Easy to use software that cuts cost
Tracker 7 is tool, inventory and equipment tracking software. Construction companies, municipalities, utilities, the military, and oil and gas companies use it to make employees accountable and cut cost.
The Tracker's optional, extra-cost modules can be added to the Construction, Tool Crib, or Maintenance Tracker at any time, over the phone, without re-entering data. Stationary barcoding is the only optional module available with Tracker Lite.
The Construction Tracker is a complete tool tracking package and the foundation for the Tracker's optional, extra-cost modules. The Construction Tracker is for mid-sized to large organizations that want to assign tools and equipment to jobs, employees, trucks or storage sites for days, weeks, or months at a time.
Transfer to job. Move tools, equipment and/or
supplies to a job (the new ‘location’). The source location
can be a storage site or another job. Shipping tags can be set to
print automatically when an order is complete or printed manually. In
the header:
Specify a source location and the Tracker will
display a list of all items at that location. Transfer all of them
with 2 mouse clicks or select items to transfer. No more chasing around, looking for tools and equipment you know you have but can't find!
The order number can be typed in or
auto-generated.
Truck #, move in $, move out $, permit $,
default transfer date, and default po can all be entered.
The default transfer date and po entered in the
header are automatically entered for each detail item but can be
edited. A dept can be entered for each detail item.
Transfer to storage. Move equipment, tools, or
supplies to a storage site (the new ‘location’). The source
location can be a job or storage site. You can have as many storage
sites as you want.
Abandon inventory. If you abandon broken, lost
or stolen items, they remain in inventory and can be restored to
active use if fixed, found, or recovered. If you use the Tracker's
depreciation feature, Abandoned inventory reports compute the book
value of abandoned items and can be used for insurance purposes. Some
companies prefer to differentiate between categories of abandoned
tools or equipment, e.g., stolen, broken, being repaired, etc. If you prefer, you
can set up several fake jobs or storage sites to accommodate these
categories.
Edit or add to inventory. Edit or add tools
and equipment. The Tracker calculates straight-line depreciation.
Items can be tracked as vehicles, with old and current license
numbers and expiration dates. The system can warn you when licenses
are about to expire. If you have our Employee module, Driver tracking
with histories has been added as well. The inventory table contains
114 fields, of which 49 are user-defined.
Edit or add jobs. A ‘job’ can be any
trackable location: an employee, a truck, a category, e.g., ‘out
for repair.’ Specify the company, customer, project type, job
mail and street address. The job table contains 96 field, of which 24
are user-defined.
Edit or add to order. Brings up a window that
lists your previously-entered orders by order number, most recent
order first. Select an order number and the transaction window will
appear, ready for you to add items to the order or to print a
shipping tag.
Edit history. Edit history brings up the
History window, which shows you where your inventory is and has been.
Both old and current transactions are displayed, with every
transaction for every Id listed. You can edit and delete records or
just take a look. Have you ever wondered, “Who had this tool or piece of equipment last?” or “Where
has it been over the last 3 months?” This window answers those questions.
Other edit windows
Standard editing functions, including hot
keys: undo, redo, cut, copy, paste, clear, select all.
The Tracker contains a large library of pre-built
reports. Those included in the Construction Tracker are listed here. Those added by a module are listed under that module. You can modify those prebuilt
Tracker reports or add entirely-new, custom reports if you license
the Custom Reports module. Alternatively, Waterwheel can modify or
add a report for you.
Reports by default include all available data, e.g., an inventory report lists all your tools, equipment and supplies. You can limit your report to a subset of data, e.g., the inventory at a particular job, if you find the data you want. If you often run a report that contains the same subset, create a reusable query and re-use that query when running the report. Reusable queries can be set up to ask for data at the time they’re used, so you can set up reports that, for example, list all items checked out or returned
on a given day.
All reports can be printed, previewed on-screen, and
exported to tab-delimited text files (tab-delimited files can be opened by most spreadsheets and word processors).
Shipping tags list the inventory going to a
job or storage site. Items from each "from" location are
printed on separate pages. Shipping tags can be set up to print
automatically after completing an order.
