Officetrax

Cloud-based facility management - more than just CMMS

4,1 /5 (37 reviews) Write a Review!

Officetrax Overview

What is Officetrax?

Officetrax provides a cloud-based solution that helps facility managers handle multiple locations, vendors, and customers through a single interface, connecting each team member in real time. Like a virtual assistant for business workflows, Officetrax lets users automate, report, and analyze to help lower costs and improve on efficiency within facilities.

Officetrax offers all the tools available to users from their favorite device, no matter where they are. Users can attach pictures from on-site, get alerts on work progress, and close out work as soon as it's complete. Entire teams can see all maintenance information in one place, and team leaders can instantly see if work is overdue, what is being worked on, and what they might need to follow up on. Users can track parts, complete purchasing and transferring, and optimize inventory levels.

Users can create, assign, dispatch, and manage unlimited work orders, and service providers can accept and manage all work orders with Officetrax. Users can also create automated preventive maintenance schedules that dispatch work orders based on trade and date triggers. Organizations have the ability to go green by having everything from invoices to reports in the cloud, allowing users to opload all relevant files, record important notes, and even manage calendars.

Officetrax Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Core 7 Technologies for custom pricing.


Officetrax Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Dashboard
Overview
Facility overview
Inventory
Invoices
Work orders
Cloud based access
Real time status
Mobile access
Officetrax video Officetrax screenshot: Dashboard Officetrax screenshot: Overview Officetrax screenshot: Facility overview Officetrax screenshot: Inventory Officetrax screenshot: Invoices Officetrax screenshot: Work orders Officetrax screenshot: Cloud based access Officetrax screenshot: Real time status Officetrax screenshot: Mobile access

Officetrax Reviews

Officetrax Reviews

Overall rating
4,1
/
5
Excellent
15

Very good
14

Average
4

Poor
3

Terrible
1

Value for Money
4
Features
3,9
Ease of Use
4
Customer Support
4,4
78% recommended this app
Andrew B.

Officetrax

My overall experience with officetrax has been wonderful. My account specialist rep has been absolutely essential in the process. If there is one thing that truly takes away from the experience, it is the limited ways to use Officetrax. As a dispatcher for a fueling retailer, I am constantly receiving calls outside of the office, but can not use Officetrax on my Iphone or MacBook. This is a major problem for me, especially when taking vacation, or out sick.


Carol C.

Favorite

OfficeTrax allowed me to leave an antiquated system years ago, and when starting our current company gave us the opportunity to grow past spreadsheets. We are able to effectively track and complete work orders based on our client's Service needs!


Marion D.

Officetrax is missing end to end solutions for national service providers

no


Caroline R.

Previously managing call requests thru Excel, now using a very cost efficient, robust program...


Al M.

Amazingly flexible platform

The team at Core 7 are amazing to work with. They are refreshingly accessible. Something that is rare in the age of "on line support" and FAQ that seem to pop up when you need or request support from in most software Suites.


Andrew B.
Industry: Oil & Energy
Company size: 1 001-5 000 Employees

Officetrax

Used Daily for 2+ years
Reviewed on 2017/05/04
Review Source: SoftwareAdvice

My overall experience with officetrax has been wonderful. My account specialist rep has been absolutely essential in the process. If there is one thing that truly takes away from the experience, it is the limited ways to use Officetrax. As a dispatcher for a fueling retailer, I am constantly receiving calls outside of the office, but can not use Officetrax on my Iphone or MacBook. This is a major problem for me, especially when taking vacation, or out sick.

Pros

Officetrax is very easy to use and can be customized to fit the specific needs of any business. Invoicing through Officetrax is very intuitive.

Cons

Exclusive to internet explorer (full functionality). This is my chief complaint about Officetrax and the one thing that could take the experience to the next level. With all the operating systems available, it is very frustrating that I can not perform the basic functions of Officetrax on the go; either on my phone or tablet.

Response from Becca

Andrew,
First of all, thank you so much for leaving us a review! We’re glad your experience working with us has been wonderful – we pride ourselves on creating meaningful partnerships with our customers.
I would like to point out that while the version of Officetrax you use is limited in use (can’t use on Mac or iPhone), we have a new version this year that works across all devices and systems! Our Account Specialists will reach out shortly to show you how it works and discuss your interest in it – we think you’ll like the ability to use on your Mac in Safari!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Carol C.
Industry: Facilities Services
Company size: 11-50 Employees

Favorite

Used Daily for 2+ years
Reviewed on 2019/05/14
Review Source: SoftwareAdvice

OfficeTrax allowed me to leave an antiquated system years ago, and when starting our current company gave us the opportunity to grow past spreadsheets. We are able to effectively track and complete work orders based on our client's Service needs!

Pros

Ease of entering and tracking work orders from inception to completion. There is never a question where the work order is in the workflow. This system has all you need and if something isn't there they can and will customize your profile. It also does not cost to have vendors sign in and submit their documents/ Invoicing.

Cons

While it is hard to find something negative about this software, I do think that the ability to add or customize status' and the work order page by our client's needs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Marion D.
Industry: Facilities Services
Company size: 2-10 Employees

Officetrax is missing end to end solutions for national service providers

Used Daily for 1+ year
Reviewed on 2018/04/02
Review Source: SoftwareAdvice

no

Pros

"generally" easy to use.

