Introduction
Welcome to CustomerTRAK1000. This tutorial will lead you through the process
using the CustomerTRAK1000 simple web application.
In this tutorial, we will walk you through the
CustomerTRAK1000 tab listing, complete with frequently asked questions you may
encounter.
The tutorial assumes some prior knowledge of basic
features of CustomerTRAK1000, but does not assume a familiarity with every
aspect of the CustomerTRAK1000 web application. CustomerTRAK1000 requires a 5.0
or greater Internet Explorer or Netscape Navigator web browser. The tutorial
will focus on these areas:
Ø My Jobs
When your
Agency invites you to business with them Online, you become a member to
CustomerTRAK1000 at no charge to you.
You automatically receive an email requesting for you to begin using
CustomerTRAK1000 by setting up your own Login and Password. Once you have setup your Login and
Password. You will then have full access
to your CustomerTRAK1000 account.
To Login
to the CustomerTRAK1000 web application at any time, you can go to www.AgencTRAK1000.net
What if
I can’t find the email link my Agency sent me, can I still setup by Login and
Password on my own?
·
If
your Agency have you in their database as an Invited Customer, simply go to www.AgencTRAK1000.net and click Reset
Password link.
·
Enter
the email address your Agency used to setup your account; you will receive an
email to setup the Login and Password again.
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.
Please
make sure to keep this information current.
View
a Live Demo on the Clients/Employees feature
As a Customer, you can enter your clients and/or employees that may require
interpretation or translation needs. You
can also enter in any contact persons within your organization. This will allow your Agency to quickly select
the client and/or employee needing their services from a drop down list. It allows for better efficiency and
organization. This is however, optional
but helpful to the Agency.
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.
CustomerTRAK1000 developers assign data to your Dashboard based on the
most frequent suggestions and requests given from Agencies. To make a request/suggestion for Dashboard
data you can inform your Agency.
Ø
Current
Job Count – Allow you to view the Status of your jobs and view them with just
one click on the link.
As the
customer you can view your Jobs by going into your “My Jobs” tab and simply
clicking the Job# link associated with the Job.
Ø
New/Open
– All new jobs entered by either the Agency or Customer
Ø
Not
yet Filled – Job is currently in Offered status to either one or more
Freelancers. Freelancers have not yet
responded.
Ø
Filled
–Either one or more Freelancers have accepted or job has been
recalled/cancelled. (Ex: If you select 3 Freelancers for a job, but only 2 has
accepted or no longer in the Offered status, the job will remain in the Offered
status until the last Freelancer changed the status from Offered.)
Ø
Completed
– Freelancer has completed the job and is ready for invoicing.
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.
Ø
Job
Name – The Job Name that appears on your Invoice.
Ø
Type
– Currently the Agency or Customer 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
after your hit submit.
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, it 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, it 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.
Ø
Customer
– the paying Customer that you will be billing.
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.).
If there is specific information you would like to track on your
Invoice, you can enter in this box.
Ø
Other
requirements/requests – This box is generally used for the Customer or Agency
to describe if there are other requirements for the job (attire,
certification). This information does not
appear on the Invoice. It is
information purposes only for the Agency.
Ø
Location
– You can enter specifics of where the job is location. You can enter any notes or location details
you need your Agency to know. You can
also enter information regarding directions to the location.
What
are the filtering criteria used 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.)
Ø
Gender
(By selecting Male or Female, it allows the Agency to be able to better filter
for the best matching Freelancer for the job.)
If not required leave blank as it will limit the amount of Freelancers
filtered for the job.
Ø
Required
Specialization – If the job requires that the Freelancer have a Legal, Medical
or Social background you would select one of these required
specializations. Note: Please do not select this section unless you
are 100% sure that this is required. It
will limit the amount of freelancers your agency can filter to get you a match
for your job.
Uploading
of Documents is available for Translation jobs only. Uploading of documents takes place only after
you have submitted the translation job request.
Then you simply go to the “Document Information” field/section of your
Job request. Click the browse feature to
upload the document from your files.
Type in a description. The
Freelancer and/or Customer can not
delete a document once it is uploaded.
Uploading documents has unlimited storage capacity.
Customer Survey Forms
Watch
a Live demo of Customer Survey Forms
Customer Survey Forms are a great way that you can inform
the Agency of their efficiency quality of their Freelancers. With the many requests for Customer Survey
Forms, our developers have implemented this feature directly into your platform
to allow you quick access to communicate with your Agency and give feedback.
HOW DOES
IT WORK?
Only when
a job is “Completed” the Customer Survey Form becomes available to the
Customer. You are able to rate the
Agency and also the Freelancer. With
respects to a Translation Job, the “rating of a freelancer” is removed and the
ability to rate project manager and job efficiency becomes available.
Fill
Customer Form button – When the button reads Fill Customer Form, this indicates
that you have not filled out the form as of yet.
View
Customer Form button– When the button reads View Customer Form, this indicates
that you have completed the form and it is ready for you to view.
Note: Once you have filled out the form, you 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 you are rating a job, it gives
your Agency an overall rating of their Freelancers as well.
Note:
Customers are not allowed to rate Translators based on Punctuality, Appearance,
etc. as this would not apply to a Translator
CustomerTRAK1000
allows the Customer the ability to do business with all their Agencies around
the world in one Database. Once your
Agency has invited you to their AgencTRAK1000 account and you have accepted
their invitation via email, that Agency is automatically added to your List of
Agencies. You can now do business with
all your Agencies in one centralized location.
We encourage you to inform all your Agencies about AgencTRAK1000.
How do
I Tell my other Agencies about Signing up for a AgencTRAK1000 account?
To inform
your Agencies about AgencTRAK1000 you can simply direct them to our website www.AgencTRAK1000.com or you can
officially send them a newsletter about AgencTRAK1000 directly from you by clicking
this link: Tell
Your Agencies
Details
By
clicking the Details button next to your Agency name, you can view your Agency
contact information, all the administrative users associated with your Agency
with their contact information.
To view
your list Agency Invoices simply go to the “Agency Invoices” tab. You will be able to see all Invoices for all
of your Agencies. You can sort and/or
filter any of the columns. To sort
simply click the link title for the column.
To filter simply click the small diamond icon located next to the title
name.
Past Due
Invoices are shown in Red by the amount of days it is past due. You will also see this red# located on your
Invoice template.
To view
your Invoice Template simply click the “Details” button associated with the
Job. When viewing your Invoice template
you can view the job details simply by clicking the Job# link on the
Invoice.
Printable
View button allows you to get a Printable View of your Invoice Template.
Customer Support Contact Information
Billing: 866-591-8272
Customer Support: 866-591-8272
Tech Support: techsupport@AgencTRAK1000.com
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