Description
TrackSharePlus is an easy to use order management tool which is integrated with your QBO invoices. It enables you to: TRACK and manage customer orders. SHARE order status and documents with your customers. PLUS provides dashboards & order analysis.
Live ORDER TRACKING, for you and your customers
Would you like to be able to see an up-to-the-minute status of your customer orders? What if you could automatically provide a secure website for your customers to track and view their work orders – similar to department stores and parcel delivery services?
TrackSharePlus efficiently increases your order visibility and improves customer service through electronic status updates. And the best part is that it’s all driven by your QuickBooks invoices. You won’t need to enter the data into another application.
Orders are FULLY INTEGRATED from your QuickBooks Data
TrackSharePlus automatically creates customer work orders by pulling key data from the invoices you’re entering into QuickBooks. No extra data entry is required. Then, you have access to all the features to manage the order through your unique workflow. It is easily customized for your business, giving you many of the IT advantages of “big business” for a small price.
DOCUMENT MANAGEMENT – Maintain all order-related documents in one place.
Does your process include the creation and communication of various documents, like production drawings, digital images, invoices, legal items, estimates, etc.?
With TrackSharePlus, you can attach documents to your Work Orders so both your staff and your customers can access them through a secure login.
MANAGE your business with attractive, easy-to-understand dashboards.
Would you like to analyze and better manage and plan your business using comprehensive, DASHBOARDS containing all of your CRITICAL business metrics?
To help you with order management, our data visualization dashboards provides a real-time view of the work in progress. TrackSharePlus also includes operational reports to assess your business performance. Conveniently view your order turnaround times, delays, demand analysis, volume analysis and other critical production measures.
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TrackSharePlus
3.5
5
2
2
WOW! Really adds value to the products I sell!!!
This is a great software to add value. We particularly like the tracking system where our customers can check their order. We also love the fact that we can attach documents that are important for our customers. And it really increases accountability for us. The folks at Effi Stat actually called us over the weekend and helped me setup our business... Thanks folks...
February 5, 2012
Great Potential
PROS:
No credit needed for trial that supports up to 25 users
Easy to understand video Tutorials
CONS:
Doesn't support Mac browsers
Might be difficult for users unfamiliar with complex databases
REVIEWER INFO: I'm Stacy Kildal, Advanced Certifed QuickBooks ProAdvisor and author of the QuickBooks Online courses atwww.IntuitAcademy.com. I've been using QuickBooks online since 2004 and currently support a variety of QuickBooks Online Clients. Effi Stat is a brand new app to create and track work orders and shop staff schedules that integrates with with QuickBooks Online.
REVIEW: At first glance, this app looks quite promising. Unfortunately, I was unable to run in on my Mac - not in Safari or Chrome. This poses quite a problem, since many QBO users are Mac users. I tried clicking around to setup first, since I'm not a big fan of reading directions unless I can't figure it out myself. Unfortunately, on my Mac I was unable to figure out how to setup. I had to go to the videos, where I learned that while I was in fact choosing the correct menu - Setup > Setup Process or Product/Service Setup - the screen was remaining blank. (I could however, see blank forms from other menus like Work Order Processing or Operations Management). After emailing the Effi Stat staff for clarification on supported browsers, I reluctantly logged into my office computer - an old desktop running Windows XP - to wait for an answer and see if I could get it setup via Chrome or, as a last resort, Internet Explorer.
Before I even had a chance to login to the Intuit App Center on the office computer, the good folks at Effi Stat called me. Fabulous response! I was told that Mac browsers are not supported, but Chrome, Firefox and IE all are on a Windows system.
The video tutorials state that what the product does is take existing invoices in QBO and allow you to create work orders and create and manage employee schedules, and even let your customers check the status of their projects with a secure login. While I couldn't test the entire program because I was unable to go through the setup process (using IE7), I was able to view closed invoices ("Archived Work Orders") that it pulled in from my QBO account and was able to manipulate those a bit. However, when I tried to access some other areas of the program, I was kicked out back to the App Center.
The great bright spot here is that the people at Effi Stat assured me they were troubleshooting and would get back with me as soon as possible, and did indicate that if there was a demand for it, they would seriously look into supporting Mac Browsers.
February 3, 2012
Support & FAQ
All questions will be answered within 24 hours.
507-261-9831
http://www.effistat.net
Check out the most frequently asked questions below: Expand all
- What type of training is available to learn how to use Effi Stat?
- Effi Stat includes 13 easy to use and understand videos in the help portion of the software. A Quick Reference Guide includes the same information as the videos, and is available as a written reference. (all training videos total less than 30 minutes)
- Where do I find the traing materials?
- The training materials can both be found and viewed from the help menu located in the menu bar of the software or on the Effi Stat web page.
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