This guide is a collection of articles designed to help you configure and get started with Trackops. The best way to setup your system is to start at the top of this guide, and work your way to the bottom. If you still have questions or need support, the easiest way to get help is to submit a support ticket from inside the program, or simply email support@trackops.com with your questions. Either way, you will automatically receive a ticket number and be able to track your issues from open to close.
- Note: For news about system maintenance and scheduled down times, please bookmark the Trackops status page.
Configure Your Settings
General
- Configuring your General Global Settings
- Setting Up your Company Locations
- Customizing the Interface Colors
- Uploading your Company Logos
- Configuring your Email Settings
- How to Customize your Email Templates
Users
- How to Customize your User Roles
- Configuring your Access Groups
- Configuring your User Security Settings
Cases
- Configuring your General Case Settings
- How to Customize your Case Statuses
- Configuring Case Status Triggers
- Customizing your Case Services
- Customizing your Case Regions
- How to setup Case Flags
- How to Create a New Subject Type
- Setting up your Case Types
- How to Setup Document Templates
- How to Setup Case Update Presets
- Case Reviews: Gathering Information About Your Cases
Invoices
- General Finance Settings
- Setting up your Tax Rates
- How to Setup your Invoice and Expense Items
- Configuring your Payment Methods
- Customizing Tracking Categories
Dashboard
Calendar
Create Your First Client
- Create a New Client
- Creating a New Client Contact
- How to setup Client Affiliates
- Customizing your Price Lists
Work Your First Case
- How to Create a New Case
- Scheduling your Staff via the Calendar
- Assigning Additional Staff and Contacts to Cases
- Creating and Managing Tasks
- How to Upload Files to Cases
- Case Updates: Communicating with your Clients and Staff
- How to Send Case Updates to Clients/Staff
- Submitting Case Expenses
- Converting your Expenses into Invoices
- Generating an Investigative Report
- Answer/Complete Case Reviews