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One app, or a stack of tools.
Run the business on a spreadsheet, an estimating app, an e-signature service, an invoicing tool and a shared drive, and the same customer gets typed in five times. In Optracs it's one record.
Where each piece lives in Optracs.
All of it is in the one plan.
| The job needs | In Optracs | Included |
|---|---|---|
| Leads and customers | The sales pipeline, with a response clock on every new lead. | Included |
| Estimates | From your own catalog of line items, priced with a profit slider. | Included |
| Signatures | Documents from your own templates, signed by typing a name. | Included |
| The schedule | Schedule and dispatch, and tasks with a person and a due date. | Included |
| Photos and files | On the job they belong to, from the office or the site. | Included |
| Invoices and payments | From the accepted estimate, with the payments you record against them. | Included |
| Updates for the customer | One link per customer, with no login. | Included |
| Text messages | Switched on when you ask, once your customers' consent is set up. | Included |
What stays in other tools.
Said plainly, so nothing is a surprise after you move.
- Accounting
- Optracs isn't a general ledger, a payroll service or a tax tool. Keep your accounting software.
- Card payments
- Customers don't pay online through Optracs. You record payments yourself.
Moving over.
Bring your records from a CSV. Take them with you the same way.
- Import
- Contacts, estimates, invoices and jobs from a CSV. Optracs matches your columns by their headings and shows what it will import before anything is saved.
- Export
- Every record as CSV files, from Settings, whenever you want them.
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.