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Customer Admin Workshops

Boost your Ecotrak success with our hands-on workshops. Learn tips, optimize settings, & maximize features.

Danielle Nolan avatar
Written by Danielle Nolan
Updated over 4 months ago

Service Provider Management:

Learn all about managing your service providers. We will cover invitations, Vendor IDs, required documents, trade assignments and much more!

60 minute class, every other Tuesday

12:00-1:00pm Pacific


Workflow Management:

Let's work on your workflow! Everything from statuses, categories, notifications, bulk work order changes, Internally Managed and more!

60 minute class, every other Tuesday

12:00-1:00pm Pacific


Internal Technicians:

Learn all about configuring and managing your internal technicians. We will cover technician management, how technicians can manage work orders, notification setup, inventory allocation and more!

60 minute class, every other Friday

10:00am - 11:00am Pacific


Reporting:

Let's talk all things Ecotrak reporting! We will cover all reporting and how to use the power of Ecotrak data to fit your needs.

60 minute class, every other Friday

10:00am - 11:00am Pacific


Troubleshooting:

Let's talk all things Troubleshooting! We will cover how to set up Troubleshooting, how to organize your content and best practices.

30 minute class, every other Tuesday

11:00am-11:30am Pacific


Preventative Maintenance:

Let's talk all things Preventative Maintenance! We will discuss how to set your recurring maintenance work up, how to use the features to best match your needs and get any questions you have answered!

30 minute class, every other Tuesday

11:30am-12:00pm Pacific


User Management:

Come learn and share best practices on managing your users within Ecotrak. We will cover adding users, updating permissions, notifications, location assignments and more!

30 minute class, every other Tuesday

11:30am-12:00pm Pacific


Approval Workflows:

Let's talk all things approval workflow! We will discuss all of the features available to you in the approval workflow and how to configure them to best fit your needs.

30 minute class, every other Tuesday

11:00am-11:30am Pacific

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