3. TRACS Enterprise Training → Features & Enhancements → New Features

V3.4 New Features


Description
Released April 2023


Explore the latest enhancements to the TRACS Enterprise system. Building on previous overviews of new features like PROLink integration and multiple text capabilities, this walkthrough focuses on powerful updates designed to streamline your workflow. Learn about the addition of ACH payment types in the dropdown menu, access quick links to the Learning Management System (LMS), and dive into advanced reporting tools like Sales by Profit Center and the new Invoice vs. Estimated Dollars report. Business coaching clients, such as Repair Shop of Tomorrow (RSOT) and ATI customers, will discover tailored features like the RSOT labor matrix and KPI reports. Finally, we demonstrate how to navigate to the LMS, create a new account, and select training pathways to maximize your learning experience.


Learn how to generate Accounts Receivable statements with flexible new options, including printing classic statements, unpaid invoices only, or complete transaction histories. The video demonstrates how to select envelope sizes, set date ranges, and choose between traditional mail or batch emailing with attachments. You'll also see how to review outgoing emails before sending, giving you full control of your communications. With Enhanced Statements, managing AR and getting paid is easier, faster, and more organized.


Learn about a new feature that allows you to assign multiple technicians to a single labor line item on a work order. Perfect for jobs requiring teamwork—like water pump replacements—this feature lets you easily select multiple techs, distribute labor hours evenly or manually, and ensure totals match the billed amount. You'll also discover how this assignment is reflected throughout the system, including on worksheets, technician views, and profitability windows. Improve tracking, teamwork, and accuracy with this powerful enhancement.


The enhanced integration allows you to access the updated PROLink interface directly within TRACS, streamlining your workflow. Key features include a convenient shopping cart for reviewing parts before transferring them to work orders, an "Add Quick Part" tool for fast entries, and a unified search field for quicker part lookups. Plus, learn how to access built-in help resources, tips, and feedback tools to help you get the most out of the updated system. Discover how these improvements can make ordering parts faster, more accurate, and more efficient.


Difficulty:

Content
  • V3.4 Multiple Tech on Labor Lines
  • V3.4 Enhanced Statements
  • V3.4 Enhancements
  • V3.4 New PROLink Integration
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites