Easily create and set preventative maintenance schedules for your locations.

Account Management

Keep track of all the important details of your Accounts.

Contact Management

Keep track of all the important details of your Contacts.

Reports

Easily create and save Ad Hoc reports.

Calendar & Events

Manage your calendar and schedule events.

Asset Management

Track all asset information, like warranty information. View depreciation forecasts and analytics.

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Lease Management

Manage all lease information. You can attach relevant files, and create discussions.

Location Tracking

Keep all location information at hand. View assets, employees, work orders, leases and more.

Location Builder

Create multiple locations with a set of spaces - multiple locations can follow the same blueprint.

Invoices

Quickly create attractive invoices and send to customers to approve.

PM Schedules

Easily create and set preventative maintenance schedules for your locations.

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Work Orders

Work orders can be electronically dispatched and managed with Officetrax.

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Proposals

Submit a proposal for estimated job costs, or request proposals from service providers.

Dispatch Setup

Create and manage dispatch queues that allow you to automatically dispatch work orders.

Service Agreements

Create Service Agreements that let you lock in rates before work is started.

Service Providers

Track and Manage all Service Provider information.

Service Agent

Connect to Service Agent to either be seen by new customers, or to help you source new Service Providers.

Inventory

Manage your inventory, purchasing orders, and even transfer from one location to another.