Inventory reports list the current location of
your tools, equipment, and supplies. They are available in a variety
of sorts and formats.
History reports list current and former
transactions.
Other standard reports
Backup data
A bulk change utility, while not listed in the Utilities menu, can be found under the OTHER button in multi-column edit windows.
Options
Options for optional modules, including the barcoding module, are listed separately.
Shipping tag options
Tag sort. Choose the order you wants tags sorted.
Auto print tags. Check this box to have shipping
and repair tags printed automatically when you close the transaction
window.
Tag header 1 thru 4. The data typed here
(company name, address, etc.) appears at the top of shipping and
repair tags.
Tracker options
Days in months. Used in History and Billing
reports. Set to 21 (the default) or 30. If 30, the Tracker counts
every day in the year, disregarding holidays and weekends. The 5 and
21 setting does not count weekend or holidays listed in the Holidays
window.
Default site. Lists the current default storage
site.
Integrate. Select the accounting system you wish to integrate with: American Contractor, Computerease or Timberline.
Default co dept. After you change this field,
every newly-added inventory id will automatically include this
department as its check out department (internal name: codept). The
value can be edited, if you wish. Inventory already in the Tracker
will retain the check out department entered previously.
Archive deletes. Check if you want the Tracker
to retain deleted inventory and history data for audit purposes.
Examine your deleted and archived data by choosing Deleted data in
the Reports menu.
Use pick ticks. Check if you want to use the
pick ticket option. Pick tickets are designed for warehouse use.
Enter pick tickets like normal transfers but without affecting
inventory, pull and ship that inventory, then edit and 'process' the
order. Unique items can be specified by description, not ID (useful
if you want your warehouseman to pull the first available item
without searching for a particular ID). Prints backorders (pick
tickets for unfilled items) when order is 'processed.'
Auto popup. Check if you want popups to open
automatically when highlighted.
License chk. Check if you want the Tracker to
look for expiring vehicle licenses every time you start the system
(checked by default). If your database is large, this process may
take a minute or 2. At that point, you may prefer to turn this
option off.
Integration with accounting software
Add high-speed inventory, tool and equipment tracking software (optionally, with barcoding) to your accounting software.
American Contractor, ComputerEase and Timberline integration are included with the Construction Tracker at no additional charge. The Tracker can be custom-integrated with other accounting systems.
We've tried hard to make the Tracker easy to learn and use. The interface is clean, simple, and consistent. For example ...
This consistency means that beginners can get up and running quickly. Our suggestions for learning the Tracker are on our startup page.
We've also tried hard to make the Tracker fast and convenient. We’ve paid special attention to the needs of typists. You can enter large amounts of data, quickly, without ever touching a mouse.
The interface displays large amounts of data at a
time in ‘grids.’ Grids look like spreadsheets but add a lot
of capabilities, e.g., a ‘cell’ in a grid can contain a
check box or a popup list. If you click on a column heading in a
grid, the data will sort itself by that column in ascending order.
Click on the same column heading a 2d time and the data will resort
itself in descending order.
Grids can be customized to suit your requirements.
Temporarily change the order or width of columns
or set up temporary partitions as you would in a spreadsheet.
Select one of 4 predefined grid formats from the
Window menu (horizontal, vertical, split horizontal + vertical,
split horizontal + horizontal).
Set popups open automatically when
entered or on command. Less-experienced users generally find
the automatic setting easier to understand and use.
Permanently change column headings (e.g., change
‘ID’ in the inventory window to ‘Tool ID’) or
the order columns appear.
Permanently include or exclude columns. If you
don’t use one of our standard columns, leave it out. Add one or
more user-defined fields (all major tables and windows include
user-defined fields: the inventory table offers 49). User-defined
fields can be named anything you like and placed where you want in
the grid. If you need to track a characteristic we didn’t think
of, user-defined fields will do the job for you.
If you have our Employee module and are using
User Passwords, you can customize each employee’s grid to
include just the fields he or she needs, in the exact order he or
she wants them. You can, for example, set up your grids so the order
on-screen matches the order on your paper forms.
In edit windows, click on a column heading to sort
the grid by that column (click again to toggle between ascending and
descending sorts). Then scroll in the browser to find the data you
want.
