With Tracker 8, field, warehouse and office personnel can use a smart phone, tablet or computer to find and order the tools, equipment and supplies they need. No installation is required (unless you want to read QR or barcodes with a smart phone): your data lives in the cloud and the interface runs on any device with a modern browser.
Tracker 8 was designed for mid-sized to large construction companies that want to assign tools and equipment to jobs, employees, trucks and storage sites. Report customization and QR and barcoding (with phone and tablet cameras, stationary and portable barcode readers) are built into the system.
Optional, extra-cost modules can be added to Tracker 8) at any time, without re-entering data.
Supplies and Small Tools. Track less-expensive items like hand tools and supplies. Kits, containers, and order points.
Billing. Tool management software that turns your tool room into a profit center. Automatically processes tool and equipment sale and rental rates as items are checked out, including job discounts and rental caps.
Repair and Maintenance. Track repair histories and costs, set up preventive maintenance schedules that alert you when maintenance is due.
Multi-user. Allows more than one person to run Tracker 8 at the same time. Differentiates between editing and view-only users. Editing users can add and edit data. View-only users can find and order items but cannot otherwise add or edit data.
For a quick introduction, read the Overview or one of the intros to Tracker 8 on this page.
For more depth, click Tracker 8 help in the main menu to explore the Tracker 8 help system.
Or contact us if you ...
SIGN INTO TRACKER 8
After you sign up (or your organization signs you up) for Tracker 8, you'll receive an email with sign-in instructions. You don't need to install anything (unless you want to read barcodes with a smart phone).
THE MAIN MENU
After you sign in, the main menu looks like this on a smart phone or tablet (it looks slightly-different on a computer).
Touch one of these links and its help page will open.
You may not see all these icons and choices in your copy of Tracker 8. What you see depends on the rights assigned to you by your organization's Tracker manager and the Tracker options your organization has selected.
FIND ITEMS
Touch the Find and add to cart icon in the main menu to open the find and add to cart screen.
If a search window appears, fill it in and touch OK. The search window appeared because an optional default search was set up for your copy of Tracker 8, a search that runs whenever the find and add to cart screen is opened. You can change or get rid of this default search (see searches).
Scroll through the list or search for the items you want. If you have a lot of data, it will be spread across pages: in the picture above, 3/7 (near the top, to the right of 'Find and add to cart') means that you have 7 pages of data and page 3 is currently displayed. Touch the icons at the bottom to navigate: takes you to the first page, the previous page, the next page and the last page.
Search (or refine the default search) by typing in the Search descriptions field, for example, descriptions that contain the letters 'ge'.
LEVELS
Your data is presented in 3 levels. Usually, the top-most level displays your organization's descriptions and the quantities of each. Drill down to the next level (which displays a description's current assignments) by touching to the right of a description. In the example below, all 3 generators are assigned to the default storage site.
Touch at the top left to return to the previous screen, to drill down to the next level (the specific items with the previously-selected description that are currently at the assignment you select).
GROUPING
We've been looking at data grouped by description then assignment, which is ideal if you want to know where your generators are. If you want to see a list of items at a job, touch
the tool icon in the menu at the bottom of the screen then Group by assignment then description.Now assignments (which can be jobs, employees or storage sites) are at the top level.
Drill down to the next level to see the descriptions currently at an assignment (in this case, the descriptions assigned to truck 26).
Drill down again to see the specific items assigned to truck 26.
ORDER ITEMS
Ordering items in Tracker 8 is like ordering from an online store: you find the items you want, add them to your cart then place your order.
You can add items to your cart from several screens, but we'll continue looking at the find and add to cart screen.
To add an item to your cart, touch the cart icon to its right.
You can add as many items to your cart as you like. When you want to see the contents of your cart, touch the cart icon in the main menu.
Touch Cart task and pick a task, for example, Assign to job.
Another button will appear, prompting you to enter the assignment (a job, in this case) you're ordering for.
