Ecotrak

This article will walk customers though providing the mandatory comment when selecting 'Not Fixed' on work orders.

Mandatory Comments When Selecting 'Not Fixed' on Work Orders

This article will walk customers through how to view the "Spend vs Budget" visual on service requests, invoices and proposals

Display Budget on Service Requests, Invoices, and Proposals

This article will help guide you through how to set up your trades and regions.

How to Set Up Trades and Regions

This article will help guide you through how to enable and enforce Multi-Factor Authentication (MFA) for a company's account in Ecotrak.

Setting Up Multi-Factor Authentication (MFA)

This article will guide you through how to enable the project module and how to create, edit and link WO's to projects.

Creating A Project

Ecotrak has introduced two new widgets for Managed Dashboards designed to help teams take action faster and stay on top of critical activity.

New Managed Dashboard Widgets: Assessments & Last Comments

Bhadz Bartolome

Max Stone

Ecotrak Website Support Articles for Customers

Website Support

Creating a Service Request

Work Order Management

How to Print the Work Orders Details (Cx)

How to Create & Save a Custom Filter

Add Comments using Bulk Edit (Customer)

This article provides an overview and how instructions for the Work Order Automation functionality

Understanding Work Order Automation

Customers can now provide feedback on their service provider experience, helping guide their future work order assignment decisions

Customer Work Order Feedback

How to View Completed Work Orders Awaiting Invoice

This article will walk customers through how to view the "SP Indicator" 
 information when creating service requests.

Service Provider Indicators on Service Request

This article will walk customers through how to defer existing work orders and new service requests.

Defer Work Orders

This article explains how to enable and use the RMA (Return Merchandise Authorization) Work Order Workflow.

RMA Work Order Workflow: Step-by-Step Guide

Location scope controls allow permitted users to view and work across the full organization instead of being limited to their assigned locations.

Location Scope Controls: Locations Assigned Toggle and Advanced Filters

Ecotrak has introduced a new general setting that ensures third-party work is reviewed and approved before a work order can be fully completed and invoiced.

Third-Party Work Orders Require Approval Before Completion

Visualize work orders by ETA in a dynamic calendar format. The new Calendar View in the Work Orders module provides a time-based perspective of your workload.

Work Orders Calendar View

This collection provides How To Articles related to creating a Service Request and managing Work Orders.

Service Request and Work Orders

Navigating Customer Invoice Module

Navigating the Customer Proposal Module

The ins and outs of the Ecotrak RFP Module

Navigating the Request for Pricing (RFP) Module for Customers (Web)

Reviewing Invoices for Approval/Rejection

This article will walk customer users through how to enable and disable the auto approval feature for invoices and proposals.

How to Enable/Disable Invoice and Proposal Auto Approval

This article will walk through the process of creating RFP from an existing Work Order.

Creating A RFP From A Work Order

This collection provides How To Articles related to managing Invoices, Proposals, and Request for Pricings

Invoices, Proposals, and Request for Pricings (RFPs)

This article will support you in inviting, assigning and managing your Service Providers.

How to Invite, Assign & Manage Service Providers

How to Assign Service Providers in Trade Assignment

How to Copy Trade Assignments of one Location to Another

Bulk Trade Assign by Service Providers for Specific Locations

Manage Internal Technicians from Customer Account

Navigating the Dispatch Module

Define internal teams once. Use them consistently in trade assignment workflows.

Company Teams – Configuration and Management Guide

Assign internal teams to trades, dispatch technicians, and manage work orders without creating extra companies.

Company Teams - Trade Assignment and Work Orders

This collection provides How To Articles related to Service Provider Management, Trade Assignment, and Internal Technician Assignment and Management.

Service Provider Management, Trade Assignment, And Internal Technicians

How to create a PM in Ecotrak

Add, Remove, & Bulk Update Location to Existing PM

How to Bulk Edit Existing PM

How to Filter PM Work Orders on the Work Order Module

We’re excited to share an improvement that makes it easier to manage preventative maintenance (PM) activities across your locations.

