1Getting started

BrightTrack CRM keeps every customer, enquiry, quote, invoice and follow-up in one place. Colours tell you the status of everything at a glance, so you can see what needs attention without reading every line.

The screen at a glance

Area	What it does
Menu (left on a PC, bottom on a phone)	Moves between Dashboard, Customers, Pipeline, Tasks, Quotes, Reports, Settings and Help. A red number on Tasks shows overdue tasks.
Search bar (top)	Finds customers, deals, quotes and tasks from any screen.
Bell (top)	Shows how many tasks are overdue. Tap it to jump straight to them.
Signed-in menu (top right)	Shows who is using the app and their role. Switching person changes what they are allowed to do.
Membership box (bottom of the menu on a PC)	Shows which account you are in and your membership status, for example "Free trial · 3 days left".
Pop-up panels	Forms and customer records open in a panel. Close with ✕, Cancel, the Escape key, or by tapping outside it.

The colour code

Colour is how BrightTrack shows status at a glance. The same colour always means the same thing, on every screen, in every account. Learn these tables once and you can read any screen without reading every line.

Sales stages

Used on Pipeline columns, deal labels in customer records, the Dashboard pipeline bars and the Customers list.

Colour	Stage	What it means
Blue	Enquiry	A customer has asked about something. Nothing quoted yet.
Orange	Quotation	You are preparing a quote or have sent one.
Violet	Follow-up	The quote is with the customer and you are chasing a decision.
Green	Won	The customer said yes. This counts as a sale in Reports.
Red	Lost	The customer said no. The reason is kept for Reports.

Tasks and due dates

What you see	Meaning
Red stripe on the left of a task	High priority
Orange stripe	Medium priority
Blue stripe	Low priority
Red due text, e.g. "2d overdue"	The task is late. It also appears in Needs attention and adds to the red number on the bell and the Tasks menu.
Orange due text "Today"	Due today.
Plain due text	Due later.
Green box with a tick	The task is done (its title is crossed out).
Outlined day in the 7-day strip; coloured number	Today; the number of open tasks on that day.

Quotes, orders and invoices

One document changes colour as it moves along. The bar of steps at the top of each document fills in with these colours.

Colour	Status	What it means
Grey	Draft	Not sent yet. Only your team can see it.
Blue	Sent	The customer has the quote.
Violet	Accepted	The customer said yes.
Orange	Ordered	Work or delivery in progress.
Red	Invoiced	Money is owed. Red means "chase this payment".
Green	Paid	Payment received.

Customer colour tags

Colour	Tag	Use it for
Orange	VIP	Your most valuable customers
Red	Hot lead	People likely to buy soon
Blue	Trade	Builders, suppliers and other businesses
Violet	Needs callback	Someone is waiting for a call
Green	Repeat	Customers who have bought before

Communication history

Colour	Type
Blue phone icon	Call
Violet envelope icon	Email
Green people icon	Meeting
Orange speech icon	SMS
Grey pencil icon	Note

Menu colours

Each menu item has its own colour so you always know where you are. The page you are on is highlighted and its icon fills with colour.

Colour	Menu item	Colour	Menu item
Theme colour	Dashboard	Pink	Automation
Blue	Customers	Blue	Reports
Violet	Pipeline	Red	Agency
Orange	Tasks	Grey	Settings
Teal	Inbox	Yellow	Help
Green	Quotes

Inbox, workflows and campaigns

What you see	Meaning
Coloured message bubble on the right	A message you sent
Grey bubble on the left	A reply from the customer
Red number next to a conversation	Unread replies
Glowing switch on a workflow	Workflow is on. A grey switch means off.
"When" chip	The trigger that starts a workflow
SMS · Email · Task · Tag · Move stage · Notify	The workflow steps, in order, joined by arrows
Draft · Scheduled · Sent	Campaign status