Touch Place Order at the bottom to record your order.
If you see Actions instead of Place Order, touch Actions and a menu will appear with 2 choices: Place Order or Ship. Place Order means someone else will fulfill the order. Ship means you're fulfilling the order yourself, if, for example, you're a foreman sending items from one job to another.
After you place or ship an order, the Orders screen opens. You can return to the Orders screen later (to check, for example, your order's status) by clicking the Data icon in the main menu then Orders.
SIGN INTO TRACKER 8
After you sign up (or your organization signs you up) for Tracker 8, you'll receive an email with sign-in instructions. You don't need to install anything (unless you want to read barcodes with a smart phone).
THE MAIN MENU
After you sign in, the main menu looks like this on a computer (it looks slightly-different on a smart phone or tablet).
Click one of these links and its help page will open.
You may not see all these icons and choices in your copy of Tracker 8. What you see depends on the rights assigned to you by your organization's Tracker manager and the Tracker options your organization has selected.
ADD, EDIT AND DELETE JOBS AND STORAGE SITES
Click the Data icon in the main menu then Jobs. If none are listed, follow the directions below to add one or more. Do the same in the Storage sites screen (which is also in the Data menu).
To add a job or storage site, click
the Add icon in the grid menu in the upper right corner of the Jobs or Sites grid.To edit, click
the Edit icon. If you click in the record or the field in the record you want to edit first, the cursor will appear in that record or field.After you click
the Add or Edit icon, the grid menu changes.Click
the Add icon to add another record, the Save icon to save, the Cancel icon to undo any changes you've made since your last save.
Clicking the Add or the Edit icon puts you in editing mode. Once in editing mode, you can add or edit as many records as you like before saving or cancelling.
To delete, select the record(s) you want to delete by clicking the checkbox(es) in the left-hand margin of the grid (you can select more than one) then click
the Delete icon in the grid menu.ADD ITEMS
Click the Data icon in the main menu then Items (which is what Tracker 8 calls the stuff you're tracking: your tools, equipment, supplies, computers, office furniture, etc.). This is the screen you'll use to add, edit and delete items. If none are listed, follow the directions below to add one or more.
While you can use
the Add icon in the grid menu to add items, it's faster and easier to add them with the NEW ITEM WIZARD or DUPLICATE ITEM WIZARD.SEARCH FOR ITEMS
ASSIGN ITEMS TO JOBS, STORAGE SITES, etc.
Assigning items in Tracker 8 is like ordering from an online store: you find the items you want, add them to your cart then place or ship your order.
You can add items to your cart from several screens, including Find and add to cart and Fast add to cart. The instructions here use the Item assignments screen (which lists your items' current locations).
RUN A REPORT THAT LISTS THE ITEMS CURRENTLY AT A JOB
CUSTOMIZE YOUR TRACKER 8 GRIDS AND REPORTS
Tracker 8 grids can be customized. And what you see on your screen is what you'll see in most reports, so customizing one customizes the other.
If you'd like to customize your grids, read about views or contact us and we'll show you how.
MAKE ITEM ASSIGNMENTS YOUR DEFAULT SCREEN
If you'd like the Item assignments screen to appear when you first open Tracker 8, make it your default screen.
SIGN INTO TRACKER 8
After you sign up (or your organization signs you up) for Tracker 8, you'll receive an email with sign-in instructions. You don't need to install anything (unless you want to read barcodes with a smart phone).
THE MAIN MENU
After you sign in, the main menu looks like this on a computer (it looks slightly-different on a smart phone or tablet).
Click one of these links and its help page will open.
You may not see all these icons and choices in your copy of Tracker 8. What you see depends on the rights assigned to you by your organization's Tracker manager and the Tracker options your organization has selected.
