Watch
a Live Demo of some features of AgencTRAK1000
Introduction
Welcome to AgencTRAK1000. This tutorial will lead you through the process using
the AgencTRAK1000 simple web application.
In this tutorial, we will walk you through the
AgencTRAK1000 tab listing, complete with frequently asked questions you may
encounter.
The tutorial assumes some prior knowledge of basic
features of AgencTRAK1000, but does not assume a familiarity with every aspect
of the AgencTRAK1000 web application. AgencTRAK1000 requires a 5.0 or greater
Internet Explorer or Netscape Navigator web browser. The tutorial will focus on
these areas:
Ø
Jobs
Ø
Report Bugs/Request Features
When you
become a member to AgencTRAK1000, you automatically receive an email requesting
for you to begin using AgencTRAK1000 by setting up your own Login and
Password. When inviting your
Freelancers, they automatically receive an email requesting for them to setup
their own Login and Password. Your
customers are optional with receiving an email to be invited online. You will be prompted yes or no in relations
to inviting your Customers (Bill To Company).
To Login
to the AgencTRAK1000 web application go to www.AgencTRAK1000.net We can also send
you an html to post this login box on your personal website.
Can I
use the same email address twice?
AgencTRAK1000
is email specific, which means you
cannot use the same email address twice. Please make sure to use the appropriate email
address. If you need to setup up a
second account for the same person, you will need to choose a different email
address. To Logon to your account, you
must go to the email inbox of the email address entered to setup your Login and
Password. If you wish to change your email
address, you must login to the account of the email address you wish to change.
Go to your
Account Information tab to change your email
address.
How can
I resend UserID/Password setup email to my
Freelancer?
·
If
you have already entered your Freelancer into AgencTRAK1000, there is no need
to enter again. Simply go to www.AgencTRAK1000.net and click Reset
Password link. Enter the email address
and your Freelancer will receive an email to setup the Login and Password
again.
·
Or
the Freelancer can go to www.AgencTRAK1000.net
and enter their email address to receive the email setup again.
1. Profile
2. Users
3. Billing Information
When you
initially hit the Account Info tab, you will have immediate access to your
basic Account Info. You can edit/update
your address and company information.
You can change your email address and password.
Profile
To view your
Profile; simply click the Profile link from your Account Info tab. This profile will also reflect on your
Invoice Template.
Ø
Agency
ID# - the ID# assigned to you automatically from the AgencTRAK1000
application. This Agency ID# should be
used when calling for assistance to our customer service
department.
Your Billing Name and Address info should reflect the way in which your Agency
would like your Freelancers and Customers to contact you. The Agency Name used is the Agency Name that
your Freelancers and Customers would see.
Ø
Setting
Default Source/Target Languages – This feature allows the Agency the ability to
set their most used source and target language for quick job entering. Ex:
Your agency primarily interprets Eng to Sign Language (ASL) jobs. Then you will set your default source
language to English and your default target language to Sign Language
(ASL). You will then be able to quickly
select these languages during the job creating process.
Ø
Uploading
your Logo – Your Logo will be automatically branded on your platform for you.
Ø
By
choosing browse you can upload any picture (.jpg, etc.) to your Invoice
Template. If your picture appears too
large or small, go back to the original picture and resize. You can then upload the picture again until
you get the desired size.
Ø
Invoices
Billing Cycle
Ø
Choose
the number of days your Invoices are due.
AgencTRAK1000 uses this number to help you track when your Invoices are
due for payment.
Ø
Job
and Invoice Numbers
Ø
Select
what number you prefer to have your Job or Invoice Numbers begin with. If you normally have a prefix before the
number, you can easily continue using that format. (Ex: Interp1000 – The prefix would be Interp,
the Job Number would start 1000)
Ø
Header/Footer
Ø
You
can enter information that you would like to remain on all of your
Invoices. (Ex: Thank you for your
Business, Contact Lora Wright for further account information, etc). AgencTRAK1000 platform allows you to use HTML
for your header and footer. If you are
familiar with HTML, you can setup your own header and footer using that format.
You can
give access to use your account to your users in your office. AgencTRAK1000 has no limit as to how many
Users can have access to your account.
