A step-by-step walkthrough to set up your TrackLoop account, build your first order form, and start tracking production.
You signed up for TrackLoop — now what? This guide walks you through the entire setup process, from creating your account to processing your first order. Most shops finish in under 30 minutes.
Head to the signup page and enter your business name, email, and password. You'll get a 7-day free trial with full access to every feature — no credit card required.
Once you're in, you'll land on your dashboard. It'll be empty for now, but that's about to change.
Go to Settings → Company and fill in your business details:
This information populates your estimates, invoices, and customer-facing documents automatically.
This is where TrackLoop becomes yours. The drag-and-drop form builder lets you create custom order forms that match exactly how you take orders.
Go to Settings → Forms and click Create New Form. You'll see a library of field types:
Tip: Start with the essentials. You can always add more fields later. A good first form has: customer info (name, email, phone), job specifications (the details unique to your trade), and a notes field.
Go to Settings → Workstations. Workstations represent the stages of your production process. Every order moves through these stations from start to finish.
Example for a flooring company:
Example for a cabinet shop:
Create as many or as few stations as you need. You can reorder, rename, and add stations anytime. Learn more about production tracking.
Click New Order from your dashboard. Select the form you just built, fill in the customer details and job specs, and save.
Your order now appears on the production board at your first workstation. You can:
Go to Settings → Team and add team members by email. Each person gets their own login and a worker dashboard showing their assigned jobs, shift tracking, and workstation queue.
Workers can update order status from their phone or a shared shop-floor tablet. You'll see updates in real time on your dashboard.
Every TrackLoop account includes a free customer portal. Customers get a private link where they can:
You'll find your portal URL in Settings → Customer Portal. Share it on your website, in email signatures, or send it directly to customers.
That's it. You now have a complete order management system: custom forms, production tracking, estimates, invoicing, work orders, and a customer portal. All in under 30 minutes.
As you process more orders, TrackLoop gets smarter. You'll see analytics on production bottlenecks, order cycle times, and team performance. But start simple — the system works right out of the box.
Need help? Reach out to our support team. We respond within hours, not days.