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Settings
Helpful how-to's for the different Settings inside Officetrax.
Active and Inactive
Trades
Allowing Invoices to be
Backdated
Approval
Queues
Areas of
Service
Brands
Checklists
Contact Types
Changing
Measurement
settings
Changing the Default
Country
Changing the Default
Currency
Changing the Default
Financial Profile
Changing the Default
Timezone
Company
Profile
Counties
Creating, Editing, and Deleting
Financial Profiles
Creating new
Categories
Creating new
Industries
Creating new
Sources
Creating new
Suppliers
Custom Fields
Customizing
Work Order Number Formats
Default
Country List
Default
Currency List
Default Invoice
Disclaimer and Message
Default
Invoice
Template
Default Location
Hours of Operation
Dispatch
Priorities
Email
Types
Employee
Roles
Flagship
Types
GL Code
and
Sub Code
Setup
How to add
File Attachments
to your
Dispatch Emails
How to
Notify
Employees when Work Orders are
Dispatched/Created
Invalid Addresses
Invoice
Exports
Invoice
Number Formatting
Labor
Types
Location
Types
Manufacturers
Payment Terms
Phone
Types
Privacy
Settings
Problems
Proposal
settings
Regions
Setting a
Default Work Order Disclaimer
Setting the amount of
Failed Login Attemps
allowed
Setting the
Lockout Duration
Setting your
Default Work Order Template
Tasks
Taxes
Territories
Trade
Setup and Deletion
Work Order
Requirements
Work Order
Types