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Help Topic: VMS Settings


If you would like jobs to auto-create directly from your Vendor Management System, there are a few areas to review. Please reach out to our client support team if this is something you would like connected: clientsupport@tracker-rms.com

Under Tools & Settings > Job Settings:

Scroll to the bottom of the page to view what settings you can maneuver for your VMS jobs.

From this section you can map up to 5 custom fields from your VMS, to custom fields within Tracker. You can also choose which status to map Open, Closed and On Hold jobs to within Tracker:

 

You'll want to save your changes and then jump into the Layout Designer (From the main Tools Home screen) and add "Vendor Management" to your job record layout.