Service Trakker^TM

Running a small service company can be complicated, but the accounting systems can be a significant burden on top of the actual operational portion of the business. Service Trakker™ is designed to lessen that administrative burden by providing your service staff with tools to make it possible for them to complete transactions in the field. Key features:

• The entire customer and job database is on the device
• New customers can be added in the field and synchronized to QuickBooks®
• All service and inventory items are on the device, along with retail pricing
• Service descriptions can be expanded in the field to fully document service tasks
• The system will produce invoices or estimates
• Customer payments can be recorded in the field
• The customer can be provided with a hard copy receipt at the point of service (requires a portable printer)
• Credit card payments can be documented (credit card scan is available with certain printer models)

New in 4.5:

• Support for QuickBooks® Price levels, both general % markup and markdown, and customer-specific pricing (dependent upon QB version).  This will support contract pricing by customer.
• Support for wireless (Bluetooth) printing
• Signature capture on PDA is sent to BMP file on PC.  We are building a PC utility program to allow the user to print an invoice copy with signature; this will be free to all registered users.
• Estimates can be created on PDA
• Customer balance as of last sync (optional)
• Customer AR summary report as of last sync (optional)
• Receive items into inventory
• Set screen resolution to support signature capture on hi-res screens
• Void invoice during creation or review
• Items list on order shows line count and items subtotal
• Support for magnetic stripe credit card swipe
• Set width of item ID in column of list boxes
• Setup for remote HotSync over the Internet
• Transaction reference numbers can sequentially increment (optional)
• Quicksync for just a sync of invoices (optional)
• Set volume level of sounds on PDA
• Lookup item list on order item by UPC (alternate lookup, optional)
• UPC scan can now be set to use any/all barcode types
• Application support for Socket SDIO scanner, with configuration and test method in setup

Looking for ruggedized devices for use in the field?  Try the Symbol SPT1800, or take a regular PDA and put in in a watertight enclosure from Otter Box.

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Product Information (pdf)

Requirements: Hand held: Palm® OS Version 3.5 - 5.4 PC: 2000 or XP QuickBooks®: 2005-2007 Pro, Premier, or Enterprise Printing: Model 50 or 55 slip printer or certain models of portable thermal or inkjet printers (see printer chart).  NOTE: we are not supporting the Canon ip90 at this time. Price: $199	Download Service Trakker Trial
	or
	Purchase Service Trakker License
	A HotSync© User Name will be required to register the purchased software. If you wish to purchase licenses for multiple individuals, you will need to provide us with a unique HotSync© User Name for each license. This information will be requested upon checkout.