How to create product installation tracking task for a specific room for JobTrakr App?

How to create product installation tracking task for a specific room for JobTrakr App?

In this tutorial we will be going over how to use Product Installation Tracking on Job Trakr. This tracking process will allow you to be able to have on the field updates sent back to the office quickly so progress can always be documented.


This article applies to JobTrakr App

Step 1: Go to Plan View > Tap on the room you would will be installing products into > Tap Create Tasks > Product Installation to create our task pin



Step 2: In the  Popup window you can start filling out your task information. You can adjust your ‘Status’, assign to a ‘Task Group", etc. > Tap Done



Step 3: Tap on Products in the Task Details and adjust the different completion rates based on quarterly percentages > Once the tasks have been completed you can select ‘Mark as Done’ at the top right of your screen