General
Handy information to general topics.
By Natalia and 1 other2 authors36 articles
Analytics
Notifications - Sent SMS messages
Finance
Jobs - At A Glance View
SMS Configuration on Jobs
Jobs - Adding additional Technicians to a Job
Open Quotes
Invoices - Splitting an invoice
Add attachments to invoices/quotes
User roles and permissions
Manage Locations
Setup - Notifications
Setup - Send job sheet before invoice
Setup - Lab > Notifications
Integrations - Xero
Integration → Payments - Stripe
Custom Fields
Preview and send invoice & job sheet
Split Invoice
Import tool
Data Cleaning
Invoice Statuses
Batch Invoicing
Setup - Equipment Template
Your first public article (trackr iO )
Notifications - Configure SMS
Operations - Invoices
Data cleaning
Edit Job
Invoices - Accept Payments with Pinch
Resending an invoice
Rescheduling Seasonal Recurrences
Adding a payment method on file
Voiding Invoices
Store Locations
Contact trackr iO Human Support Team
