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Quick Reference Guide

This document provides instructions for signing into WorkTrack and then accepting, completing, and invoicing work orders within the WorkTrack system. It outlines the basic steps to sign in, accept new work orders, mark work as completed, and submit invoices for completed work.

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donelly1976
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71 views1 page

Quick Reference Guide

This document provides instructions for signing into WorkTrack and then accepting, completing, and invoicing work orders within the WorkTrack system. It outlines the basic steps to sign in, accept new work orders, mark work as completed, and submit invoices for completed work.

Uploaded by

donelly1976
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WorkTrack Quick Reference

prepared for:
Sign-In to WorkTrack
1. Using Internet Explorer, go to:
http://provider.worktrack.com
2. Enter: username, password, company name
(as provided) and press Sign In
3. You will see the service request list page

Accept New Work


1. Select the Waiting on Acceptance view a
2. View request details by clicking on the request
number hyperlink b
3. Change status to Accept by clicking on the
icon icon.
4. Enter notes and click Ok
5. The request will disappear from the Waiting on
Acceptance view and appear in the Accepted
view (Note: to refuse new work, select Cancel)
Complete Work
1. In WorkTrack, select the Accepted view
2. When the technician has completed the work,
find the request
3. Select the icon status icon
4. Choose Complete
5. Enter details in the completion notes field and
press Ok
Submit an Invoice
1. Find the completed work order in the Completed
view c
2. Click the hyperlink to view details d
3. Click edit to view invoice e
4. Add line items for labor and parts
5. Add any other fees, add/edit discounts and tax
6. When youre finished and ready to send the
invoice, click the submit button f
(Note: You cannot submit an invoice before the
request is completed)

2014 Corrigo Incorporated

c
d

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