Tank Track offers many navigation shortcuts, which help you quickly zip around to increase productivity.
Here is a quick tour of some of them.
The main tabs across the top, of course, let you directly access any main section.
PAGING THROUGH A LIST
To page through any list of contacts, with or without the prior use of filters or even if you are reviewing a list of search results, tap the first contact. Then use the blue arrows in the right upper corner to tab through your list to the next contact/property in either direction.
These same forward and backward arrows can be used to page through Invoices, Waste sites, and Disposals.
LINKS FROM THE CONTACT PAGE
In the Contacts section, click or tap any contact or property to view the corresponding Contact-Property page.
Each property is fully described by 4 tabs: the Details page seen here, the Image Gallery, the Document gallery, and the Customer Ledger.
The Customer Ledger provides access to the Monthly Statement, which summarizes all activity for each month, and the Receivables statement, which gathers all unpaid invoices together, over all time.
The Contact-Property page provides green action buttons, so you can initiate appointments,... service due notices,... estimates,... and auto jobs.
It also provides a list of current appointments and completed invoices, each with a direct link to the day schedule of the service date and invoice details.
LINKS FROM THE INVOICE
Each invoice is fully described by the details page seen here, the credit memo page, image gallery and document gallery.
A link to initiate sending an invoice or receipt by email is found in the upper right corner along with a link to the work order page with print and PDF export options for the work order and invoice.
Each invoice also provides a direct link to the Property page, Customer ledger, and Day schedule.
Pump jobs already assigned to a waste stop feature additional links to the waste manifest, waste site page, and the day schedule of the waste delivery date.
If you activate electronic signatures for capture with a tablet in the field, a link is provided to the signature section of the printable invoice.
If you process electronic payments through Tank Track, you will find a handy PAY NOW link, which you and your office staff can use to securely enter card and electronic check payments, in person or over the phone.
LINKS FROM THE MANIFEST
The Waste manifest provides direct links to the waste site page and the day schedule. The invoice section of the manifest provides direct links to each invoice and date of service.