Overview

TrakIT is a workflow management system for logistics. Each shipment or assignment your company handles is a job, made up of work orders: usually one for each container or load. Each work order follows a workflow that your company sets up, with the events to record, the data to capture and the documents to collect along the way. See the Glossary for the terms TrakIT uses.

Around its jobs, TrakIT also covers:

finance: quotations and rates, the estimates and actuals of each job, invoices, bills, receipts and payments, and accounting;
warehouses and container yards;
leads and contacts;
attendance, leave, employee records and training;
dashboards and reports.

You use TrakIT in a web browser. On a phone, TrakIT can also open as a mobile app made for small screens. If your company sets them up, your customers and transporters can follow their work orders, invoices and bills in the external portal, where your suppliers can also send you their bills, and other systems can exchange data with TrakIT through its API.

What you see in TrakIT depends on your company and your role. Your company chooses the menus and workflows it uses, and gives each user roles that decide what they can see and do. Your company may also name some menus and labels differently from this site.

Using this site

The sidebar lists the sections of this site. After Getting started and Signing in and your account, the sections follow TrakIT’s top menu, from Home to Administration. Then come the external portal, the guides, troubleshooting, the reference pages and the API reference.

Most pages describe one page of TrakIT. In the sidebar, a page that lists records, such as Invoices, has the page for one record, such as Invoice, under it. Each of these pages starts with what the TrakIT page is for and how to open it, then the common tasks, then the details of its fields.

On these pages, labels in bold are what TrakIT shows on screen, and menu paths are written with > between the menu levels, for example Operations > Jobs.

Search

To find a page, select Search at the top of any page, or press Ctrl+K (⌘K on a Mac), then type what you are looking for.

Languages

This site is in English, French and Spanish. Choose your language with the language picker at the top of the page; the site remembers your choice in that browser. Until you choose, the home page opens in your browser’s language if it is French or Spanish. A page that is not translated yet is shown in English, with a note.

Help from TrakIT

In TrakIT, the Help icon (a question mark) in the top bar opens the help for the page you are on, in a separate window.

Where to start

Navigating TrakIT: the main menu, the icons in the top bar, Quick Search and chat. Start here if you are new to TrakIT.
Browser support: the browsers TrakIT works in and the settings it needs.
Setting up TrakIT: for system administrators, what to set up for your company before people start working in TrakIT. It continues with Setting up a company and Setting up warehousing.

Sections

Signing in and your account: signing in, asking for access, two-factor authentication with an authenticator app, passkeys and changing your password.
Home: news articles, the document library, chat and quick search.
Analytics: dashboards, the top entities, pending finance and the status of quotations.
CRM: leads, from the first contact until they are won or lost, and the contacts of leads and entities.
Operations: jobs and work orders, events and data, documents, activities, maps, delay tracking, the event calendar, bulk operations and warehouses.
Yards: container yards, with planned and executed moves, the yard inventory and stock, trucks in the yard, the container master and the device app.
Finance: the finance of jobs and work orders, quotations, rate management, invoices, bills, internal postings, receipts and payments, finance documents, exchange rates and accounting.
HR: attendance, employee records, training, and leave applications, approval and balances.
Reports: interactive reports on operations, KPIs, finance, data and users, and the workflow, advanced and query reports that TrakIT sends on a schedule.
System: entities, assets, geographic data, locations and distances, notifications, country holidays, broadcast messages, the chart of accounts, contacting your administrators and requests.
Administration: users, roles and user groups, workflows and forms, integrations, the masters, logs and SysAdmin pages.
Mobile app: using TrakIT on a phone or tablet: jobs and work orders, activities, and the yard screens for gate, rail, equipment and cargo moves.
External portal: what customers, transporters and suppliers see and do in the portal (jobs and work orders, transport work orders, invoices, bills and reports), setting the portal up, and the public tracking widget.
Guides: whole tasks followed from start to finish: a job to its closed work orders, a quotation to its payment, warehousing, running a yard, updating TrakIT by email, scheduling reports, designing a workflow and setting up document templates.
Troubleshooting: what TrakIT’s error screens mean, such as Authorization Failed or Page Not Found, and what to do about them.
Reference: the glossary, a general FAQ, the form code reference, and roles and permissions.
API reference: the integration API and the public API, how to sign in or use an API key, and each endpoint.

Getting help with TrakIT

Your company’s TrakIT system administrators can help with your account, your access and the way TrakIT is set up for your company. To see who they are, select System > Contact Admins. Menus depend on your role and your company’s setup, so yours may differ.