Search Results

This tutorial walks you through how to configure email templates in the App. Video Tutorial 1. Open the Emails Menu Click "Emails" to access the email management section. 2. Open Email Templates Select "Email Templates" to view and manage existing tem...

This tutorial guides you through configuring Email Events in the App. Email events define when and how emails are automatically sent by the system. Video Tutorial 1. Open the Emails Menu Click "Emails" to access the email configuration options. 2. Navi...

This tutorial guides you through managing the Email Workplace in the App, including Email Templates, Email Events, and Email History. Video Tutorial 1. Open the Email Section The Email Section is where you manage all email-related settings in the system f...

This tutorial shows you how to track shipments in the Worktraq app. Video Tutorial 1. Access Sales Order Details Find the sales order you want to track. 2. Open Fulfillment Options Click the "Fulfillment" tab in the sales order to view the shipping de...

This tutorial explains how to access and review Company Account Reports in the WorkTraq system. Video Tutorial 1. Access Company Section Click "Company" in the side menu to open the company management section. 2. Open Account Reports Click "Account Re...

This tutorial explains how to generate Current Working Hour reports for the current pay period in the WorkTraq application. Video Tutorial 1. Open Employee Reports Click "Employee" to access employee-related reports within the system. 2. Select Current...

This tutorial explains how to generate Last Working Hour reports for the current pay period in the WorkTraq application. Video Tutorial 1. Open Employee Reports Click "Employee" to access employee-related reports within the system. 2. Select Last Worki...

This tutorial walks you through generating detailed employee working hour reports in the Worktraq App. Video Tutorial 1. Open Employee Section Click "Employee" to access the employee reporting area. 2. Select Working Hour Report Choose Working Hour Re...

This tutorial walks you through generating detailed job reports in the Worktraq App, giving you a clear overview of all jobs in the system. Video Tutorial 1. Open Job Report Section Click "Job" to access job reports. 2. Select Area Detailed Report Cli...

This tutorial shows you how to generate a monthly job report in the Worktraq App, giving you a clear overview of your business activity for the selected period. Video Tutorial 1. Open Job Section Click "Job" to access the job reporting area. 2. Select ...

This tutorial shows you how to generate an outstanding job report in the Worktraq App, helping you identify all incomplete jobs within a selected time period. Video Tutorial 1. Open Job Reports Section Click "Job" to access the job reporting area. 2. S...

This tutorial shows how to generate product price break reports in the Worktraq App. It helps you identify which products are using specific price breaks. Video Tutorial 1. Open Product Section Click "Product" to access product report options. 2. Selec...

This tutorial shows how to view outstanding sales invoices in the Worktraq App, giving you a clear picture of unpaid invoices in your business. Video Tutorial 1. Open Sales Invoice Section Click "Sale Invoice" to access invoice reports. 2. Open Outstan...

This tutorial shows how to view outstanding sales invoices for a specific company in the Worktraq App, helping you track unpaid invoices more accurately. Video Tutorial 1. Open Sales Invoice Section Click "Sale Invoice" to access invoice reports. 2. Op...

This tutorial shows how to access the reporting workspace in the Worktraq App, navigate report categories, and generate reports using available filters and tools. Video Tutorial 1. Go to Reports Section Use the left menu to navigate to the Reports sectio...

This tutorial shows how to configure employee roles and permissions in the Worktraq App. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Setting" to enter the configurati...

This tutorial shows how to configure your company’s general settings in the Worktraq App, including branding, contact details, and operational preferences. Video Tutorial 1. Open General Settings Click "General" to access company configuration options. ...

This guide walks you through how to configure and manage shipping companies within the WorkTraq App. Video Tutorial 1. Open Shipping Company Section Navigate to the "Shipping Company" section to view and manage all shipping carriers. 2. View Shipping C...

This tutorial walks you through how to configure asset workflow settings in the Worktraq App. Video Tutorial 1. Navigate to Workflow Tab Open the Workflow tab to access and manage workflow configurations. 2. Workflow List All existing workflows are di...

This tutorial guides you through creating and configuring price break tables in the Worktraq App, enabling you to apply different pricing levels based on quantity ranges, units of measurement, and markup rules. Video Tutorial 1. Access Sales Rule Section ...