Manage your daily operations from a single Dashboard.

Officetrax is designed to help you organize, schedule, and track your maintenance activities more efficiently. Whether you're on the go working on a job, or in the office, you can access Officetrax to help you stay on-top and on-track.


Invoice Management

Create branded invoices on the go.

Quickly create attractive invoices that can be sent to your customers for approval.

Add markups, discounts, taxes, a message to your customer, or a disclaimer. Each invoice will include your logo and customizations to the message and disclaimer.

You can also see the status of each invoice so that you know which ones require your attention, which haven't been sent yet, and of course, the approved ones.





Customer Portal

Provide exceptional customer service to your clients.

Improve on customer service and impress your clients by allowing them access into your Customer Portal.

Customers can easily submit new service requests when they have a problem that requires your attention. You'll be alerted to the new Service Request so that you can dispatch it - or if you've set up automatic dispatching, the request will be dispatched immediately to your Service Provider(s)!

Clients can check in on the status of their request and start discussions with you/your team to reduce phone calls, and improve communication.

Learn more about CMMS

Reporting & Analytics

Turn data into actionable insights for your team.

Create custom adhoc reports that capture all the details that are important to you or your team. You can set your reports up to run on a schedule and add recipients to be notified about the reports. You can also review analytics on your dashboard and throughout the application that help your team make important decisions.





Total Work Order Count by Priority

Become more eco-friendly by going paperless in your facilities.

Learn how Legacy Group was able to eliminate the need for paper work in their facilities by reading their Case Study.


Case Study


Matthew Cicalo

Director of Operations

Problem Setup

Work Orders & PMs

Simplify your work order management & increase your assets' life span.

Quickly and easily accept and manage unlimited work orders. Set it and forget it: Preventive Maintenance schedules not only let you automatically schedule maintenance, but it helps your assets to last longer and lowers the number of unexpected breakdowns in your facilities.

Asset Management

Lower your repair costs.

You can determine whether you should invest in repairing an asset or if replacement gives you the best value. You can view all your past repair and maintenance history, see warranty details, and even view a depreciation forecast to help you make your important asset-related decisions.

Top Occurring Problems

40%

Not cooling
2 Excessive noise 25%
3 Not heating 20%
4 No power 15%

Inventory Management

Track every part and supply to optimize your Inventory.

Easily check your inventory levels, submit purchase requests, or transfer supplies. You can store part numbers, suppliers, images, costs, specifications, and track your stock numbers.

#0350

INVENTORY ITEM

Brown Paper Towel

Description

For use with the H-00L lever dispenser or the H-00A automatic dispenser. 350 sheets per roll. 12 rolls per case. Color is kraft.

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  • Track parts and inventory
  • Manage your assets
  • Schedule custom reports
  • Accept work orders
  • Preventive schedules