Officetrax Facilities

Officetrax

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Favorite

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

Officetrax is missing end to end solutions for national service providers

Commentaires : no

Avantages :

"generally" easy to use.

Inconvénients :

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.

A great overall product!

Commentaires : Great experience on both sides of the portal! Awesome support an the capabilities are endless.

Avantages :

Inclusive tracking, messaging, follow up capabilities, billing, tracking etc

Inconvénients :

Does not run on anything other than Internet Explorer at full performance. If booted off or closed, you cannot jump back on. You have to wait approx. 5 minutes for the program to allow you to log back on. When you do a search by tracking, location or request number, you cannot hit the taks tab to re-populate the entire list. You must wait.

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.

Avantages :

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

Inconvénients :

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.