How Do I Use WorkTRAKR to Create Billing Tickets?
WorkTRAKR has a full user guide, videos, and administrative guide explaining how to use the personal portal of a WorkTRAKR user to complete information needed about any communications event and export records into a billing system. WorkTRAKR allows the end user to code any communications event to be suitable for billing. This coding can be done in seconds and is much more efficient than hand logging billing events into the firm billing systems. WorkTRAKR understands that a Communications Event needs supporting information before submitting the record to the billing system. WorkTRAKR intelligently reviews each record and the supporting information applicable for each call and characterizes the record. Only communications events marked Assigned can be exported without the WorkTRAKR user completing the coding of the other Communications Event details. Here are the major communications event categories: There are three major call types and then for billable calls, a record status designati
