Ontraccr features overview

Welcome to Ontraccr! We're excited for you to start your journey to automate your workflows and optimize your operations. In this article, we'll walk through a very high-level overview of Ontraccr's features so you can get acquainted with it.

Here is a brief video overview/demo of Ontraccr:

Project Management

"I want to manage all the moving parts of my project easily and gain visibility into project costs and profitability."

Ontraccr offers various features that can help you manage your projects as efficiently as possible:

• Create customized tracking boards to manage every stage in the lifecycle of your project(s)
• Implement a detailed job costing system to track all the costs on your project(s)
• Use both gantt & field scheduling to track and manage your project execution
• Receive real-time data from your field team
• Generate progress bills and maintain your schedule of values

Operations Management

"I need to gather all the operational insights necessary to grasp the efficiency of my processes or identify areas requiring improvement."

Ontraccr's customizable design lets you manage various departments in one easy place:

• Create customized tracking boards for every department or team to optimize collaboration across your operation
• Streamline company communications into quick and easy channels
• Gain real-time visibility into jobsite activity
• Manage company assets, from equipment to inventory and price lists
• Centralize company documentation for easy access
• Implement full safety management system with detailed reporting capabilities
• Manage employee certifications

Document Management

"I want to digitize our documents and eliminate manual work."

Ontraccr lets you digitize and manage any document you want:

• Create any custom form or document templates for internal or external stakeholders to complete
• Import existing document templates or create your own templates
• Design automated workflows for any document to eliminate manual work
• Enforce form/document completion from your field team 
• Control who can view or manage files and folders

Field Management

"I want to give my field team an easy way to provide updates so I can have visibility into jobsite activities easily."

The Ontraccr mobile app is designed for field teams to:

• Track their time and manage their schedule
• Report on progress and task completion
• Upload photos quickly
• Fill in any forms, such as project, inspection, safety, or any other custom forms
• Have access to any documentation needed
• Communicate with other field and office team members
• View job history and details easily

Reports & Analytics

"I need to gather insights into my operations to make informed decisions."

Ontraccr gives you a window into your operations, allowing you to:

• Gain valuable insights into any aspect of your operation using the powerful analytics engine
• Generate quick reports across payroll and project financials
• Create custom data dashboards to build a complete window into your business
• Export reports into popular formats such as excel, pdf, or image files

Client Portal

"I want to give my clients a real-time dashboard to monitor their project, eliminating the constant flow of calls, text messages, and emails as much as possible."

Ontraccr's Client Portal gives your clients a great experience and reinforces your unique brand:

• Add your full company branding to your client portal to gain an edge over your competition
• Clients can view the real-time status of their projects and receive fully automated emails along the way
• Create and manage client accounts effortlessly, clients can sign up simply using their email address
• Clients can communicate with your team seamlessly through your client portal

Integrations

"I need to integrate my software applications together to avoid double entry and eliminate information silos."

Ontraccr integrates with many other apps to streamline your data:

• Workflows can transfer employee hours, generate invoices, reconcile payments, and much more into your supported accounting software tool
• Automate the use of any in-house systems via API integrations