Simply enter their name and email address. Automatic email will be sent for the user to
setup their UserID and Password. They
have total access to their own personal account to use your platform. Users without Administrator rights cannot see
financial information on your Dashboard, Invite Freelancers, or Ok any
Invoices.
Administrator?
When I check off Administrator for my users, what added Administrator rights
do they have?
They have
added privileges to:
·
View
financial information on your Dashboard
·
Invite
Freelancers
·
Invoicing
and Payment
(If your admin user is only is NOT an administrator he/she cannot view any billing
and/or financial information related to your jobs and/or invoices.)
How do
I deactivate an Admin?
Simply go
to that Admin’s profile and remove the check from the Active box. This will deactivate that admin.
Please
make sure to keep this information current.
You can also view the status of your account. The number of freelancers
you are using and how many you have available to use. If you wish to cancel your account at
anytime, you use the billing telephone number listed.
The
Dashboard allows you to see up to date, real-time data. Any link on your Dashboard gives you instant
access to your data with just one click.
AgencTRAK1000 developers assign data to your Dashboard based on the most
frequent suggestions and requests given.
To make a request/suggestion for Dashboard data you can send a text
message by using your Report Bugs/Request Features in your AgencTRAK1000
account.
Note: Financial Information on your Dashboard is only
made available to your users with Administrator rights.
Ø
Current
Job Count – Quickly view jobs and their status by simply clicking the status
links.
Note: If there are no jobs in the status, then the status
will not appear. Only when one or more
jobs are sitting in the status will it appear on your Dashboard.
Ø
Our
Latest Freelancers – you can view up to 10 of your latest Freelancers that have
received your invitation and has logged into their account.
Ø
Total
across all jobs – You can view earnings for each charge unit. To view details, simply click a link.
Ø
Invoice
Totals by Customers – You can view total earning for each customer. To view details, simply click a link.
Ø
…More
to come
·
Status
·
Bidding
·
Quotes
When Job
Status changes, Freelancers are immediately notified by using the email chosen
in their profile. The Customer does not have any capabilities to
change a Status of a job. They can only
view their jobs in each status.
Ø
Offered
– The first automatic status all Freelancers are in when they are
requested/offered a Job. Job remains in
Offered status until all freelancers have changed from this status. Jobs are NOT filled until ALL freelancers
invited are no longer in the “Offered” status.
(Either decline, recall, cancel, etc.)
Ø
New/Open
– All new jobs entered by either the Agency or Customer
Ø
Not
yet Filled – Job is currently in Offered status by either one or more
Freelancers and/or job has been offered but someone is still in the Offered
status.
Ø
Filled
– All freelancers that were offered the job are no longer in Offered
status. (Ex: If you select 3 Freelancers
for a job, but only 2 has accepted or no longer in the Offered status, the job would
not move to Filled status until the last Freelancer is no longer in Offered
status.)
Ø
Completed
– Freelancer has completed the job and is ready for invoicing.
Note: If more than one Freelancer is assigned to a job but
only one Freelancer has completed the job, until the last Freelancer change the
status to Completed, the job is not considered completed. Agency or Freelancer
can change job to the Completed status to move forward.
Ø
Pending
Invoice – Awaiting Freelancer or Agency to enter Invoice information
Ø
Cancelled
– Job has been cancelled by Agency (Only the Agency can cancel a job)
Ø
Invoiced
– Job has been completed and Invoice generated. (Only the Agency can Invoice
the Customer. Freelancers can only
Invoice their Agency).
Ø
Accept/Decline
– The Agency or Freelancer can Accept or Decline a job.
View
a Live Demo of how to Insert a New Job into AgencTRAK1000
by clicking here.
To Insert a New Job go to your Jobs tabs.
Then click link “Insert New” located above your Job#.
Ø
Job
Name – Your Job Name should be the name of the Job you would like to appear on
your Invoice.
Ø
Type
– Currently you can choose either an Interpreting Job or Translation Job. When choosing Interpreting job, notice you
will have the added capability to enter in location information for the
job. When choosing Translation job,
notice you will have the capability of uploading documents.
