Manage Hour Packs by Organization

Question asked by Manuel Martins - 10/23/2025 at 2:39 AM

Answered

Hi,

We need to manage Hour Packs by Organization in Smartertrack i.e. Our Clients buy Hour Packs in advanced and when we reply to a Ticket we input time to those Tikets, we need to discount this inputed time to the Client's Hour Pack so we can know how many ours the Client have consumed and how many hours the Client as left on his current Hour Pack.

Does anyone have the same need ?

Best Regards. Thanks

2 Replies

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Derek Curtis Replied

10/27/2025 at 8:15 AM

Employee Post Marked As Answer

Manuel,

Are you managing these "packs" outside of SmarterTrack? For example, via a CRM, your sales system, or something? Is that info stored somewhere and manipulated/managed as the hours are used?

I ask because SmarterTrack does have External Providers that can be used to pull info into Track and display on a per-customer basis. We do this ourselves and we pull info from our custom Business Management System for each ticket that we receive. If you do manage these externally, you could use the user information provider and at least display their balance in a custom field for a ticket. Check here for more info on External Providers: https://help.smartertools.com/SmarterTrack/Current/Topics/Settings/SystemSettings/Tools/ExternalProviders

Derek Curtis COO SmarterTools Inc. www.smartertools.com

Manuel Martins Replied

10/28/2025 at 8:09 AM

Hi Derek,

Thanks for the reply.

For now we use Excel to register the Client Hour Balances and the Hour Usage in every ticket responded on SmarterTrack.

Our wish is leave Excel and to register everything on Smartertrack and to use Smartertrack to control the Hour Balances for each Client/Organization.

We can't import our Excel records to Smartertrack..

Many Thanks.

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