TrackIt!
TrackIt! Has Everything You Need
TrackIt! is a comprehensive computer software system that provides unions with the control and reporting for all member and contractor management functions. This includes referrals, dispatches, out of work lists, dues/assessment delinquencies, and training certificates. Our new Accounting Link integrates seamlessly with your accounting system effortlessly transferring all dues, fees, and assessment income with a click of a button!
Speed Up Your Daily Tracking Activities
In addition to keeping a history of dues & assessments payments, referrals and work history, track certificate renewals, meeting attendance, and service pin eligibility. Among TrackIt!'s most powerful features are the reporting capabilities it offers. Quickly and easily generate reports, such as: delinquency letters, work hours, income statements, certificates, remittance, phone list address list, labels...
Organize Your Financial Records
TrackIt! automatically keeps an accurate history of what a member has paid. Printing dues intake reports allows you to reconcile with bank deposits. Assessments are also easily organized providing control over gross wages, assessment income, and work hours. The LM-2 auditing reports were designed by union accountants to save unions a tremendous amount of time and accounting fees.
Control the Job Referral Process
The job referral system allows you to capture the complete process of fulfilling a contractor's work order, including acceptance and reason for refusal. Creating the work order, referring members and logging telephone calls to members, including the results to of each call streamlines and documents this process allowing unions to run more efficiently. Generating an out of work list of members having the required job skills makes this referral process a snap!
Membership Info
Track dues and payments, referrals and work history. Create phone lists and address labels. Generate reports of dues delinquency, Service Pin Eligibility, meeting attendance, and all other membership information.
Generate Reports
Over 30 standard reports enable you to easily track dues delinquency, out of work lists, referrals, dues intake, gross wages, skills & certificates, and many other valuable types of information.
QuickBooks Support
Automatically transfer work assessments, dues, and fees to your QuickBooks accounting software.