Manage Preventative Maintenance Directly from the Location Page

This collection provides How To Articles related to creating and managing Preventative Maintenance (PMs)

Preventative Maintenance (PMs)

How to Add & Manage Assets

This article will show you the step by step procedure on how to create an Asset-Problem-Trade Relationship

Create an Asset-Problem-Trade Relationship

How to Copy Assets from one Location to another

Refrigerant tracking in Ecotrak is a straightforward process designed to help you stay compliant and keep detailed records of your equipment

How to Add an Asset with Refrigerant Tracking

This article will walk customers through the view that sorts the Asset Groups when Allocating Inventory.

Sort Parts by Asset Group when Allocating

This article will walk customers through how to allow users to add refrigerant to existing assets.

Allow Users to Add Refrigerant to Existing Assets

This article is a step by step guide for our new process for ordering QR codes.

How To Order QR Codes For Your Assets

This collection provides How To Articles related to Asset creation and management, and Asset workflow setup

Asset Management and Setup

How to Add & Manage Users

How to Assign Locations to Users

User Roles and Permissions

Update User Notification Settings (for Customer)

Ecotrak Text Message Notifications (Customers)

This collection provides How To Articles related to User management and User settings

User Management and Settings

Adding and Linking Regions and Districts

How to Add & Manage Locations

The following article shows customer users how to set a location on hold.

How to Set a Location On Hold

How to remove or inactivate a location from your profile if the location is closed or no longer owned by your organization. If the location is only temporarily closed, please…

How To Inactivate a Location

This article lets you change a location’s status to either "On Hold" or "Inactive" for temporary closures, remodels, or permanent shutdowns.

Managing Location Status in Ecotrak: Inactivate vs. On Hold

Custom fields on locations let you capture and standardize the extra data your team cares about—without relying on spreadsheets or manual workarounds.

Custom Fields on Locations

Ecotrak has released a new locations enhancement that makes it easier to identify who is assigned to a specific location.

New Locations Enhancement: View Assigned Users

This collection provides How To Articles related to Location management and Location settings.

Location Management and Settings

Navigating the Inventory Module

A step by step guide on how to Add Inventory to your Inventory List

How to Add Inventory

A step by step article outlining how to transfer Inventory in the Inventory Module

How to Transfer Inventory

A step by step guide outlining how to Adjust Stock in the Inventory Module

How to Adjust Inventory Stock

A step by step outline on how to add Inventory Locations to the Inventory Module

How to Add a Storage Location to the Inventory Module

This article will walk users through how to use the Purchase Orders section of the Inventory Module.

Navigating the Purchase Orders Module

Introducing Ecotrak Inventory Audits: Design, Schedule, and Roll Out Inventory Audits at Scale

Inventory Audits

This collection provides How To Articles related to the Inventory, Parts, and Purchase Orders

Inventory and Parts

Learn about Ecotrak's Enhanced Service Provider Reporting Tool

Service Provider Report

Learn about Ecotrak's Enhanced Asset Analysis Reporting Tool

Asset Analysis Report

Asset Insights

This article will walk you through the new Spend Analysis Report

Spend Analysis Report

This article will give you insights into the Savings Dashboard Report

Savings Dashboard Report

This article will walk you through how to export your data from the Reporting module.

How to Export Data From the Reporting Module

This collection provides How To Articles related to the Reporting module

Reporting

How to Create Troubleshooting

How to Update/Edit Troubleshooting

This collection provides How To Articles related to Troubleshooting setup and Management

Troubleshooting Setup and Management

How to Create & Edit an Approval Workflow

Reviewing Approval Workflow

The Sub-Asset Group feature allows organizations to establish hierarchical relationships between asset groups, simplify configuration, and ensure consistent behavior across related groups.

How to Create and Manage Sub-Asset Groups

This collection provides How To Articles related to Approval Workflow Set up and Management

Approval Workflow Setup and Management

This article will walk you through how to export your accounting export data from the Accounting module.

How to Export Data from the Accounting Module

This article will walk you through how to use the new Edit the GL (General Ledger) Code functionality within Work Orders and Invoices.

How to Edit GL Codes from Work Orders & Invoices

This collection provides How To Articles related to Accounting and Accounting management

Accounting Related

Find answers and get help from Intercom Support and Community Experts

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