Audience: CEO/Owner, General Manager
Read Time: 15 MinutesThis article describes the recommended starting point and setup checklist for new customers.
Before using your FASTTRAK Software for live production use, it is recommended to follow the series of setup steps below. Each of these steps has a corresponding help article and video quickstart to walk you through each aspect of the setup process.
Although NOT MANDATORY, it is HIGHLY SUGGESTED you follow the recommendations below. Following the checklist will provide you with the smoothest implementation of FASTTRAK InVision into your organization.
Keep in mind, you can access all articles by opening https://support.ifasttrak.com in your favorite browser.
Click the ARTICLE LINK links below to open each setup article in a new window.
| SETUP DESCRIPTION | ARTICLE | |
|---|---|---|
| [ ] | Introduction: InVision Quickstart Guide Provides a quick overview of the InVision application and common features and navigation details. | Click Here |
| [ ] | Intro: Available Support and Training Options Provides information on how and where to access help content including tutorials, community features and direct email support. | Click Here |
| [ ] | Intro: Who is FASTTRAK Technologies Provides a brief overview of FASTTRAK Technologies and our missing to the Ground Transportation Industry | Click Here |
| [ ] | Setup Step 1: COMPANY SETUP The Company information is the first area all data entry should begin with. | Click Here |
| [ ] | Setup Step 2: SYSTEM SETTINGS (i.e. Global Settings) This area should be reviewed and any settings selected before proceeding through the other areas. These defaults and settings will affect the creation of employees and customers and Corporate Profiles. Make sure you have set the defaults and other operational settings such as emails. These settings can be altered at a later time if needed. | Click here |
| [ ] | Setup Step 3: VEHICLE TYPES AND VEHICLES These must be entered prior to entering: Drivers, Customers, Corporate Profiles and Pricing. | Click here |
| [ ] | Setup Step 4: DRIVERS SETUP These should be entered prior to setting up any drivers to be able to use the Driver Apps. | Click Here |
| [ ] | Setup Step 4b: AFFILIATE SETUP If necessary, you can setup affiliates and affiliates connections. This allows you to send and receive trips with other external affiliates, both on FASTTRAK and external from other software applications. | Click Here |
| [ ] | Setup Step 5: USERS AND ROLE SECURITY Upon initial setup you may decide to allow all users to view all parts of the program however as you begin day to day operations you will want to create separate security roles for the various users to protect sensitive information such as: CC information, Financials, Pay Reports etc. | Click here |
| [ ] | Prior to entering any reservations the pricing should be setup. The pricing plans are also required to set each Customer or Corporate profile pricing. | Click here |
| [ ] | Setup Step 7: CUSTOMER PROFILES AND CORPORATE BILLING PROFILES The Customers and Corporate Clients should be entered prior to starting booking reservations. | Click Here |
| [ ] | Setup Step 8: Data List Management The Customers and Corporate Clients should be entered prior to starting booking reservations. | Click Here |