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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.
One Owner for each workspace. Invite everyone else by email and give them a role, such as Admin, Sales, Crew or Viewer.
| Role | Sees and does |
|---|---|
| Owner | Everything, including invoices, payments, company settings and roles. |
| Admin | Nearly everything the Owner can, including Settings and Billing. Handing the workspace over, closing it, clearing its data and cancelling its subscription stay with the Owner. |
| 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 and iPhone
- Optracs runs in the web browser on any device, and on iPhone from the App Store in the United States.
- A connection
- Optracs needs a connection to load and save. On iPhone, jobs you have opened can still be read with no signal, and photos and videos you take wait on the phone and are sent the next time you open the app with a signal.
- Two-factor sign-in
- With an authenticator app, for anyone who wants it.
Try it
See it with a sample company.
A company with a few months of work in it, ready to click through. We email you a code to open it.