Common Usages
TrackTrade is powerful and flexible so you may have your own workflow but here we want to suggest some to either help you understand the basics or to inspire you to try out some advanced features.
Office Staff
- Prepare Jobs
- Hit the big + sign on the sidebar to create a Job and fill it in as needed.
- Monitor active Jobs and resolve Problems as they arise
- Head to the Overview section and observe currently active Staff and Jobs. If anything appears in the red Problem Job section then you can click into them and begin resolving the issue that the Field Staff member has flagged up.
What is a Problem Job? Check out the answer in our FAQ!
- Review all upcoming Job visits.
- Head to the Schedule section for a quick visual of upcoming or past Job visits.
- Create a Quote
- Head to the Job that you wish to create a Quote for and create one in the Finance section.
- Generate an Invoice
- Head to the Job that you wish to create a Invoice for and create one in the Finance section.
Field Staff
- See your currently assigned Jobs.
- Simply login or tap the TrackTrade logo on the top left to see the list of all your Jobs on the home page.
- Choose a Job to start travelling to.
- Tap your chosen Job Card on the home page and select Start Travel.