Membership status

Colour	Status	Meaning
Blue	Free trial	Full access; the number of days left is shown
Green	Active	Paid and renewing monthly
Orange	Trial cancelled / Cancelled	Full access until the date shown, then it stops. No more charges.
Red	Payment needed / Ended	The app is locked until the membership is paid

Buttons, banners and messages

What you see	Meaning
Glowing button	The main action on that screen, such as Save or Send
Plain button	Other actions
Red-text button	Deletes, removes or cancels something. You are always asked to confirm first.
Red number badge	Something needs you: overdue tasks or unread replies
Purple banner across the top	Information, such as demo data or days left in your trial
Orange banner or box	A warning to read before you continue
Teal box	A helpful tip
Message at the bottom of the screen	Confirms what just happened. A red one means something was not allowed or needs fixing.
Red "Last backup"	No backup for 7 days or more. Save one now.

White-label themes. Choosing a colour theme in Agency → White-label changes the glowing highlight colour only. Status colours never change, so everyone reads the screens the same way.

First-time setup checklist

Open BrightTrack. Your 4-day free trial starts straight away with every feature unlocked (see section 16).
Press Start fresh with my details (on the purple banner, or in Settings → Import, export & demo data). Enter your name, email and business name. All demo names are removed and you become the Owner.
Open Settings → Business details. Add your ABN, tick GST if you are registered, type your quote terms and press Save details.
In Settings → Staff accounts, press Add staff for each team member and choose their role.
In Settings → Price list, add your own products and services.
In Settings → Message templates, add the messages you send most often.
In Settings → Backups to this PC, press Choose backup folder so your records are saved automatically.
Add your customers one by one, or bring them in from Excel with Import customers.

Tip. Explore the demo first. Nothing you do to the demo records affects anyone, and you can bring the demo back at any time with Load demo data.

Replace the demo names

The app opens with made-up names so you can try every feature: a renovation business with staff such as Sam Nguyen, Priya Shah, Daniel Ross, Mia Chen and Tom Reid, and customers such as Hannah Lewis and Bianchi Builders. None of them are real people.

Fastest way: replace everything in one step

Optional: press Save backup to this PC first if you want to keep a copy of the demo.
Press Start fresh with my details.
Type Your full name, Your email and Business name.
Leave Also clear the demo price list and message templates ticked to start completely empty, or untick it to keep them as a starting point.
Press Start fresh. Every demo customer, enquiry, reminder, quote and staff member is removed, and you are signed in as the Owner.

Or change the demo names one by one

Demo item	Example	How to change or remove it
Your own name	Sam Nguyen · Owner	Settings → Staff accounts → Edit beside your name. Type your name and email, then Save.
Other staff	Priya Shah, Daniel Ross, Mia Chen, Tom Reid	Settings → Staff accounts → Edit to rename, or Remove. Their records move to you.
One customer	Hannah Lewis	Customers → open the customer → Edit to change, or Delete.
All customers and sales	Every demo customer, deal, reminder, quote	Settings → Clear all customers & sales. Staff, price list and templates stay.
Business name	Your Business Name	Settings → Business details → type your name → Save details.
Price list items	Kitchen design package	Settings → Price list: type over a name or price, or press ✕.
Message templates	Quote follow-up	Settings → Message templates → Edit or Delete.

Note. The account always keeps at least one Owner, and you cannot remove yourself. Rename your own entry with Edit instead.

A complete example: from first call to payment

Follow these steps once and you will have used every main part of BrightTrack.

