I'm writing this on the train on the way back from one of my favourite cities, Glasgow. I have been up visiting an old client, a multi-national asbestos and environmental consultancy, to do some
Tracker refresher training and system updates.
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Preparing for the Tracker asbestos admin training |
Glasgow always strikes me as a city which has everything (architecture, night-life, culture, river) but doesn't realise how good it is!
Our client's staff are always really friendly and it was a pleasure to run through the administration side of
Tracker with them today. The surveyors are busy using
Tracker Mobile to capture the asbestos survey data on their iPad Mini tablets but with new admin staff in place they needed to run through the
Tracker processes for checking and producing the asbestos reports.
In a couple of hours this morning we were able to cover the basics in
Project Tracker and
Tracker 264.
- maintaining the client database
- booking in new projects and asbestos surveys
- checking asbestos records sent in by surveyors
- reviewing photos taken of asbestos locations
- entering the asbestos lab results, and
- automatically producing the asbestos reports.
We also covered
invoicing from Tracker using
Invoice Tracker and created a brand new link to the Microsoft Navision invoicing system.