Ecotrak

Bhadz Bartolome

Max Stone

Ecotrak Website Support Articles for Service Providers

Website Support

This article will support you in navigating the work order module.

How to Navigate the Work Order Module

This article has been created to help you navigate through the new Work Order Details page.

Navigating the Work Order Details Page

The following article will walk you through how to check in and out of a job and update a work order status.

How to Update a Work Order Status

How to Print the Work Orders Details (SP)

This article will guide customers through the process of the Internal Review for work orders.

Internal Review for Work Orders

This article will provide information about Internally Managed Work Orders and how it works.

Internally Managed Work Orders

Work Orders

This article will walk you through navigating the Invoice module in Ecotrak.

Navigating the Service Provider Invoice Module

This article will walk you through navigating the Proposal module in Ecotrak.

Navigating the Proposal Module (SP)

This article is intended to help guide you through updating and/or resubmitting an Invoice.

How to Update / Resubmit an Invoice

This article will walk you through how to create a proposal in Ecotrak.

Creating a Proposal

This article will walk you through how to create a standalone proposal in Ecotrak.

Creating a Stand-Alone Proposal

This article is intended to help guide you through updating and/or resubmitting a Proposal.

How to Update / Resubmit Proposal

This article will walk you through how to create an Invoice on the Ecotrak Website.

Creating an Invoice

Flynn - Coupa Invoicing FAQ

This is a walkthrough of the Request for Pricing module for Service Provider users

Navigating the Request for Pricing (RFP) Module for Service Providers (Web)

This tutorial explains how to update a work order invoice that was previously marked as Invoice Not Required.

Invoice- Updating Invoices Marked as Not Required

This tutorial explains how to restart an approval workflow for invoices and proposals that are currently in Pending Approval status.

Invoices & Proposals - Restart Approval Workflow for Invoices and Proposals

The OCR (Optical Character Recognition) Autocomplete feature is designed to accelerate invoice and proposal creation by extracting key data from uploaded documents and automatically populating form fields.

Invoice - Introducing OCR (Optical Character Recognition) Autocomplete Feature

The Reopened Invoice feature provides a controlled mechanism for modifying invoices after they’ve already been approved.

Invoice - Introducing Reopen Invoice Feature

A Collection of Invoice, Proposal, and RFP articles

Invoices, Proposals, and Request for Pricings (RFPs)

Service Provider User Roles and Permissions

Update User Notification Settings (for Service Providers)

How to Reset Your Password

This article will help you display the job title and notify user/s in the direct comments.

Enabling Users to Receive Direct Comments (Service Provider)

User and Account Settings

Navigating Customer Module

This article will help guide you through how to upload the documents that your customer requires to be uploaded into Ecotrak.

How Service Providers upload customer-required documents (COI, W-9, EFT Form)

In this article we will walk through how to set up flags, how to setup categories and how to add priorities.

Additional Configuration Settings

A collection of customer (client) related articles

Customer Settings

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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