Ø
Source
Language – (Filtering Criteria) The language you are
Interpreting or Translating from. (Ex: From English to Sign Language)
Ø
Target
Language – (Filtering Criteria) The language you are
Interpreting or Translating to.
Ø
Required
Specialization – (Filtering Criteria) AgencTRAK1000 will filter using this
feature. If a Job Request requires that
your Freelancer has Medical or Legal specialization or experience,
AgencTRAK1000 will filter for the Freelancer this specialization checked off in
their profile. Note: Normally this is
left blank unless this is an actual need as it would limit the amount of
Freelancers filtered.
Ø
Required
Gender: – (Filtering Criteria) AgencTRAK1000 will filter using this
feature. If a Job Request requires that
your Freelancer is male or female, AgencTRAK1000 will filter for the matching
Freelancer. Note: Normally this is left
blank unless this is an actual need as it would limit the amount of Freelancers
filtered.
Ø
Start
Date/End Time: Enter the date/time the job starts. Then enter the date/time the job ends. Note:
You can manually change the time or date after you have made a
selection. (Ex: Time
Ø
Customer
– the paying Customer that you will be billing.
AgencTRAK1000 automatically tracks all your customers in your database
so that you will be able to quickly select from your drop down menu. Note: You must enter your customers into your
database before entering a new job. You
can NOT enter a job without a customer in your database. Please make sure to enter your customers
before starting the job process.
Ø
Client
– In an Interpreting environment, the “client” would be the person working with
the freelancer. (Ex:
Ø
Description
of Job (Appears on Invoice) – All information entered in this box will appear
on your Invoice for the customer to view.
(Ex: Case Number, Case ID, etc.) You
can enter this information at time of job or wait for accountant to enter this
information at time of invoicing.
Ø
Other
requirements/requests – Note: This information appears in the email/pager of
the Freelancer when offering a job. If
there are specifics that will determine if a Freelancer accepts the job or not,
here is where you will make sure to enter those requirements. Generally used for the customer or Agency to
describe if there are specific requirements for the job (attire,
certification). This information does not
appear on the Invoice. It is
specific info directed to the Freelancer when offering a job.
How does multiple jobs appear on one Invoice?
All jobs entered are linked with each Customer.
All the jobs that are checked off “Ok to Invoice”
during your Invoicing & Payment process will appear on that one Invoice for
that particular Customer. All done in one click, the “Click here to create accounting files”
link inside of your Invoicing & Payment tab.
Reoccurring Jobs
The
Reoccurring Jobs feature allows the Agency to enter a job that will take place
for long extended period a time on a select date and time. For example:
The job will be Every Tuesday from
The Freelancer can then go online and accept the whole series of reoccurring
jobs or accept them individually.
Important things to know about our reoccurring job feature:
1. “Jobs in a Series” check box: We have introduced this so that the
user knows that changes or delete operation to jobs could be for one or all
jobs. We thought this to be essential if the agency wants to edit/ delete jobs
for a series. Note: Once your Freelancer has accepted “all
jobs in series,” they will be able to see each job individually online. When updating and invoicing the Agency, the
Freelancer need to remove the “all jobs in series”
check box to update/edit individually.
2. We have restricted the Agency user from changing the start date for a
reoccurring series. The user can extend the recurring end date and
additional new jobs will be created.
3. The start time and end time can be changed and will be applied to the entire
series.
4. The label ‘until’ in the “insert new job” view will change to “extend end
date” label when the Agency is in the edit/update view of a job.
5. The reoccurring Type cannot be changed while updating a series of jobs. Ex:
If a series was for a “Weekly” type, the “Weekly” cannot be converted to
a Monthly or a Daily series. Ex: If the
jobs were created for every Sunday, they will have to remain for every
Sunday. The reoccurring day of the month
cannot be changed.
6.
When
editing reoccurring jobs, only the recurring end date, the start time and end time
can be changed.
Reoccurring Jobs (Invoicing)
Make sure to
click the box “this job only” at the top of your page when invoicing for a
reoccurring job. If the box “all jobs in
a series” is checked, you will be able to invoice.
Once your
Freelancer has accepted “all jobs in series,” they will be able to see each job
individually in their account. When
updating and invoicing the Agency, the Freelancer needs to remove the “all jobs
in series” check box to update/edit individually.
