trackr iO

Setup - My Business

Add new user

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

User roles and permissions

Natalia Tumoian

Frank Silas

Information on setting up Trackr iO Account

Setup

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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.

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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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