Whether you're stepping into a new admin role, expanding your team’s platform usage, or just looking to optimize daily workflows—this library gives you direct access to real-world solutions from the TrackTik Customer Success team.

These sessions are based on the most common client questions and pain points. They go beyond basic walkthroughs and dive into how to actually use TrackTik to run cleaner operations, avoid common mistakes, and scale your processes with less manual effort.

Who This Is For:

• New admins inheriting TrackTik without internal handover

• Operational leads troubleshooting gaps in scheduling, reporting, or mobile dispatch

• Teams looking to increase adoption across modules and reduce reliance on support

What You’ll Gain:

• Clear, example-based walkthroughs of key modules like scheduling, payroll prep, mobile patrol, reporting, and more

• Best practices to drive efficiency, reduce compliance risk, and strengthen client deliverables

• Insights into underused features that can simplify admin workload and unlock automation

How to Use These Sessions:

• Each webinar is grouped by theme—start with what’s most urgent to your operation

• Use them to train new team members, resolve current issues, or validate how you’ve configured your environment

• Pair the sessions with our Help Center guides and Best Practices articles to turn ideas into action immediately

Office Hours Webinars

TrackTik Office Hours: Schedule Creation

This session walks through the foundation of building clean, conflict-free schedules using TrackTik's scheduling module. Learn how to use templates, set default scheduling rules, manage break and overtime settings, and configure auto-approval and clock-in/out notifications. It’s designed to help reduce time spent on manual shift building and avoid payroll-related discrepancies later in the process.

TrackTik Office Hours: Managing Schedules

Managing schedules day-to-day means staying ahead of shift changes, mobile clock-ins, attendance issues, and time-off tracking. This session covers how to edit, replace, and remove shifts; how mobile apps support attendance workflows; and how to manage device licenses and time-off designations. It's especially useful for teams needing tighter shift compliance and faster schedule adjustments.

TrackTik Office Hours: Payroll - Prepare Pay Run

This webinar covers how to prepare clean, accurate pay runs by validating shift approvals, applying auto-approval settings, and managing payroll labels. Learn how to avoid costly errors by aligning your scheduling data with payroll periods, start days, and allocation logic. This session is ideal for those building confidence with the payroll module and needing consistency across pay cycles.

TrackTik Office Hours: Billing & Invoicing

Billing accuracy hinges on how you structure your contracts, bill items, tax settings, and invoice defaults. This session covers invoice creation end-to-end—helping you process, preview, and manage billing outputs with control and visibility. You'll also learn how to configure back-office settings to reduce errors and align outputs with client expectations.

TrackTik Office Hours: Employees and Devices

Creating and managing employee profiles properly is key to preventing downstream issues across schedules and reporting. This session explains how to add employees, configure roles and permissions, and assign device licenses effectively. It's a must-watch for admins supporting multi-site operations or navigating frequent turnover.

TrackTik Office Hours: Report Management

This session walks through how to configure reports, build custom forms, and manage daily activity reporting in a way that increases visibility and compliance. You'll also learn how to set up two-step notifications, manage incident categories, and use incident analytics effectively. Ideal for teams focused on improving data quality and client-facing reporting.

TrackTik Office Hours: Checkpoints & Tours

Reliable patrol execution starts with properly configured checkpoints and well-defined tour routes. This session walks through NFC setup, location management, and how to structure checkpoint sequences that produce actionable data. You’ll also learn how to apply exception verification for improved tour compliance.

TrackTik Office Hours: Site Tasks & Asset Management

Site tasks and assets require structure to stay on track—this webinar shows how to assign recurring tasks, manage equipment check-ins/outs, and create asset records tied to specific sites. You'll also learn how to use reminders and templates to maintain accountability. Perfect for teams managing high-volume guard deployments or large physical footprints.

TrackTik Office Hours: Schedule Creation and Management

This combined session covers both the setup and live management of schedules, walking through how to use templates, apply break/overtime rules, manage holiday pay groups, and adjust shifts in real-time. You'll learn how to build sustainable workflows that reduce errors, maintain coverage, and streamline time-off and attendance handling. A critical session for anyone owning the full scheduling process.

TrackTik Office Hours: Conditional Reporting

Conditional reporting lets you simplify the reporting experience by adapting questions based on prior responses. This session explains how to build dynamic report templates with conditional fields and notifications—helping streamline data collection while improving guard clarity. A strong fit for teams managing complex or variable site reporting needs.

TrackTik Office Hours: Mobile Patrol

Learn how to configure and manage real-time mobile dispatch—from job creation and assignment to SLA tracking and guard accountability. This session covers transitions, workflows, dispatch monitoring, and alarm response—ensuring your mobile team can execute with precision. Essential for operators handling high-volume, time-sensitive mobile tasks.

TrackTik Office Hours: Mobile Dispatch

Mobile Dispatch gives you full visibility and control over real-time guard movements, alarm handling, and job assignment. This session covers how to set up dispatch workflows, create job transitions, configure SLA and alert settings, and track fulfillment end-to-end. It’s built for teams managing dynamic field operations that require quick response, accountability, and consistent reporting.

TrackTik Office Hours: Mobile Suite Contracts & Invoicing

This webinar covers the billing side of mobile operations, walking through how to configure contracts, job types, bill items, and pricing tiers. You'll learn how to align service types with invoices and generate accurate billing records tied to mobile dispatch activity. Perfect for ensuring mobile jobs are not just completed—but billed correctly.