ADD, EDIT AND DELETE JOBS AND STORAGE SITES
Click the Data icon in the main menu then Jobs. If none are listed, follow the directions below to add one or more. Do the same in the Storage sites screen (which is also in the Data menu).
To add a job or storage site, click
the Add icon in the grid menu in the upper right corner of the Jobs or Sites grid.To edit, click
the Edit icon. If you click in the record or the field in the record you want to edit first, the cursor will appear in that record or field.After you click
the Add or Edit icon, the grid menu changes.Click
the Add icon to add another record, the Save icon to save, the Cancel icon to undo any changes you've made since your last save.
Clicking the Add or the Edit icon puts you in editing mode. Once in editing mode, you can add or edit as many records as you like before saving or cancelling. This is a big improvement over Tracker 7, where you must save a new or edited record before adding or editing another.
To delete, select the record(s) you want to delete by clicking the checkbox(es) in the left-hand margin of the grid (you can select more than one) then click
the Delete icon in the grid menu. The ability to delete more than 1 record at a time is another big improvement over Tracker 7, where records can only be deleted one by one.ADD ITEMS
Click the Data icon in the main menu then Items (called Inventory in Tracker 7: your tools, equipment, supplies, computers, office furniture, etc.). This is the screen you'll use to add, edit and delete items. If none are listed, follow the directions below to add one or more.
While you can use
the Add icon in the grid menu to add items, it's faster and easier to add them with the NEW ITEM WIZARD or DUPLICATE ITEM WIZARD.SEARCH FOR ITEMS
ASSIGN ITEMS TO JOBS, STORAGE SITES, etc.
Assigning items in Tracker 8 is like ordering from an online store: you find the items you want, add them to your cart then place or ship your order.
You can add items to your cart from several different order entry screens:
RUN A REPORT THAT LISTS THE ITEMS CURRENTLY AT A JOB
MAKE YOUR TRACKER 8 GRIDS AND REPORTS LOOK LIKE YOUR TRACKER 7 GRIDS AND REPORTS
Tracker 7 grids can be customized in limited ways. Tracker 8 extends those capabilities dramatically: among other things, you can create as many Views of a particular screen as you want, each containing different data.
In Tracker 7, screens and reports are separate. Customizing one has no effect on the other (which is why people often ask for simple changes to reports, for example, adding a column). In Tracker 8, what you see on your screen is what you'll see in your reports: the same columns, sort and search results. So customizing a screen and manipulating the data in it (for example, by sorting it) automatically creates a customized report.
If you'd like to customize your grids, read about views or contact us and we'll show you how.
MAKE ITEM ASSIGNMENTS YOUR DEFAULT SCREEN
Tracker 8 offers a large number of preferences you can use to tailor the system to your needs. For example, if you're going to use the Item assignments screen more than any other, you can make it the screen that appears when you first sign into Tracker 8.
UPGRADING IS REASONABLY-EASY
Tell us you're ready to upgrade and, we'll email sign-in instructions. You don't need to install anything (unless you want to read barcodes with a smart phone).
THERE'S NO RUSH
UPGRADE PRICING
IF YOU WANT US TO CONVERT YOUR TRACKER 7 DATA
You can cut over from Tracker 7 to 8 with or without an interim period. If with an interim, you can work with a blank copy of Tracker 8 or we can convert your Tracker 7 data twice, first for the interim then again when you're ready to go live with Tracker 8.
We've written a program that identifies issues that must be addressed before Tracker 7 data can be upgraded. Click here to download upcheck.exe, save it in your main Tracker 7 folder, run it (when Tracker 7 isn't running) then fix any issues the program identifies.
We recommend keeping a copy of Tracker 7 on your computer for at least a year after upgrading so you can look up data that wasn't converted (for example, inactive jobs and the history of items assigned to those jobs).
If you've used Tracker 7 for several years, you probably have old transaction history, jobs, employees and other data you rarely look at. Your Tracker 8 performance will be snappier if you exclude un-needed data from the conversion, for example ...
