Tracker App Tutorial

Overview#

• The Tracker app runs on a PC or tablet in the workshop, warehouse or vehicle. Each module appears as a tile after logging in.
• A module lists the Active transactions of the Transaction Types set up for it (see Tracker App Setup Tutorial).
• Click Refresh (button) to upload your work to the server and download new transactions. Click Back (button) to return to the tiles.

💡These tutorials explain how to confirm deliveries with a signature, record field service work, and issue or receive items with the Tracker app.

Click means click with your mouse, or tap the screen if the Tracker app runs on a tablet.

Deliveries#

For the screen and settings, see Deliveries (Tracker App).

How to Confirm a Delivery#

1. Log in to the Tracker app (see How to Log In to the Tracker App).
2. Click the Deliveries tile. The list shows the delivery notes, with the customer and reference on the top row and the delivery address below it.
3. Select the delivery note and click Deliver (button). The Delivery Confirmation screen opens, listing the items and quantities still to be delivered.
4. Name = Enter the name of the person who signs.
5. The person signs in the space provided. To start again, click Clear (button).
6. Click Save (button).
   • Note: Without a name or a signature, the message Please enter your Name. or Please sign in the space provided. appears.
7. The signature is saved with the delivery note. Items delivered in full get the default Complete status; the others get the default Part Complete status. The delivery note's status is updated the same way.

How to Add Images to a Delivery#

1. Select the transaction.
2. Click Images (button), then Camera (button).
3. Point the camera and click Save (button). To use the other camera, click Switch (button).
4. Click Back (button) to return to the list.

How to Complete a Delivery Note#

1. Select the delivery note and click Done (button).
2. At <number> - <customer>. Set Complete?, click Yes. The delivery note gets the default Complete status and leaves the list.

Field Service#

For the screen and settings, see Field Service (Tracker App).

How to Start and Stop Work on a Job#

1. Log in to the Tracker app (see How to Log In to the Tracker App).
2. Click the Field Service tile. The list shows the jobs assigned to you, with the customer's street address below each one.
3. Select the job and click Start (button).
4. At Confirm with a Signature?, click No to start straight away, or Yes to have the customer sign first:
   • Name = Enter the name of the person who signs.
   • The person signs in the space provided. To start again, click Clear (button).
   • Click Save (button).
     • Note: Without a name or a signature, the message Please enter your Name. or Please sign in the space provided. appears.
5. When you stop working, select the job and click Stop (button). Confirm with a signature or not, as above. With a signature, the screen also shows the job's note.

How to Add a Note to a Job#

1. Select the started job and click Note (button).
2. Enter the note.
3. Click Save (button).

How to Add Images to a Job#

1. Select the transaction.
2. Click Images (button), then Camera (button).
3. Point the camera and click Save (button). To use the other camera, click Switch (button).
4. Click Back (button) to return to the list.

How to Complete or Part-Complete a Job#

1. Select the job and click one of these:
   • Done (button) = The job is finished. At <number> - <customer>. Set Complete?, click Yes.
   • Part (button) = Work stops before the job is finished. At <number> - <customer>. Set Part Complete?, click Yes.
2. Note: If the Transaction Type has no default Part Complete status, the message The default 'Part Complete' status has not been set for the selected transaction. appears.

Issue and Receive#

For the screens and settings, see Issue/Receive (Tracker App).

How to Issue or Receive Items#

1. Log in to the Tracker app (see How to Log In to the Tracker App).
2. Click the tile, for example, Issue Inventory or Receive Goods.
3. Select the transaction and click Issue or Receive (button). The Goods Issued or Goods Received screen opens, listing the items and quantities still outstanding.
4. Name = Enter the name of the person who signs.
5. The person signs in the space provided. To start again, click Clear (button).
6. Click Save (button).
   • Note: Without a name or a signature, the message Please enter your Name. or Please sign in the space provided. appears.
7. The app creates the issue or receive transaction from the items and links it to the original transaction. The new transaction can only be opened and changed in the desktop app.

How to Complete the Transaction#

1. When everything is issued or received, select the transaction and click Done (button).
2. At <number> - <company>. Set Complete?, click Yes. The transaction gets the default Complete status.