Search using a simple, one-field ‘starts with’
or ‘equals’ query in edit windows, transaction windows, and
when creating reports. Select the column you want to search on and
fill in the data you’re looking for.
If you need a more complex query, use Tracker 7’s
robust query generator to create temporary or reusable queries in
edit windows, transaction windows, and when creating reports. Queries
can contain any number of clauses, parentheses, AND and OR, etc. All
query operators are described in English, not mathematical symbols.
Reusable queries can ask for data at the time the query is run, e.g.,
a query designed to show a date range can ask for the desired range.
Transaction windows offer additional, specialized
ways to find inventory.
Fill in Location Now in the header grid and only
inventory currently at that location can be found (using any of the
techniques described above or below), e.g., if you want to see
everything at that location, push FIND and all the items at that
location will be displayed.
Add a blank record to the detail grid, enter a
inventory Id or the first portion of an Id, then press Tab or Enter.
All the items that match will be displayed.
Add a blank record to the detail grid, leave the
Id blank, select a Description and press Tab or Enter. All the items
that match will be displayed.
A Pentium-class processor with Windows 95 or later.
Initially, 12 mb of disk space. As you add data, additional space will be required. After a few years, the Tracker typically requires 25 mb of disk space, but that number can vary dramatically in either direction.
We recommend doubling Microsoft's minimum RAM recommendation for your version of Windows, e.g., for Windows 95, we recommend 16 mb of RAM.
Tracker Lite is limited to 195 tools. The Construction, Tool Crib and Maintenance Trackers do not limit the number of tools you can enter.
The Tracker is built in Visual FoxPro, a Microsoft product, and
adheres to all Microsoft standards, e.g., ODBC. FoxPro's maximum table size (1 billion records) is significantly larger than the largest Tracker tables, e.g., a very large inventory table might contain 100,000 records.
The Tool Crib Tracker, which combines the Construction Tracker and Employees module, is for organizations that assign tools and equipment to employees in the morning and expect their return to a tool crib in the afternoon.
The Construction Tracker and Employees moduleare described elswhere in this document. What's described here are the steps required to turn on the Tool Crib Tracker and the options that make it work best.
To turn on the Tool Crib Tracker in the Tracker demo...
If you've licensed the Tracker and want to run the Tool Crib version, you must have the optional Employees module. Turn on the Tool crib option by selecting OPTIONS, EMPLOYEES, TOOLROOM from the UTILITIES menu
The Tool crib option...
Tool cribs can benefit from other Tracker options...
The Maintenance Tracker, which consists of the Construction Tracker and Repair and Maintenance module, is for heavy equipment operators and vehicle-management groups that want to schedule equipment and vehicle maintenance and track repair costs.
The Construction Tracker and Repair and Maintenance module are described elsewhere in this document.
Tracker Lite, a free, stripped down-version of the Construction Tracker, is ideal for smaller organizations that need to track 195 or fewer items.
You can upgrade to the Construction Tracker at any time, over the phone, without re-entering your data.
Tracker Lite limits the number of tools and pieces of equipment you can manage (the full Tracker system doesn't). You can increase that number at any time, over the phone, without re-entering data. Call 800 962 3329 for more information.
Construction Tracker features and options not included in Tracker Lite.
The optional Employees module (includes Dispatching)
Automatically included with the Tool Crib Tracker.
The optional Employees module serves several purposes. You
can transfer inventory to employees, transfer inventory to jobs while keeping track of which employee at the job has that inventory, assign employees to jobs as foremen (superintendents, project managers, etc.), assign
employees to vehicles as drivers, set up log-in passwords,
customize the Tracker for each employee, and dispatch employees and equipment.
If you transfer items to an employee, that
employee becomes the items’ new ‘location.’
If you want to transfer tools and equipment to a job and keep
track of which employee at that job has them, transfer them to the
job BY the employee.
If you assign foremen, superintendents and/or
project managers to jobs in the Jobs window, you can run inventory
reports that list all the tools, equipment and supplies at jobs
where a particular employee is foreman or superintendent or project
manager.
If you assign drivers to vehicles, the Tracker will
maintain driver histories.
