Search Knowledge Base Articles

How to Add a Service Provider/General Contractor

Steps:

Main Menu-->Admin Tab-->Users--> Contacts tab--> click “Add Contact” button
Enter the email address of the primary contact from the Service Provider/GC company--> click “Confirm.”
If the service provider/GC is already in TracFax system, it will be automatically added to your Contacts; alternatively, the system will ask you to provide First/Last Names of the primary contact, their phone number, email address and the correct full name of the company. Upon submission of this information a new account will be created for this Provider/GC.

!Note: only add one primary contact from the Service Provider/GC company. They will be responsible to add staff members on their own.

Editing a Project Before it is Awarded or Assigned

This guide will show you how to make the following changes to a project before it is awarded or assigned: Edit the Project Name/Description Add a P...

Managing Bids

Once bids start to arrive for your project, you will need to manage the bids. This guide tells you how to: View the details of the bids you have r...

How to Update your Profile Information

Steps: Click on your Avatar --> select Profile Find "Basic Details" section (top left of the page) --> click on "Edit User" button Make necessa...

Exporting/Downloading Project Data

Steps: 1. Home Menu --> “Projects” tab and select your project. 2. Open the tab for Activity Report.3. In the Activity Report, click on...

Adding new Properties from Heat Map View

Steps:1. Home Menu --> Properties Page, click the "green plus" button to the right. 2. Enter a Name for the New Property3. Enter its Address: ...