Your business information shown on invoices, quotes, and client communications
Logo
Upload Business Logo
JPG, PNG or WebP — max 5MB. Shown on invoices and quotes.
Business Details
Drives postal-code validation and currency defaults in the mobile apps.
Printed on invoices & quotes when present.
Shown to clients on signed quotes and invoices when filled in.
0/300
Invoice & Quote Defaults
Default numbering, terms, and formatting applied to new documents
Number Prefixes
Used by the Trackara Pro mobile apps. The web portal currently follows your browser locale.
Used by the Trackara Pro mobile apps. The web portal currently follows your browser locale.
Default Content
Anything you enter is your own legal text — review with counsel where appropriate.
Mirrors how Work Order Terms work — your own legal text, applied automatically to each new quote.
Warranty, liability, and storage policies vary by jurisdiction — use your own vetted text.
Quote Signature Messaging
Templates used when sending quotes for client signature.
Available placeholders:
{QUOTE_NUMBER}, {BUSINESS_NAME}, {SIGNATURE_LINK}.
Keep under 160 chars to avoid multi-part SMS billing.
Get Paid on Invoices
Turn on the methods you accept and enter your handle for each. Customers see a separate Pay button per method on every invoice.
Card processing (Stripe / Square) is set up separately in Payment Processing.
Late Fees
Charge late fees on overdue invoices
Applied automatically when an invoice passes its due date
Percent of unpaid balance per period.
Fixed amount, on top of any percentage.
Portal-only — mobile apps fall back to 0.
Labor Rates
Hourly rates by service type — used to auto-populate invoice line items
Parts Markup Matrix
Tiered markup applied to part cost when generating quotes & invoices.
When disabled, the flat Parts Markup % below applies instead.
Use tiered parts matrix
Otherwise the single partsMarkupPercentage below is used for all parts
Technicians
Your roster of techs — used for assigning work orders, time entries, and labor on invoices. Mirrors the Technicians list in the iOS & Android apps.
No technicians yet. Add your first tech to assign work orders and labor.
Service Library
Saved labor and parts that you can drop into any quote, invoice, or work order. Syncs with the iOS & Android apps' "Save to catalog" toggle.
No saved items yet. Add a quote/invoice line item and tap the bookmark icon to save it here.
Tax Settings
Configure tax rates applied to invoices and quotes
Default Tax
Apply tax by default on new invoices
Automatically include the default tax rate when creating invoices
Used by the Trackara Pro mobile apps. The web portal currently asks you per invoice.
Additional Tax Rates
For Canadian provinces or multi-rate jurisdictions (GST, PST, HST, etc.)
Mileage Reimbursement
Used by the Mileage tracker. The 2024 IRS standard rate is $0.67/mile;
the 2026 rate is $0.70/mile. CRA standard for Canada is roughly
$0.70/km.
Client Map
Service territories you've drawn on the Client Map — geographic areas with assigned work days. Mirrors the iOS & Android apps' Client Map settings.
No territories yet. Draw your first one from the Client Map.
Public booking page at booking.trackara.app/<slug> — clients reserve appointments,
pick a service, and (optionally) pay a deposit. Mirrors the
booking_pages/{slug} Firestore doc the iOS & Android apps read.
Booking page enabled
When off, the public URL returns a closed-message page.
Page Identity
Lowercase letters, numbers and hyphens only. Final URL: booking.trackara.app/<slug>
Scheduling
Earliest a slot can be booked from "now".
Working Hours
Services
What clients can book. Each service maps to a quote/invoice line item.
Deposit
Require deposit to confirm a booking
Stripe payment is taken before the slot is reserved.
Messaging
Shown on the public booking page and in the confirmation message.
Direct Stripe / Square account connections are coming soon. For now, use Payment Links in Invoice & Quote → Defaults to add a hosted checkout link to every document.
S
Stripe
Coming soon
Accept credit cards, ACH, and more
Square
Coming soon
Accept cards in-person or online
Integrations
Connect third-party services to extend your workflow
TT
Thumbtack
Not Connected
Receive leads automatically from Thumbtack
PT
PartsTech
Coming soon
Search and order parts from PartsTech directly inside work orders
Google Calendar
Not Connected
Sync appointments and jobs to your Google Calendar
iOS & Android Sync
Active
All data syncs automatically in real-time via Firebase across the web portal, iOS app, and Android app. No configuration needed.
Notifications
Control when and how Trackara Pro notifies you
Your preferences save instantly, but delivery is handled by the Trackara Pro mobile apps today — these toggles will start firing from the web once the notifications backend ships.
Email Notifications
New booking request received
Get notified when a client books an appointment
Invoice payment overdue
Alert when an invoice passes its due date
Task due reminders
Get notified before tasks are due
Weekly business digest
Summary of revenue, jobs, and tasks — sent every Monday
New Thumbtack lead
Alert when a new Thumbtack lead arrives
Quote approved or signed
Alert when a client approves or e-signs a quote
Daily Morning Summary
A single morning push with everything on your plate for the day —
appointments, overdue invoices, and quotes expiring soon. Computed at
send time in your timezone; if there's nothing to report, no notification.
Send my morning summary
Requires Browser Notifications (below) to actually deliver.
Delivery time
timezone
Browser Push Notifications
Receive real-time alerts directly in your browser, even when Trackara Pro is not the active tab.
Disabled
Account & Security
Manage your login, password, and account status
Account Info
--
—
—
Active
Changing email requires re-authentication
Change Password
Danger Zone
Permanently delete your account and all associated data. This action cannot be undone. All invoices, clients, work orders, and business data will be removed.
Help & User Guide
Step-by-step guides for the shop portal. Click any article to expand.
No articles match your search.
Release Notes
See what's changed in every version of the shop portal.
Can't find the answer? Send us a ticket — we'll follow up at your account
email within one business day. Tickets land directly in the support inbox
(no Mail app, no copy-paste).