Transfer to employee. Move tools, equipment
and/or supplies to an employee (the new ‘location’). The
source can be a storage site, vendor, job, or another employee. If you store digital photographs of your employees in the employee PICTURE column, that photograph will appear every time the employee checks inventory in or out: a useful function if your tool crib manager doesn't know all your employees by sight.
Dispatching. The Tracker's employee and equipment dispatch system was designed to be used with a magnetic dispatch board and stationary barcode reader but does not require either.
If you use a magnetic dispatch board, your jobs, employees, and equipment can be attached to the board with magnetic card holders. The cards themselves can be printed on card stock using the Tracker's barcode label printing feature. You can arrange your job cards in a column on the left then place the employees assigned to each job in the first column to the right, next to the job they're assigned to. If you want to differentiate between 'in use', 'available' and 'reserved' equipment, you can create columns for each and place your equipment in the appropriate column, to the right of the job to which they are assigned.
After you've arranged the board to display tomorrow's equipment and employee assignments, record your dispatch data in the Dispatches window manually, using the Dispatch window's fast entry system, or scan it with a stationary barcode reader). You then can run a variety of reports (listed below), including equipment transport and employee calls. The former lists equipment scheduled to move from one location to another. the latter, employees scheduled to move.
The Tracker maintains a history of your dispatch data, so you can look up previous dispatch schedules.
Other edit windows
Inventory reports
History report sorted by previous foreman,
lists inventory whose previous location was at a job with a foreman
specified in the Jobs window
Dispatch reports
Other standard reports: Employees
Employee options
User passwords. Check if you want to use the
Tracker's password security system, which requires users to enter an
id and password whenever they start the system.
Xfer to emps (transfer to employees). Checked by
default when the Employee module is used. Uncheck if you do not want
to transfer inventory to employees.
Password required. Check if you want to use the
Tracker's password security system, which requires users to enter an
id and password whenever they start the system.
Accum By. Check if you want to keep track of
non-unique inventory by job and employee (using the BY field) at the
same time (this feature is automatic for unique inventory). For
example, if you check 2 widgets out to job 123 BY Sam then check
another 3 widgets out to the same job BY Joe, you'll see both
transactions listed in the Inventory browser. You can, therefore,
check items IN from a specific job/employee combination.
Confirm driver. Check if you want to confirm
(and potentially change) a vehicle's driver every time it's
transferred to a job.
If you use passwords, each user can set their grids
up differently (in the Select, rename, & reorder columns window),
with different columns in different orders.
The optional Custom Reports module
The optional Custom Reports Module lets you modify
the Tracker’s standard reports and add entirely new report that
suit your exact requirements.
Standard reports can be modified within limits.
Fields can be added and deleted and moved. In some cases, data can be
grouped and subtotaled. Headers and footers can be changed, as can
page layouts (portrait to landscape).
Custom reports are more flexible. Sort, group, and
subtotal (count, average, etc.) freely. Set up custom reports to ask
the user for specific data (e.g., a date range) when the report is
run. Output as reports or in a variety of file formats (text, Excel,
Lotus).
Most of the options listed under CUSTOM REPORTS in the Reports menu
correspond to the edit window with the same name. A few combine data.
Customers + jobs, for job lists with customer
information, e.g., customer address and phone
The optional Supplies and Small Tools module
The optional Supplies and Small Tools module tracks
items in quantity, with one ID representing more than one identical
item. Quantity items can be checked out as returnable (small tools)
or non-returnable (consummables). Recovers the cost of the supplies and small tools you use, especially when used with the optional Billing module.
The add to stock, drop ship, edit container, and edit kit functions can be found in the Tracker menu under Supplies & Small Tools.
Add to stock adds to the quantity of a
non-unique item already in storage. The Tracker's PO tracking system also adds to stock
Drop ship adds to the quantity of a non-unique
item at a job or employee.
Edit container edits the contents of a
container, a real, physical 'thing' (e.g., a gang box) that contains
tools, equipment and/or supplies. You can check a container out to a
job, transfer it to another job, and check it in.
