Make EngiTracksy part of your site week.

1. Open EngiTracksy and choose Start free. Create an account using your email and password, or continue with Google. Use Sign in if you already have an account.
2. Your engineering workspace opens straight away with the full Pro package free for 14 days. No card is needed and nothing is charged.
3. For email registration, open the verification link sent to your inbox. Check spam too. When the verification banner appears, use Resend email or I’ve verified as needed.
4. Open Settings and enter your IESL membership number. It appears on your invoices; there is no approval wait. By registering you confirm you are entitled to practise in Sri Lanka.

Before entering real client information, try the public demonstration with fictional records.

EngiTracksy is a progressive web app (PWA). You add it from your browser and open it from your home screen.

• iPhone: open the Engineering page in Safari. Choose Share (under More in some layouts), then Add to Home Screen. Turn on Open as Web App if shown, then confirm Add.
• Android: open the Engineering page in Chrome. Use Install and create shortcut → Install. Older versions may show Install app or Add to home screen.

Follow the full iPhone and Android installation guide if your browser shows a different menu. Home-screen shortcuts open the Dashboard, Projects, Retention and BOQ directly.

Installation does not activate Pro or remove the need for an internet connection for sign-in, billing, sync and AI tools.

Every new account starts with the full Pro package free for 14 days, then continues on Free unless Pro is activated — there is no approval step. Neither plan includes a monthly AI token allocation.

Use fictional records for your first walkthrough. Read Storage, sync and privacy before entering client information.

1. Open Settings. Enter your firm name, IESL membership, CIDA registration, specialisation and PI insurance dates. Choose Save.
2. Open Projects → Add project. Enter a sample job with a fictional client, value and stage, then check Site Calendar.
3. Open BOQ Manager and add one item with an estimated rate. Open Site Inspections and log a sample visit.
4. Open Baas Ledger. Record an advance, then a settlement that does not exceed the outstanding amount.
5. Open Retention Vault and enter a held amount with a release date. Record one income entry and one expense.

Find your way around on a phone

Use the bottom tabs, then the section buttons above the page. You may need to swipe those section buttons sideways.

Home

Dashboard and Transaction Inbox.

Site

Projects, Site Calendar, Clients, BOQ Manager, Site Inspections, Baas Ledger and Retention Vault.

Money

Income, Expenses, Tax, Reports, Auditor Export and Token Wallet.

Tools

AI Tools and Receipts.

More

Subscription and Settings.

On a computer, these sections appear in the sidebar. This guide uses the English labels; your chosen language may translate them.

1. Choose Projects → Add project. Enter the name, client, contract value, stage, ICTAD grade if you use one, retention percentage, start date and notes.
2. Open a project to see its BOQ items, inspections, baas entries and retention together. Update the stage as the job moves.
3. Site Calendar shows project dates and inspections in a week view. Clients keeps each client’s contact details alongside the jobs.

Project and client records are saved on your device first and synced to your account when online. Keep identifiers to what you need for the job.

BOQ manager

1. Choose BOQ Manager and add an item with unit, quantity, estimated rate and actual rate against a project.
2. Compare estimated versus actual as site costs come in. EngiTracksy does not import Excel BOQs or approve variation orders.

Site inspections

Log the date, inspector, type, findings and pass/fail status. These are your own site notes, not a statutory inspection record.

Baas ledger

1. Choose Baas Ledger → New entry. Record an advance or a settlement against a project, with the baas name, amount and date.
2. A settlement should not exceed outstanding advances for that job. Reconcile against your cash book.

1. Choose Retention Vault. Enter the project, retention percentage, held amount, expected release date and any WHT amount shown on a certificate.
2. The dashboard flags amounts whose release date has passed, and those due within 30 days.
3. Mark a record released when the client actually pays; EngiTracksy does not move money or file the claim.

1. Choose Income to record fees received with the category and date.
2. Choose Expenses to log site materials, equipment hire, labour, transport, insurance and other practice costs.
3. Choose Receipts to photograph or upload a receipt. Uploaded files are stored with your account.

Voice and typed entries prepare a draft for your review before saving.

Tax organises income and practice expenses into review categories. Reports summarise the period; Auditor Export prepares an Excel workbook and a receipts pack for your accountant or tax adviser.

1. Open Token Wallet to buy tokens. Packs start at 50 tokens; online card top-ups use PayHere when available, otherwise request a manual top-up through support.
2. Choose AI Tools, type your instructions and run it. Each run spends the number of tokens shown and is rate-limited.
3. Treat every result as a draft. Verify quantities, rates and contract wording; the tools do not design structures or certify work.

1. Open Subscription. Your current plan, trial end date and IESL membership number are shown.
2. To upgrade, choose the monthly or annual Pro plan and send the invoice request. The MyTracksy team confirms payment instructions by email or WhatsApp; Pro is activated manually after payment is confirmed. Online card checkout is not yet available.
3. Renewals follow the same request flow before the period ends. To cancel, simply do not renew; your records stay in your account and the workspace continues on Free.

Refunds and billing terms are described in the refund policy and terms of service.

• Projects, BOQ, inspections, baas and retention are saved on your device first, so they work on site without signal, and sync to your signed-in account when you are online. Signing in on another device brings the synced entries across.
• Income, expenses, receipts and settings use your signed-in account. Access is limited to your profile by database and storage rules.
• Signing out keeps synced records in your account. Clearing website data before a sync completes can remove unsynced entries; reconnect first and let the sync finish.
• After the trial: your workspace never locks. Pro tools pause on Free until Pro is activated; every record stays in your account.

Read the privacy policy for the full description of processing. You remain responsible for client confidentiality, device security and record retention.

Reports or Auditor Export are locked after 14 days

Your Pro trial has ended and the account is on Free. Open Subscription to request Pro activation; the MyTracksy team activates it after invoice payment.

My project is not on the other device

Open the app on the device where you entered it while online and wait for the sync indicator, then reload the second device.

The baas balance does not match my cash book

Check for a missing advance or settlement and correct the ledger; EngiTracksy shows what you recorded.

AI tools say I have no tokens

Buy a token pack in Token Wallet. If online payment is unavailable, use the manual top-up request.

Contact

WhatsApp 070 373 6555 · info@mytracksy.com. Include your account email and the screen you were on.