Reassigning a Reoccurring Job
When reassigning a Freelancer for a job
that is in a series, the Agency will be prompted upon selecting the Freelancer
if they are offering “only current job” or “All jobs in the series.” This will allow the agency to have the option
to reassign for one job in the series or all.
Once the agency has selected for ex: “offer one job” the freelancer can
not be reassigned to “all jobs in a series.”
What is
the filtering criteria AgencTRAK1000 use to determine if a Freelancer matches a
Job?
Ø
Source/Target
Language* Required to be filtered. Freelancer must enter their
source/target language then check off what area of qualifications (interpreting
or translation). Without this
information, they will not be filtered for a job.) Note: We have notice that some Freelancers
may enter their source/target language but forget to check off if its for
interpreting or translation, please work with your Freelancers to make sure
they have check off one of these qualification for each language entered.
Ø
Gender
(Optional) If male or female is selected,
AgencTRAK1000 will filter for matching Freelancers in this criteria.
Ø
Required
Specialization (Optional) If Legal or Medical is selected, AgencTRAK1000 will
filter for matching Freelancers that have informed you through their profile
that they are certified in these areas (legal, medical or social).
Freelancer
Bid feature allows the Agency to request that a Freelancer enter a bid amount
when accepting a job. You can request a
bid from your Freelancer when entering a job simply by checking off the
Freelancer bid box. Once this box is
checked off, it will require that your Freelancers put in a bid amount when
accepting the job. Freelancers will not be able to submit the job without
putting in a bid amount. Note: Customers
do not see the bid amounts.
This
feature allows the Agency to have the ability to show a customer a quote. At the request of one of our customers,
Agencies can now enter detailed information on quotes and get an automatic
sum/total. You can enter additional rows
simply by clicking the “more” button.
To show
the customer a quote, simply check off the box.
The customer will be able to see the quote amount and details of the
quote from their free CustomerTRAK1000 account.
Either the
customer or the Agency can accept a quote.
Accepting the quote is optional. It is a great feature, however, if Agencies
need to have documentation that the customer accepted the quote. AgencTRAK1000 will also track the name,
date/time of the person that accepted the quote.
To get the
criteria that AgencTRAK1000 uses to select Matching Freelancers, simply go to
our Filtering Criteria section of the tutorial.
After a
job is submitted, AgencTRAK1000 will automatically filter
for the matching Freelancers. You
will see a list of freelancers that match the job. The column, “Offer to Selected” will
automatically be checked off for each individual Freelancer chosen. You can remove the check box off of any
Freelancer you do not wish to send an email.
By
clicking the Offer to Selected Button, AgencTRAK1000 will send an email to all
Freelancers that are checked off. You will
be prompted to confirm before the email is sent. Once the email is sent, all Freelancers
immediately go into the “Offered Status.”
The status will not change until all selected freelancers are no longer
in the Offered Status. To get more
information on understanding Statuses, go to our Status
section of this tutorial.
Certification
Level: Now AgencTRAK1000 allows the
Agency to see the certification level of the Freelancer when determining if a
Freelancer matches a job.
Uploading
of Documents is available for Translation jobs only. The capability to upload a document is not
granted until after you have enter submit.
To upload document, simply go to the Document Information section of
your database. Click the browse feature
to upload the document from your files. Type in a description.
The Agency only has the rights to delete a document. The Freelancer and/or Customer can not delete
a document once it is uploaded. Agency
has unlimited storage capacity and can upload as many documents that are
needed.
Show Customer Documents
The Agency
can make the document available to their customers by clicking the Show
Customer box. If you choose not to show
your customer a document, simply keep the box unchecked. When then Show Customer box is checked, the
customer will have the capability to upload document from their Free
CustomerTRAK1000 account.
View
a Live Demo on the Customer/Client Feature by clicking here.
Create a new Customer by entering in all the required information. You can invite unlimited Customers to your AgencTRAK1000
account. You are not charged for the
number of Customers you have invited.
If an
email is entered, you will be prompted to confirm if you want to invite this
customer online. If you say yes, an
email will be sent to this customer informing them that your Agency has invited
them online. It also allows them to
setup their own Userid and Password.
