How Do I Sign-Up For Ecotrak? – Ecotrak, LLC

In order to receive and process service requests., you will need to register and set-up your Service Provider profile. If you have an existing profile, you can log in and Accept your Customer's invite from the service provider dashboard.

Quick Guide:

Step 1: Open your Service Provider registration link:
- The registration link is typically sent via email.
Step 2: Click 'Admin'
Step 3: Click Service Provider to open the Service Provider Module
Step 4: Click 'Invite' on the top-left
Step 5: Complete your Contact's section
- Contact information for key employees that will be contacted by your Customers. (Main Office, Accounting, Dispatch, Technicians, etc.
Step 6: Complete your Trades and Regions section
- In order for you to be considered an available service provider for a Customer’s location(s), you will need to assign your appropriate “Trade(s)” to the corresponding “Region(s)” (City, County, State, Postal Code).
Step 7: Complete your Rates and Terms section
- The “default” rates and terms section allows Service Providers to define your standard Rates & Terms including:
  - Hourly Charges: What are your rates, including Regular Time, Over time, Double Time, Travel Time, Trip Charge, and Truck Charge (if applicable)?
  - Material Mark-up: What are your Material Markup rates (if applicable)
  - Warranty Terms: What are your Warranty Terms (Labor & Material)? These terms will be tracked within the system upon the completion of a Work Order.
  - Regular Time Hours / Hours of Operations: What are your hours of operation in which "Regular Time" applies? These hours also determines when the 'Call-in Service Request pop-up' is prompted.
  - Payment Terms: What are your preferred Payment Terms (Ex: 2 Weeks, 30 days, 60 days, 90 Days, etc)?
  - *New* Preferred Payment Method: Service providers can now select a Preferred Payment Method, between "Check" and "Electronic Funds Transfer (EFT)".
    - Note: The "EFT" option is only supported by certain customers. Please check the 'Required Documents' section for an EFT Form & contact your client for more information.
- Note: If your Rates & Terms cannot be easily defined within the Rates and Terms section (Ex: Vary by Region, Vary by Trade, etc), then we recommend uploading a document outlining your Rates and Terms to the module as an Attachment
  - Navigate to the Service Provider Profile (Admin -> Profile)
  - Click 'Attachments' on the top
  - Click or Drag the document to be uploaded
- Service Providers can also define these rates ‘per Customer’ in case they vary.
Step 8: Upload any required Service Provider documents.
- In order to start fulfilling service requests for your Customer(s), you will need start by accepting their invitation to the Ecotrak Network. Customers then may require you to upload proof of certain documents in order to being receiving work order.