trackr iO

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

Manage Locations

Setup - Notifications

Setup - Send job sheet before invoice

Setup - Lab > Notifications

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

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

Natalia Tumoian

Frank Silas

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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