General FAQs

Can I Get A Free Trial?
Yes! You can try the Trackplan FM software free for 15 days. You can request a free trial of Trackplan on our website here: https://www.trackplanfm.com...
Wed, 29 Jan, 2020 at 5:20 PM
How can I change the Job Contact Details?
The Job Contact Details can be changed using the Edit button on the Jobs Details page. The Contact Details by default are associated with the chosen site.  ...
Mon, 22 Jun, 2020 at 11:28 AM
I would like a 1-to-1 demo of Trackplan
If you are interested in an more in-depth walkthrough of Trackplan with a member of our team, you can request a demo through our website here: https://www....
Wed, 29 Jan, 2020 at 5:20 PM
Upload Centre
The Upload Centre is where you can upload new data and / or update data from a spreadsheet for Sites, Site Locations, Users, Resources, Assets, Jobs, Planne...
Wed, 5 Feb, 2020 at 5:10 PM
How to Create a Four-Window View
In this article we will show you, step-by-step, how to create a four-window view on one screen, just like the image below: 1. Open the Trackplan a...
Wed, 5 Feb, 2020 at 5:05 PM
QR Codes
Within Trackplan you have the option to attach QR codes to assets. These QR Codes can be printed out and attached to the physical asset. This enables the us...
Tue, 28 Apr, 2020 at 10:14 AM
Perform Bulk Actions for Multiple Jobs
Trackplan allows you to perform bulk actions across multiple jobs. For this example, we will learn how to archive multiple completed jobs so they don't...
Tue, 11 Feb, 2020 at 7:56 PM
Teams
The Settings -> Teams area allows you to create groups of users and resources to help manage and distribute work to the right people. You can create a te...
Mon, 27 Apr, 2020 at 5:03 PM
Can I Do Risk Assessments with Trackplan?
The Form Designer feature of Trackplan is a great tool for creating many different types of forms, for example risk assessments. These risk assessments can ...
Fri, 27 Mar, 2020 at 4:15 PM