Tractor Zoom Pro Equipment Lists now feature a standard naming convention. This change will help streamline your inventory tracking process so you can more efficiently create and search for client lists, which will ensure accurate tracking and save you time during the busiest of seasons.

When creating a new Equipment List, you will be prompted to input the client’s details, which includes Client First Name, Last Name, and Address.

You will not be required to update lists that have already been created and saved. However, upon editing an existing List, you will be prompted to fill out the new naming convention information in order to re-save the Equipment List. Over time, you can achieve consistency across all of your clients’ Lists.

We’re excited to help you save time and other valuable resources with Equipment Lists in Tractor Zoom Pro. Check out the Frequently Asked Questions below and reach out to the Customer Success team with any additional questions you may have.

Frequently Asked Questions

What is the new standard naming convention for Equipment Lists?

• As opposed to generic List names that can be redundant or overlooked amongst the many Lists you manage, individualized naming brings precision to your process. The new convention includes: Client First Name, Last Name, and Address.

Why did we update the Equipment List naming convention?

• We heard you. You asked for a more efficient way to name Equipment Lists, link them to your clients, and ensure names are unique within Tractor Zoom Pro. When renewal season arrives, this specific naming structure will help streamline your process, better supporting your team and the customers who rely upon your work. We are committed to helping you maintain quality data securely. Tractor Zoom has achieved SOC2 Type 1 certification, therefore our controls safeguard customer data, including any personal identifiable information, like that in the Lists.

Why establish user groups for Equipment Lists?

• User groups allow you to reduce risk and be more precise with editing permissions. An established user group Once established, only the people part of a user group may edit the lists assigned to them, while others may only view and export.