Getting Started - Tools - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T22:38:33Z

Initial proofread pass - docs

2018-03-09T12:21:42Z

Product Codes

2017-10-04T19:32:23Z

Bulk Load Job sites

2017-10-04T19:30:18Z

2017-10-04T19:07:09Z

2017-10-04T19:05:59Z

2017-10-04T19:04:18Z

2017-10-04T17:53:38Z

2017-10-04T17:41:15Z

2017-10-04T17:39:53Z

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 ==Asset Classifications== <!--T:32-->
 === Product Codes ===
 In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, model number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers.

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 If you have a large job site base, you can upload your sites in bulk. To do this:
-#Download this template and add your job site information: LoadCustomersTemplate.xlsx
+#Download this template and add your job site information:[[File:LoadCustomersTemplate.xlsx]]
 #Save this as a tab-delimited text file
 #On the website, use the menu bar and go to Integration > '''Import Customer Info'''

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 <!--T:24-->
 Refer to the [[Ownership]] page for more detailed instructions about how to manage Owners.<br />
 ==Users and Mobile Roles==

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 {{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}}
 TrackAbout "Locations" refer to any place where an asset can be located. Your locations could be warehouses, branches, service trucks, vans, or trailers. <br />
-Your job sites ''may'' be considered locations, but only if you are not using orders or tracking deliveries to job sites. If you will be using orders and tracking deliveries, you will set up your job sites separately. If you ''do not'' plan on using orders or deliveries but still want to track tools to your jobs ites, you can add them as "branches" under the locations<br /><br />
+Your job sites ''may'' be considered locations, but only if you are not using pre-assigned order number to track deliveries to job sites. If you will be using orders and tracking deliveries, you will set up your job sites separately. If you ''do not'' plan on using orders or deliveries but still want to track tools to your jobs ites, you can add them as "branches" under the locations<br /><br />
 '''NOTE:'''

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 '''For iOS/Android Smartphones and Tablets:''' Download the app from the respective App Store.  See the [[Smartphone_App|Smartphone page]] for assistance.
 <!--
 =Tracking Labels =
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 See the page on [[Labels_for_Roll_Off_Containers_(Dumpsters)]] for more information about Specifications and Pricing.
 -->
 =Setting up Basic Information= <!--T:17-->
 Your environment has been configured to work with basic tool company requirements.  These next steps will help you set up your business specific data into the system.  If you need assistance with any of these steps, please feel free to contact [[Contact_Us#Support|TrackAbout Support]].
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 <br />
 Setup your locations from the [https://www.trackabout.com/clt/locations/listLocationsTree.aspx List Locations] page, found under the '''TrackAbout Config''' menu on the site<br />

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 *See [[TrackAbout System Requirements]] for information about minimum software/hardware requirements for utilizing TrackAbout applications
 *See [[Smartphone App#Requirements | Smartphone App Requirements]] for minimum smartphone requirements for running TrackAbout iOS/Android applications
+==Setting up Mobile Units (Android/iOS smartphone or tablet)== <!--T:40-->
 Next, you need to download the necessary TrackAbout Mobile software
 '''For iOS/Android Smartphones and Tablets:''' Download the app from the respective App Store.  See the [[Smartphone_App|Smartphone page]] for assistance.
 <!--

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 You will need to setup all of your mobile workers from this Internal Users page.
-Once you have your mobile users set up, you will be able to set and/or limit their actions via mobile roles
+Once you have your mobile users set up, you will be able to set and/or limit their actions via mobile roles. These users can also have website permissions (see next section).
 '''Important:''' You will need to decide if your mobile workers will be required to use a password to log into the mobile units. The password is used by most TrackAbout customers to ensure that the person logged into the handheld is authenticated. This is a configuration that TrackAbout support can turn on or off for your entire site. Either you will always require passwords for logging into your mobile units or never require these passwords. This is not an option for the smartphone app.