Ecotrak

Customer Success Team

Max Stone

Training

Viewing Work Orders in Our Calendar View

Work Orders - Managing Projects and Subprojects from a Work Order

Restarting Your Approval Workflow

Marking an Invoice as Required

Assessments Overview

Custom Fields on Assets

Custom Fields on Locations

Utilizing our Imports Feature

Quickly view which PMs your locations are tied into with our new Preventative Maintenance tab.

Viewing Active PMs from Location's Module

Recorded Training Videos

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

Customer Admin Workshops

Live Customer Workshop Registration

Live Training Registration

Live Service Provider Training Registration 

Bi-Monthly Training

Live Operations Training Registration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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