Realtrac Support Videos
Overview
- Introduction – A wide overview of the system
- Estimates – Learn to quote your jobs before you do them.
- Shop Floor Log – Shop floor employees need to watch!
- Shop Floor Color Codes – Managing your Shop Floor employees
- Invoicing, Packing, Shipment – Getting your money in and getting your parts out.
- Purchase Orders & Inventory – Buying the materials you need for your shop.
- Winning the Race – Costing Your Jobs
- Customizing Report with Address/Logo – Make Invoice/PLs, Quotes, & POs look like yours.
9 to 10 Conversion
- Part Catalog – Looking at all your past parts
- New Features – Significant improvements for the 10 system
- Customer & Vendor Billing Addresses – Addresses are now static within the system
- Job and Estimate Numbering – Why is 15J/16J in front of your new job numbers?
- Expedited Jobs and Dispatch Report – Changes to the Loading Module
- Attachments – Files & Multimedia can now be more easily placed into the system
- Users and Permissions – Managing who can use which parts of the system
- Miscellaneous Changes – Small things that make a big difference
New Features
- BOM Import Utility
- 10.7 Release – Many Changes for the September ’16 Release
- Inspector Log In – Inspecting parts before moving on to the next op
- Research & Development Tax Credit – Get your money back for doing R&D
- File Templates – Attacch files on stock
- Open Job Status – Organizing your operations to be ready for the floor
- Outside Service – Subcontracting on your routers
Seminar
- Building Jobs – The Core of Realtrac
- Managing Inventory – Material Management
- Part Revisions – Make a modification to a previously made part
- New Invoicing – Released in September ’15
- Managing Purchase Orders – Buying from your vendors
- Realtrac Shop Client Use & Monitoring – Watch your whole shop from a single screen
- Creating Estimates – Quoting your customers
- Best Practices – 5 Methods to ensure a smooth running shop
- Seminar – Where Used Functions