Feature Description
Job Costing SMBTrack keeps track of labor, materials, services, and adjustments by project, to allow for cost accounting and accurate estimating. Projects can be nested as sub-projects to allow sub-task level tracking.
Invoicing / AR SMBTrack allows production and tracking of invoices, as well as tracking of payments to maintain a dashboard of accounts receivables. Invoices for a billing period can be produced with a single click, pulling in appropriate records for T&M projects, billing monthly service projects according to services, and billing fixed bid projects by released amounts.
IT Asset Management SMBTrack keeps track of major classes of IT assets, which can be kept updated by a deployable inventory and monitoring agent. The agent also collects performance data and error logs.
Monitoring Agent SMBTrack includes a Windows endpoint agent to collect monitoring and inventory information, which is fed into the inventory and monitoring modules. The monitoring agent is configured through provided group policy templates.
"Easy Button" The Windows endpoint agent includes an optional user interface for an "easy button" style hot-key F12 popup. The pop-up displays configurable contact information, and allows custom launch buttons as well as integrated "find me" and "call me" buttons. The launch options can open a web-based tool or download a remote support tool.
User Locator SMBTrack uses login / logout data from the Windows endpoint agent to keep track of current logins, so it's easy to find the workstation a user is currently logged in to.
Alarm Dashboard SMBTrack includes a live alarm dashboard, which is driven by log information and other alerts from the endpoint agent. Alarms can be allocated to employees to mark them as handled, so multiple employees aren't working the same issue. A rules database allows customization of which log entries or measurements produce alarms, and what level (1-3) those alarms are.
Task Lists SMBTrack includes a Kanban-style task board with multiple lists. Each lists can be assigned to multiple users for a "jump board" list, and can be limited to a fixed number of entries. Lists can be made read-only on a per-user basis. Tasks have a append-only history list to record progress and updates, which can be marked as customer-viewable or non-customer viewable.
Ticket Tracking SMBTrack includes a ticket tracking module with a configurable priority list. Simple tickets can be closed with a in-ticket resolution field. More complicated tickets can be linked to tasks in the task module, and customer-viewable updates to the task will be sent to all linked tickets.
Ticket SLA Tracking SMBTrack ticket priorities carry a configurable SLA for response and resolution. Ticket state changes are tracked, and a report is available for each ticket detailing transitions and remaining SLA time. Ticket views sort by the next item requiring action to meet SLA.
SMS Ticket Integration SMBTrack allows ticket submission by SMS/text. New interactions create a new ticket, while text message corresponding to an open ticket are recorded as new communication. Your agents can respond directly from the ticket to continue the text conversation.
Email Ticket Integration SMBTrack includes an IMAP-based email scanner to monitor a ticket mailbox at your mail provider of choice. Incoming emails are used to update existing tickets, and emails without a reference number will create new tickets.
Staff Monitoring SMBTrack includes a time tracking agent to monitor the active or "foreground" window of your agents. This is visible in a timeline within the web application, to allow staff to more accurately bill their time towards projects and avoid missing "hidden" time.
PBX Integration SMBTrack can import call detail records and present them as part of the staff activity view, to make client calls visible in the time-line. SMBTrack can also control PBX phone queue membership in real-time.
Software Package Management SMBTrack keeps track of your software packages and releases, and allows download through the included store site if purchased. SMBTrack tracks software product entitlements, which are automatically created as part of store purchases. Entitlements can also be manually assigned to customers and adjusted by customer service.
Configuration Management SMBTrack includes versioned configuration file management, integrated with package management to implement automatic upgrades of on-premises deployments. Configurations can be polled using a token URL from shell scripts, or pushed via a message queue.
Software Store SMBTrack includes a built-in store site for selling software. Purchases made through the store create entitlements, which are used by the download section and docker registry to control software downloads. Entitlements can be edited by customer support representatives to fix entitlement issues.
Docker Registry SMBTrack includes a registry site which serves as a proxy to Amazon Elastic Container Registry. The registry proxy controls access according to entitlements and other claims by the user. End users can log in using their API password from the store, or you can manually create logins.
License Management The SMBTrack built-in store includes a license verification API which checks against active entitlements by license key. For supported languages an MIT-licensed library is available to use in your projects.
On-Premises Telemetry The SMBTrack built-in store includes a telemetry endpoint for reporting end-user utilization and performance. For supported languages an MIT-licensed library is available for use in your projects.
Security Labeling In addition to a capability-based model, SMBTrack users and objects are labeled with a security label. On each access the security label of the requester and that of the referenced object are compared using a per-tenant reference monitor. Security labels support up to 8 sensitivity levels and up to 60 non-hierarchical categories.

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