Edit kit edits the contents of a kit, a list
of supplies or small tools that are often shipped out together. A kit
isn't a real, physical 'thing' in the way a gang box is 'real.' It's
just a list. For example, kit 123 might consist of 2 bags of cement
and 5 hand trowels. If you checked kit 123 out to a job, you wouldn't
see kit 123 on that job's inventory list. You'd see the cement,
trowels and sand that made up the kit.
Other edit window
Inventory reports
Other standard report
Supplies & small tools options
Fractional qty. Check if you want to check items
in and out in units less than 1. You will then be able to enter
quantities up to 99999.99.
Accum Dept. Check if you want to keep track of
non-unique inventory by job and dept at the same time (this feature
is automatic for unique inventory). For example, if you check 2
widgets out to job 123 under Dept A then check another 3 widgets out
to the same job under Dept B, you'll see both transactions listed in
the Inventory browser. You can, therefore, check items IN from a
specific job/dept combination.
NR return dept. If Accum Dept is on, this option will automatically select a job's codept (check out department) when non-unique, non-returnable items (consummables and supplies) are returned.
The Billing Module automatically bills for supply and
small tools rentals and sales, credits for returns, and allows
quantity items to be included or excluded from pre-defined job
discounts.
The optional Barcoding module eliminates typing, speeds up data
collection and reduces errors. The Tracker’s barcode system can
be tailored to your company using off-the-shelf components. Choose the system that fits your needs!
Barcode label software is integrated with
the Tracker, so you can print your labels in-house on standard paper
stock. Covered with clear plastic packing tape, paper labels are
water, chemical, and scratch-resistant. Or, if you wish, you can use
externally-printed labels.
Laser scanners and wands. Laser
scanners have a higher read rate, are easier to use, but cost more.
Stationary and portable readers.
Stationary readers, which are attached to a computer by a cable or a radio connection, are less expensive than portable readers. They work well if everything in your warehouse passes through a single door or across a single counter. If you need to collect data away from your computer, you need a battery-powered, portable reader, which can scan items as they’re loaded or unloaded from a truck or delivered to a job site.
Pen-sized portable readers from Videx
(DuraTrax wand and LaserLite laser, DuraTrax is 6.3” x 1.45”
x 1.1, 8.8 oz, www.videx.com) are easy to use because they’re
functionally limited. They contains, for example, just one program:
turn the reader on and it’s ready to check your tools in and
out. Lacks a keyboard: if a label is unreadable, data must be
entered with a ‘cheat sheet.’
Palm-sized portable readers from Worth
Data Solutions (TriCoder, available with wands and lasers, 6.3"
x 3" x 1", 12.5 oz, www.barcodehq.com) are more
complicated but do more. They contains, for example, 3 different
programs: check in and out, receiving, and physical inventories.
Turn a reader on, pick the program you want, then go. Has a
keyboard: if a barcode label is unreadable, type it in.
Barcode software. We offer several
pre-built software options. Record just unique items, unique and
non-unique items, BY or DEPT data, and/or tool condition. If your
requirements are unique, we’ll modify the software to meet
those requirements.
Barcode functions
Barcode options
Print tags. If checked, the Tracker prints
Shipping tag reports after uploading and processing barcode files.
Print rpt. If checked, the Tracker prints a
Barcode processing report after uploading and processing barcode
files.
Match not rqd. If checked, the Tracker processes
unique items whose location in the Tracker database does not match
the location specified in an uploaded barcode file.
Separate #. If checked, the Tracker will look
use the Barcode # (internal name: user_c8) in the Inventory window
when processing files, not the id. This is useful if you're using
externally-printed barcode labels. If a label is damaged or missing,
replace it with a new label and edit the Barcode #.
Label format. For labels printed from the
Tracker barcode menu. Pick from several pre-defined formats, including 2
stock Avery sizes.
Hardware. Specify the hardware you’re using
and, in the case of Videx hardware, whether you’re collecting
unique id’s only.
The optional Billing module turns your tool room into
a profit center, renting and selling tools, equipment, and supplies
to your jobs and employees. Our most function-rich module, the
Billing option automatically calculates tool and equipment sale and
rental rates when billing reports are run.
