For siding contractors
Every wall, every elevation, one job.
Wall area, openings and trim on the takeoff, lines from your catalog on the estimate, and a change order ready for what the old siding was hiding.
Your trade, set up
What Siding comes with.
Optracs runs a siding company's jobs by work type: vinyl siding, repair, insurance claim, fiber cement siding, wood siding and soffit & fascia. 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
- Materials Ordered
- Scheduled
- Removal & Wrap
- Install
- Wrap-Up
Work types
Vinyl siding Repair Insurance claim Fiber cement siding Wood siding Soffit & fascia
Checklists
- Siding job
- Siding replacement
- Vinyl siding install
- Fiber cement siding install
- Siding repair
- Insurance claim
- Permit & inspection
The siding replacement checklist
- Product, profile and color confirmed with the customer
- Dumpster or trailer placed where the customer agreed
- Materials delivered and checked against the order
- Old siding removed, unless going over it is allowed and agreed
- Sheathing checked and rotten or damaged areas repaired
- House wrap installed, lapped and taped
- Windows, doors and other openings flashed before the siding goes on
- Mounts set for lights, outlets, faucets and vents
- Joints at trim, windows and doors caulked where the manufacturer calls for it
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
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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.
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A takeoff for siding
Typed in or imported from a supported report or a CSV.
Wall area Siding squares Openings deducted Soffit Fascia J-channel
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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 every elevation Check sheathing on the north wall Photograph the finished walls
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Estimate
Lines from your catalog, priced to your margin, with a second product as an option when you want one.
Takeoff
Wall area, siding squares, openings, soffit, fascia and J-channel.
Change orders
For the rot you find, signed before it is billed.
Elevation photos
Before and after, on the job, with the date.
Warranty
A warranty document from your template, kept with the job.
A day in the trade
A job, start to finish.
Monday
Walk around
A photo of each elevation, and wall area, openings, soffit and fascia into the takeoff.
Tuesday
Office
Siding, trim and wrap come from your catalog with the wall areas from the takeoff. The customer accepts from the link.
Install
North wall
Rot behind the old boards. A change order for the sheathing goes out and is signed before it is billed.
Install
On site
The crew ticks off each wall and attaches photos as it closes up.
Wrap-up
Office
The final invoice, the payment recorded, and the warranty document kept on the job.
The trade, by the numbers.
From the US Census Bureau. More in our research.
9,142
89.7%
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.