Allotrac

How to create your custom field templates

How to create a new document type

Create your income & expense finance categories to track against your sellable and purchasable items

How to create finance categories

Create your prestart checklists, risk assessments, job checklists and more using our form templates!

How to create a new form

How to customise your invoice templates

How to create your logged event templates

How to create your notification topics

How to create and implement your policies & procedures

Configure and customise your morning, afternoon & night shift times and more!

How to configure your shifts

How to customise your user invitation forms

How to enforce POP & POD documents to be captured & automate POP/POD sending

Customise the default templated information that will pre-populate on your invoices

How to configure your invoice templates

How to manage and create user groups

How to set Allotrac credit limits for your site

Brendan Shaw

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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