Each item can have it’s own unique rate
structure (the system default might be to use the DAY rate, but one
item might default to its SALE rate, another to its WEEK rate).
Jobs can be set up with automatic discounts.
Supplies and small tools can be excluded from those discounts, as
can specific tools and pieces of equipment.
Rentals can be capped by job, id, or exception.
Budgets can be entered in dollar or quantity terms and compared with actual
results.
When an item is checked out, the Tracker brings
all your pre-sets to bear, e.g., an item set up to default to a WEEK
rate of $25, when checked out to a job with a 10% discounts, will
appear in the check out window with a week rate of $22.50. The
pre-sets can be accepted or edited (if edited, you’re editing
just this one transaction, not the standard pre-sets) either in the
check out window or later, in history.
Choose from 8 pre-defined forms of billing
logic.
Billing reports can be run on any schedule,
including mixed schedules (e.g., some items weekly, others monthly).
Billing reports list the amount due from
inventory sales and rentals.
Rates reports list the standard rates entered
in the Inventory window.
Billing options
Basic Billing
The demo version of the billing system is the complete version. The basic version is configured when the Tracker is licensed.
The optional Repair and Maintenance module
Automatically included with the Maintenance Tracker.
The optional Repair and Maintenance Module schedules maintenance and warns you when it's due. It also tracks repair history and cost and helps you make better repair-versus-buy decisions.
Maintenance plans
A piece of equipment's maintenance schedule can consist of any number of maintenance 'plans.'
A maintenance plan can be a task that must be performed routinely on a piece of equipment, e.g., a truck needs a lube-oil-filter every 3,0000 miles or 90 days, whichever occurs first.
A maintenance plan can also be a 'chain' of tasks. Heavy equipment manufacturers often require such chains, e.g., a lube-oil-filter at 250 hours; a lube-oil-filter, air filter replacement, and belt inspection at 500 hours; a different set of tasks at 750 hours; and so forth.
Maintenance plans can also be set up for annual inspections, periodic callibrations, warranty periods and other 'non-physical' scheduled tasks.
How do you know when maintenance is due?
Run a maintenance due report.
Turn on the appropriate option and the Tracker will warn you when maintenance is due on one or more items when you start up the system.
Another option will automatically generate work orders for items with maintenance due.
If an item pops up with maintenance due (perhaps because it's passed the 'number of days' test) but isn't really ready for maintenance (because it's hardly been used for the last few days or weeks), you can postpone maintenance, i.e., temporarily remove the task from maintenance due reports and work orders for the number of days you specify.
Recording maintenance and repair work
There are three ways to record maintenance and repair work.
Parts and labor
If you have the Supplies and Small Tools module, you can associate parts lists with maintenance tasks and print those lists on maintenance due reports and work orders.
Maintenance and repair work can be recorded in summary fashion or with detailed parts and labor lists. These approaches can be mixed, i.e., one task can be recorded in summary fashion, the next in detail.
Summary repairs. Record just the parts and/or
labor costs associated with a repair. A good choice if your repairs
are done by outside vendors.
Detail repairs. Record the parts and labor used
to repair an item (Supplies & small tools module required). A
good choice if you do your repairs in-house and want to manage your
parts inventory.
Windows
Record repair. Used to record repair and maintenance work.
Record meter. If some of your maintenance
plans used meter readings as 'trip wires', you'll want to record
meter readings. If you're billing for meter hours, you'll need to
record meter readings.
Edit or add work orders. A workorder is a list
of preventive maintenance and repair tasks to be performed on a piece
of equipment.
Other edit windows
Reports
Repair or meter tags list the inventory in the
current repair or meter order. Repair tags can be set up to print
automatically after completing an order when you close the
transaction window.
Maintenance due reports can be based on actual or predicted use. Those based on actual use list items with maintenance due at the time the report is run. Those based on predicted use predict when maintenance will be due in the future, i.e., they can answer questions like, "What equipment will require maintenance next week?" or "Which trucks will need maintenance in December?"
Meter reports track meter readings.
Repair history reports list and subtotal repair and maintenance costs.
