Route Sales Trakker Training OFFICE Level 1 Getting Started Part I: Preparation Preparing Data for Trakker Selecting Inventory Preference Part II: The Setup Desktop Installation Basic Desktop Navigation Tax Codes Customer Basics Product Basics Initial data load Adding Customers to the Handheld Setting up your first phone or tablet (Handheld) Part III: Invoicing 101 Your first Invoice Reviewing in the office Level 2 Appointments Part I: Appointment Basics Overview Manually Scheduling Your first Appointment Arriving at the Customer’s Appointment Creating and Using a Reusable Appointment Part II: Automated Appointments Customer Recurring Events SMART Routing
