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Early access for contractors in the United States

The office and the truck, on the same job.

Customers, estimates, schedules, job photos, signed paperwork and invoices on one record, for contractors in every trade.

Request early access See how a job runs
  • $99 to $449 a month
  • Every seat included
  • Planned launch pricing

Sample workspace

Sample workspace. The Optracs dashboard at 6:52 on a Tuesday morning, on a desktop and on a phone. It lists three things that need attention: a quoted deal past its response time, an estimate viewed with no answer, and a job that needs a date. It also shows the week's new leads, open deals, pipeline value and active jobs.

Built for contractors in every trade

One record per job

Everything about the job, in one place.

The quote, the photos, the signed agreement and the balance live on the job, not in texts, email and a spreadsheet. Everyone who works on it opens the same record.

Sample workspace. One job, a roof replacement at 418 Alder St, with its customer, accepted estimate, schedule, photos, signed work agreement and paid invoice all attached to it.

Sample workspace, recreated from Optracs.

The office and the crew

Two sides of the business. One job.

The office sells, schedules and bills. The crew does the work. In Optracs they look at the same job, so nobody calls to ask where things stand.

Someone in a small contractor's office works through the day's jobs on a laptop.

The office

Every lead, estimate and unpaid invoice, with what needs doing today at the top.

  • New leads on a response clock
  • Estimates from your own catalog, priced to your margin
  • Money owed, sorted by age
A crew member on a job site photographs the finished work with a phone.

The crew

The day's jobs with the address, the tasks and the files. Photos and notes go straight onto the job.

  • Tasks with a person and a due date
  • Photos, notes and files on every job
  • Change orders signed before the money moves

Optracs mobile app: coming soon

From first call to final payment

Sell it, build it, bill it.

01Sales

Every new lead gets its call-back.

New leads land in New Lead with a response clock running. Move deals through your stages, and the job opens on its own when the deal leaves first contact.

  • A response clock on every new lead
  • Stages you can rename, or a pipeline of your own
  • Contacts sorted into leads, customers and past customers

02Estimating

An estimate in minutes, priced your way.

Build it from your own catalog of standard line items, with your costs and your prices. Quantities come in from the takeoff, and the profit slider reprices every line to the margin you want before it goes out.

  • A catalog of standard line items, set up once
  • A profit slider that reprices the whole estimate
  • Your templates, groups, terms, labels and branding

Offer options when you want to. The customer accepts from one link and signs by typing their name.

03Invoices and payments

Invoice the job. Record the payment.

Turn the accepted estimate into an invoice, record payments against it, and see what you're owed by age.

  • Invoices from the job, under your brand
  • Payments recorded against each invoice
  • Follow-up emails on unpaid invoices, when you switch them on

Online card payments aren't part of early access.

Screens recreated from Optracs with a sample workspace.

How a job runs

One job, Tuesday to Friday.

A roof replacement, followed from the first call to the recorded payment.

Follow the whole job

  1. Tue 7:18 AM

    Office

    A new lead gets its call-back.

  2. Tue 10:05 AM

    On site

    The site visit goes straight onto the job.

  3. Wed 1:40 PM

    Office and customer

    Priced in minutes, sent as one link.

  4. Wed 2:05 PM

    Office

    Won, so the job can move.

  5. Thu 8:10 AM

    In the truck

    The installer's list is ready.

  6. Fri 9:15 AM

    Office

    Invoice it, record the payment.

Trades

For the trades that quote, schedule and invoice.

The record and the price are the same for every trade. What changes is the work on it: the takeoff, the paperwork and the tasks.

Pricing

One price for the whole company.

Add a person and the bill does not move. Solo and Crew start with 30 days free and no card.

See every plan Flat price or per-seat

  • Solo

    $99/ month

    Customers, estimates, jobs, invoices and files.

    Unlimited users

  • Crew

    $249/ month

    Adds purchasing, people and time, measurements and field records.

    Unlimited users

  • Company

    $449/ month

    Adds reporting, marketing tools and, on request, text messaging.

    Unlimited users

Planned launch pricing. No setup fee. Paid yearly, two months are free.

Early access

Tell us how your business runs.

Optracs is in early access for contractors in the United States. A person reads every request.

Request early access Have an access code?