Are my
Customers required to enter in a profile to do business with our Agency?
The customer is not required to
enter in a profile. The profile is automatically
setup when you “Create a New Customer. “ When and if your customer wants to do
business Online with you, they would simply check their email inbox to setup
their Userid and Password. Your customers can however, enter in their
clients/employees for you and all necessary information you may need. Your database will automatically upload this
info in real-time.
If your
customers choose to do so at a later time, to invite them you can simply click
the edit button in their profile, add their email address, then you will be
prompted to invited them online yes or no.
Clicking
the Detail button
will allow you to see a tracked list of Clients that you
or your Customer has added into your AgencTRAK1000 database. Each client is tracked for each job you enter
into your system. The Agency or Customer
can edit client information at anytime by clicking the edit button.
Client Detail Information:
Now your
Agency can track for information on your clients for statistical reporting. Such as: Date of birth, gender, age,
preferred freelancers, race, hearing status (deaf, deaf/blind etc. Some Agencies may have accounts with the
state that require this info.
Freelancers and Customers DO NOT see any detailed information on your
clients. Agency eyes only.
How do
I filter for specific statistical data that I may need?
On the
title of each column you will see a small diamond. That small diamond (icon) when selected
allows you to filter for specific data.
For Example: You wanted to filter for number of deaf
clients over age of 14. You will simply
first go to your “hearing status” column, click the diamond. Then choose “start with” then type “hear.” All of your hearing clients should
appear. Then filter again by going to your
“Age” column. Click the diamond, select
“greater than,” then type 14. You should get all client
over 14 that are hearing.
Can I
delete a Customer?
Yes. You can delete a Customer only if there are
no jobs attached to that customer, your customers have not setup their UserID and Password and/or your Customer has not been
invited by another Agency onto the AgencTRAK1000 platform.
What if
my customer never received the email to setup their account, how do I resend
Simply go to www.agenctrak1000.net and click the
forgot my password link. Enter their
email address that you used when you initially set them up and then send. They will receive the email again to reset
their password.
AgencTRAK1000
charges the Agency based on the number of Freelancers invited into their
AgencTRAK1000 Account. See more
information on Pricing, please go to our Pricing webpage of our website or click here.
All of our
Freelancers
Inviting
Freelancers
Invite a
Freelancer by entering in all the required information. When you Invite a Freelancer, after your hit
submit, an automatic email will be sent to setup them UserID
and Password to begin doing business with you Online. Please note:
To begin offering your Freelancers jobs, they MUST have their profile
filled out. If they have not setup their
source/target languages, AgencTRAK1000 has no data to filter. Make sure, before offering jobs, that your
Freelancers profiles are entered. (Tip:
Quick way to know if your freelancers have entered their profiles is by looking
at the front end of your freelancers list.
If you see nothing in the source/target languages,
that means that they have not filled out their profile.)
Checking off “Add to Favorites” box, allow the Agency to
sort, track and manage the Freelancers they use most frequently.
Simply
click the Freelancer name to get quick access to the Freelancer profile.
Note: The Freelancer has total
access to their profile. The Agency can
only view the profile.
Checking off “Add to Staff” box, allows the Agency to sort, track and
manage their Interpreters and/or Translators that are Staff employees.
Note: When a Freelancer is checked
off as “Staff,” they do not have access to bill the Agency as it is
assumed that the Staff employee is already on the Agency’s payroll.
When
inviting a Freelancer, what information do they see prior to accepting the Job?
Watch
a Live Demo on the privacy of Jobs offered to Freelancers by clicking here. You will see what your Freelancers get and
don’t get when offered a job.
The Agency
can view and edit some portions of the Freelancer information by simply
clicking the Edit button on the far left of each name.
Note: The Agency do
not have access to edit Freelancer’s profile.
Freelancers have full access to their profile. Agency can however approved the languages in their
freelancer’s profiles by going in the edit button.
The Agency
can edit, update and manage the following profile information of the
Freelancer:
·
Add
to Favorites - Track most commonly used
Freelancers
·
Add
to Staff – Freelancer that is consider on the Agency’s payroll and does not
need to Invoice the Agency
·
Vacation
or No New Jobs – Freelancer will no longer be filtered
for any jobs.
