System Settings: Clients and Jobs Clients and Jobs settings include the names you use for jobs, tasks, owners and managers. It also includes job code and proposal numbering rules, the required fields for jobs and tasks, choices for proposal tracking, project budget warnings, job file locations, proposal and quote documents,…
Subscription invoices and payments for Abtrac are monthly and by credit card. You can review your Abtrac licensing at any time and enter you card details from the subscription details page. Abtrac KB# 2092
You can view how many users you pay for, and what add-on modules you have from the subscription details page in Abtrac. It’s accessible from the footer menu of any page in the system. From here you can also change your number of licensed users and update your payment details….
Getting started: everyday use This article contains a guide forpeople using Abtrac from day to day. If you need instructions on everyday use for administrators try here instead: Getting started: for administrators. 1 Signing in to Abtrac You’ll be invited to Abtrac and given a password from one of the administrators…
It’s not unusual for a client to come back with a variation to the original quote after work is underway. There are a few methods for tracking variations and their budgets. You could simply overrun the original task estimate, but it will show up as large scope creep in your…
We regularly send Tips & Tricks emails to Abtrac clients. These emails detail new, relevant or topical features in Abtrac. The monthly Abtrac newsletters are sent via our email service provider (ESP): Hubspot Whilst we do our best to ensure the mail gets through, private email domains tend to have more…
The Google Maps integration allows you to link and track your jobs spatially. It lets you pinpoint the longitude & latitude of a project, you can save these locations to your Abtrac datafile and then search for other pinned jobs within a radius of the selected project. The Google Maps…
Project Numbers in Abtrac can be as complex or as simple as your company requires.
Project Numbers are managed in two locations from the Administration Settings screens.
One of the ways to apply a margin to disbursements in Abtrac is to apply the mark up percentage based on disbursement types. Under Administration >> Maintenance >> Disbursement, you can add an ‘adjustment’ to a disbursement type. For this mark up to take effect you also need to confirm…
It is possible to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned. This is useful to help employees find information related to their particular office, or even if you have multiple companies within the one Abtrac data…