Customization & Configuration in Ontraccr: Tailor the Platform to Fit Your Business

📄 Customization & Configuration in Ontraccr: Tailor the Platform to Fit Your Business
 

Ontraccr isn’t just a job-tracking tool—it’s a fully customizable platform built to adapt to your business, your workflows, and your teams. Whether you're managing complex projects across multiple divisions or streamlining mobile access for field technicians, Customization & Configuration gives you the power to shape Ontraccr to your exact needs.

🎯 Why Customization Matters

Every business is different—different teams, roles, naming conventions, scheduling needs, and organizational structures. That’s why Ontraccr offers deep customization options that let you:

• Reflect your company's terminology and processes
• Build reusable templates for consistent project setup
• Simplify user experiences by removing clutter
• Improve accuracy through smart filtering and linked data
• Segment operations by division, region, or client type

With just a few configuration steps, you can make Ontraccr feel like it was designed just for your company.

🔧 What You Can Customize in Ontraccr

Here's a high-level breakdown of what’s possible:

📁 Templates for Speed & Consistency

• Boards, Tasks, Files, and Contracts: Build reusable templates for common project components
• Job Costing Templates: Predefine cost code and budget structures
• Schedule Categories: Organize unassigned shifts with custom labels and colors

🧱 Data Structure Customization

• Buckets: Create new relational databases (e.g., Locations, Contracts) linked to Customers, Projects, and Equipment
• Divisions: Separate data, teams, and workflows across departments or sub-companies
• Equipment Types: Build type-specific equipment profiles with custom sections and inspection forms

🧩 Interface & Terminology

• Tabs: Control which sections are visible for different project types
• Profile Names: Rename “Projects”, “Customers”, or “Project Groups” to match your terminology
• Types: Define project and equipment types with unique behaviors

🏷️ Labels & Statuses

• Use Labels to organize and filter Users, Equipment, Clients, Vendors, and more
• Define required Statuses (like “Active” or “Needs Repair”) for Equipment tracking

🧪 Custom Fields

• Add unlimited, structured data fields to Projects, Users, Cost Codes, and more
• Use section-based field builders to match forms, boards, or certification data

📱 User Experience & Access Control

• Action Center: Customize the mobile dashboard experience per role
• Roles & Permissions: Decide who sees or manages what—down to each page or feature

💡 Real-World Use Cases

✅ Who Should Use These Features?

These tools are especially valuable for:

• System Administrators setting up your Ontraccr environment
• Operations Managers driving consistency across jobs
• Schedulers and Dispatchers organizing people and assets
• Project Managers improving setup speed and accuracy
• HR and Admin Teams tracking users, credentials, and forms

🚀 Getting Started

You don’t need to configure everything at once. Most companies start with a few high-impact features like:

• Setting up Boards and Task Templates
• Creating Project Types and renaming key terms
• Adding Custom Fields to project profiles

Then as your processes evolve, you can expand into Buckets, Divisions, and deeper Role-based experiences.