The phone rings. Go to Customers → New customer. Type their name, mobile, email and suburb, choose how they found you, and press Save customer.
Write down what they want. In their record press New enquiry. Type the job, an estimated value and the details. Press Save. A blue Enquiry card appears on the Pipeline.
Note the call. Press Log call / email, type what was said, choose Add a follow-up reminder: In 3 days and press Save to history.
Make the quote. Press New quote, add items from your price list, check the GST and total, and press Save.
Send it. Press Mark as sent, then Copy as text and paste it into an email, or send it from the Inbox. The deal turns orange Quotation.
Chase it. When the reminder turns orange (Today) on the Tasks screen, call the customer, then tick the task. On the Pipeline, press › to move the deal to violet Follow-up.
They say yes. Open the quote and press Customer accepted. The deal turns green Won automatically.
Do the work. Press Convert to order. It shows in Orders in progress.
Bill them. Press Create invoice. It turns red Invoiced and appears under Unpaid invoices on the Dashboard.
Get paid. When the money arrives, open the invoice and press Record payment. It turns green Paid and counts in Reports.

2Dashboard

The Dashboard is your home screen. It shows how the business is going today and what needs attention.

Welcome panel

Shows today's date, how many deals are open and their total value, and how many tasks are due today. Two quick buttons: New enquiry and New customer.

Summary tiles

Tile	What it shows	Tap it to open
Open pipeline	Total value of deals in Enquiry, Quotation and Follow-up	Pipeline
Won this month	Sales closed since the 1st of this month	Reports
Win rate	Won deals as a percentage of all won and lost deals	Reports
Unpaid invoices	Money owed on invoices not yet marked paid	Quotes (Unpaid)
Tasks due today	Today's tasks, plus the number overdue	Tasks

Sales pipeline bars

One coloured bar per stage. The bar length is the dollar value; the number after it is how many deals are in that stage.

Needs attention

A to-do list the app builds for you:

Overdue tasks. Tap to open and update the task.
Open deals with no contact for 7+ days. Tap to open the deal.
Unpaid invoices. Tap to open the invoice and record payment.

Staff performance and recent activity

The staff table shows each person's open deals, total won, win rate and tasks completed, sorted by sales. Recent activity lists the latest calls, emails and meetings; tap one to open that customer.

3Customers

Every person or business you deal with has one customer record holding their contact details, enquiries, quotes, reminders and full communication history.

Find a customer

Filter box: type part of a name, business, phone, email, suburb or ABN. The list updates as you type.
Lead source menu: show only customers who came from, for example, Facebook or Referral.
Colour tag chips: tap a tag to show only those customers. Tap it again to show everyone.

Each row shows the customer's initials, name, business, phone, suburb, lead source, tags, and their latest deal with its stage colour and value.

Add a customer

Press New customer on Customers or the Dashboard.
Fill in Full name (required), Business name, Phone, Email, Suburb and ABN.
Choose How did they find you? (the lead source) and the Account owner (the staff member responsible).
Tick any Colour tags.
Press Save customer. Their record opens straight away.

Duplicate warning. If the email or phone number already belongs to a customer, the app warns you and offers a link to the existing record. Press Save anyway only if it really is a different person.

The customer record

Tap any customer to open their record. Buttons along the top:

Button	What it does
Log call / email	Adds a call, email, meeting, SMS or note to their history (see section 6).
New enquiry	Starts a new deal for this customer (section 4).
New quote	Creates a quote for this customer (section 7).
Add reminder	Creates a task linked to this customer (section 5).
Send message	Fills in a message template with their details, ready to copy (section 6).
Edit	Changes their details or tags.
Delete	Removes the customer and all their deals, reminders, quotes and history. You are asked to confirm.

Below the buttons: contact boxes (tap Copy beside the phone or email), account owner, customer since, and lifetime sales. Then four lists: Enquiries & deals, Open reminders, Quotes & invoices, and Communication history. Tap any item to open it; when you save or cancel, you return to the customer.

4Enquiries & the sales pipeline

An enquiry (also called a deal) is one thing a customer wants to buy. It moves through four stages until it is won or lost.

Enquiry→Quotation→Follow-up→Won

Any open deal can also be marked Lost with a reason.

Record a new enquiry

Press New enquiry (Dashboard, Pipeline, or inside a customer record).
Enter the Job or product, for example "Kitchen renovation".
Choose the Customer, enter the Estimated value, and choose who it is Assigned to.
Optional: an Expected decision date, and Details of the enquiry such as sizes, colours, budget and timing.
Press Save. The deal appears in the Enquiry column.

