WorkTrack Quick Reference

prepared for:
Sign-In to WorkTrack
1. Using Internet Explorer, go to:
http://provider.worktrack.com
2. Enter: username, password, company name
(as provided) and press Sign In
3. You will see the service request list page

Accept New Work

1. Select the Waiting on Acceptance view a
2. View request details by clicking on the request
number hyperlink b
3. Change status to Accept by clicking on the
icon icon.
4. Enter notes and click Ok
5. The request will disappear from the Waiting on
Acceptance view and appear in the Accepted
view (Note: to refuse new work, select Cancel)
Complete Work
1. In WorkTrack, select the Accepted view
2. When the technician has completed the work,
find the request
3. Select the icon status icon
4. Choose Complete
5. Enter details in the completion notes field and
press Ok
Submit an Invoice
1. Find the completed work order in the Completed
view c
2. Click the hyperlink to view details d
3. Click edit to view invoice e
4. Add line items for labor and parts
5. Add any other fees, add/edit discounts and tax
6. When youre finished and ready to send the
invoice, click the submit button f
(Note: You cannot submit an invoice before the
request is completed)

c
d

f
2014 Corrigo Incorporated

WorkTrack Quick Reference

NTE Amount and Submitting Quotes (Estimates)
The service request may contain an NTE, or Not-to-Exceed amount. If you believe that your price for the services
you are going to perform will exceed this amount then you have the option to submit a quote. You can submit a
quote by clicking the edit option in the Quote feature.

You will enter the total amount required to perform the work, including an explanation of why the NTE needs
to be increased, and then click the Submit button. Please make sure that the service request is not marked
complete until the quote has been approved.

2014 Corrigo Incorporated