 | Title |
 | Introduction |
| Client Installation |
| Program Layout |
| First Time Users |
| Managing Documents |
| Smart Tags |
| Global Search |
| Running and Logging in |
| The Home Tab |
| Sales Rep Tab |
| The Job Book |
| Navigating the Job Book |
| Job Header (General Tab) |
| Job Reference & Title |
| Job Client |
| Main Venue |
| Contacts |
| Job Type & Order Number |
| Job Status |
| SalesPerson |
| Handler |
| Job Dates |
| Client Account & Insurance Status |
| Anti-Fraud Functions |
| Job Currency |
| Finance Defaults and Tax Address |
| Equipment Lists (Rental and Sales) |
| Rental Equipment List Editor |
| Delivery and List Details |
| Venue Information |
| Equipment Dates |
| Availability Options |
| Working with Section Headers |
| Adding Equipment |
| Adding Freetext |
| List Pricing Options |
| Line Pricing Options |
| Display Options |
| Sorting the List |
| Working with Carnets |
| Subhire Equipment List Editor |
| Subhire Supplier Details |
| Subhire Equipment Dates |
| Subhire Section Headers |
| Subhire Adding Equipment |
| Subhire Adding Freetext |
| Subhire List Pricing Options |
| Subhire Line Pricing Options |
| Subhire Display Options |
| Subhire Sorting the List |
| Creating A Subhire Purchase Order |
| Subhire Wizard |
| Crew Tab |
| Transport |
| Misc Costs |
| Diary |
| Tasks and Timelines |
|
| Documents |
| Financials |
| Projects |
| Searching for Projects |
| Creating a new Project |
| Adding a Job to a Project |
| Cloning an existing Job |
| Viewing equipment List, Crew and Transport |
| Managing Virtual Warehouses in a Project |
| Documents |
| CRM |
| The Hire Managers Tab |
| Warehouse Book |
| Planner Book |
| Logistics Book |
| Inventory Book |
| Types |
| Additional Price Lists |
| Default Locations |
| Managing Stock levels |
| Stocking Equipment in and out (Types) |
| Moving Stock Between Warehouses (Types) |
| Moving Stock and Ownership Between Warehouses (Types) |
| Images |
| Jobs |
| Advanced |
| Documents |
| Reminders |
| Composites |
| Aliases |
| Items (Barcodes) |
| Maintenance |
| Repairs |
| Putting Barcoded Equipment to Repair |
| Putting non Barcoded Equipment into Repair |
| Returning Repaired Equipment to stock |
| Deleting a repair Entry |
| Disposing of Equipment that cannot be repaired |
| Service Records |
| Audit & Movements |
| Equipment Configuration Settings |
| The Warehouse Staff tab |
| Warehouse Book |
| Quick Operations |
| Advanced Operations |
| General Returns |
| Late Returns |
| Loans Overview |
| Specialized Options |
| The Day View |
| PAT & LOLER Testing |
| Configuration of Testing |
| Configure Equipment to be Tested |
| Testing and Servicing |
| Performing Tests |
| Servicing Items |
| Results |
| Stock Check |
| Enhanced Crewing |
| Overview |
| Configuring for enhanced crewing |
| Setting up a purchase order for Auto Emailing |
| Editing Crew in the Address book. |
| Setting someone to be available as crew |
| Treating Crew as a Company or an Individual |
| Selecting the Crew types that a person can be. |
| Adding Attributes |
| Affinities |
| Defining Crew Attributes |
| Crew Pricing |
| Hourly Blocks of Time |
| Hourly Time of Day |
| Hourly – Combined Blocks and time of day |
| Flat Rate |
| Testing Crew Scripts |
| New Crew types Configuration |
| Changes to Quote reports |
| An introduction to the enhanced crewing display |
| Understanding the display |
| Context Buttons: |
| The editors used in the crew planner. |
| The Role Editor |
| The position Editor |
| The Shift Editor |
| The Crew overview and Purchase order editor |
| Amending a PO |
| Parking Orders |
| The Accommodation editor |
| Helper panels |
| Common Tasks |
| A first Job with enhanced crewing and Updating Existing Jobs. |
| Introduction |
| Defining an area |
| Setting a role and its defaults |
| Creating the shifts |
| Editing Specific Shifts |
| Assigning a person to a role |
| Booking a person for a role |
| Splitting Shifts |
| Labelling ‘Activities’ |
| Moving Shifts |
| Raising orders for the crew |
| Changing orders for the crew |
| Cancelled shifts |
| Swapping out a crew member |
| Upgrading Existing Jobs. |
| Enhanced Crewing Global View |
| Crew Database Layout. |
| Workflows |
| WorkflowOverview.html |
| Why Workflow Automation is used |
| How to Build an Automated Workflow |
| Workflow Automation Examples |
| Definitions |
| User Interface |
| Creating a new Workflow |
| Assigning a Workflow |
| Running a Workflow |
| The Office Administration Tab |
| Data Outputs Tab |
| Modifying Reports |
| Query Creations |
| Software Configuration Tab |
| General Configuration |
| Accounts Package Integration |
| Accounts Wizard Header Text |
| Address Book Tidy Up |
| Branding |
| Crew Pricing |
| Adding Crew Types |
| Defining Currencies |
| Database Lookups |
| Anti-Fraud Checking States |
| CRM Lookups |
| Crew Lookups |
| Customer Account Statuses |
| Departments |
| Depreciation |
| Diary Categories |
| Document Types |
| Email Addresses (UnLinked) |
| Job Statuses |
| Job Types |
| Nominal Codes |
| Payment Types |
| Repair Statuses |
| Reporting Groups |
| Trading Terms |
| Transportation Lookups |
| Document Templates |
| Email Templates |
| Importing Equipment into HireTrack NX |
| Importing Names into HireTrack NX |
| Magic Keys |
| Setting the Rules |
| Defining Sites and Warehouses |
| Add Stock Checks |
| Tag Configuration |
| Tasks to Monitor |
| Tax Codes |
| Translation Functions |
| Adding User Groups or Access Rights |
| Adding Specific Users |
| System Administrator Email Settings |
| Deactivating a User |
| Setting Up Active Directory |
| Resetting Passwords |
| Adding Vehicle Types |
| Adding Specific Vehicles |
| Entering Your Company Details and numbering Systems |
| My HireTrack |
| Report Configuration |
| Reporting Miscellaneous Functions |
| Searches by Query |
| Integrations by Query |
| Extensions by Query |
| Help & Support Tab |