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Promoted articles

  • How Service Providers upload customer required documents(COI, W-9, EFT Form)
    This article will help guide you through how t upload the documents that your customer requires t...
  • Techtrak Mobile App Training (Videos)
    This videos provide Service Providers with training on how to use and navigate through the Techtr...
  • How to Reset Your Password
    This article will help guide you through how to reset your Ecotrak account password. Step One:  T...
  • Creating a Stand Alone Proposal
    This article will walk you through how to Create a Standalone Proposal in Ecotrak.    How to Crea...
  • How to Update / Resubmit Invoice
    This article is intended to help guide you through updating and/or resubmitting an Invoice. Depen...
  • How to Update / Resubmit Proposal
    This article is intended to help guide you through updating and/or resubmitting a Proposal. Depen...
  • Creating a Proposal
    This article will walk you through how to Create a Proposal in Ecotrak.  Proposals allow service ...
  • Creating an Invoice
    This article will walk you through how to create an Invoice on the Ecotrak Web App.   1. The firs...
  • How to Update a Work Order Status (Check In/Out of a Job)
    The following article will walk you through how to check in and out of a job and update a work or...
  • Navigating the New Work Order Details Page
    This article has been created to help you navigate through the new Work Order Details page.   Nav...
  • Dashboard Overview
      The Dashboard is your command center where you can navigate to your action items and see the st...
  • Navigating Customer Invoice Module
    This article will walk you through navigating the new Invoice module in Ecotrak 2.0.   Step 1: Af...
  • User Roles and Permissions
    This article will help you navigate your User Roles and Permissions.   Creating a New Job Title: ...
  • Reviewing Invoices for Approval/Rejection
    This article will walk you through how to Approve (or Reject) an Invoice on the Ecotrak website. ...
  • Reviewing & Approving Proposals
    This article will walk you through how to Approve (or Reject) a Proposal on the Ecotrak website. ...
  • Work Order Management
    This article will walk you through how to review and manage a Work Order on the Ecotrak website. ...
  • Creating a Service Request
    This article will walk you through how to create a service request on the Ecotrak website.   Step...
  • Ecotrak Software Releases
    May 2023 System performance enhancements to the proposal module Released updated version of chat...
Knowledge base
  • Ecotrak 2.0 Resources
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  • Service Provider Getting Started
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  • Customer Getting Started
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  • Customer Support
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