November 1, 2021 What’s New Downloading Quote Reports On Project Tracker’s new report feature, you can now generate reports on demand for all the quotes your company has created. The quote reports highlight information such as quote name, bid name, reps, and location. The report downloads as an excel file. What’s Improved Creating products and […]

October 6, 2021 What’s Fixed Quote Section Notes Previously in creating quotes on Project Tracker, you were not able to edit the section notes with the click of a mouse. Now, we have resolved the issue where you can click anywhere  to make the edits you require. Specification Filter on Project List  On the Project […]

This year, the Project Tracker team is excited to join the Association of Independent Manufacturers’/Representatives in their annual conference from September 28 to October 1, 2021 at the Manchester Grand Hyatt in San Diego California. Come meet with Christopher Campkin to learn how Project Tracker is the one resource wholesalers, manufacturers, and independent reps need! Since […]

August 31, 2021 What’s New Have ATS import and assign you leads On Project Tracker, work with your Account Manager to identify what is a good “In design” or “In bidding” lead and then have the ATS Team auto assign the appropriate salesperson. Your sales team can then see their leads in their dashboard and […]

July 7, 2021 What’s New Build and Report your Sales Pipeline ATS Project Tracker now gives you the flexibility to set up and track your sales pipeline based on the types of products or brands you quoted. Any project you quote can be automatically added to your pipeline. Set Up Your Pipeline Save time managing […]

June 9, 2021 What’s New Maintain your quote export versatility with ATS Project Tracker On Project Tracker, you can now download your project quotes as PDF or Excel file, allowing you to have more options and versatility. All the quotation information will be maintained in either file type that is selected. What’s Improved Updated quote […]

April 6, 2021 What’s New Product Configurator With the Product Configurator, users now have increased customization in a variety of ways. You can save time in using your existing templates to create your own preferred product configurators, rather than creating a new one from scratch.. Progress Tracking If you are working and juggling on multiple […]

May 27, 2021 What’s New Bid Award Feature In this NEW feature, you can now record and track the award status of projects and value them on general or mechanical contractors. What’s Improved User Experience On Project Tracker, you can now see more files and attachments on a single page for increased efficiency when working […]

February 11, 2021 What’s New Customized Search Filters Users now have the ability to save customizable project searches to improve project tracking and managing for future reference and searches. Customer / Sales Rep Filters added to Dashboard Visualization Charts On your dashboard, we have added even more customization on the quote data you see. You […]

January 21st, 2021 What’s New At the beginning of every new year, it is important to stay focused and reporting is a great way to get there.  Your ATS Project Tracker dashboard now has charts to customize and visualize your quotation activity. Update your dashboard for different reporting purposes based on the quote counts, line […]