Comprehensive solutions tailored for managing multi-site operations at scale
Streamline your inspection and service operations, from the initial sale all the way to the final billing, with complete visibility at every stage.
No contracts until you're ready · Dedicated onboarding support
- Unlimited
- Users & locations
- Custom
- Workflows
- Private
- Hosting
- Personalized
- Support
Features
Everything in TraxField and TraxTally, plus enterprise-grade controls
Sales Quotes
Generate sales quotes via standard or special client pricing, manage discount structures, and control multiple price books on-site or in the office with ease.
Production Planning
Plan inspections and services by site and production line and manage work orders through a Gantt chart with real-time updates across field and plant operations.
Crew Management
Allocate resources across production lines and capture work hours by job and work order.
Field Work Orders
Capture inspection and service data in the field through our custom app whether you’re online or offline.
Plant Work Orders
Capture inspection and service data across multiple stations, each performing specific tasks within a controlled workflow driven by results from the previous station.
Subcontract Works
Subcontract services to third-party vendors to meet customer deadlines or provide specialized services, such as proprietary connection repair.
Job Estimates, Field Tickets & Invoices
Easily create job estimates and field tickets, keeping clients updated on the total job cost as the inspection progresses. You can also generate invoices and post them directly to customers’ accounts payable to save time.
Data Analytics & Reports
Generate analytics and reports from a built-in data warehouse or integrate with third-party tools such as Power BI.
Client Portal & API
Clients can use our cloud portal to conveniently access work orders and invoices with inspection data that can be directly downloaded into customer systems via API.
TraxPortal and TraxTally Together
Covers your full operation end to end
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With the help of TraxTally, TraxPortal gives you complete visibility into every job. From receiving and inspecting to servicing and shipping, TraxID can give you detailed records of every step of the workflow, ensuring that nothing falls through the cracks.
Manufacturing and servicing costs can be automatically tracked and posted directly to your financial system, eliminating the stress of manual entry.
If you’re running multiple sites, TraxPortal brings all your data together in one place, giving you a real-time view of your entire operation.
Learn more about TraxTally →Ready to scale your operation?
Get a custom deployment scoped to your team.
We’ll map your workflows, formulate the requirements, plan the implementation, and provide you with a proposal for the project.