TrackTik UniversityRecent Updates

Recent Updates

  • Updated on: Feb 11, 2020

    How to Create a Holiday Group

    TrackTik allows for you to create a holiday group that can then be assigned to various elements, such as positions, of the TrackTik system. TrackTik supports multiple holiday groups, so if you pay for some and bill for others or some sites have a different holiday policy than others, you can customize your holiday groups to match these requirements.

  • Updated on: Feb 11, 2020

    How to Configure Back Office Defaults

    TrackTik allows for you to set default settings that will be applied to sites and employees by default. In many cases it is possible to overwrite these settings at the site, schedule or employee level if appropriate.

  • Updated on: Feb 11, 2020

    Patrol Types (Groups) Concept

  • Updated on: Feb 11, 2020

    How to Setup Recurrent Fixed Cost Items

    Fixed Recurrent Items are automatically added to a clients invoice based on the invoice cycle set in the contract. These items are usually for equipment contracted to the client or a retainer for services that may be performed.

  • Updated on: Feb 11, 2020

    How To Setup Hourly Guard Services

    Hourly Guarding services work using scheduled hours and logged hours. This information is used to create invoices and bill the client.

  • Updated on: Feb 11, 2020

    How to Setup Patrol Services

    Creating a contract with Patrol services tells the system that the client will be billed based on the number of jobs completed at the site rather than the number or work hour logged.

  • Updated on: Feb 11, 2020

    Contract Concepts

    Contracts set the parameters for how officers will be scheduled and paid for a client as well as how the client will be billed based on the services they require. Setting up the contract correctly will direct functionality in other modules such as payroll and billing.

  • Updated on: Feb 11, 2020

    How To Create & Edit a Contract

  • Updated on: Feb 11, 2020

    Invoice Adjustments (Credit Memos)

  • Actions normally performed to individual invoices, such as validating and creating, can be performed in bulk. Once all of the contracts are set and admins have completed a couple billing cycles in the system, this can be used to save time. Individual invoices may still need to be cleared of validation errors and as best practice, invoices should still be viewed before they are approved and distributed to clients.