CrewTracker Help Videos


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00: Essential QB Preparations Leads to Good Data in CrewTracker
00: Setting Up QB Class Codes in CrewTracker
00: CrewTracker Quick Start Guide
00: Introduction to CrewTracker Main Page
00: Syncing With QuickBooks to Get Data
00: Manage User Logins & Permissions
00: Import GPS Coordinates
00: Compress and Repair Database
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01: Property and Service Management Overview
01: Where to Find System Setups
01: More Property Information
01: Setting Up Agreement Types
01: Adding a Surface
01: Add a Service Agreement
01: Copy & Delete from Property Tree
01: Adding Additional Information in Service Agrmts - Material, Alerts, PDF for Svc, Etc.
01: Alerts How Do They Work
01: One and Done Services
01: Setting Up Seasonal Contracts and Invoicing
01: Setting Up Seasonal Contracts Using Vendors
01: Setting Up Per Event and Invoicing
01: Tier Pricing - Seasonal Contract w Caps
01: Over Under Pricing Switching
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02: Add Services in Mass
02: Adding Surfaces in Mass
02: How to Track Material ?
02: Filtering (Service Types, Service Category, Scenario)
02: Adding a Property Note and Reminders
02: Hiding Properties and other options
02: Linking Documents to the Property or Vendor
02: Mass GPS Viewer
02: Create/Add Multiple PDFs for a Service
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03: Manage Vendor Overview
03: Crew Insurance and Insurance Calculations
03: Crew Pay Variations
03: Setting Up Crew Pay
03: Adding Crews
03: Crew Notifications
03: Hourly by Type - Company Crews
03: Hourly by Type - Vendors
03: Hourly by Type - Company Employees and Vendor Crews
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04: 2016 Webinar - Routing
04: Manage Routing
04: Multi - Routing & Quick Route
04: How to Use Route Scenario
04: Visual Routing
04: Visual Route Status
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05: App & Portal User Registration
05: App Payment Portal Instructions
05: How to use the Mobile App
05: Adding Additional Profiles on the Mobile App
05: Allow Portal Access to Customer, Vendors, Crews, Company & Area Manager
05: How to use the Web Portal
05: Where is My Crew
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06: Create Event and Upload to Portal
06: Advance Event Management & Create Auto Event
06: Synchronizing Property and Login to the Portal
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07: 2016 Webinar - Tracker and Crew Login Editor
07: Real Time Tracker Editor
07: What is a Mock Event?
07: Check Pricing thru Mock Event
07: Mass Delete in Tracker Editor
07: Bulk Edits
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08: Real Time Crew Login Editor
08: Mass Delete In Crew Editor
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09: Preparing for Invoicing
09: Sending Invoices with or without Vendor Bills
09: Entering Surcharges in Service Invoices and Vendor Bills
09: View Individual Property Invoice Setting
09: How to Send Crew/Vendor Pay to QuickBooks
09: Displaying Material Usage on Invoices
09: Preparing For Invoicing (PDF)
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10: App/Photo Viewer - Taking Pictures and Viewing Photos
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11: Using the Call Center
11: Call Center - Storm Track
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12: Renewing Contract Services
12: How to Create PDFs and Upload Them to Portal
12: Mass Perform Routes
12: Finding Service IDs and Properties
12: Perform Services in Mass
12: Report Management
12: Reports: Exporting to other formats
12: Create Site Maps
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13: Manage Prospective Customer
13: Manage Prospective Vendor
13: 2016 Webinar - Enhancements
13: 2016 Webinar - Create New Event and Invoicing
13: 2017 Webinar - Zones - More than Reports
13: 2017 Webinar - Monthly Billing Mass Perform Routes
13: 2017 Webinar Create an Event - Invoicing
13: 2017 Webinar - The Mobile App
13: Lawn Maintanence - Quick Guide
13: 2014 Webinar - Lawn Maintenance Setup