Tracking Methods

Set up the goods and services that you offer by going to “Settings >Tracking Methods”. 

The system provides Clothing and Food. If you do not use these, feel free to edit and set the status to ‘Hide’.

• Track Type – Is the name of good or service you offer.

• Status – Set to ‘Show’ to use the Tracking Method. Set to ‘Hide’ if you are not using it.

• Times/Per/Period – determines how often the service can be received.

• Track By – Set to ‘Address’ if the service is for the household. Set to ‘Guest’ if each person in the household can receive the service.

• Record By – Method in which you want to report the service. There are many ways and considerations for this field. Call support to discuss your needs.

• Signature – Required will give you a signature field to be signed during the visit.

• Location Access – Check the box to make it available for the location.

• Advanced Create Visit History – Determine the length of history you would like to see in the Visit History tab.