Move a deal between stages

On a PC: drag the card into another column.
On any device: tap › to move forward one stage or ‹ to move back.
Mark as lost: tap ✕, choose why it was lost, and press Mark as lost.
From the deal form: change the Stage menu and save.

Each column header shows how many deals it holds and their total value. Each card shows the value, the assigned staff member, and how many days it has sat in that stage. Use the Everyone menu to see one staff member's deals only.

Edit, quote or delete a deal

Tap the deal title to open it. Change any field and press Save. Press Make quote to start a quote already linked to this deal, or Delete to remove it.

Automatic updates. Marking a linked quote as Sent moves the deal from Enquiry to Quotation. Marking it Accepted (or later) moves the deal to Won.

5Tasks & reminders

Tasks remind you and your staff to call customers, send quotes, measure up and follow up.

Reading the Tasks screen

7-day strip: how many open tasks fall on each of the next seven days. Today is outlined.
Filter chips: All open, Overdue, Today, Upcoming, Done. The number shows how many are in each.
Only mine: tick to hide other people's tasks.
Each task shows a priority stripe (high, medium, low), the customer, the due time (red when overdue, orange when due today) and who it is assigned to.

Add a task

Press New task, or Add reminder inside a customer record.
Type what needs doing, choose the customer (optional), the due date and time, priority, and who it is for.
Choose when to Remind: at the due time, 15 minutes, 1 hour or 1 day before.
Press Save.

Complete, edit or delete

Tap the square box to mark a task done; it turns green with a tick. Tap it again to reopen. Press Edit to change it, and Delete inside the form to remove it.

Tip. When you log a call you can add a follow-up reminder in the same step, so nothing slips through.

6Communication history & messages

Every call, email, meeting, SMS and note is kept in the customer's history with the date, time and staff member, so anyone in the team can pick up where someone else left off.

Log a call, email or meeting

Open the customer and press Log call / email.
Choose the Type: Call, Email, Meeting, SMS or Note.
Check the When date and time (it starts at now).
Write What happened?, for example what the customer asked for and what you promised.
Choose Add a follow-up reminder (tomorrow, 3 days, a week, 2 weeks) or No reminder.
Press Save to history.

Send a message from a template

Open the customer and press Send message.
Each template appears with the customer's name and details already filled in.
Press Copy and paste it into your SMS or email app.
Press Log as sent so it is saved in their history.

7Quotes, orders & invoices

One document follows the whole sale. Its number prefix changes as it moves along: Q- for a quote, SO- for an order, INV- for an invoice.

Draft→Sent→Accepted→Ordered→Invoiced→Paid

Create a quote

Press New quote (Quotes screen, a customer record, or Make quote on a deal).
Check the Customer, Date, Linked deal and Prepared by.
Pick an item from the price list menu and press Add item. Repeat for each item.
For anything not on the price list, press Custom line and type a description and price.
Change the Qty or Unit price on any line; amounts and totals update instantly. Press ✕ to remove a line.
Check the Subtotal, GST 10% and Total. Add notes for the customer if needed (your standard terms are used if you leave it blank).
Press Save.

Move it along

When the document is…	Press	Result
Draft	Mark as sent	Status Sent. A linked deal in Enquiry moves to Quotation.
Sent	Customer accepted	Status Accepted. The linked deal is marked Won.
Accepted	Convert to order	Becomes order SO-. Shows in Orders in progress.
Ordered	Create invoice	Becomes invoice INV-. Shows in Unpaid invoices and on the Dashboard.
Invoiced	Record payment	Marked Paid and added to your paid total.

Send it to the customer

Press Copy as text. Your business name, ABN, the document number, every line, the GST and total, and your terms are copied, ready to paste into an email.

