trackr iO

Add new user

Setup - My Business

Setup - Plan & Payment

Setup - Email

Setup - Colors

Contact categories

Contact territories

Trackr iO support sales tax across all 50 states.

Configuring U.S.  Sales Tax in Trackr iO

Theme & App settings

Setup - Work Order Settings

Setup - Invoice

Setup - Job templates

Setup - Recurrence periods

Setup - Batch billing > Email

Setup - Batch Billing > Settings

Setup - Lab > Email settings

Setup - Chemical Test

Setup - Tags

Setup - Dosage groups - Observation groups

Setup - Equipment Types

Setup →Quotes - Email

Setup → Quotes - Settings

Team - Overview

Update existing user

Delete a user

Deactivate a user

Using and Managing Technician Colors in the Calendar & Map

Assigning a Display Color to a Team Member

Store Locations: What They Are and How to Manage Them

How to use Job color labels

Setup - Lab > Settings

Create custom, structured service records for every pool visit

Service Profiles

Using Store Locations on Jobs, Quotes and Invoices

Natalia Tumoian

Frank Silas

Information on setting up Trackr iO Account

Setup

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