Settings reference

This page explains the main settings inside TracsConnect in non-technical language.

Most settings follow TRACS when a matching TRACS value exists. If TracsConnect shows an override option, changing it affects TracsConnect only. It does not rewrite the original TRACS setting.

Server & Agents

Use Settings → Server & Agents to manage the local connection between TRACS and TracsConnect.

Setting	What it does	How it works
Server Agent installer	Downloads the installer for the shop server side of TracsConnect.	The Server Agent connects TRACS data to TracsConnect. Use an available install-slot claim code from this tab during setup. If the agent is not installed or connected, cloud features may not have current TRACS information.
Client Agent installer	Downloads the installer for individual shop workstations.	The Client Agent supports features that depend on the active workstation or signed-in TRACS user.
Install slots and claim codes	Controls which Server Agent installations may register.	An available slot exposes a claim code. After an agent claims the slot, the page shows the bound machine and slot status.
Tenant ID	Identifies your TracsConnect account.	Use it when support or an agent configuration field asks for the tenant identifier; it is separate from the one-time Server Agent claim code.
Server Agent status	Shows whether registered Server Agents are online, offline, or deactivated.	Use this when troubleshooting stale data or shop connection problems. Workstation linking is checked in the browser when a workstation-aware feature is used.

Shop Settings

Use Settings → Shop Settings for shop-level defaults.

Setting	What it does	How it works
Shop Hours	Stores regular opening and closing times for each day.	These shop-level hours provide the baseline used by customer-facing scheduling configuration.
Shop Timezones	Controls report dates and “today” calculations for each shop.	TracsConnect can suggest the time zone from the shop address, but you can set it directly for any shop.
Torque Spec Auto-Seeding	Adds torque spec notes for tire work.	When enabled, TracsConnect appends lug nut torque information to vehicle notes when a vehicle is assigned to a work order in TRACS.

Branding

Use Settings → Branding for customer-facing identity.

Setting	What it does	How it works
Company Name	Controls the public shop name TracsConnect shows.	Use the TRACS value when it is correct. Override it when customers should see a different name.
Logo	Controls the logo shown on customer-facing pages and documents.	Sync from TRACS or upload a custom TracsConnect logo. A custom logo wins over the synced TRACS logo.
Contact Info	Controls public phone, address, and related shop details.	Fields can inherit from TRACS or be overridden one at a time.

Printing

Use Settings → Printing for customer document previews and PDFs.

Setting	What it does	How it works
Override TRACS Print Settings	Chooses whether TracsConnect follows TRACS print choices or its own print choices.	Off means TracsConnect follows TRACS per-work-order settings. On means TracsConnect uses the settings on this page for cloud-generated previews and PDFs.
Set Disclaimer Font Size	Controls how large disclaimer text appears.	Turn on the option first, then choose the size.
Lines to skip for letterhead	Adds blank space at the top of printed documents.	Use this when preprinted letterhead needs extra room.
Print Work Order # Bar Codes	Shows work order bar codes on documents.	Turn this on when staff or customers need bar codes on generated documents.
Include subtotals on printouts	Shows subtotal lines on documents.	Use this to make parts, labor, and other totals easier to read.
Include payments and balance due	Shows payment and remaining balance information.	Turn this on when customer-facing invoices should show what has been paid and what is still owed.
Document-specific options	Controls estimate, repair order, and invoice behavior separately.	Use these settings when one document type should show details that another document type should hide.

SMS / Messaging

Use Settings → SMS / Messaging for TracsConnect message behavior.

Tab	What it does	How it works
Setup & Numbers	Controls SMS proxy behavior and which phone numbers are assigned to which shop.	SMS proxy routes TRACS texting through TracsConnect. Phone number assignments tell TracsConnect which number belongs to which shop.
Recipients	Controls who receives configured message reports.	Add the people who should receive report messages.
Reports	Controls message report content and tests.	Preview and test before sending reports in daily use.

Scheduling

Use Setup → Scheduling to configure online booking. For the full setup path, see Scheduling.

Setting	What it does	How it works
Enabled / Disabled	Turns online scheduling on or off.	TracsConnect prevents activation until required setup items, such as shop time zone, are ready.
Timezone and Hours	Controls when customers can book.	Scheduling uses your shop time zone, business hours, and public booking windows.
Capacity	Controls how many appointments can be accepted.	Use capacity to avoid letting the portal overbook the shop.
Service Types	Controls what customers can choose online.	Create bookable services that match the work your shop accepts through online booking.
Lead Time	Controls how soon a customer can book.	Use lead time to prevent appointments that are too close to the current time.
Booking Horizon	Controls how far into the future customers can book.	Use this so the calendar does not accept appointments farther out than your shop wants to manage.
Required Customer and Vehicle Details	Controls what information customers must provide.	Require the details your advisors need before accepting an appointment.
Blackout Dates and Holidays	Blocks dates that should not accept online booking.	Use this for closures, holidays, and special shop events.
Notifications	Controls scheduling confirmation messages.	These messages help customers know their request was received or confirmed.

Security

Use Settings → Security for employee account behavior.

Setting	What it does	How it works
Manual Link Only	Keeps account creation under direct owner control.	Owners invite and link users manually. TRACS employees are not automatically created as TracsConnect users.
Auto-Provision from TRACS	Creates supported TracsConnect users from TRACS employee records.	TracsConnect uses TRACS employee information when the record has the information needed for a password-backed account.

Permissions

Use Settings → Permissions to control access.

Setting	What it does	How it works
Page access	Controls which dashboard areas a user can open.	Use this to hide pages such as billing, settings, reports, or users from staff who do not need them.
Action access	Controls what a user can do after opening a page.	Use this to separate view-only access from actions such as editing, deleting, or managing settings.
Shop access	Controls which shops a user can work with.	Multi-shop accounts can limit staff to all shops or only selected shops.

Costing Configuration

Use Setup → Costing when you want TracsConnect profitability and efficiency reporting to use shop-specific cost assumptions. The page heading is Costing Configuration.

Setting	What it does	How it works
Technicians	Stores pay type, skill level, rate, and benefit assumptions.	Sync technicians from TRACS, then fill in costing details for reporting.
Rate Defaults	Sets fallback labor cost rates.	Defaults are used when a technician does not have a custom rate.
Efficiency Settings	Chooses how efficiency is calculated.	This controls the window and grouping TracsConnect uses in efficiency reporting.
Operational Costs	Adds monthly shop expenses.	TracsConnect uses these costs to estimate facility cost per billed hour.

Integrations are separate

Integration pages are for outside systems. Use them when you need to connect or configure tools such as phone providers, scheduling providers, accounting systems, or messaging vendors.

TracsConnect settings decide how TracsConnect behaves. Integration settings decide how TracsConnect signs in to another company or service.