Tip: Allow Customer Approval for Jobs

Did you know in TimeTrak Professional there is the option to send jobs for customer approval? Read this week's tip to find out more.

28 November 2018

Task Expiry based on Response Levels

Do you already have TaskTrak enabled in your TimeTrak environment and have a need to apply a “response time” against tasks to ensure they are meet with in a specified time? Check out this week's tip to find out how to do this.

27 November 2018

Tip: TimeTrak Professional User Profile Settings

This tip of the week will take you through Professional user’s User Profile TimeTrak Settings and what functionality each of these settings will provide you with.

21 November 2018

Tip: TimeTrak Reset Password for all users in bulk

Do you require the ability to reset all user passwords in TimeTrak? There is the ability to reset all users’ passwords in bulk. Read this week's tip to find out how.

19 November 2018

Tip: Task Creation and Completion Email Notifications

In TimeTrak, from version 4.0.47, there is now the option to send an email notification to the Task’s contact person by default, when creating and completing a task.

13 November 2018

Tip: Map Bulk Updates in User Profile Setting for TimeTrak Professional

Did you know that in TimeTrak Professional, there is the option to update more than one client, job or serviceable unit at one time?

12 November 2018

Whitepaper: End of Period Billing Workflow

At the end of the period, when we want to do invoicing from TimeTrak there are a series of steps that must be completed. This could be done on a weekly or monthly basis or a combination of both.

12 November 2018

Whitepaper: TimeTrak’s Basic Business Process

The purpose of this whitepaper is to give users a basic, common best practice guideline of how to use the TimeTrak Modules. It is written to meet the needs of those clients who have gone through basic TimeTrak training.

08 November 2018

Tip: Check your TimeTrak license count and user permissions.

Read this week's tip to find out how to use the TimeTrak Administrator Console to check your available TimeTrak licenses.

25 October 2018

Whitepaper: Checklists in TimeTrak

To create a Checklist in TimeTrak, it is best to review your company’s established, paper-based checklist(s)/forms. Using these, you can add the fields that you would like to replicate to your TimeTrak Checklist. Anything that could be repeated in each Checklist or pulled from the databases (Exo and TimeTrak) can be added to the report.

25 October 2018

Tip: Must Choose Client on Serviceable Unit Creation

In TimeTrak from version, 4.0.45 there is a new profile setting that forces users to assign newly created serviceable units against a client.

19 October 2018

Whitepaper: Document storage in TimeTrak

In TimeTrak versions 3.2 and 4.0, there are four different options for attachment storage. This white paper will take you through the different storage options and the pros and cons of each so you can make an informed decision when choosing the correct solution for your company.

12 October 2018