How do I set up IndusTrack for my company?

Work through the steps below in order. Each step links to the article with the details. Skip any step for a feature you don't use, such as vehicle tracking or QuickBooks.

1. Find your way around

Log in and learn where the modules and Settings are. See Getting started: a tour of IndusTrack.

2. Add your company details

In Settings›Company Settings, add your company name, address, logo and numbering, then your payment terms and tax rates. See How do I set up my company details, terms and tax?

3. Connect your email

In Settings›Integrations›Emails, connect your company email so emails from IndusTrack come from your own address. See How do I connect my email?

4. Add your office users

Give everyone who works in the office a login and choose what they can access in Settings›Office Users. See How do I add office users?

5. Add your field employees

Add each field employee (tech) with their mobile app login and the modules they can use in Settings›Field Employees›Manage Employees. See How do I add field employees and set permissions?

6. Set up the mobile app

Choose what field employees see and can edit in the app in Settings›Mobile App. See How do I set up the mobile app for my team? (office settings). Field employees then sync the app from its own Settings; see How do field employees set up and sync the mobile app?

7. Add your vehicles and GPS devices

If you use vehicle tracking, add each vehicle and pick its GPS device in Settings›Vehicle Tracking›Vehicles. See How do I add a vehicle and assign its GPS device?

8. Bring in your customers, items and other data

Fill in our spreadsheet templates and the IndusTrack team imports them for you. See How do I get my data into IndusTrack? To add a few customers by hand instead, see How do I add or edit a customer?

9. Set up your pricebook

Contact IndusTrack support to turn on PriceBooks, then set your markups, categories and flat rate assemblies. See How do I set up my pricebook?

10. Connect QuickBooks

If you use QuickBooks, connect it and choose what to sync: customers, inventory and invoices. See How do I connect QuickBooks Online? or How do I connect QuickBooks Desktop?

11. Schedule your first job

In the Schedule module, create a job and dispatch it to a field employee's mobile app. See How do I create and schedule a job?

12. Send your first estimate and invoice

See How do I create an estimate? and How do I create and manage invoices?

Common questions