Simple Answers About ProTrak
The Dashboard gives Users a view of their business operating through ProTrak. At a glance see the total of Clients, Projects, Proposals, Suppliers and Invo...
Wed, 12 Aug, 2020 at 1:23 AM
In ProTrak a Client represents a contact from the User's client book. This allows any User to record and track their Clients and their history of Propos...
Wed, 12 Aug, 2020 at 1:23 AM
In ProTrak a Proposal represents a User's work Proposal sent to a Client in their list. A Proposal includes, start and end date, proposed budget and a d...
Wed, 12 Aug, 2020 at 1:24 AM
A Project in ProTrak contains a Name, the Client, Timeline (Start and End Date), Budget along with all its updates in an easy to read news feed. Users can u...
Wed, 12 Aug, 2020 at 1:24 AM
A Supplier is a company or individual that is providing you materials or any other billable and trackable service. You can create proposals, manage invoices...
Wed, 12 Aug, 2020 at 1:24 AM
Invoices in ProTrak are electronic Invoices that you can send to your Clients and/or Suppliers. ProTrak allows you to simply Invoice and track payments, whi...
Wed, 12 Aug, 2020 at 1:25 AM
Your Team is the list of other Users from your company that can access your ProTrak account. Team members have different roles and responsibilities. You can...
Wed, 12 Aug, 2020 at 1:25 AM