TRAX Adds New Data Load Feature!

ServTrax has released a new tool in TRAX to add post-quote data into our partners’ customer accounts called Data Load. Like the TRAX quote creation wizard – source files are easily uploaded and confirmation letters are auto-generated to send to customers thanking them for their purchase and giving them any supporting documents they may need […]

How to Modernize Your Support Renewal Business

Many channel resellers still utilize a manual and linear process to manage their support services and renewal business. At the outset, they get a quote, convert it into a proposal, send it to their customer, wait for a confirmation, and then book it to their accounting system. Ongoing, they “track” the status of the contract/warranty […]

TRAX Adds Support Contract Reconciliation Tool

One of the most laborious parts of the support contract renewal process is reconciling the proposal against prior quotes and/or actual existing inventory. TRAX has just added a reconciliation tool to make that process super easy. This not only saves valuable time, it creates more accurate proposals for your customers. It’s great for spotting vendor […]