2. Quick Start Training

TRACS Quick Start Guide (QS00)


Description

The TRACS Quick Start Series is your fast-track guide to confidently running your shop inside NAPA TRACS. In 19 focused videos (40 minutes total), you’ll learn how to move seamlessly from creating estimates to sourcing parts and labor, managing technicians, monitoring profitability, presenting recommendations with confidence, ordering and receiving inventory, invoicing customers, collecting payment, and closing out the day with accurate reporting. This series doesn’t just show you where to click—it teaches you how to think through the entire repair order lifecycle so you can work smarter, protect your margins, and deliver a professional customer experience from start to finish.


Difficulty: Basic

Content
  • Navigating TRACS
  • Creating Estimates & Finding Work Orders
  • Adding New & Finding Existing Customers
  • Adding New & Finding Existing Vehicles
  • Work Order Status & Stage
  • Editing Created, Scheduled, & Promised Times
  • Odometer In & Out Mileage
  • Assign Service Writer & Technician
  • Adding & Finding Items in the Work Order
  • Searching & Transferring Parts from the Catalog
  • Searching & Transferring Items from the Labor Guide
  • Canned Jobs
  • Customer vs Tech Notes in WO
  • Job Ticket & DVI Assignment
  • WO Profitability Targets
  • Estimate Handling
  • Ordering, Transmitting, & Receiving Parts
  • WO Invoicing & Payment Handling
  • EOD Reporting
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites