Skip to main content

Recently Updated Pages

Client Calendar

Client Time Logs

View your time logs in a calendar format. Go straight to the time log or the client information ...

Updated 2 years ago by Paige

Client Visit Split Time

Client Time Logs

Split time  (this feature has been discontinued)   This time is used where you want to go into ...

Updated 2 years ago by Paige

Quick Time Log

Client Time Logs

Capture time without all the additional menus Only the very basics are here.        Add in a n...

Updated 2 years ago by Paige

Sync to Server

Client Time Logs

After saved, sync the time log to server    

Updated 2 years ago by Paige

Time Log Menus

Client Time Logs

Email to self - Email the time log to yourself Open support log - if time log is linked to a sup...

Updated 2 years ago by Paige

Time Log Attachment

Client Time Logs

Add images of work done as proof of progress  Click on the Plus + button to add a new image Aft...

Updated 2 years ago by Paige

Visit Items

Client Time Logs

Add new items against the time log Stock, service or custom type items    Multiple items can b...

Updated 2 years ago by Paige

Travel Expense

Client Time Logs

Activate to charge for Travel  Bill type a. Distance b. Time c. Both    Activate for toll f...

Updated 2 years ago by Paige

Time Log Billing

Client Time Logs

Select the billing rate This rate is used for invoice and calculating the time log rate Bill qu...

Updated 2 years ago by Paige

Time Log Contract

Client Time Logs

This menu has additional information for the time log   Contract - this links the time log to a...

Updated 2 years ago by Paige

New Client

Client New Client

Add a new customer on the mobile app          Click on the Plus symbol on the top right corne...

Updated 2 years ago by Paige

Asset Action Log

CAT Analysis Asset Action Log

Search for all asset actions with various filters. You can view the action . Print the grid whi...

Updated 2 years ago by Paige

Units Of Measure Setup

AAT Configuration Additional Menus

Trackit> Configuration>Unit of Measure   Unit of measure is used as a standard for measurement ...

Updated 2 years ago by Paige

Inventory Setup Help

AAT Configuration Additional Menus

This menu is used to create new and amend existing inventory items. We cater for three types of ...

Updated 2 years ago by Paige

Creditors Setup

AAT Configuration Additional Menus

This is where the user creates a new Creditor or search for existing. System buttons Search b...

Updated 2 years ago by Paige

Debtors Setup

AAT Configuration Additional Menus

This is where the user creates a new Debtor or search for an existing one System buttons: Searc...

Updated 2 years ago by Paige

Incident Setup

AAT Configuration Incident Setup

This is where one can setup all the various incidents in the system. Below is some examples of I...

Updated 2 years ago by Paige

Add Policy

AAT Configuration Policy Setup

Create a new policy with attachments.  

Updated 2 years ago by Paige

Policy Group

AAT Configuration Policy Setup

Create a policy group for various groups of policies other than the Division and Region  Click o...

Updated 2 years ago by Paige

Policy Control setup

AAT Configuration Policy Setup

Video training manual 202112 - Click Here  Setup policies for the company  

Updated 2 years ago by Paige