Latest videos
Overview and step-by-step set up of the Notifications Dashboard in the Admin Panel.
Tutorial on using the Pinned Projects Feature and how to effectivly use it.
Tutorial on how to pin a property, the pinned property dashboard, and filtering by pinned properties.
Tutorial on update to JSA - How to assign specific users from the Project to the JSA
Just a little fun from the team
Session 1 - Notes, Records, Property Details.
Admin Training - Session 1 - Property Type Template
Admin Training - Session 1 - Company Details
Admin Training - Session 1 - Overview
How to reset password using "Forgot Password" option.
How to set up Certificate Templates in the Admin Section.
Short Tutorial on how to add Staff.
Short tutorial on how to add your staff once the templates for Certificates and Roles are done.
Short tutorial on adding roles as a wireless general contractor
This will help with the app from freezing up, intermit it sometimes will not upload a photo to a Clicklist Item.
make sure you do not have photos in the offline queue. this will remove them and will need to Retake them.
if this didn't fix it Try Using a Browser Chrome/Edge works best.
Thank you and Let Tracfax know if you are still having an issue.
How To on adding Certificate Templates in the Admin Section of TracFax
Overview of Navigation in TracFax Platform.
Steps needed to accurately import a group of properties using an excel spreadsheet.
Creation of project with the intent to assign rather than send to bid.
