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Quick view for sales reps          Run the Activity report for sales rep information  

Create new quotes for customer          Click on the Refresh button to view quotes / orders ...

Adding a new sales lead  

Track and add new sales leads in the Webatar app.           Click on the Refresh button to vi...

Capture a purchase order to order stock        Purchase orders refresh and add new  

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

After saved, sync the time log to server    

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

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

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

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

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

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

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

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

Create a new policy with attachments.  

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

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

Set up various locations for your asset items  

This is ideal for setting up various types of groups for your Asset items.   These groups are u...