Let's get started.

Your training will consist of four steps. You can skip ahead to each one below:

Step 1: Initial Setup

Step 2: The Basics

Step 3: Mobile

Step 4: Marketing

Step #1:

Initial Setup

Follow along with these videos to get your initial settings up and running inside onTrack:

Step #2:

The Basics

Be sure to sign up for this prior to your new buyer training so that you can learn the basic functionality of onTrack. This is also available for all onTrack users should you need additional training at a later point.

Click Here to Sign Up

Step #3:

Mobile Training

Now that you’re back from new buyer training and you’ve had a few jobs on your schedule, let’s go through how to utilize the mobile app so that you can use onTrack out in the field.

Watch the following two videos how to use the mobile app in both admin and technician view. The admin view will show you the full power of the app for those with higher security settings. The technician view will show you what your technicians (if applicable) can do while out in the field.

Step #4:

Advanced: Marketing

At this point, you should be comfortable with the basic functions of onTrack. Now it’s time for the fun stuff! In the marketing training, you’ll learn how to utilize the automated drip marketing tools, create & edit templates, and track ROI for your marketing efforts.