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    Getting Started

    The account basics you need to get started with your account.


    1 author
    10 articles

    Utilities

    How to use the every-day features like notes and discussions.


    5 authors
    17 articles

    Settings

    Helpful how-to's for the different Settings inside Officetrax.


    10 authors
    +4 others
    55 articles

    Essentials

    How to use the features that are under the Essentials menu.


    5 authors
    10 articles

    Work Orders

    Let's talk about the features under the Work Orders menu.


    5 authors
    6 articles

    Locations & Assets

    Helpful how-to's on creating and managing locations and assets.


    6 authors
    15 articles

    Inventory

    How to create and manage your Inventory inside Officetrax.


    4 authors
    10 articles

    Financial

    Let's learn more about Invoices, Proposals, and Quotes!


    5 authors
    11 articles

    Service Providers

    The info and how-to's about the Service Providers features.


    4 authors
    6 articles

    Dashboard

    Helpful how-to's for getting the most out of your Dashboard.


    2 authors
    2 articles

    Customer Portal

    If you have access to the Customer Portal, these how-to's are for you!


    3 authors
    4 articles

    Service Agent

    Helpful how-to's and explanations for Service Agent users.


    2 authors
    12 articles

    Officetrax

    Contact Support

    1.877.329.3832 ext. 250

    Email Support

    Support Hours

    Monday - Friday
    9:00-5:00 EST

    Resources

    • Case Studies
    • Brand Assets

    Featured Help Articles

    • Changing Your Password

      How to change or update your Officetrax login password.

    • Reporting

      How to create and run reports in Officetrax.

    • Your Company Profile

      Setting up your profile for Quotes/Invoices and Service Agent.

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