Customer Tracking Portal Module

The Customer Tracking Portal Module add-on lets your customers have controlled, web-based access to the TrackAbout system to track and view asset information at their locations.

Customer Tracking Portal gives your customers access to TrackAbout on the web and the TrackAbout Mobile 7 app on their iOS or Android device. Depending on the user privileges you give them, they can access:

  • Asset Balance — View asset balance as of now or as of a time in the past

  • Asset List — View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc.

  • On Rent Report — View deliveries of assets that are still on the customers balance and their calculated days on rent

  • Transfer Activity — Delivery with Integrated Order Sync module confirmations including signature capture and POs

  • Asset Search — Find assets by tracking number or search on other characteristics

  • Delivery Search — Search for delivery by invoice number or PO number

  • Inventory Worksheet — Printable worksheet for doing an inventory audit - including tracking numbers of unique assets.

  • Unexpected Transfers — View cases where one department returns assets assigned to another department

  • Certificates of Analysis — Look up Certificates of Analysis (COAs) by lot# or for an individual asset

  • Move Assets — Move assets from website or from mobile handheld computer

  • View Readings — View use point readings of telemetry devices

Once the module has been purchased and activated by TrackAbout Support, you can configure the Customer Tracking Portal for your customers through TrackAbout Web. For more detailed information about configuring your system for Customer Portal, see Customer Portal Setup.