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Welcome to Company / Team View
In this tutorial, you'll walk through 7 steps to create your company, invite your team, sync everyone's data, and view combined reports — all powered by Google Drive.
1
Create Your Company
Open Dashboard → ⋮ menu → Company. Enter a name like "Smith Family" or "My Delivery Team" and tap Create. A shared Google Drive folder is created automatically.
📍 Dashboard → ⋮ → Company → Create
2
Invite Your Team
Enter each member's email and tap Send Invite. They receive an invite code via email with instructions to join. Both members need to grant Google Drive permission once.
📍 Company → Invite section → Send Invite
3
Members Join
Each member opens TrakMiles Pro → Company → Join → pastes the invite code. They're connected instantly. Their data starts syncing on the next cycle.
📍 Dashboard → ⋮ → Company → Join
4
Configure Sync
Choose a sync interval — from every hour to every 24 hours. Tap "Sync Now" anytime for an immediate update. A green dot means sync is healthy.
📍 Company → Sync Settings
5
View Combined Reports
Reports → Company Reports. See everyone's data merged: P&L, revenue, expenses, miles, hours. Switch between Combined view and individual member tabs.
📍 Reports → Company Reports (Combined View)
6
Add Entries for Any Member
Tap the blue + button → select Expense or Revenue → pick a member. The entry screen loads with their accounts, vendors, and categories. Save and it syncs to their device.
📍 Company Reports → + → Select member
7
Explore Trip Routes
Switch to the Trips tab. Tap any trip with a map icon to see the full GPS route — green start, red end, distance and duration. Route data is compressed 95% for fast sync.
📍 Company Reports → Trips → Tap trip card