This page briefly explains all the fields available on the Job / Project Details Page N.B. The name Job / Project is a variable that you can set yourself in the Administration >> Settings >> System Settings area. From this point forward, we will refer to them as Projects There…
This page briefly explains all the fields available on the Client People Page. Every client can have many persons of interest. In Abtrac, these are managed in the Client People screen. You can search people from Clients, Contacts & Jobs >> Search People. Most of the fields here should be…
This page briefly explains all the fields available on the Client Address Page. Every client can potentially have many addresses for site addresses, deliveries, invoicing etc. In Abtrac, these are managed in the Client Addresses screen. You can search addresses from Clients, Contacts & Jobs >> Search People. Most of…
This page briefly explains all the fields available on the Client Invoice Defaults Page For more complicated fields, there will be links provided to supporting articles. What are Client Invoice Defaults? Invoice Defaults are used to populate the Client Details of an invoice when generating an invoice for this client….
This page briefly explains all the fields available on the Client Details Page For more complicated fields, there will be links provided to supporting articles. Name This is the Client name, Contact name, or Sub-Consultant name you want to manage through Abtrac. Abbreviation A short form of text for the…
Password Managers are fantastic things when they do their job., They help you so you don’t have to remember hundreds of passwords. However when they try to be smarter than you have asked them to be it becomes very frustrating! In Abtrac we have found more and more people are…
When using Abtrac two factor authentication, a code will be sent to the user’s email address which is required to be entered before gaining access to Abtrac. This will confirm the device they are working on is a trusted device. Each user can opt to remember this device for 30…
A Job/Project Task is the bit of the job you are working on – and can budget against. Sometimes they are called Stages or Phases. What if I use the same tasks all the time? When you set up Abtrac we recommend you create a non-billable client for your own…
If you find that you work on the same types of jobs/projects and some of the information is the replicated from one job to another, then you can use the Clone Job/Project feature in AbtracOnline. This will simply duplicate the job and selected details and save the job to the…
Abtrac Job Templates are also known as Proposals, Fee Estimates, and Mail Merge Documents. They allow you to create editable documents that contain information from Abtrac such as client contacts, job, project and task details. This information can be intertwined with other details such as terms of engagement etc. How…