Getting Started with Q-TRACK: A Simple Guide to Revolutionising Your Workflow

By
Callum McInerney
November 29, 2024

Welcome to Q-TRACK! We hope this guide will walk you through the steps to get you started. We will explain how our platform can simplify your document management and enhance your business operations.

Step 1: Sign Up with Just an Email and Logo

Getting started is as easy as 1-2-3:

  1. Provide Your Email Address: This will be your primary contact for logging in and receiving notifications.
  2. Upload Your Logo: This personalises your forms and enhances your professional brand.
  3. Our Team Will Guide You: You will be fully guided through set-up by our support team

Once you provide your details, our team will create your account and send you the login credentials. That’s it—you’re officially a Q-TRACK user! Our team will run you through everything you need.

Step 2: Personalised Onboarding with Our Support Team

At Q-TRACK, we ensure you’re never alone in your journey. One of our dedicated support team members will personally reach out to you for a call. During this session, they will:

  • Set Up Your Forms: Whether you need a form from scratch or want to convert a PDF, paper document, spreadsheet, or DOCX file, we’ll do it for you.
  • Teach You How to Use Q-TRACK: From creating new forms to tracking responses, our team will guide you step-by-step, ensuring you’re confident in using the platform.
  • Customise Forms to Your Needs: Share your requirements, and we will tailor forms to your business needs—no technical expertise required.

Step 3: Start Using Q-TRACK for Your Business

With your account set up and your forms ready, you’re all set to begin leveraging Q-TRACK. Here are a few examples of the types of forms you might find useful:

1. Human Resources

  • Employee holiday request forms
  • Staff onboarding checklists
  • Job application forms for recruitment

2. Business Operations

  • Job pricing forms for client quotes
  • Vehicle inspection checklists for fleet management
  • Daily task checklists for staff accountability

3. Health and Safety

  • Risk assessments for workplace hazards
  • Visitor logs with contact tracing
  • PPE supply request forms

4. Customer Engagement

  • Customer satisfaction surveys
  • Event RSVPs
  • Dietary requirements for event catering

5. Compliance and Audits

  • Food safety checklists
  • Internal audit reports
  • GDPR compliance checklists

Why Q-TRACK?

  • Ease of Use: No coding or technical knowledge required.
  • Comprehensive Support: We handle the hard part and teach you how to maintain it.
  • Customisable Forms: Tailored to suit your unique business processes.
  • Time-Saving Features: Automatic tracking, PDF generation, and Excel exports.

FAQs

Q: What if I’m not tech-savvy?
A: No worries! Our team will set everything up for you and guide you through the process. You’ll feel like a pro in no time.

Q: Can I edit forms after they are created?
A: Absolutely! We’ll show you how to tweak or update your forms as your needs evolve.

Q: What if I need a form that isn’t listed?
A: Just let us know! We can create custom forms for almost any purpose. You can create bespoke forms from PDF, DOCX or paper.

Please follow us on LinkedIn, Twitter

By
Callum McInerney

Callum is an accomplished photographer with a keen interest in business, design, AI and innovation. With over 15 years of entrepreneurial experience across various industries, Callum has a proven track record of turning ideas into successful ventures. As the co-founder of Q-TRACK, a cutting-edge digital document management software, Callum has been instrumental in its development and refinement over the past several years. His passion for design and user-centric solutions drives Q-TRACK's mission to help businesses streamline their processes, reduce paper usage, and enhance operational efficiency.‍

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