching(5)
    • Create and Dispatch Jobs(5)
      • Jobs Queue
      • Creating and Adding Jobs
      • Add a New Job
      • Schedule Module
      • Manage Jobs
  • Customers(14)
    • The Customer Module(13)
      • Customer Profile Navigation
      • Navigate Customer Module
      • Customer Profile: Manage Equipment
      • Customer Profile: Manage Estimates
      • Customer Profile: Manage Geofences
      • Customer Profile: Manage Notes
      • Customer Profile: Manage Jobs
      • Customer Profile: Messaging
      • Customer Profile: Manage Attachments
      • Create, Edit, or Update the Customer Profile
      • Customer Profile: Manage Invoices
      • Customer Profile: Manage Service Locations
      • Customer Profile: Manage Contracts
    • Custom Pricing – How It Works
  • Invoices(3)
    • Create, Manage, and Convert to Invoices(3)
      • Creating Invoices from different places
      • Manage Invoices
      • Create a New Invoice
  • Snowtrack(2)
    • Snowtrack for Mobile App Users(1)
      • SnowTrack Mobile
    • Snowtrack for Office Users(1)
      • SnowTrack User Guide for Office Users
  • Mobile App(18)
    • Mobile App Modules(18)
      • Mobile Invoice(2)
        • Mobile Invoice
        • Invoicing using Flat Rate
      • Mobile Estimate(2)
        • Estimation using Flat Rate
        • Mobile Estimates
      • Mobile Jobs(4)
        • Adding Job Tasks
        • Creating New Jobs
        • Dispatched Jobs
        • Mobile Forms
      • Mobile Supervisor Timesheet
      • Customers
      • SnowTrack Mobile
      • App Settings
      • Mobile Inventory
      • Mobile App Syncing
      • Mobile Purchase Orders
      • Mobile PriceBook
      • Mobile Maps
      • Mobile Timesheet