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KB Categories

  • Getting Started(2)
    • IndusTrack Home and Settings Pages(2)
      • IndusTrack Home Page
      • The Settings Section
  • Settings(85)
    • Form Settings(2)
      • Triggers
      • Forms
    • Integrations(17)
      • Import Data to Industrack(11)
        • Import Addressbook Notes
        • Import Equipment
        • Import Inventory Part
        • Import Non-Inventory Part
        • Import Services
        • Import Addressbook Equipment
        • Import Invoices
        • Import Job Tasks
        • Import Jobs
        • Import Service Location
        • Import Customer Addressbook
      • IndusTrack Integration with Quickbooks(2)
        • Integrate Quickbooks Desktop to Industrack
        • Pre Conditions before Integrating Quickbooks Desktop to Industrack
      • Payment Processing Set-up(2)
        • Set Up a Stripe Account
        • Integrate Stripe with IndusTrack
      • Email Integration
      • Ring Central Integration
    • Configure Company Settings(7)
      • Set Up Tags
      • Update Company Information
      • Upload a Logo
      • Estimates, Invoices and Customers Settings
      • Set Up Auto Incrementing and Starting Numbers
      • Set Up Tax Details
      • Set Up Terms of Payment Details
    • Configure Office Users Settings(3)
      • Office Users
      • Set-Up and Manage Office Users Profiles and Permissions
      • Assign Office User Permissions
    • Configure Field Employees Settings(5)
      • Field Employees
      • Set-up Field Employees Profiles and Permissions
      • Manage Field Employees Profiles
      • Set-up and Manage Field Employee Groups
      • Assign and Unassign Field Employees to Field Groups
    • Set Up and Manage Vehicles(13)
      • Vehicles
      • Set-Up Vehicles
      • Manage Vehicles
      • Set-up and Manage Vehicle Groups
      • Assign and Unassign Vehicles to Groups
      • Vehicle Maintenance Schedule and Notifications
      • Set-up and Manage Vehicle Maintenance Schedules and Notifications
      • Vehicle Service and Maintenance Log
      • Set-up and Manage Vehicle Maintenance and Service Log
      • Vehicle Alerts
      • Set-up and Manage Vehicle Alerts
      • Vehicle Alert Descriptions
      • Vehicle Fuel Receipts Log
    • Reminders(1)
      • Set Up Reminders
    • Reports(1)
      • Report Schedule
    • Mobile App(1)
      • Mobile App Settings
    • Inventory(11)
      • Inventory
      • Inventory List
      • Inventory Items
      • Non-Inventory Items
      • Services
      • Assemblies
      • Equipment
      • Warehouses
      • Warehouse Inventory
      • Vendors
      • Purchase Orders
    • PriceBooks(6)
      • PriceBooks
      • Pricebook Categories
      • Create PriceBook Sub Categories
      • PriceBook Assemblies
      • Create Pricebook Assemblies
      • Markups and Membership Discounts
    • Customers(5)
      • Customers Settings
      • Portal Access Settings
      • Customer Portal Access
      • Automatic Customer Notifications
      • Customer Notification Email Template
    • Schedule Settings(6)
      • Job On Hold Reason
      • Schedule Settings
      • Calendar Views
      • Set Up Job Colors
      • Service Types
      • Task Templates
    • Timesheet(4)
      • Timesheet Settings
      • Overtime Notification
      • Pay Rules
      • Cost Codes
    • Templates(3)
      • Email Template
      • Invoice Template
      • Proposal Templates
  • Map(7)
    • Map Page(4)
      • Map
      • The Map
      • The List
      • The Alert Window
    • Map Module(3)
      • View Vehicles
      • View Field Employees
      • Using the Overlays
  • Estimates(17)
    • Estimates Module(1)
      • Estimates
    • Create Estimates(7)
      • Creating Estimates
      • Create a New Estimate
      • Estimation using Inventory
      • Estimation using PriceBooks
      • Estimation using Inventory and PriceBooks
      • Estimation using Multiple Phases and Inventory
      • Duplicate an Estimate
    • Manage Estimates(7)
      • Preview and Create a PDF of an Estimate
      • Edit an Estimate
      • Delete an Estimate
      • Send an Estimate
      • Print an Estimate
      • Mark an Estimate as Won
      • Mark an Estimate as Lost
    • Convert Estimates(2)
      • Convert an Estimate to an Invoice
      • Convert an Estimate to a Job
  • Schedule(9)
    • Calendar(1)
      • Schedule Module
    • Jobs(4)
      • Creating Jobs
      • Add a New Job
      • Manage Jobs
      • Unassigned Jobs
    • Completed Jobs(1)
      • Completed Jobs Report
    • Create Invoices from Completed Jobs(3)
      • Convert the Estimate of a Completed Job into an Invoice
      • Convert a Completed Job into an Invoice
      • Create an Invoice for Multiple Completed Jobs
  • CRM(14)
    • Customers(14)
      • Address Books(1)
        • Address Books
      • Customer Profile(2)
        • Create a Customer Profile
        • Manage Customer Profiles
      • Customer's Adrdess Book(11)
        • Customer's Address Book
        • Customer's Address Book: Location
        • Customer's Address Book: Estimates
        • Customer's Address Book: Jobs
        • Customer's Address Book: Invoices
        • Customer's Address Book: Equipment
        • Customer's Address Book: Reminders
        • Customer's Address Book: Notes
        • Customer's Address Book: Attachments
        • Customer's Address Book: Geofences
        • Customer's Address Book: Messaging
  • Invoices(18)
    • Invoice Module(1)
      • Invoices
    • Create Invoices(6)
      • Creating Invoices
      • Create a New Invoice
      • Convert an Estimate to an Invoice
      • Convert the Estimate of a Completed Job into an Invoice
      • Convert a Completed Job into an Invoice
      • Create an Invoice for Multiple Completed Jobs
    • Payments(5)
      • Send the Invoice
      • Send Payment Follow Up Email
      • Receive Payments (Full Payment)
      • Receive Payments (Partial Payment)
      • Receive Payments (Completing Payments)
    • Manage Invoices(6)
      • Add a Discount to an Invoice
      • Edit an Invoice
      • Delete an Invoice
      • Preview an Invoice
      • Print an Invoice
      • Copy/Clone an Invoice
  • Snowtrack for Office User(1)
    • SnowTrack Office for Users
  • Mobile SnowTrack(1)
    • SnowTrack Mobile Basics
  • Mobile App(11)
    • App Settings
    • Customers
    • Mobile Timesheet
    • Mobile Supervisor Timesheet
    • Mobile Estimates/Jobs Convert to Invoice
    • Mobile Forms
    • Mobile Invoice
    • Mobile Maps
    • Mobile Job/Scheduling
    • Mobile Inventory
    • Mobile Estimates