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Contact Workspace
This tutorial walks you through how to access and manage contact workspace features in the Worktr...
Product Pricing
This tutorial walks you through configuring product pricing in the WorkTraq app. You’ll learn how...
Product Costing
This tutorial walks you through how product costing works in the WorkTraq system, helping you und...
Product Related
This tutorial walks you through view and understand related items in the WorkTraq application, he...
Product Options
This tutorial will guide you in configuring product options in the WorkTraq system, helping you u...
Configure Product Production
This tutorial will guide you through the process of configuring product production settings in th...
Product Workspace
This tutorial will assist you in navigating and configuring the Product Workspace within the Work...
Product General
This tutorial guides you through configuring the general settings of a product in the WorkTraq sy...
Creating New Company
Video Tutorial This tutorial guides you through creating a new company profile within the applic...
Company Preferences
Video Tutorial 1. Open Company Module Click "Company" in the main top menu to access the comp...
Configure Company Discount
Video Tutorial 1. Open Company Start by opening the Company module to configure company disco...
Add Company Contacts
Video Tutorial This tutorial guides you through adding a company contact in the system. 1. Op...
Configure Company Account
Video Tutorial 1. Open Company Module Click "Company" in the main menu to access the company ...
Quotation List
Displays all quotation in the system, allowing users to view the total number of entries quotatio...
Contact List
Displays all contacts in the system, allowing users to view the total number of entries and remov...
Job List
Displays all jobs in the system, allowing users to view the total number of entries and remove an...
Company Entry
1. Create a new company In the system, there is one designated main company—usually representing...
Company List
Displays all companies in the system, allowing users to view the total number of entries and remo...
Quotation Entry
1. Create a new quotation 1.1. Creating a quotation without a job Navigate to the Quotes tab in...
Configure Quotation List testing
This tutorial will walk you through the steps to configure your quotation list. 1. Access Quot...