Descriptions are much-more important in Tracker 8 than in Tracker 7. There's a lot you can do to make them work better:
Over time, Tracker 7 data can become inconsistent. It's worth checking ...
While you can do a physical count and update quantities after upgrading, doing so before gives you an opportunity to check your data and catch inconsistencies.
Tracker 7 |
Tracker 8 |
|
typical users |
office and warehouse personnel |
office, warehouse and field personnel |
field users can use mobile devices to search for and order items |
||
installation |
on each computer |
no installation necessary, cloud-based, runs in a browser |
on-site server installation possible but not offered initially |
||
internet access |
possible with utilities like terminal server or citrix |
standard, runs over the internet |
mobile devices |
not supported |
specialized screens for mobile devices |
designed to be used by field personnel for searches, orders |
||
modules |
employees (optional, extra cost) |
employees (included, no extra cost) |
custom reports (optional, extra cost) |
custom reports (included, no extra cost) |
|
portable barcode download (optional, extra cost) |
portable barcode download (included, no extra cost) |
|
supplies & small tools (optional, extra cost) |
supplies & small tools (optional, extra cost) |
|
billing (optional, extra cost) |
billing (optional, extra cost) |
|
repair & maintenance (optional, extra cost) |
repair & maintenance (optional, extra cost, available Spring 2017) |
|
pricing |
one-time license + annual support fees |
monthly or annual use fees, no up-front license fees |
no charge for view-only users |
charge for view-only users |
|
ORDER ENTRY |
||
mouse & menu on a computer |
works best if the user knows his organization's IDs |
different screen for different users |
works reasonably-well if the user knows descriptions |
one for those who know their organization's IDs or descriptions |
|
another for those who don't: utilizes a familiar 'add to cart' approach |
||
supports separate barcode #s, no other cross-references |
unlimited cross-references, e.g., barcode #s, manufacturer #s |
|
touchscreen on a mobile device |
not supported |
specialized screens for mobile device users |
stationary barcode on a computer |
supported, data checked when entered |
same |
doesn't support separate barcode #s |
supports separate barcode #s |
|
portable barcode on a computer |
supported, data not checked until uploaded |
same |
barcoding on a mobile device |
not suppported |
supported, data checked when entered |
INTERFACE |
grids in Tracker 7 |
similar concept, different name ('views') in Tracker 8 |
very limited organization-wide setup |
designed for organization-wide setup |
|
user customization |
each user can have a different grid for the same data |
each user can have any number of views of the same data |
column widths can be changed but changes aren't saved |
column widths can be changed, changes can be saved |
|
organization managers can set up one default grid per table |
can set up one default and any number of alternative views |
|
all subsequent changes are user-by-user |
subsequent changes can be by group or user |
|
organization managers can change default, re-assign users, etc. |
||
table-to-sub-table grids/views |
not supported |
supported |
fields from other tables |
cannot be added by users to grids |
can be added by users to grids |
can be added to reports |
same |
|
searches |
quick 1-column searches |
same |
1-column search operator (e.g., 'starts with') can't be changed |
users can pick from a list of operators |
|
complicated searches can be saved |
complicated searches must be saved |
|
can only search for data in the table being used |
can search for data in related tables |
|
organization manager can't pre-define complicated searches |
organization managers can define any number of complicated searches for all users in his organization |
|
users can add additional user-specific complicated searches |
||
no default search |
organization managers can define default searches for each view |
|
users can over-ride that with a user-defined default |
||
sorts |
click a column heading to sort ascending, again to sort descending |
same |
complicated sorts (2+ columns) not supported |
any number of complicated sorts can be created and saved |
|
can include data from related tables in sorts |
||
organization managers can define any number of complicated sorts |
||
users can add additional user-specific complicated sorts |
||
default sorts system-defined, users can't change |
