CROSStrax Help Desk

Users can print the case details page by using the Blue "print" button.

We have a great tutorial video to help with creating new cases. This video covers these topics: Creating a New Case Quick Add Case Button Bulk Impor...

The bulk uploader allows a user to add multiple cases at one time, using a spreadsheet. Some of our users get hundreds of skip traces, locates, pre-employme...

This is an indicator for the GPS tracking feature.  If the assigned investigator has not started the GPS tracking for the file they are working the cl...

To schedule a file, go to the case details page, click "edit case" and scroll down to the "Service Schedule Information" section. You wi...

This scenario was posted by one of our users:   "I am subcontracting a traffic reconstruction case. I need my client and the re-constructionist to acc...

To make the notes viewable: go into the case notes of the file select the note you want to make viewable to the client click on the edit icon and change...

To see a list of invoices, click on Cases and then Invoices Select the criteria for the invoice(s) you are looking for, then click "Search&quo...

If you download the invoice it will allow you to print. You can send an invoice directly to the client by using the "mail" icon in the billing and...

To "Discount" an invoice utilize below steps: 1. Create one Invoice Item with name "Discount" from Left Menu >> Settings >>...