The Quotes screen

Four tiles show open quotes, orders in progress, unpaid invoices and total paid; tap one to filter. The chips (All, Quotes, Orders, Invoices, Unpaid) do the same. Press Delete inside a document to remove it.

8Reports

Report	What it tells you
Sales, last 6 months	Total value of deals won in the last six months.
Average sale	Average value of a won deal.
Days to close	Average number of days from enquiry to sale.
Quote acceptance	How many sent quotes the customer accepted.
Sales by month	A bar for each of the last six months. This month is highlighted.
Where sales come from	Sales value and number of leads for each lead source. Use it to decide where to spend on advertising.
Team leaderboard	Sales won by each staff member.
Why deals were lost	How often each lost reason was chosen, so you can fix the most common one.

9Search

Type in the search bar at the top of any screen. Results appear as you type:

Customers: by name, business, phone, email, suburb or ABN
Deals: by job title or enquiry details
Quotes, orders and invoices: by number, for example 1003 or INV-1002
Tasks: by task wording

Tap a result to open it. Press Escape or tap elsewhere to close the results.

10Settings & backups

Membership

Shows your membership status, trial dates, next charge, billing history and the buttons to cancel, resume, update your card or pay. BrightTrack has one membership: A$299 a month for unlimited users with every feature. Section 16 explains it step by step.

Business details

Business name and ABN (printed on quotes), the GST tick box (adds 10% to quotes and invoices), and quote terms (used when a quote has no notes). Press Save details.

Staff accounts

Add staff: enter name, work email and role.
Edit: rename a staff member or change their email. Anyone can edit their own name; only Owners can edit other people. The new name appears everywhere straight away.
Change a role: use the role menu beside their name. The account must always keep at least one Owner.
Remove: their customers, deals, tasks and quotes move to you.

Backups to this PC

Your records are stored on the computer you use, so keep backups. BrightTrack saves a backup as one file named like BrightTrack-backup-2026-11-12-0930.json.

Button	What it does
Save backup to this PC	Opens the Windows Save window. Pick your Desktop, Documents, a USB drive or any folder, then press Save.
Restore from file	Pick a backup file. The app shows its date and number of customers and asks you to confirm, then replaces everything with the backup.
Choose backup folder	Turns on automatic backups. Pick a folder once; BrightTrack saves a new backup there every day (or every week) when you open the app.
Every day / Every week	How often automatic backups run.
Back up now	Saves to your backup folder straight away.
Turn off	Stops automatic backups. Files already saved stay in the folder.

Set up automatic backups

Go to Settings → Backups to this PC and press Choose backup folder.
Pick or create a folder, for example Documents\BrightTrack Backups, and press Select folder.
When Windows asks to let BrightTrack edit files in that folder, press Allow. The first backup is saved straight away.
Choose Every day or Every week.

The latest 30 backups are kept and older ones are deleted automatically. The Last backup line shows when and where the most recent one was saved, and turns red after 7 days without a backup.

Tip. Pick a folder inside OneDrive, Google Drive or Dropbox. Windows then copies every backup to the cloud as well, so it is safe even if the PC is lost.

If a banner says your backup is ready. Windows sometimes asks for permission again after a restart. Press Back up now on the banner and choose Allow. If you used a USB drive, plug it in first.

Restore a backup

Go to Settings → Backups to this PC and press Restore from file.
Open your backup folder (or Desktop) and pick the backup with the date you want.
Check the date and customer count, then press Restore backup.

To move BrightTrack to a new computer: save a backup on the old PC to a USB drive or OneDrive, install BrightTrack on the new PC, then restore that file.

Import, export and demo data

Import customers: bring customers in from Excel. In Excel, make sure row 1 has headings (Name is required; Company, Phone, Email, Suburb, ABN, Source and Tags are also read, with several tags separated by a semicolon), choose File → Save As → CSV, then pick that file. Duplicates are skipped.
Export customers / Export deals: produce a CSV you can open or paste into Excel.
Copy backup as text / Paste a text backup: the same backup as text, for emailing to yourself.
Start fresh with my details: replaces all demo names with yours (see section 1).
Load demo data: brings back the demo records to practise or train staff.
Clear all customers & sales: deletes customers, deals, tasks, history and quotes. Staff, price list and templates stay.

