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    Service Agent

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


    Accepting Rate Requests Accepting Work Orders Changing Your Password Creating and Submitting Invoices Creating and Submitting Proposals Customizing List Screens Editing Your Employee Profile How To Sign Up Logging Calls & Emails from the Feed Managing Users The Dashboard Work Order Overview Uploading Files to Work Orders Your Company Profile

    Officetrax

    Contact Support

    1.877.329.3832 ext. 250

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    Support Hours

    Monday - Friday
    9:00-5:00 EST

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    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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