Executive Summary Your TrackAbout system has been set up and is just about ready! This Getting Started Guide will take you through the final touches needed to start tracking your Roll Off Containers.

Quick Start Guide

The Quick Start Guide is divided into three segments:

Set up your system - This page leads you through setting up your TrackAbout environment.
Using your smartphone - Roll-Off Containers - Now that your environment is ready to go, it's time to start collecting data.
Reporting and Maps - Roll Off Containers - Finally, now that you have data, this page will instruct you on how to use it.

If you need assistance during this process, contact support@trackabout.com

Logging in

You will receive an email from TrackAbout with a link for you to set a password and then log into the site. You can log into TrackAbout in a few ways:

Go to https://www.trackabout.com/public/login.aspx
Go to trackabout.com and click the "Login" link in the upper right corner of this page.

Check out the page on Navigation for info about how to get around the website.

Set up your Smartphone

Download the TrackAbout Smartphone App from the respective Apple or Android App Store. See our Smartphone page for assistance.

Set us your Internal Locations

Managing Locations

TrackAbout "Locations" refer to internal places where an asset can be located (does not include customer locations. These are managed separately). Every asset is either in a Location or at a Customer.

Setup your locations from the List Locations page, found under the TrackAbout Config menu on the site.

Refer to the Locations page or watch the video for more detailed information about TrackAbout Locations and how to create them.

Who owns your bins?

Managing Ownerships

If all of your bins are owned by your company, there is nothing for you to do in this step.

If you use bins owned by other companies, set up an additional Owner in your system. Owners are created and managed via the Ownerships page on your TrackAbout website.

Refer to the Ownership page for more detailed instructions about how to manage Owners.

Internal Users

Managing Internal Users

Setup accounts for your TrackAbout users from this TrackAbout webpage: Internal Users
This page is in the TrackAbout Config section of the site. For detailed instructions go to Internal Users

Each user will be assigned to website and mobile roles. These determine what permissions users have within the system. System Administrator Role and Requirements

You will be defining the mobile roles for your users and already have two roles available to you:

General - provides all available Roll Off Container actions
Drivers - provides the Drop Off / Pick Up action

If you need additional roles they are set up and managed through the List Mobile Roles page. For more information about how they work and how to set them up, refer to the Mobile Roles wiki page.

The website users must all use passwords to log into the website.
It is recommended that you send your website users a 'Welcome email' from the TrackAbout site that will allow them to setup their own password. In this way nobody knows the user's password except for the user.
If any users do not have an email address, you can set them up with a username instead and manually set their initial password. Once logged in these users can change their password, but they are not forced to change their password.

Having trouble receiving emails from TrackAbout? See this page for information about how our emails are sent out.

Product Codes

In TrackAbout, a Product Code is the name used to indicate a specific kind of asset. This can also be called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers.

Your new TrackAbout environment will already contain Asset Classifications/Product Codes for you to use. These can be viewed and created on the Product Code Mappings page.

If you need additional Product Codes, refer to the wiki page Adding Asset Classifications and Product Codes for more information about Asset Classifications and for instructions on how to manually create additional Classifications and Product Codes.

See here for Product Code Tracking_Status
See here for Mapping New Product Codes

Customers

Do you want to track containers to and from customer sites? If not, you can skip this section.

Customers are able to be managed and added through the Customer List page
- For detailed information on how to add a new customer, please see the Customer page.

Bulk Load Customers

If you have a large customer base, you can upload your customers in bulk. To do this:

Download this template and add your customer 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
Follow the instructions on the page

Note: If you need a specific import format other than the one provided here, please contact your support specialist.

Tracking Labels

Tracking your unique containers is made possible by the tracking labels you adhere to those containers.

We have developed some best practices for the kinds of labels suited for container tracking, as well as where to place them.

See the page on Labels_for_Roll_Off_Containers_(Dumpsters) for more information about Specifications and Pricing.

NEXT: Capturing Data

Congratulations! You have now set up your TrackAbout website and are ready to begin your business processes.

Let's start scanning.

Please click below to learn how to use TrackAbout on your smartphone.

Continue to Using your Smartphone for Roll Off Containers →

Getting Started - Roll Off Containers (Dumpsters)

Contents