Welcome to TracsConnect Help

What you’ll find here

Getting started

Sign in, learn the layout, and find your shop’s data.

Configuration & setup

Set up shop settings before staff rely on daily workflows.

Users & permissions

Invite staff and manage access with roles, shop access, and audit basics.

Billing

Manage subscription, shop licenses, payment methods, and invoices.

Security & data safety

Review roles, access, and local agent basics.

Scheduling

Set up online booking for services, hours, capacity, and activation.

Integrations

Connect Setmore, scheduling tools, phones, accounting, and more.

Web apps

Manage customer-facing apps for portal, drop-off, themes, and QR codes.

Customer experience

Understand what customers see in the portal, approvals, drop-off, and QR flows.

Messaging

Send and manage customer texts with delivery, opt-out, and phone-number guidance.

Using the dashboard

Learn the daily workflow for Overview, Calendar, Work Orders, Customers, and Inventory.

Reports

Use shop-owner reports for sales, profit, declined work, WIP, labor, and tires.

Help & support

Contact support and look up plain-English definitions.

Need something specific? Use the search bar at the top — it indexes every page on this site.