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What is docuTRAK?

Clients can take advantage of the docuTRAK portal to make their requests and keep track of their status. It is vital to provide detailed instructions for each type of service to better assist clients in submitting their requests. Moreover, it is important to keep your staff updated on the latest policies and procedures, enabling HR to effectively manage and promote the sharing of information among team members. In addition to simply documenting actions within a workflow case, docuTRAK provides a “snapshot view” that displays all documents related to that case for quick reference. Supervisors can also access their team members' inboxes to review activities and reassign cases if needed. The system enhances accountability by tracking consultation requests from all users. docuTRAK Online serves as a powerful business collaboration platform, with all documents organized in a centralized registry, which supports various actions across multiple workflows. This interconnected approach not only simplifies processes but also encourages effective communication throughout the organization. By utilizing docuTRAK, businesses can significantly improve their operational efficiency and client service experience.

What is Trak?

Introducing a crucial enhancement to your business toolkit: the Trak app. Highly esteemed by various trade and service companies across Australia and New Zealand, this app is designed to streamline your daily operations, ultimately granting you more free time. Our committed team works closely with real business owners to understand their unique needs, leading to software that significantly boosts efficiency in all areas of your tasks. This multifunctional application addresses every facet of your business, including job and project management, safety measures, communication, and additional functionalities. Trak is engineered to improve your business operations in three key ways. Maintain oversight of all your projects while being able to access essential information and manage your team from anywhere at any time. Stay updated on all your jobs with real-time notifications displayed on your homepage, ensuring you are consistently informed. Additionally, you can create tasks for each job, set due dates, and assist your team in effectively prioritizing their duties. You also have the option to invite subcontractors to particular jobs, enabling them to view critical documents and their work schedules without hassle. By using Trak, you can revolutionize your business practices and enhance overall productivity, paving the way for greater success in the competitive market. Don't miss out on the opportunity to elevate your business to new heights with this innovative solution.

Media

Media

Integrations Supported

Android
Apple iOS
Chrome OS
MYOB AccountRight
Mozilla Firefox
QuickBooks Online
Safari
Stripe
Xero
Zapier

Integrations Supported

Android
Apple iOS
Chrome OS
MYOB AccountRight
Mozilla Firefox
QuickBooks Online
Safari
Stripe
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per license
Free Trial Offered?
Free Version

Pricing Information

$1 per job
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

docuTRAK

Date Founded

1991

Company Location

Jordan

Company Website

www.docutrak.net

Company Facts

Organization Name

Trak

Company Location

Australia

Company Website

www.trak.co

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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