For remodeling contractors
Kitchens and baths that run for weeks, on one record.
The contract, every change order, the subs, the cabinet order and the photos of each stage, on the job the whole team opens.
Your trade, set up
What Remodeling comes with.
Optracs runs a remodeling company's jobs by work type: kitchen remodel, bathroom remodel, basement finish, addition, whole-home renovation and remodel. Switch off what you don't use, or make the trade your own.
Sales steps
- New Lead
- Contacted
- Site Visit
- Quote Sent
- Follow-Up
Work steps
- Ready to schedule
- Pre-Construction
- Scheduled
- Rough-In
- Finishes
- Punch List
- Wrap-Up
Work types
Kitchen remodel Bathroom remodel Basement finish Addition Whole-home renovation Remodel
Checklists
- Job start to closeout
- Kitchen remodel
- Bathroom remodel
- Permit & inspection
The kitchen remodel checklist
- Cabinet, counter and appliance choices confirmed in writing
- Cabinets and appliances checked for damage on delivery
- Water, power and any gas shut off before demolition
- Cabinets installed level and secured
- Countertops measured or templated once the base cabinets are set
- Backsplash, sink, faucet and appliances installed
- Appliances tested and running
Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.
In Optracs
The same job, in Optracs.
The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.
Sample workspace
-
An estimate built from your own catalog
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
-
A takeoff for remodeling
Cabinets, counters and floors, typed in or imported from a supported report or a CSV.
Base cabinets Upper cabinets Countertop area Backsplash area Floor area Baseboard
-
The crew's day, on the job
Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.
Photograph the walls before drywall Confirm cabinet delivery date Walk the punch list with the homeowner
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Contract
Your own wording, from your own template, signed by typing a name.
Change orders
Each one signed before the money moves, all of them on the job.
Subcontractors
Each sub's trade, contact and insurance expiry, assigned to the job.
Purchase orders
Cabinets, tile and fixtures ordered against the job.
Project report
A written report from your template when the job wraps up.
A day in the trade
A job, start to finish.
Week 1
Office
The contract goes out from your template. The customer signs it by typing their name, and the deal is Won.
Week 2
Demo
Photos of each wall before it closes go onto the job. The crew ticks off their tasks as they go.
Week 3
Kitchen
The customer wants a different backsplash. A change order goes out and is signed before anything is ordered.
Week 4
Office
A purchase order for the cabinets and the tile sub's assignment, both on the job.
Week 6
Walkthrough
A project report from your template, the final invoice, and the last payment recorded.
The trade, by the numbers.
From the US Census Bureau. More in our research.
135,337
92.7%
One plan. Every seat included.
- Same price at 1 person or 50.
- Add a person and the bill does not move.
- No setup fee, no onboarding fee, no contract.
- Join in our first year and your price stays where it started for as long as you stay subscribed.
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.