Price list

Edit an item's name or price directly; changes save when you leave the box. Add item adds a new line; ✕ removes one. Prices are entered without GST.

Message templates

Press New template or Edit. These words are replaced automatically:

Type	Becomes
{first}	Customer's first name
{name}	Customer's full name
{company}	Their business name (or full name if none)
{suburb}	Their suburb
{me}	Your first name and business name

Activity log

Lists the latest changes in the app, with the date, time and the staff member who made each one.

11Roles & permissions

Permission	Owner	Manager	Sales	Viewer
View customers, deals & reports	✓	✓	✓	✓
Add & edit records	✓	✓	✓	–
Delete records	✓	✓	–	–
Import, export & backups	✓	✓	–	–
Manage staff & roles	✓	–	–	–
Billing & subscription	✓	–	–	–

If someone tries something their role does not allow, a red message explains why. Viewers see forms as read-only.

12Quick reference & help

I want to…	Do this
Record a phone enquiry	Customers → New customer → Save → New enquiry
Note what a customer said	Open customer → Log call / email
Remember to call back	Log call / email → Add a follow-up reminder
Send a quote	Open customer → New quote → Add items → Save → Mark as sent → Copy as text
Turn a quote into an invoice	Open quote → Customer accepted → Convert to order → Create invoice
Record a payment	Dashboard → Unpaid invoices → open invoice → Record payment
See what's overdue	Tap the bell
Find anything	Type in the search bar
Move my list from Excel	Settings → Import customers
Check my trial or next charge	Settings → Membership
Cancel my membership	Settings → Membership → Cancel
Make a safety copy	Settings → Save backup to this PC
Back up automatically	Settings → Choose backup folder
Get my records back	Settings → Restore from file
Remove the demo names	Settings → Start fresh with my details
Change a staff name	Settings → Staff accounts → Edit
Text a customer	Inbox → open the conversation → Send
Follow up automatically	Automation → New workflow
Message a group	Automation → Campaigns → New campaign
Add a client business	Agency → New sub-account
Use my own brand	Agency → White-label

Common questions

Who do I contact for help?: Email numberfilter.help1@gmail.com with your business name and a short description or screenshot. Help is by email only; there is no phone support. Most answers are already in this guide and the Help tab.
Will I be charged during the free trial?: No. You are charged A$328.90 (A$299 + GST) when the 4-day trial ends, unless you cancel before then.
Why does my receipt say DrawLens?: DrawLens is the business behind BrightTrack and processes the A$299 membership payments through Stripe. Your bank statement usually shows BRIGHTTRACK CRM.
If I cancel, do I lose access straight away?: No. You keep full access until the end of the trial or the month you have paid for. Then the app locks, and your records stay safe until you pay again.
A button does nothing or a red message appears.: Your role does not allow that action. Ask an Owner to change your role in Settings.
The import skipped some customers.: They have the same email or phone as an existing customer, or the Name cell was empty.
Copy did not work.: Press and hold the text, choose Select All, then Copy.
Where is my data stored?: On the computer you are using, so turn on automatic backups. When cloud sync is switched on for your subscription, records are also shared across your devices.
Where are my backups?: In the folder you chose, or wherever you saved them. Settings shows the last backup time and place.
The demo names keep coming back.: Someone pressed Load demo data or restored an older backup. Press Start fresh with my details again, or restore your own backup.
Keyboard shortcuts?: Escape closes a panel or search. Tab moves between fields and Enter opens the highlighted item.

13Inbox: 2-way SMS & email

The Inbox keeps every text message and email with a customer in one conversation, like a phone's messaging app. Customer replies arrive in the same conversation, and everything is also saved to the customer's communication history. Included in your membership.

