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Customer Support
Customer Support

Ecotrak Support Articles for Customer Users

Website Support
Creating a Service Request
Work Order Management
Reviewing Invoices for Approval/Rejection
How to Add & Manage Users
How to Add & Manage Assets
How to Add & Manage Locations
How to Invite, Assign & Manage Service Providers
User Roles and Permissions
How to Create & Save a Custom Filter
Navigating the Customer Proposal Module
Navigating Customer Invoice Module
Ecotrak 2.0 - Awaiting Invoice Status
Reviewing Approval Workflow
How to create a PM in Ecotrak
How to Assign Locations to Users
Add Comments using Bulk Edit (Customer)
Manage Internal Technicians from Customer Account
How to Assign Service Providers in Trade Assignment
How to Print the Work Orders Details (Cx)
How to Bulk Edit Existing PM
How to Create Troubleshooting
How to Update/Edit Troubleshooting
How to Filter PM Work Orders on the Work Order Module
How to Copy Assets from one Location to another
Bulk Trade Assign by Service Providers for Specific Locations
How to Copy Trade Assignments of one Location to Another
Adding and Linking Regions and Districts
Update User Notification Settings (for Customer)
How to Create & Edit an Approval Workflow
Add, Remove, & Bulk Update Location to Existing PM
Reviewing & Approving Proposals
Customer Work Order Feedback
How to Export Data From the Reporting Module
Understanding Work Order Automation
Savings Dashboard Report
Spend Analysis Report
Create an Asset-Problem-Trade Relationship
Navigating the Request for Pricing (RFP) Module for Customers (Web)
Asset Insights
Asset Analysis Report
Service Provider Report
How to Export Data from the Accounting Module
Navigating the Dispatch Module
How to Add Inventory
How to Transfer Inventory
How to Adjust Inventory Stock
Navigating the Inventory Module
How to Add a Storage Location to the Inventory Module