Tool status reports combine inventory and
maintenance plan information. They lists all maintenance plans with
date dates and meter due-by data. Available sorted by id,
description, or location.
Work orders can be printed one at a time, or
those due today, or another group defined by the user. Work orders
list the preventive maintenance and repair tasks to be done with
checkboxes the user can check as tasks are completed. The user can
also enter hours / miles (the current meter), the parts used,
comments, mechanic and manager signatures.
The Work order summary summarizes open work orders,
one work order per row.
Other standard reports
Repair & maintenance options
Bill repairs. Available only if you have both
the Repair and Maintenance and Billing modules. Check if you want to
bill jobs and employees for repairs.
Gen work orders. Check if you want the Tracker
to generate work orders when preventive maintenance is due. If MAINT
CHK is checked, the Tracker will offer to generate work orders when
you start the system. Otherwise, the Tracker will offer to generate
work orders when you select EDIT OR ADD WORK ORDERS from the TRACKER
menu.
Maint chk. Check if you want the Tracker to warn
you, every time you start the system, that maintenance is due on one
or more ids. If your database is large, this process may take a
minute or 2. At that point, you may prefer to turn this option off.
Repair detail. Repairs can be recorded in as
summaries (just the parts and/or labor costs associated with a
repair) or with detail (the parts and labor used to repair an item,
Supplies & small tools module required). NEVER ADD (the
default), ASK USER, or ALWAYS ADD.
The optional Multi-user module
The single-user Tracker can be installed on a network and accessed by more than one person, but only one at a time. More than one person can use the system at the same time if you license additional users.
Contact us for more information about our inventory, tool and equipment tracking software.
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Customers are specified in the job customer column
Departments, transaction codes used primarily in the
Tracker billing module
Descriptions, tool and equipment categories
Holidays are excluded from history and billing
calculations
Manufacturers
Offices, specified in the job company and bill to
columns
Projects are specified in the job project column
Storage Sites, locations where your inventory is not
being used
Tool status, the condition of your tools and
equipment
Vendors, suppliers and repair facilities
Sorted by id, with and without cost (purchase price)
Sorted by description, with and without cost
Sorted by location, sub-sorted by id or description,
with and without cost, prints a new page for each location
Abandoned inventory reports list currently-abandoned
tools, equipment, and supplies, sorted by description or id
Check out notes, the contents of the Check out notes
field from the Inventory window
Depreciation, sorted by description
Expiring licenses, vehicles whose licenses will
expire within the next 30 days
Id notes, the contents of the id notes field from the
Inventory window
Previous location, each inventory item's current and previous location
Summary, lists the number of tools, pieces of equipment, or supplies with the same description currently at each
job or storage site
Worksheet, for physical inventories
Sorted by id with most transactions, end dates included, excludes add-to-stock, edit container, and (depending on the options selected) some or all repair transactions
Sorted by id with all transactions, end dates excluded, lists all
transactions of any type for each id
Sorted by description with check outs only
Sorted by location with check outs only
Notes, lists information entered in the Notes field
with each detail transaction
Summary with utilization, lists ids with the
percentage of time each has been checked out to a job
Budgets
Column headings, lists all available fields sorted by
window name, unused fields first
Deleted records, items that have been deleted from
the Tracker
Departments
Descriptions
Holidays
Jobs
Manufacturers
Open pick tickets, unprocessed pick tickets
sorted by description, location, or order number.
Storage sites
Vendors
Restore data from backup
Backup and rebuild (purge and re-index) data.
Bulk delete history, deletes history before a user-specified date
Bulk delete inventory
Change destination, allows you to change the 'to' location for an existing order
Copy the current record
Extended use, if you normally check tools out to employees or jobs for a day at a time, 'extended use' marks them as having your ok to stay out for an extended period
Insert pick ticket id, if you’ve
left the pick ticket id column blank so your warehouseman could fill in the id of
the tool or piece of equipment actually pulled
Process pick ticket, after it’s been pulled
Transfer file, automates the movement of inventory between warehouses and tool cribs, eliminating data-entry time and errors
Airclic import, import data gathered via Nextel cell phones using the Airclic system
American Contractor, enter GL transactions, import and export
ComputerEase, import, export consumable adjustments, export consumable receipts, export tool and equipment job cost, options
Timberline, import categories and costcodes using ODBC, import employees using ODBC, import equipment using ODBC, import jobs using ODBC, export supply tool and equipment job cost, options
Configuration and renewal, lists the optional modules currently in
use
Paths to databases & reports, specifies the path
to your database and report files
Select, rename & reorder columns, allows you to
select the columns you wish to see in grids, in what order, with what
column headings.
