Getting Started
Ontraccr features overviewHow to access the Ontraccr appsAdding your company adminsConfiguring basic company settingsSetting initial user roles & permissionsImporting existing data (users, projects, cost codes, materials, etc)Creating your first projectCustomizing profile names & typesCreating your first boardGetting started with time trackingCreating your first formFile management and storageGetting started with scheduling
Project Management
Customer Management
Boards
How do boards work?Creating a board from a templateCreating a board from scratchCustomizing board statusesSharing boards with other usersAdding and moving cardsBoard workflow automationsBoard viewing optionsManaging tasksTriggering forms from a boardConfiguring board email notificationsCustom board templatesLocking boardsCommon board use-cases
Forms
Time Tracking
User Management
File Management
Scheduling
Equipment
Settings & Configuration
Integrations
Quickbooks Online (QBO)
How the QBO integration worksActivating and managing the QBO integrationSyncing time cards from Ontraccr into QBOSyncing inventory across Ontraccr and QBOSyncing invoices (receivable) from Ontraccr to QBOSyncing purchase orders from Ontraccr into QBOSyncing invoices (payable) from Ontraccr to QBOSyncing using QBO classes
Sage 100 Contractor
Stripe
Troubleshooting
Updating web and mobile app versionsResetting & changing passwordsMobile app is not showing expected dataWeb app is not showing expected dataForm is not submitting or approvingMobile app is not allowing photo uploadsMobile app display and formatting issuesGeofencing is not workingEmails are exceeding file size limits
Common Workflows
Software Updates
Other Information & Policies
Approving/rejecting forms
The Documents > Forms > Approve page will show you all the forms that are awaiting your approval. To approve or reject a form, simply click 'Approve' or 'Reject' next to the form. You can also approve/reject/edit a form by clicking on the form to view more details. Within the 'Fields' tab, you'll see the buttons in the bottom right corner as well.
Next to the Forms section header in the left menu, you will be able to see how many assigned forms are awaiting your completion and/or approval and the red badges next to the 'Assigned’ and 'Approve' page headers will show you the number of assigned or pending approval forms that are sitting in your queue.
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