Questions worth asking first.
Something else? Email info@optracs.com.
Which trades is Optracs for?
Any business that sells work, schedules people to do it and sends an invoice at the end. Roofs, kitchens or heat pumps: customers, the pipeline, estimates, jobs, invoices and files work the same way, and you can rename every pipeline stage. A few tools, like measurements and insurance claims, suit some trades more than others. Tell us what you do and we'll say plainly what fits.
Does it cost more to add people?
No. The price is per company, and everyone on your team is included. Invite each person by email and give them a role, such as Admin, Sales, Crew or Viewer. They see what that role allows.
Is there a mobile app?
Yes, for iPhone. Optracs is on the App Store in the United States: sign in with your Optracs account and you see the same company, jobs and customers as on the web. On any other phone, tablet or computer, Optracs runs in the web browser. 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.
Do my customers need an account?
No. Each customer gets one link with no login: documents to sign, their estimates, invoices with the balance, and their project, under your logo.
Can customers pay through Optracs?
Not online. You record payments yourself: check, cash, bank transfer, financing or a card taken elsewhere. The invoice and the customer's link update when you do.
Does Optracs email my customers on its own?
Estimates, invoices and documents go when you send them, under your company name. Follow-up emails on open estimates and unpaid invoices stay off until you switch them on.
Can I bring my existing records?
Yes, from a CSV, for contacts, estimates, invoices and jobs. Optracs matches your columns by their headings and shows what it will import before anything is saved. It isn't a one-click move from another system, so we'll go through your records with you.
Can I get my records out?
Yes. Export every record as CSV files from Settings, one file per table. Your stored files, like photos and signed documents, come as a download of their own beside it.
Does Optracs replace my accounting software?
No. Optracs runs the work: estimates, invoices, recorded payments and job costs. It isn't a general ledger, a payroll service or a tax tool, so keep your accounting software for those.
Who sees invoices and payments?
The Owner and Admin roles. Invoices and payments aren't part of the standard Sales, Crew or Viewer roles.
Can I use Optracs in Canada?
Yes, outside Quebec, for business use. Prices are in US dollars. The service is in English only. Quebec is not open yet. Taxes that apply in your location are added at checkout where required.
How do I get started?
Open the demo to try it with a sample company. To run your own business on it, sign up: your account, your company, then your payment. Your workspace opens as soon as your first payment goes through. If Optracs isn't for you, ask within 30 days of your first payment and we refund all of it.
Your data
Are my records kept apart from other companies'?
Each company's records are kept apart from every other company's in the database itself.
Who on my team sees what?
Each person gets a role, such as Owner, Admin, Sales, Crew or Viewer. In the roles Optracs starts you with, invoices, payments, purchase orders, vendors and the company's financial reports are for the Owner and Admin. What a role can see is checked in the database, not only on the screen.
Can Optracs staff open my records?
Our staff can see your workspace's settings and who its members are. To open one of your records we have to ask, and an administrator of your workspace has to say yes. Every record we open is written to your own security log. Separately, we may access a workspace where the law requires it.
Can I get my data out?
Yes. Export every record as CSV files from Settings, one file per table. Your stored files, like photos and signed documents, come as a download of their own beside it.
What happens if there's a breach?
If personal data in your workspace is part of a breach, we tell you without undue delay, and within 72 hours of learning of it, with what we know then. We keep you updated after that.
To report a security problem, see the Acceptable Use Policy, or email info@optracs.com.
The full terms are in the Data Processing Addendum and the Privacy Policy.
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.