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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

    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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