| Title |
 | Introduction |
| Client Installation |
| Program Layout |
| First Time Users |
| Glossary |
| Grid Options |
| Screen Options |
| Managing Documents |
| Sending Documents with Report outputs |
| Smart Tags |
| Global Search |
| Running and Logging in |
| Troubleshooting Logging In |
| The Home Tab |
| The HireTrack NX NoteBook |
| Turning a Note into a Job |
| Working With Tags |
| Recent Work |
| Watched Jobs and Timeline |
| Home Dashboard |
| Sales Rep Tab |
| The Job Book |
| Navigating the Job Book |
| Job Header (General Tab) |
| Job Reference & Title |
| Job Client |
| Client Notes |
| 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 |
| Changing/Deleting 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 Changing/Deleting equipment_2 |
| 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 |
| Allocate Crew |
| Crew Pay & Creating a Purchase Order |
| Transport |
| Allocating Specific Vehicles |
| Raising a PO for a Subhired Vehicle |
| Misc Costs |
| Raising a PO for a Misc Cost |
| Diary |
| Diary Reminders |
| Tasks and Timelines |
| Job Tasks |
| Job Logs (changes) |
|
| Documents |
| Financials |
| Actions and Summaries |
| Raising an Invoice |
| Invoices |
| Purchase Orders |
| Finance Graphs |
| Venue Comissions |
| 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 |
| Searching CRM |
| Creating a CRM Lead |
| Creating a job from a CRM entry |
| Creating a new CRM Activity |
| Documents |
| The Hire Managers Tab |
| Warehouse Book |
| Planner Book |
| Job Planner View |
| Crew Planner View |
| Crew Tasks |
| Transport Planner View |
| Transport Tasks |
| Logistics Book |
| Equipment Planning View |
| Subhire Wizard |
| Global Loans and Global Subhires |
| 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) |
| Creating and Deleting Barcodes |
| Composite Barcodes |
| Floating Barcodes |
| Consigned 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 |
| Searching for a Service Record |
| Creating a Service record |
| Audit & Movements |
| Equipment Configuration Settings |
| Configuring Master Categories and Categories |
| Generics and Similars |
| Pricing |
| Normal Price Scheme |
| External Price Scheme Editor |
| Consumable Price Scheme |
| Markups |
| Locations |
| The Warehouse Staff tab |
| Warehouse Book |
| Quick Operations |
| Advanced Operations |
| Sending out and returning equipment |
| Using Cases on Prep Notes |
| Composites on Prep Notes |
| General Returns |
| Late Returns |
| Managing Late returns |
| Loans Overview |
| Specialized Options |
| Global Loads Dispatch |
| The Day View |
| PAT & LOLER Testing |
| Configuration of Testing |
| Configure Equipment to be Tested |
| Testing and Servicing |
| Performing Tests |
| Servicing Items |
| Results |
| Stock Check |
| The Office Administration Tab |
| The Accounts Book |
| Jobs |
| Invoices |
| Purchases |
| Setup |
| Address Book |
| Company Address Book |
| Contacts |
| Special Filters |
| Documents |
| Person Address Book |
| Assigning People as Crew |
| Special Filters |
| Photos |
| Associated Companies |
| Documents |
| Data Outputs Tab |
| Modifying Reports |
| Query Creations |
| Getting Started |
| Building a single query |
| Adding Objects to the Query |
| Setting Object Aliases |
| Joining Tables |
| Selecting Output Fields |
| Sorting a dataset |
| Defining criteria |
| Grouping output field |
| Defining SQL query properties |
| Building a query with sub-queries |
| Navigating the query tree |
| Working with sub queries |
| Working with derived tables |
| Working with unions |
| Software Configuration Tab |
| General Configuration |
| Accounts Package Integration |
| Accounts Wizard Header Text |
| Address Book Tidy Up |
| Branding |
| Crew Pricing |
| Scripted Crew Method |
| Pascal |
| J Script |
| C++ |
| Functions |
| Visual Basic (VB) |
| Time Block Crew Method |
| 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 |
| Quoting Limit Functions |
| Setting Up Your Email |
| Defining Sites and Warehouses |
| Add Stock Checks |
| Tag Configuration |
| Tasks to Monitor |
| Tax Codes |
| Translation Functions |
| Filtering, Sorting & Finding |
| Keyboard Shortcuts |
| Using Google Translate |
| 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 |
| Incoming Email Management |
| Installing HireTrack NX Incoming Email Service |
| Configuration |
| Standard Email Settings |
| Import Email |
| Viewing Emails |
| Manually Matching |
| Viewing Incoming Emails |
| Report Configuration |
| Configuring Reports |
| Reporting Miscellaneous Functions |
| Searches by Query |
| Integrations by Query |
| Extensions by Query |
| Help & Support Tab |
| System Information |
© 2021 Navigator Systems Ltd