·
Make
personal notes on the Freelancer. This
information is visible to the Agency only.
·
View
Overall Rating of your Freelancer calculated from the Customer Survey Forms.
·
Approve
the languages of the Freelancer by clicking the check box column titles
“Language Approval.” This process is
important to the Agency that need to confirm if the Freelancer is skilled and
qualified in the languages specified before offering them a Job.
How do I inactivate a Freelancer?
If you do
not want AgencTRAK100 to filter for a particular Freelancer or you choose not
to work with a particular Freelancer, simply click the Edit button to the far
left of Freelancer name from your Freelancers List. Then check off the “Vacation or No New Jobs?”
box. When this box is checked,
AgencTRAK1000 no longer filters for this Freelancer for new jobs.
Can I
delete a Freelancer?
No. AgencTRAK1000 is based on the number of
Freelancers you have in your database.
Once you have invited a Freelancer, you are unable to delete them. You can however, inactivate
a Freelancer. Also for archived
purposes of data, you are unable to delete a freelancer as they may be
connected to your archived data.
Freelancer Documents
The Agency can upload unlimited documents that they would like all their freelancers to have
access to. Freelancers can simply click
the link to open or save the file to their computer. Simply click Insert New, Description and
Browse your files to upload the Document.
AgencTRAK1000 will also track the admin and date the file was uploaded.
To delete
a file, simply check off the file and hit the delete button.
Tip:
Filtering Data
AgencTRAK1000 is setup to allow the Agency to sort through data and filter for
statistical reporting. Example: If you need to look at all your freelancers
in
Watch
a Live Demo of Invoicing a Job by clicking here
Note: Job must be in completed status to begin Invoicing.
To begin
the Invoicing process, go to your Jobs that are in the Completed Status and
click the Job Number you want to Invoice.
Scroll
down to the Billable Work Details to view your Freelancer’s billing
information. The Agency can edit and
change any of the billing information.
If the Agency changes any of the Freelancer’s billing information, the
Freelancer will receive an automatic email describing the details of that
change.
Note: Freelancers have the ability to setup their
email alerts in their profile. This will
determine which email address they would like to receive billing information,
jobs and invoice information.
AgencTRAK1000
allows the Agency to see their job margin profit. When the job margin is in a negative, the
currency will be in red. When the job
margin is in a positive, the currency will be green.
Invoice
the Customer
Scroll
down to the Invoice Information field and click the Edit button.
You will
now be able to enter your Invoice Amount.
(You will be able to see a new job margin after you enter your Invoice Amount). After you have entered in your Invoice Amount
and click submit, AgencTRAK1000 will automatically
create your Invoice Number based on the way you have setup your Invoice Profile under your Account
Info tab. AgencTRAK1000 will track
the admin and date the Invoice was generated.
Note: An automatic Invoice Number
will also be generated for your AgencTRAK1000 for tracking purposes only. You will have 2 Invoice Numbers. The one your Agency created and the one your
AgencTRAK1000 account created.
'OK To Invoice' is required to invoice customer. Once checked,
job information cannot be altered/added by
Freelancers. If job has not yet been invoiced and job details need to be
changed, this can be unchecked to allow changes.
Ø
When
the OK to Invoice box is checked, an Invoice will be automatically generated
when you click the “Click Here To Create Invoices and
Accounting System Files” link.
Ø
When
the Ok to Invoice box is unchecked, an Invoice will not be generated for this
job when you click the “Click Here to Create Invoices and Accounting System
Files” link.
Invoice/Payment
Files – Create and generate your Invoices
Billable
Work Details – View all billable work detail.
You can sort and/or filter for information. Simply click any link to get details of job.
Invoices –
View your list of Invoices. Get a
detailed and printable version of your Invoice; simply click the details button
next to your Invoice number. When the
Invoice is past due, the Overdue column will be in
red.
Once you
click the link “Click Here to Create Invoices and Accounting System Files,” all
of your Invoices that have the “Ok to Invoice” box checked will get an Invoice
generated. Your customers will then be
able to view their Invoice Online.
