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Realtrac Support Videos
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
Archiving Multiple Jobs/Estimates – How to “delete” a job
Services Reset – Nobody can log in!
Check for Updates – If your main toolbar is yellow….
Advanced Report Customization – Customization that goes far above the default report
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
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
Sage 50Cloud Integration
QuickBooks Integration – Posting POs and Invoices from Realtrac to Quickbooks
Advanced Quickbooks – Integration for the above average user
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