---
title: "Customization & Configuration in Ontraccr: Tailor the Platform to Fit Your Business"
url: "https://help.ontraccr.com/en/article/customization-configuration-in-ontraccr-tailor-the-platform-to-fit-your-business"
language: "en"
last_updated: "2025-06-08T16:12:59.052Z"
---

# 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**.

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## 🔧 **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

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## 💡 **Real-World Use Cases**

| Scenario | Customization Feature(s) Used |
| --- | --- |
| Roll out a new board on every project | Board Templates |
| Separate data for two business units | Divisions, Custom Forms, Role-based Views |
| Track work at buildings across clients | Buckets (e.g., Locations), Smart Filtering |
| Rename “Projects” to “Jobs” | Profile Names Customization |
| Preload shift categories for scheduling | Schedule Categories |
| Build form-driven workflows per asset | Equipment Types + Form Mapping |
| Streamline mobile UI for crews | Action Center Toggles + Role Permissions |

* * *

## ✅ **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**.