If you have the Construction, Tool Crib or Maintenance Tracker, you can also...
Driver histories, lists the driver assigned to each
vehicle with start and end dates
Employees
Dispatch
Sorted by By field, sub-sorted by description or id
Sorted by foreman, project manager, or
superintendent. If you enter foremen, project managers, and/or
superintendents in the Jobs window, these reports will print out a
list of the tools, equipment, and supplies currently at jobs where an
employee is the foreman, project manager, or superintendent.
Sorted by job
Sorted by job, equipment AVAILABLE
Sorted by job, equipment IN USE
Sorted by equipment id
Sorted by equipment id, status AVAILABLE
Sorted by equipment id, status IN USE
Sorted by supt then job
Sorted by supt then job, equipment AVAILABLE
Sorted by supt then job, equipment IN USE
Sorted by employee
Equipment transport (current location: inventory window)
Equipment transport (current location: most recent dispatch)
Employee calls (current location: employee window)
Employee calls (current location: most recent dispatch)
History + jobs, for history reports that include job
information, e.g., job address and phone
Inventory + jobs + offices, for inventory reports
that include job and office information, e.g., job address and phone,
office address and contact
Inventory + sites, for inventory reports that include site information
Purchase orders, used to set up and receive against POs
Kits
Storage site QOH less than order point. If you enter
an order point in the Inventory window, this report will list items
whose order point is less than the quantity on hand.
Inventory worksheet, for physical inventories
Purchase orders activity, lists receipts
Purchase orders open, lists POs that have not been completely received
Purchase orders variances, lists POs that have not been completely received within a date range
Upload new file from a portable reader
Process old file, after correcting errors
Barcode labels: employees, inventory, jobs, and sites
Rate book billing is used when the rate book option
is used
Sorted by location then id, with or without $0 due
items
Sorted by location then description, with or without
$0 due items
Sorted by location then dept, with or without $0 due
items
Sorted by location then dept with budgets
Sorted by location then returns with summary, subtotals amount due for returnable and non-returnable items
Summary sorted by job
Summary with budgets sorted by dept
Summary with budgets sorted by description
Rates sorted by description lists every id's rates
Summary rate sheet lists one line per description
Equipment types, groups of similar or identical
equipment that will need similar or identical maintenance schedules
Equipment plans, lists of Maintenance types
associated with Equipment types
Maintenance parts, available if you have both the
Repair & maintenance and Supplies & small tools modules. List
the parts associated with a maintenance type then generate reports
that list those parts by equipment id or by location.
Maintenance plans, descriptions of maintenance
activities to be performed on a group of similar or identical
equipment
Maintenance types, a specific maintenance activity
for a specific piece of equipment
Based on actual or predicted use, sorted by id,
description or date due
Based on actual or predicted use, sorted by location
then date due, prints a new page for each location
Based on actual or predicted use, sorted by location
with parts, prints a new page for each location, lists the parts
required for each maintenance procedure
Based on actual or predicted use, parts summary
sorted by location, prints a new page for each location, totals the
parts required at that location
Meter inventory with total usage since January 1,
lists unique id's with their current locations
Meter history sorted by id with detailed usage and
rates, for those who use meter readings to charge by the hour
Meter history sorted by location with detailed usage
and rates, for those who use meter readings to charge by the hour
Meter history sorted by location with total usage
this period, lists all meter transactions for the period requested
Meter worksheet, a form designed for filed use by
companies that use meter readings to charge by the hour
Sorted by id, subtotals repair cost by id
Sorted by description, subtotals repair cost by description
Sorted by vendor, subtotals repair cost by vendor
Equipment types
Equipment plans
Maintenance parts
Maintenance plans
Maintenance types
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