Connect your sales and field teams using Tract and quickly create estimates, convert them into work orders, and finalize invoices. The Estimating module allows your team to easily create simple, accurate estimates that will win you more business.
Create simple estimates on any mobile device or in the office. The estimate will use the accurate inventory pricing, apply any discounts, and display a summary that can be shared via with customers via email. Salespeople can record private and public notes to make the transition to the field even easier.
Convert an estimate into a work order with the click of a button in order to transfer all of the notes and information to the field. Service work will be smoother than ever as field crews will show up with all the information and parts they need.
Your business will win more business by creating professional invoices for customers and ensuring that all relevant information is shared with the field for a successful job. You’ll be able to track all of your follow ups, appointments, estimate statuses, and win rate in a single application.
Tract Systems
642 King St. W, Suite 312
Toronto, Ontario
Canada
M5V 1M7
437-886-5920
info@tractsystems.com