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TrackIt! Union Membership Tracking and Job Referral System

TrackIt! Feature Highlights

Click here to see What's New in TrackIt!

  1. Work Assessments
    1. Tracks Contractor Assessment & Delinquencies
    2. Tracks Membership Work Hours, including apprentices
    3. Tracks Membership Dispatches
    4. Daily, Monthly, Yearly Reports
  2. Meetings Attendance
    1. Tracks membership meeting attendance by month
    2. Monthly & Yearly Reports
  3. Service Pins
    1. Tracks the receipt of membership service pins from 25 year members to 75 year members
    2. Goldcard Membership Assessments
    3. Service Pin Eligibility Reporting
  4. 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
  5. 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
  6. Dues Check Off
    1. Calculates & Applies Dues Credit for Hours Worked for previous year automatically
  7. Job Referral System
    1. Contractor Job Information
      1. Location/Job Length/Request Date
      2. Job Begin Date
      3. Job Type
    2. Membership Referrals
      1. Accept/Refusals
      2. Variances
      3. Reason for Refusal
      4. Start/End Dates
    3. Call Tracking
      1. Date/Time of Call
      2. Response
    4. Job & Referral Lists
    5. Work Refusal Reports
    6. Refusal Statistics Reporting
  8. Certificates Training School Module
    1. Course Information
      1. Certificates
      2. Mandatory Flag
      3. Expirations
      4. Class Date/Time
    2. Instructor / Location
    3. Attendance & Status (Show/No Show)
    4. Renewal Dates
    5. Microsoft Excel Report Integration
      1. Membership / Certificate Grid Reporting
  9. Accounting Link for QuickBooks
    1. Transfer Data (avoid double entry)
      1. Dues Payments by Year
        1. Journeyman
        2. Apprentice
        3. Retirees
      2. Initiation Fees
      3. Readmission Fees
      4. Misc. Fees
    2. Customized Income and Expense Reporting
    3. Archive & Batch Reporting

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.