Quick demo videos

Short walkthrough videos of the main IndusTrack workflows: invoices, estimates, dispatching a job from the schedule, and working a job in the mobile app.

Invoice Module Overview

How to use the Invoice module from start to finish: creating invoices, adding descriptions and line items, sending invoices, recording payments, viewing paid invoices, running invoice reports, converting completed jobs into invoices, and customizing invoice templates.

Written steps: How do I create and manage invoices? and How do I turn an estimate or completed job into an invoice?

Estimate Module Overview

How to create, send and manage estimates: creating an estimate, collecting customer approvals, using estimate reports, converting estimates into jobs, and working with proposal templates.

Written steps: How do I create an estimate? and How do I manage, send or download an estimate?

Schedule Module – Quick Dispatch

How to create and dispatch a job from the scheduling calendar: selecting a customer, adding job details, setting the schedule and priority, adding resources and notes, and dispatching the job to a technician.

Written steps: How do I create and schedule a job?

IndusTrack Mobile App: Job Workflow

How to manage jobs in the field with the IndusTrack mobile app: starting your shift, viewing assigned jobs, reviewing job details, tracking travel and work time, adding photos and notes, completing forms, and finishing a job.

Written steps: How do techs work jobs in the app?

Common questions