Equitrac Server authentication

To authenticate through Equitrac, do the following:

  1. Enter your credentials on the device Login screen - or swipe your card - to log in.
  2. Depending on how Web System Manager is configured, one of the following occurs after user authentication:
    • The Launcher screen opens where the user can access the configured Equitrac functions

    - Or -
    • A Billing Details prompt opens and the user must enter or search for a billing code (that can be billable or not) before proceeding to the Launcher screen.

    If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.

    On the Search - Billing Code screen, perform a search for the correct Billing Code:

    A list of all configured billing codes with names that contain the search name entered by the user is displayed. If a list is long, navigate between pages in order to select an exact billing code (only one can be selected) and touch OK.

    If billing codes are not a required field, the user can leave the Billing Code field empty and touch OK to continue.