General
WIP, WIP or WIP?
When a curious Realtrac user visits the Costs tab for a Job, they may notice that we offer 3 different methods to calculate the WIP for that specific Job. What's the difference? Why would you use one over another? This article will explain the 3 ...
Realtrac Server Update Buddy
With the Server Update Buddy, our customers can update their Realtrac Server PC to this newest Realtrac version when they are released. The Server Update Buddy will be installed on the Server PC to update the server with the latest release without ...
Accounting Setup and Usage - Sage
Accounting Setup and Usage - Sage //Preparing for Sage 50 Integration (DLLs) Realtrac integration with Sage 50 is such that we have to use a specific set of files depending on the version/year of the Sage 50 product that the customer uses. Sage ...
Accounting Setup and Usage - QuickBooks
Accounting Setup and Usage - QuickBooks Realtrac 10 features integration with the Intuit QuickBooks Pro software accounting package. Businesses leveraging this integration will be able to export Invoices, Credit Memos and Purchase Orders from ...
Dashboard
Dashboard The Realtrac Dashboard is designed to help you visualize the data you capture, display valuable insights into the health of your systems and assist with identifying areas that need attention before problems arise. Using various insights ...
How To: Transmit Listings
//Send and Receive Listings In the Jobs List or Ship Order screen, use the built-in search fields to narrow the list to the jobs you wish to share with a fellow Realtrac user. A Job List Profile that has saved filters and columns can also be used ...
Document Strip and Attachments Feature
Document Strips and Attachments Feature The Document Strip in Realtrac is a drag and drop feature that allows you to attach any document or file you wish to an Estimate, Job, Router, PO’s and other modules within the system. For instance, when a job ...