organization managers can define default sorts for each view |
|
users can over-ride that with a user-defined default |
||
REPORTING |
search results can be passed from a grid to a report |
same |
customizing a grid doesn't change reports |
reports generally replicate the columns displayed in a view |
|
changing the sort in a grid doesn't change reports |
reports generally replicate the sort order in a view |
|
DATA |
items automatically-assigned to default storage when added |
items not automatically-assigned |
categories assigned by item |
categories (renamed for clarity and extended) assigned by description |
|
unique (including vehicles) |
vehicles, equipment and expensive tools |
|
not unique |
inexpensive tools |
|
not unique not normally returned |
consumables, serialized consumables and intangibles |
|
BILLING |
rates assigned by item |
rates assigned by group |
difficult to undo period-end bills and re-run bills for previous periods |
easy to undo period-end bills and re-run bills for previous periods |
|
hourly billing from meter entries, only |
hourly billing from meter entries or clock time |
|
SECURITY |
||
user passwords |
optional if employees module on |
required |
security levels |
pre-defined, hard-coded |
pre-defined by group, i.e., more fine-grained |
field-level security |
organization managers can exclude fields from grids |
organization managers can define field access by group |
TECHNICAL DETAILS |
database, language, interface: Visual FoxPro 6 |
database: postgreSQL |
no longer supported by Microsoft but common |
language: javascript |
|
Windows only |
development environment: servoy |
|
interface: jQuery, jQuery mobile, slickgrid |
||
all open-source |
||
all operate on multiple operating systems: Windows, Linux, etc. |
Updated January 19, 2023
In US dollars
Subject to change without notice
Upgrading from Tracker 7
Upgrade pricing is described in a different section of this web page: Upgrading from Tracker 7 to 8.
Free Tracker 8 accounts
Sign up here for a free Tracker 8 account. Free accounts have no time limit and offer the same functionality as paid EXCEPT they ...
Free account software maintenance, technical support, training
If you have questions, contact us, preferably by email. We'll provide a modest amount of no-charge tech support but reserve the right to charge $40 per quarter hour. Support may be purchased in advance for $150 per hour.
Free Tracker 8 accounts include:
Paid Tracker 8 accounts
Contact us to upgrade to a paid account. Paid accounts ...
Fees for paid Tracker 8 accounts are paid monthly or annually in advance in US dollars. You can stop using Tracker 8 any time you like but Waterwheel will not refund fees previously paid unless required by law. For additional payment terms, see Waterwheel's Terms of Use.
monthly Tracker 8 editing user fees (notes 1 and 2) |
|
editing user 1 (note 3) |
each additional editing user (note 3) |
base system |
|
$30/month |
$10/month |
optional modules (note 4) |
supplies |
$15/month |
$5/month |
|
billing |
$15/month |
$5/month |
|
repair |
$15/month |
$5/month |
monthly Tracker 8 view-only user fees (notes 1 and 2) |
|
each view-only user (note 3) |
base system |
|
$1/month |
optional modules (note 4) |
supplies |
$.50/month |
|
billing |
$.50/month |
|
repair |
$.50/month |
Paid account software maintenance, technical support, training, user customization and custom code
If you have questions, contact us.
Tracker 8's paid account fees include:
Tracker 8 fees do not include:
You can customize Tracker 8 screens, reports, searches and sorts yourself using the customization utilities built into Tracker 8.
If a feature you want isn't available in Tracker 8, we can add it for you by writing custom code. Before proceeding with a project, we will discuss its scope and our fees with you. At your request, we'll document that scope and those fees in a letter or contract. In all cases, Waterwheel will retain ownership of and Intellectual Property Rights to any code written on your behalf. You agree that Waterwheel may incorporate all such code in Tracker 8 as it sees fit.
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portable reader standard programming, each (custom programming at standard custom code rates) |
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portable reader shipping |
cost |
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stationary LZ400RF 2-way radio laser scanner including 1 base station and usb cable |
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