TrackGoSales and logistics guides

How operators, sales, and drivers use TrackGo on the web and on mobile.

User guides

Web

Set up company data, users, plans, invoices, payments, packing slips, and activity history.

Web guides

Mobile

Check in at a branch, follow today's plan, visit customers, and collect payments in the field.

Mobile guides

Sales

Move from a sales request or order through invoicing and payment.

Sales workflow

Plans

Create a one-off daily plan, or generate plans from weekly visit cycles.

Plans and visits

How TrackGo is used

Operators prepare master data and daily plans on the web. Sales and drivers check in on mobile, then work the plan: visit customers, collect invoices, or complete deliveries.

Sales on the web

Create requests, orders, invoices, and payments. Attach invoices to a sales plan so field staff know what to collect.

Logistics on the web

Manage packing slips and delivery plans. Complete delivered quantities so orders can finish.

Field work on mobile

Clock in at the plan start branch, open today's destinations, check in to a customer, and record a payment.

Activity history

Review a day's footprints and field events on Timeline. Live map streaming on the web is Coming soon.