BuildTrack Pro

Workflow: set up your business in BuildTrack

The order to set things up in: your business and documents, your team, how sales flow, payments and accounting, customers and products, then each area you use.

Where it is

Work down this list in order; each step has its guide. The Setup checklist ticks itself off as things are done. See Getting started. Each step has a button to the page where you do it and a link to its full guide. In BuildTrack's Help panel, when a button takes you to a page, Back to the guide (bottom right of the screen) brings you straight back here.

The Setup checklist: a progress bar (6 of 9 done) and each step, ticked when done or with a button to do it (Connect Xero, Set up messaging, Connect email)

1. Your business

  1. Name, ABN, address, timezone and tax rate; logo and colour: Business details and branding.
  2. Invoice numbering, terms, bank details and T&Cs: Quote and invoice settings.
  3. Your own domain for email and customer links: Your domain.

2. Your team

  1. Decide what each role sees (costs, margins, labour rates): Roles and permissions.
  2. Invite your team: Invite your team.
  3. Everyone puts BuildTrack on their phone: Put BuildTrack on your Home Screen.

3. How you work

  1. Workshop on or off, and what an accepted quote becomes: Modules & flow.
  2. Orders desk targets, who's on duty and what happens by itself: Orders settings.

4. Payments, accounting and messages

  1. Card payments: Stripe.
  2. Accounting: Xero (or QuickBooks).
  3. Texting and automatic customer messages: SMS, calls and notifications and Automatic customer texts and emails.
  4. Email from BuildTrack: Connect Gmail.

5. Customers and products

  1. Bring in your customers: Import contacts.
  2. Bring in your products: Import and export products, and your suppliers: Add a supplier.
  3. Warehouses and bins: Warehouses and bins.

6. The areas you use

Lost track of where something is? Where is that setting?

Related guides

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