Reading the Inbox

The left list shows one conversation per customer, newest first. A red number shows unread replies; the Inbox menu item shows the total.
Tap a conversation to open it. Your messages appear on the right in colour; the customer's replies appear on the left.
Under each message: the time and its status, Received, Sent, or Waiting if the SMS or email service is not connected yet.
On a phone, press ‹ Back to return to the list.

Send a message

Open a conversation, or press New message, choose the customer and press Start conversation.
Choose SMS or Email. For email, type a subject.
Type your message, or pick one from Insert template… (the customer's name is filled in).
Press Send.

Connect the services first. Real texts and emails need Twilio SMS and an Email service installed in Agency → Marketplace and set up on your BrightTrack server. Until then, messages wait in the outbox. The Simulate customer reply (demo) button shows how replies look while you are testing.

14Automation: workflows & campaigns

Automation does routine follow-ups for you. Workflows react to something that happens to one customer. Campaigns send one message to a whole group. Included in your membership.

How a workflow works

When this happens→Step 1→Step 2→…

Triggers (when)	Steps (then do)
A new customer is added	Send an SMS from a template
A deal moves to a stage (Quotation, Follow-up, Won or Lost)	Send an email from a template
A quote's status changes (Sent, Accepted, Ordered, Invoiced, Paid)	Create a follow-up task due in a number of days
An invoice stays unpaid for a number of days	Add a colour tag
A task becomes overdue	Move the customer's deal to a stage
A customer replies by SMS or email	Show a notice to the team

The demo includes four ready-made workflows: New lead welcome, Quote follow-up, Unpaid invoice reminder and Tag replies as hot leads.

Build a workflow

Open Automation and press New workflow.
Give it a name, for example "Won deal thank you".
Under 1 · When this happens, choose a trigger and, if asked, the stage, status or number of days.
Under 2 · Do these steps, choose what happens. Press + Add step for more; press ✕ to remove one.
Leave Workflow is on ticked and press Save workflow.

Use the switch on each workflow card to turn it on or off. Each card shows how many times it has run. A workflow runs only once per customer for each event, so nobody gets the same message twice.

Send a campaign

Open Automation → Campaigns and press New campaign.
Name it and choose SMS or Email.
Choose who gets it: a colour tag, a lead source, customers with a deal in a certain stage, or leave all three as "Any" for everyone. The Audience number updates as you choose; customers with no mobile (SMS) or no email are left out.
Write the message or pick a template. {first}, {name}, {company} and {suburb} are filled in for each person.
Choose Send now or Schedule for a date and time, then press Send or schedule. Or press Save draft to finish later.

The campaign list shows each campaign's status: Draft Scheduled Sent and how many people it went to.

15Agency tools

The Agency tab is for businesses that run BrightTrack for several clients or branches. Each client gets their own sub-account with separate customers, staff and settings, all under your brand. Included in your membership.

Sub-accounts

New sub-account: enter the client's business name and the client owner's name and email. Sub-accounts are included in your membership. Tick Start with demo data to give them practice records.
Switch to: open that client's account. You can also switch with the account menu at the top of the screen on a computer. The sidebar shows which account you are in.
Rename or Delete a client. Deleting removes all of that client's records, so save a backup from inside it first.

White-label

Open Agency → White-label.
Type the app name your clients should see, your support email, and your own web address if you have one.
Pick a colour theme: Violet glow, Ocean, Emerald, Sunset, Rose or Gold. Press Save brand; the name and colours change straight away.
For a separate Windows app under your own name, press White-label desktop app details, then follow the steps shown to publish it through your own Partner Center account.

Marketplace

Turn on apps for the account you are in: Twilio SMS, Email (Mailgun or SendGrid), Stripe Payments, Xero, Google Calendar, Microsoft 365 / Outlook, Zapier and Google Reviews. Press Install or Remove. Each sub-account has its own apps.

