Emails

This guide will dive into Trak's powerful inbox feature, designed to streamline communication management within your business. Trak not only enables you to send emails and SMS directly from the platform but also seamlessly integrates external emails into your workflow.

Managing External Emails

Trak's inbox allows you to consolidate emails received from external sources like Outlook or Gmail directly into the platform:

• Each Trak account has a dedicated email address (e.g., handyman@trak.co) for inbound emails.
• You control access to this inbox by managing user roles under your name in the settings.

Integration and Workflow Efficiency

Here’s how you can efficiently manage external emails using Trak's inbox:

• Forwarding Emails: Simply forward relevant emails from your personal inbox to your Trak inbox address (e.g., handyman@trak.co).
• Accessing Emails: Navigate to your name at the top right corner, click on "Emails" to access all incoming emails within Trak.

Streamlining Workflow

Upon receiving an email in Trak's inbox, you have several options to manage it effectively:

• Assign to a Job: Link the email directly to a specific job within Trak.
• Create a New Job: If the email pertains to a new job inquiry, initiate a new job card and populate relevant details.
• Manage Expenses: Easily add received invoices or expense dockets to jobs, streamlining financial management.

Detailed Management Features

Trak offers robust tools to enhance email management efficiency:

• Expense Management: Create expenses directly from received dockets, ensuring accurate financial tracking.
• Customization and Filters: Utilize filters to sort emails by status (assigned, unassigned), date ranges, and more for enhanced organization.

Seamless Integration and Reporting

Once an email is processed:

• It is automatically linked to the relevant job, visible in the job's activity feed and under the files tab.
• This integration ensures all correspondence and attachments are stored centrally for easy access and reference.

Support and Assistance

For any questions or assistance in optimizing Trak's inbox for your business needs, contact our support team at contact@trak.co or through the support chat icon at the bottom right corner.

Conclusion

Trak's centralized inbox is a game-changer for managing external communications seamlessly within your business operations. Whether you're linking emails to jobs, managing expenses, or ensuring comprehensive record-keeping, Trak empowers you to close the loop on communication effortlessly. Thank you for choosing Trak as your business management solution.