TRAINING AND SUPPORT

BlueCollarTracker How-To Videos

Watch step-by-step videos on setup, preventive maintenance, work orders, inventory, compliance, training, reporting, and everyday system use.

Start Here / Orientation Videos

  • What Is BlueCollarTracker?
  • What This Microsoft Access Maintenance Database Does
  • Trial vs Buy License Code vs Full Software
  • Which Version Should You Choose?
  • What Is Included in the Full Software?
  • What Is Included in the 14-Day Trial?
  • How the Licensing System Works
  • How the Device Activation Process Works
  • Why the Software Uses Your Windows User Name and Computer Name
  • First Look at the Main Dashboard

First-Time Setup Videos

  • First-Time Setup: What to Enter First
  • How to Set Up Equipment Categories
  • How to Set Up Equipment Subtypes
  • How to Add Equipment
  • How to Add Service Technicians
  • How to Set Up Vendors
  • How to Set Up Part Types
  • How to Set Up Part Locations
  • How to Set Up Part Units
  • How to Set Up Status and Priority Options
  • Best Way to Structure Your Database Before Daily Use
  • Recommended Setup Order for New Users

Dashboard and Navigation Videos

  • How to Navigate the Main Dashboard
  • Understanding the Daily, Weekly, Monthly, Quarterly, and Yearly Tabs
  • Understanding the Work Orders Tab
  • How to Use Dashboard Filters
  • How to Filter by Category, SubType, and Equipment
  • How to Use Search and View Filters
  • How to Read Dashboard Badges and Counts
  • How to Read KPI Boxes
  • What MTTR, MTBF, Response Time, Time to Close, and PM Duration Mean
  • How to Find Overdue Work Quickly

Preventive Maintenance Videos

  • How to Create a Preventive Maintenance Task
  • How to Assign PM Frequency
  • How to Set Up Daily PMs
  • How to Set Up Weekly PMs
  • How to Set Up Monthly PMs
  • How to Set Up Quarterly PMs
  • How to Set Up Yearly PMs
  • How to Assign a Technician to a PM
  • How to Complete a PM
  • How PM Start Date and Completion Date Work
  • How PM Duration Is Calculated
  • How to View PM History by Equipment
  • How to Manage Overdue PMs
  • How to Keep PM Records Organized

Work Order Videos

  • How to Create a Work Order
  • How to Assign a Technician to a Work Order
  • How Work Order Statuses Work
  • What New, Assigned, In Progress, Waiting Parts, Completed, and Closed Mean
  • How Automatic Work Order Timing Works
  • How Waiting Parts Works
  • How Date Started and Date Completed Are Stamped Automatically
  • How Calculated Repair Time Works
  • How Calculated Downtime Works
  • How to Close a Work Order Properly
  • How to Reopen or Correct a Work Order
  • How to Track Root Cause and Notes
  • How to Assign Work Order Priority
  • How to View Work Order History by Equipment
  • How to Track Response Time and Time to Close
  • How to Use the Work Order Dashboard

Parts and Inventory Videos

  • How to Add a New Part
  • How to Enter Opening Inventory
  • How to Adjust Part Quantity
  • How Inventory Transaction History Works
  • How Low Stock Warnings Work
  • How Negative Inventory Protection Works
  • How to Assign Vendors to Parts
  • How to Organize Parts by Type, Location, and Unit
  • How to Edit Part Master Data
  • How to Link Parts to Work Orders
  • How to Track Parts Used on a Repair
  • How to View Frequently Used Parts
  • How to Find Inventory Problems Quickly
  • How to Correct the Wrong Inventory Quantity

Equipment Management Videos

  • How to Add Equipment Correctly
  • How to Organize Equipment by Category and SubType
  • How to Filter Maintenance Records by Equipment
  • How to See Complete History for One Machine
  • Best Way to Structure Equipment for a Growing Operation
  • How to Keep Equipment Records Organized

Compliance Videos

  • What the Compliance Module Is For
  • How to Add Compliance Evidence
  • How to Track Missing Compliance Records
  • How to Use the Compliance Dashboard
  • How to Prepare for Audits Using the Database
  • How to Keep Compliance Evidence Organized

Training Videos

  • What the Training Module Is For
  • How to Add Employee Training Records
  • How to Track Missing Training
  • How to View Completed Training
  • How to Track Training by Position
  • How Training Reminders Work
  • How to Use the Training Dashboard
  • How to Keep Training Records Organized

Reporting and Review Videos

  • How to Use the Database for Management Review
  • How to Read Maintenance KPIs
  • How to Review Work Orders by Technician
  • How to Review PM Performance
  • How to Review Inventory Activity
  • How to Export Data to Excel
  • How to Print Records and Reports
  • How to Use the Database for Better Maintenance Visibility

Multi-User / File Structure Videos

  • What Front End and Back End Mean in Access
  • How to Split the Database
  • How to Use the Database on Multiple Computers
  • How Licensing Works on Different Computers
  • Best Way to Deploy the Front End to Users
  • How to Relink a Back End if the File Moves
  • What to Know Before Using the Database on a Shared Drive

Email Notification Videos

  • How Purchase Emails Work
  • How the License Link Email Works
  • What to Do If the Customer Did Not Receive the Email
  • Why to Check Spam or Junk Folder
  • How Notification Emails Fit Into the Activation Process
  • How Admin Notifications Work
  • How to Track Issued Licenses in WordPress Admin

Troubleshooting Videos

  • Database Won’t Open: What to Check
  • Access Security Warning: What to Do
  • Why the Activation Screen Keeps Appearing
  • Why the License Code Is Not Accepted
  • Why the Get License Link Is Not Working
  • Why the Download Link Is Not Working
  • Why a Customer Did Not Receive the Email
  • Why the Dashboard Looks Empty
  • Why Filters Are Not Showing What You Expect
  • Why a Work Order Is Not Closing Correctly
  • Why a PM Is Showing Overdue
  • Why Inventory Quantity Looks Wrong
  • Why the Same Saved License Code Appears Again
  • Why Quantity Is Limited to 1
  • Why License Code and Full Software Cannot Be Bought Together

Best Practice / Decision Videos

  • Best Way to Start Using the Database
  • Trial First or Buy Full Version?
  • Who Should Buy License Code Only?
  • Who Should Buy the Full Software?
  • Best Way to Replace Spreadsheets With This Database
  • Best Way to Roll This Out in a Small Shop
  • How to Get the Most Value From the Database
  • Common Mistakes to Avoid During Setup
  • What to Set Up First, Second, and Third
  • How to Keep Your Data Clean Over Time

Parts and Inventory

Learn how to manage parts, stock levels, and inventory history.

  • How to add a new part
  • How to enter opening stock
  • How to adjust inventory quantity
  • How to track parts used on work orders
  • How to monitor low-stock items

Compliance and Training

Watch how to manage compliance records and employee training in one system.

  • How to track compliance evidence
  • How to monitor missing compliance items
  • How to add employee training records
  • How to see missing training by employee
  • How to manage recurring training

Reports and Dashboard

Use the dashboard and reports to improve visibility and decision-making.

  • How to read the main dashboard
  • How to use equipment filters
  • How to view overdue items
  • How to export reports to Excel
  • How to use KPIs for maintenance review

Need help with a specific topic?

If you need help with setup, activation, licensing, preventive maintenance, work orders, inventory, compliance, training, or reporting, contact BlueCollarTracker support.

Contact Support