TrackIt!

Features

Work Assessments

     1. Tracks Contractor Assessment & Delinquencies

     2. Tracks Membership Work Hours, including apprentices

     3. Tracks Membership Dispatches

     4. Daily, Monthly, Yearly Reports

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Meetings Attendance

    1. Tracks membership meeting attendance by month

    2. Monthly & Yearly Reports

Service Pins

    1. Tracks the receipt of membership service pins from 25 year to 75 year members

    2. Goldcard Membership Assessments

    3. Service Pin Eligibility Reporting

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Skills & Certificates

    1. Track membership skills & certificates

    2. Query and reporting particular skills & certificates with conditional filtering

    3. Selection criteria based on Out of Work Lists

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Out of Work & Check-In Reporting

    1. Generate a list of members who are out of work based on First In First Out (FIFO) order and other business rules logic.

    2. Track multiple dates and times members call the office to notify they have been laid off and/or are still out of work.

   3. Employs Eleven Day Rule & Ninety Day Rule

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Online Portal System

    1. Dues Payments

    2. Membership Profile

    3. Certification and Skills Maintenance

    4. Return to Office Check in

Job Referral System

    1. Contractor Job Information

          * Location/Job Length/Request Date

          * Job Begin Date

          * Job Type

    2. Membership Referrals

          * Accept/Refusals

          * Variances

          * Reason for Refusal

          * Start/End Dates

    3. Call Tracking

          * Date/Time of Call

          * Response

    4. Job & Referral Lists

    5. Work Refusal Reports

    6. Refusal Statistics Reporting

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Certificates Training School Module

    1. Course Information

          * Certificates

          * Mandatory Flag

          * Expirations

          * Class Date/Time

    2. Instructor / Location

    3. Attendance & Status (Show/No Show)

    4. Renewal Dates

    5. Microsoft Excel Report Integration

          * Membership / Certificate Grid Reporting

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Accounting Link for QuickBooks

    1. Transfer Data (avoid double entry)

          * Dues Payments by Year

               - Journeyman

               - Apprentice

               - Retirees

          * Initiation Fees

          * Readmission Fees

          * Misc. Fees

    2. Customized Income and Expense Reporting

    3. Archive & Batch Reporting