equipment management software Tracker 7 tutorials

Easy to use software that cuts cost

equipment management software

Tracker 7 is tool, inventory, and equipment management software. Construction companies, tool cribs, municipalities, utilities, the military, and oil and gas companies use it to make employees accountable and cut cost.

Our startup guide lists your training and support options along with a number of startup suggestions.

Streaming video tutorials and training guides

If you're evaluating the Tracker, our streaming video tutorials are the next-best thing to a live demo.

If you're looking for training, the best way to learn the Tracker is to watch a tutorial then immediately work thru the corresponding training guide, i.e., sit in front of your computer, type in the data that's asked for, push the buttons that are described, etc.

Mechanics

You need a sound card and speakers to hear the voice-over narration in our streaming video tutorials.

The free Webex plugin will download automatically when you click a tutorial link, below. Three windows will appear in succession (the tutorial will appear in the 3d window). This can take a minute or two. Please be patient!

If you prefer, you can download the tutorials.

The tutorials were recorded on an 800 by 600 pixel monitor. If you're using a VGA (640 by 480) monitor, you won't see the entire screen. Move your mouse up, down, right and left to expose the 'missing' portions.

Advice and disclaimers

If you're not familiar with the Tracker, watch the basics tutorial first. That tutorial covers basic features (adding inventory, checking items out to jobs, running reports) that aren't covered in other tutorials. Afterwards, the order you watch the tutorials isn't critical (with 2 exceptions: watch the advanced billing and repair & maintenance tutorials after watching the basic versions).

The training guides are based on the sample data provided with the Tracker. If you're not using the sample data, contact us. We’ll help you set it up (if you're using the Tracker for real, we'll set it up separately from your real data and show you how to switch between the 2).

We are constantly adding features to our tool, inventory and equipment management software. If something in a tutorial doesn't match the software, or if there's a feature in the software that doesn't appear in the tutorial, it's because we haven't updated the tutorial yet.

  1. basics tutorial 14 min 1 sec training guide
  2. tips and tricks tutorial 26 min 24 sec training guide
  3. options, modules and versions tutorial 6 min 40 sec

  4. the barcoding module tutorial 15 min 33 sec

  5. the repair & maintenance module tutorial 9 min 9 sec
  6. advanced repair & maintenance features tutorial 14 min 47 sec

  7. the employees module tutorial 23 min 26 sec

  8. the supplies & small tools module tutorial 16 min 4 sec

  9. the basic billing module tutorial 16 min 50 sec
  10. advanced billing features tutorial 18 min 26 sec

  11. the custom reports module tutorial 20 min 29 sec

  12. pick tickets tutorial 7 min 18 sec
  13. external rentals tutorial 10 min 16 sec
Screen shot tutorial

This tutorial covers the basic features of our tool, inventory and equipment management software. It shows you how to...

  • Edit and add equipment, tools, and consumables ('inventory' in the Tracker)
  • Edit and add jobs
  • Check inventory out to jobs
  • Print shipping tags and inventory reports
  • Examine and edit transaction histories

The Tracker does much more than this. If you want more detailed information or want to check out the Tracker's other features, contact us or check out our streaming video tutorials.

Double-click on the Tracker shortcut.

Click DEMO.

Click TRACKER LITE.

Click INVENTORY in the tool bar to open the Inventory window.

To edit an ID, TAB to or click in the field you want to change then type in your data. If a field is a pop-up list, you can usually add a new value to that list by closing it (press SPACE BAR) and typing in your new value.

Click ADD to add a new tool. You only have to enter an ID, all other fields are optional.

Click OTHER to copy or delete a tool record.

Click FIND.

The Tracker gives you many ways to find information. Some are sophisticated, others simple. For now, click in the blank field under Id, type in the first part of a tool Id, then click OK. Your inventory will be sorted by Id with the first matching item highlighted.

Click JOBS in the tool bar.

This window works just like the Inventory window. You can edit an existing job or add a new job.

When you're ready to transfer inventory to a job, click TO JOB in the tool bar.

Pick a job from the To Job field in the upper left corner then click SAVE & ADD to add a tool Id to your order.

There are several ways to select tool Ids. You can type in the Id you want (click INVENTORY in the tool bar to see a list). Or you can type in the first portion of an Id. You can also leave the Id blank and choose a description from the pop-up list. If more than one tool matches your partial Id or description, the Select Inventory window will appear.

Click in the check box to the left of the Id or Ids you want to add to your order then click ADD.

You can also FIND an Id or group of Ids.

Click on the Report menu then on Shipping Tag.

Click SCREEN then OK for a screen preview of the Tracker Shipping Tag.

Press ESC twice to close the preview and the Report Setup window. Click on the Report menu, on Inventory, then on Sorted by Id with Cost. Click SCREEN then OK for a screen preview of an Inventory report. Tracker inventory reports tell you where your stuff is right now. They're an essential part of our tool, inventory and equipment management software.

Press ESC once to close the report preview. Leave the Report Setup window open. Click the FIND button. You can use this window to limit reports to a particular set of data, for example, just the inventory at a particular job (click where it says ID, scroll to and click on LOCATION, type in a job number, then press OK twice). When you're done, press ESC until all windows are closed.

The Tracker keeps a complete history of every check in and check out transaction. Click on the Tracker menu then on Edit History to see a history list.

You'll often see the same item listed more than once, e.g., E024 at the top of the grid. Each row is one check in or check out. This window is useful for answering questions like, Who had this item last? and where has this item been over the last 3 months? But it's only the beginning. With the Tracker, you can answer questions like, How much are we using our equipment? Would we be better off renting or buying another compressor? How much have we spent, maintaining this truck? All of these questions can be answered by analyzing your on the transaction history, which is another essential part of our tool, inventory and equipment management software.

Contact us for more information about our equipment management software.

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