Cons

There are many cons, but to summarize at a high level:

- We are a National (and Canadian) provider of electrical services. Our sub-contractor electricians generally do not provide us with zip codes for their service areas. It would be nice if Officetrax had the ability to dispatch based on counties and geographic regions (ie: NE Oklahoma).
- The reporting functionality is horrible. All I get is a data dump that I have to manipulate myself in Excel.
- Tracking which customers have paid us and which subcontractors we need to pay is impossible in Officetrax. I have to do it all via Excel.
- The Timeout function is annoying. There is no save feature so if we step away from our desk for too long all of our work is lost.
- We should have the ability to build our own pull-down menu fields (example: the Dispatch Status field)
- When looking at ALL work orders it is difficult to tell which are in Invoice Pending status unless you click on each individual work order.
- Notification flags are missing - when a WO is placed in Invoice Pending status it would be nice for the person/dept in charge of creating an invoice to receive a notification email that is auto generated.
- When employee A opens a work order, and Employee B adds notes to the WO Feed, employee A should receive an email notice that the WO has been updated.

Response from Becca

Hi Marion,

Thank you for taking the time to leave us this feedback! We're so sorry to hear that you were having trouble. Your Account Specialist has already been in touch and we hear that a lot of the cons were addressed immediately for you. Feel free to reach out to us any time you have a question or need any help!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Caroline R.
Industry: Automotive
Company size: 501-1 000 Employees

Previously managing call requests thru Excel, now using a very cost efficient, robust program to track, assign and manage work requests from over 100 locations.

Used Daily for 2+ years
Reviewed on 2017/05/04
Review Source: SoftwareAdvice

Pros

Historical Data; Electronic work requests submitted from the Retail locations very clear; Reporting functionality is easy

Cons

Implementing changes to the platform is not easy and we do not get the benefit of other user's ideas/changes; The cost of these change implementations as well.

Response from Becca

Caroline,
Thank you very much for the review! We take our customer’s feedback to heart to make sure we continually improve on Officetrax. With that being said, I am excited to say that in our new version of Officetrax you will be able to benefit from other users’ ideas with more regular updates and new features. I believe you’ve already been in discussions with our team on moving to this new package and we will follow up to make sure that is still the case!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Al M.
Industry: Oil & Energy
Company size: 1 001-5 000 Employees

Amazingly flexible platform

Used Daily for 2+ years
Reviewed on 2017/05/04
Review Source: SoftwareAdvice

The team at Core 7 are amazing to work with. They are refreshingly accessible. Something that is rare in the age of "on line support" and FAQ that seem to pop up when you need or request support from in most software Suites.

Pros

Their unique process shepherds you through the development of a comprehensive database that transforms into an effective maintenance tracking platform and asset life cycle management tool. The build as you go approach reduces the need for burdensome up front preparation.

Cons

I find the "clean" look of the interface makes reading and navigation a bit difficult for me. Having the ability to more easily customize it would be helpful.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
7,8/10
Based on 37 user ratings
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Officetrax Pricing

Officetrax Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Core 7 Technologies for custom pricing.

Contact Core 7 Technologies for custom pricing.

Value for Money
4/5
Based on 37 user ratings
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Officetrax Features

Officetrax Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
3,9/5
Based on 37 user ratings
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Categories

Additional information for Officetrax

Additional information for Officetrax

Key features of Officetrax

  • Access control
  • Account management
  • Activity Feeds
  • Bulk Edit
  • Calendar management
  • Custom reports
  • Customer Portal
  • Daily Backup
  • Data visualization
  • Discussions
  • Documents and Attachments
  • Email alerts
  • History tracking
  • Inventory Management
  • Lease Tracking
  • Location Tracking
  • Mobile Access
  • Multi-location
  • Notes
  • Permission management
  • Privacy settings (Privacy, Roles, Territories, Workspaces)
  • Proposal Management
  • Proposal generation
  • Real time data
  • Reporting
  • Search
  • Service Agreements
  • Service Provider Sourcing
  • Tagging
  • Time Tracking
  • Warranty Tracking
  • Work Order Management
  • Work order history

Benefits

  • Officetrax is a customizable solution that is available through the cloud on any device in any browser, enablibg users to upload all relevant files, record important notes, and even manage the calendar while on the go.

  • Tools for multi-location management enable users to create, assign, dispatch, and manage unlimited work orders for any location.

  • Create custom reports and filter all data so that only the most important information is being shown.

  • Real time updates and notifications allow team leaders to instantly see if work is overdue, what is being worked on, and what they might need to follow up on.

  • Officetrax offers the flexibility to connect with other software.

  • Officetrax FAQs

    Officetrax FAQs

    Below are some frequently asked questions for Officetrax.

    Q. What type of pricing plans does Officetrax offer?

    Officetrax offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Core 7 Technologies for custom pricing.

    Q. What are the main features of Officetrax?

    Officetrax offers the following features:

    • Access control
    • Account management
    • Activity Feeds
    • Bulk Edit
    • Calendar management
    • Custom reports
    • Customer Portal
    • Daily Backup
    • Data visualization
    • Discussions
    • Documents and Attachments
    • Email alerts
    • History tracking
    • Inventory Management
    • Lease Tracking
    • Location Tracking
    • Mobile Access
    • Multi-location
    • Notes
    • Permission management
    • Privacy settings (Privacy, Roles, Territories, Workspaces)
    • Proposal Management
    • Proposal generation
    • Real time data
    • Reporting
    • Search
    • Service Agreements
    • Service Provider Sourcing
    • Tagging
    • Time Tracking
    • Warranty Tracking
    • Work Order Management
    • Work order history

    Q. Who are the typical users of Officetrax?

    Officetrax has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Officetrax support?

    Officetrax supports the following languages:

    English

    Q. What type of pricing plans does Officetrax offer?

    Officetrax has the following pricing plans:

    Subscription

    Q. Does Officetrax support mobile devices?

    We do not have any information about what devices Officetrax supports

    Q. What other apps does Officetrax integrate with?

    We do not have any information about what integrations Officetrax has

    Q. What level of support does Officetrax offer?

    Officetrax offers the following support options:

    Online Support, Phone Support, Knowledge Base, FAQs, Video Tutorials