TrakIT Help Center

TrakIT is the workflow management platform that runs your day-to-day operations — work orders, finance, warehousing, HR, and reporting, all in one system. This help center is where you'll find how-to guides, field references, and API documentation for every part of TrakIT.

New here? Use the search bar above or browse by topic in the left-hand menu. Or jump straight to what you need below.

Get started

If you're setting up TrakIT for the first time, start here:

• Setting Up TrakIT — initial configuration, company setup, and warehousing setup

• Login Page — signing in and account basics

• Home Page — news, documents, and your landing screen

• Dashboard — charts, top entities, and finance-pending views

Find your section

Running day-to-day operations Operations — creating and managing work orders, events, documents, maps, and delay tracking

Managing money Finance — quotations, invoices, bills, receipts & payments, exchange rates

People & training HR — attendance, employee records, and training tracking

Reporting & analytics Reports — interactive reports, KPI performance, query reports, and report scheduling

Configuring the system System — entities, assets, locations, and email notifications Administration — users, roles, workflow definitions, and master data — for company admins

Building integrations TrakIT API — full reference for assets, entities, work orders, shipments, and more

On the move TrakIT Android App — updating work orders from the field

Quick references

• Glossary — what the terms in TrakIT mean

• Header Field Codes — codes used across work order headers

• General FAQ — common questions, answered

• Browser Support — supported browsers and versions

• Change Password and Updating TrakIT By Email

Need help?

Can't find what you're looking for? Use Contact Admins to reach your company's TrakIT administrators, or Report an Issue if something isn't working as expected.