API

Press Create key, describe what it is for, and copy the key straight away. Give it to your developer or website so it can add and read customers, deals, quotes, messages and tasks. Press Revoke to stop a key working. The endpoint list shows what the API can do once your BrightTrack server is running.

Rebilling (pass-through billing)

Charge clients for the SMS and emails they send, on top of their monthly plan.

Under Rates, enter what each SMS and email costs you, and what you charge clients. Press Save rates.
The usage table shows each account's SMS and emails this month, your cost, the amount charged and your margin. The tiles at the top show the totals.
Charges are added to each client's Stripe subscription once metered billing is connected on your server.

Client support details (optional)

If you run sub-accounts for your own clients, open Agency → Client support and enter how they can reach you: phone, email, live chat link and hours. Press Save support details and they appear at the top of the Help tab in every account. Leave them blank and nothing is shown.

16Membership, free trial & billing

BrightTrack has one membership: A$299 a month plus GST (A$328.90 in total) for unlimited users and every feature in this guide, including the Inbox, Automation and Agency tools. There are no other plans or add-ons.

4-day free trial→A$328.90 charged on day 4→Renews every month→Cancel any time

Start your free trial

Open BrightTrack. The first screen says Start your 4-day free trial.
Type your name, business name, email and a password (at least 8 characters). Press Start free trial.
Stripe's secure payment page opens in your browser. Enter your card and billing address, and your ABN if you want it on your invoices. Nothing is charged during the trial.
Finish on Stripe's page, then go back to BrightTrack. It unlocks by itself within a few seconds. If it doesn't, press I've finished, check again.

The name DrawLens. Payments are processed by Stripe for DrawLens, the business behind BrightTrack. You will see DrawLens on the payment page and email receipts, and usually BRIGHTTRACK CRM on your bank statement. It is the same membership.

How billing works

The trial lasts 4 days with full access for unlimited users. Each email address gets one free trial.
If you do nothing, A$328.90 (A$299 + GST) is charged when the trial ends, and then on the same date every month. Stripe emails you a receipt with the GST shown.
If you cancel during the trial, you are never charged, and you keep full access until the trial ends.
If you cancel later, you are not charged again, and you keep full access until the end of the month you have paid for.

See your status

The purple banner at the top shows the days left in your trial.
The membership box at the bottom of the menu shows your status: Free trial Active Cancelled or Payment needed.
Settings → Membership shows the email you're signed in with, your trial end or next charge, and when the status was last checked. Press Check status to check again now.

Cancel, resume, change your card or download invoices

Go to Settings → Membership and press Cancel, update card or invoices. Stripe's secure billing page opens in your browser.
To cancel: press Cancel subscription, choose a reason and confirm. You keep access until the date Stripe shows.
To change your mind before that date: open the billing page again and press Renew subscription.
To change your card: press Update payment method.
To download invoices with GST: they are listed under Invoice history.
Go back to BrightTrack and press Check status. Your new status shows straight away.

Only the account Owner can open the billing page. BrightTrack never sees or stores your card number.

When the app locks

BrightTrack locks if you never finished adding your card, if the trial or a cancelled membership has ended, or if a monthly payment did not go through. The screen tells you which one.

Your records are safe. Nothing is deleted.
You can still press Save backup to this PC and read this guide.
Press Pay and unlock (or Open the payment page), finish on Stripe's page, and BrightTrack unlocks by itself within a few seconds.

Internet connection

BrightTrack checks your membership each time it opens and every few minutes. Without internet it keeps working for up to 3 days from the last check, then asks you to connect and press Check again.

Sign in on another computer, or sign out

On another computer, open BrightTrack, choose Sign in, and use the same email and password. Your records live on each computer, so move them with Save backup to this PC and Restore from file (section 10).
To sign out, press Sign out in Settings → Membership.

Questions about billing

Email numberfilter.help1@gmail.com. Help is by email only; there is no phone support.