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TrackSMARTMobile Docs

Web Administration

Projects & Stores Setup

Creating construction projects and physical site stores in the TrackSmart Web Portal — the foundation that every order, user assignment, and installation references.

Creating & Managing Projects

Every TrackSmart workflow is scoped to a project. Set projects up first.

A Project represents one construction jobsite (e.g. Kandy). Before stores, items, users, or orders can be assigned anywhere, at least one project must exist. The Project module lives under CONFIGURATION > Project and uses an Add Project / Projects tab pair.

Add Project: entering the project name, start and end dates, and project status.
  1. 1From the left navigation, open CONFIGURATION > Project.
  2. 2On the Add Project tab, enter the Project Name.
  3. 3Set the Start Date and End Date for the construction program.
  4. 4Select the Project Status from the dropdown.
  5. 5Click Add Project to save. The project immediately becomes available across stores, users, orders, and reports.
Projects: register of all jobsites with edit and delete actions per row.
  • Use the entries-per-page control and pagination to browse large project portfolios.
  • The Action column allows editing project details or removing decommissioned projects.
  • Every downstream filter (orders, reports, QS verification, installation map) is scoped by project.

Creating & Managing Stores

Physical warehouses and supervisor-linked stores on each site.

A Store is a physical warehouse or laydown yard on a jobsite. The Stores list shows both main site stores (e.g. Kandy Main Store) and supervisor-linked stores. Storekeepers operate against these stores in the mobile app.

Add Store: entering the store name and saving it to the project.
  1. 1From the left navigation, open CONFIGURATION > Store.
  2. 2On the Add Store tab, enter the Store Name.
  3. 3Click Add Store to save.
Stores: main site stores and supervisor-linked stores with edit actions.