CROSStrax Help Desk

There are email notifications that can be automatically sent to investigators such as assignment updates, billing updates, GPS tracking updates, and sever...

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...

For information on report templates, check out this tutorial video

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 Once on that screen, select the date range for the invoice(s) you are looking for.  ...