Setup guides
Four things account for most of the setup work in a new account. Each guide below is written as the order to do it in, not as a feature list.
- 1Guide 1
Prepare and import your customer list
Getting records in cleanly is what makes the first month of scheduling work. Do this before you build any schedules.
- Collect customer names, contact details, and every service address.
- Decide which addresses belong to which customer, since one customer can hold several locations.
- Remove duplicates before importing rather than merging afterwards.
- Contact us to review the file with you and run the import.
- 2Guide 2
Set up a recurring service
A recurring service is the service itself, its price, the location it applies to, and how often it happens. Create it once and the visits keep generating.
- Create the service and set its standard price.
- Attach it to the customer's service location, adjusting the price if that customer is different.
- Choose the frequency and the assigned technician.
- Check the first few generated visits before your team relies on the schedule.
- 3Guide 3
Require proof before a visit is submitted
Task templates are how you make sure a finished visit means the same thing every time, no matter who performed it.
- Create a task template for the service, not for the customer.
- Add the notes, readings, confirmations, and photos your procedure requires.
- Assign the template to the service.
- Walk through one real visit with a technician and adjust anything that did not match how the work is actually done.
- 4Guide 4
Choose how customers pay
You do not have to change how you collect money to use Tracwave. Decide this deliberately rather than by default.
- Keep your current process and use Tracwave for scheduling and records.
- Or connect your payment provider, such as Stripe, to send payment links.
- Set whether invoices go out on completion, monthly, or on your own cycle.
- Check your provider's processing fees before you send the first invoice.
Keep reading
Other pages that answer a specific question about Tracwave.
- How it worksSet up customers and services, put recurring visits on the schedule, define what technicians must complete, then send reports and invoices from finished work.
- FeaturesCustomer and equipment records, recurring scheduling, route views, technician checklists with photo proof, quotes, invoices, and a customer portal.
- FAQAnswers about what Tracwave is, which businesses it fits, how scheduling and technician access work, payments, imports, and customer portals.
Set up your first week of work
Create an account, add a handful of customers, and put one recurring service on the schedule. Nothing is charged until you record service.