What is TrackGo
TrackGo is a sales and logistics platform. Office staff run the web app. Sales, drivers, and crew work from the mobile app.
You set up the company, people, products, and customers first. Then you plan the day's visits, attach invoices or packing slips, and follow field activity.
Who uses it
| Role | Where they work | Typical tasks |
|---|---|---|
| Operator / admin | Web | Company data, users, privileges, plans, documents |
| Sales | Web and mobile | Requests, orders, invoices, payments, customer visits |
| Driver / crew | Web (plans) and mobile | Delivery plans, packing slips, customer stops |
What you can open depends on the privilege assigned to your user. If a menu is missing, ask an administrator to grant View for that area.
The usual flow
- Add company settings, branches, divisions, customers, products, and employees.
- Create users and privileges so each person only sees what they need.
- Build weekly cycles (recurring) or a one-off plan for a date. Attach invoices (sales) or packing slips (logistics).
- Field staff check in at the branch on mobile, then work the plan.
- Sales collect payment on mobile or web. Drivers complete packing slips on the web.
Sales documents
The sales path is:
Sales request (optional) → Sales order → Invoice → Payment
Processing an order can also create a packing slip for delivery. Details: Sales workflow.
Web and mobile
- Web — setup, plans, sales, logistics, timeline, CSV import
- Mobile — login, branch check-in, today's plan, customers, payments
Coming soon
These items are not in the product yet:
- Web Dashboard (the menu exists; the page is a placeholder)
- Live position on the web map (Timeline plays back a recorded day instead)
- Mobile packing slip status updates (logistics tasks are listed, not updated on the phone)
- Forgot password, remember me, and sign-up on login screens