To export your files to your accounting software, simply click the
“Invoice File” or Freelancer Payment File” button. You will then be prompted to
export your files.
Customer
Survey Forms
Watch
a Live demo of Customer Survey Forms
Customer Survey Forms are a great way to hear from your
Customers on the efficiency of your Agency and Freelancers. With the many requests for Customer Survey
Forms, our developers have implemented this feature directly into your platform
to allow for quick access to your customer’s feedback on a Job.
HOW DOES
IT WORK?
Only when
a job is “Completed” the Customer Survey Form becomes available to your
Customer. They are able to rate the
Agency and also the Freelancer. With
respects to a Translation Job, the rating of a freelancer is removed and they
ability to rate project manager and job efficiency becomes available.
Fill
Customer Form button – When the button reads Fill Customer Form, this indicates
that your customer did not fill out the form as of yet.
View
Customer Form – When the button reads View Customer Form, this indicates that
your customer has filled out the form and is ready for you to view.
Note: Once your customer has filled out the form,
they are no longer able to access the form.
However, the Agency can update the Customer Survey Form at any time.
PRINTABLE
VIEW
You can
print out your Survey Forms for tracking.
The job tracking information becomes available in the header.
Rating an
Interpreting / Translation Job – The rating are based on 1-5 scale. 1(one) starting as the lowest rating
score. As your Customers are rating job,
you will also get an overall rating of your Freelancer as well. This overall rating will also appear in your
list of Matching Freelancers to help you
select a qualified Freelancer. You can
also find this overall rating in the Edit page
from your List of Freelancers.
Note:
Customers are not allowed to rate Translators based on Punctuality, Appearance,
etc. as this would not apply to a Translator
Report Bugs/Request Features
Our goal
is to continue building an online database that allows the Agency to be able to
enter, track, manage and organize their Office Online. We are aware that at times, an Agency may
have a request for a feature to enhance AgencTRAK1000. The Report a Bugs/Requests feature allows the
Agency to do just that.
The Report
Bugs/Request Feature has a large box for typing located on the upper right
section of your AgencTRAK1000 database.
When typing in that box and hitting submit, he is immediately sent to
our developers for review. Note: The “Click here to
see all feature/ bug requests” link below the box allows you to see
all your requests and any notes that may have been written to you by our
developers.
Making
a Request/Suggestion
The
benefit of coming onboard with AgencTRAK1000 is that Agencies all around the
world can make additional "requests" to better enhance our platform
that is already built with its basic features. And everyone benefit! The decision to implement that feature is
totally up to the developers, if they feel it is a feature that "most"
Agencies can benefit from. It is at their discretion and developmental
timeframe. When and if that feature is added, Agencies are paying $0.00
for added features and customizations. Most requests if applicable to
most agencies are done within a reasonable amount of time. There are some
that may never get done or may take longer than others.
When a "request" is made (big or small), please keep in mind that is
a "request" and/or "suggestion." If the Agency feels
there is a request/suggestion, (after you have come onboard as a customer),
that is necessary for your Agency to continue using AgencTRAK1000, the
developers would work diligently accommodate that need. If they are
unable to meet your request or you feel you are unable to continue without the
request, you can cancel at anytime your subscription and would no longer be
charge to use the platform.
Reporting a Bug
At any
time you are working in your AgencTRAK1000 account and find that there is an
error message or bug, you can report it to our developers by typing in the box
and clicking the “report a bug” link.
Our developers will work diligently to make sure these bugs are found
and resolved.
Customer Support Contact
Information
Billing: 866-591-8272
Customer Support: 866-591-8272
Tech Support: techsupport@AgencTRAK1000.com
Suggestions/Requests: Make them through your personal
AgencTRAK1000 account platform.
Sales & Marketing: marketing@AgencTRAK1000.com or your personal sales rep.
AgencTRAK 1000
1800 Westlake Ave. N., Suite 102,
Harbor Master Building and Marina
Seattle, WA 98109
United States
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Other Helpful Information Below
Login to AgencTRAK1000 from your Website
Your Freelancers
and Customers can logon to their account straight from your website. Just give your webmaster the html code.
Just contact your sales rep to send you the html code.