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Built for the office and the truck.
The office works at a desk. The crew works on site. In Optracs they open the same job, and each person sees what their role allows.
At the desk
What needs you today, the sales pipeline, estimates out and viewed, jobs by stage, and money owed by age.
In the truck
The day's tasks, each tied to its job, with the address and the files. Photos and PDFs attach on site, and notes can be typed or dictated where the browser supports it.
In the customer's hands
One link, no login: documents to sign, estimate options to accept, invoices with the balance, and how the project stands.
Who sees what.
Five standard roles. Invite each person by email and pick one.
| Role | Sees and does |
|---|---|
| Owner | Everything, including invoices, payments, company settings and roles. |
| Admin | Everything except company settings and roles. |
| Sales | Customers, the pipeline, estimates and jobs. |
| Crew | Their assigned jobs and the customer's contact details. Finishes their own tasks. |
| Viewer | Read-only across the record. |
What it needs.
A browser and a connection.
- A web browser
- Optracs runs in the browser on any device. A mobile app is coming soon.
- A connection
- There's no offline mode, so the device needs signal or Wi-Fi.
- Two-factor sign-in
- With an authenticator app, for anyone who wants it.
Early access
Tell us how your business runs.
Optracs is in early access for contractors in the United States. A person reads every request.