Put Your Business Online
Whether you're still using paper, juggling multiple software, or have a solution that is just too expensive, we have a solution for you.
- Using paper? Transition to a digital platform to save time and reduce errors.
- Many systems that donβt integrate? Consolidate everything into one seamless system.
- Current software too expensive? Get the same features at a lower cost without sacrificing quality..
Supercharge Your Business
Simplify every aspect of your operations. From creating estimates to managing jobs and tracking invoices, our all-in-one platform streamlines workflows and keeps your teams seamlessly connected. Boost efficiency, cut costs, and scale your business with ease.
Why Choose Us?
All-in-One Solution: Manage everything from estimates to invoicing, both in the field and office.
Increase Productivity: Automate workflows and keep everyone aligned in real time.
Reduce Costs: Eliminate manual tasks and costly errors.
Complete Business Software
All in One Program
- Estimation & Pre-Sales: Create accurate estimates, convert to jobs, and track leads effortlessly.
- Job & Project Management: Monitor progress in real-time, manage jobs from start to finish, and stay on track.
- Inventory & Purchase Order Tracking: Easily manage parts and materials from P.O. to invoices.
- Mobile Access: Keep your field techs connected with our powerful mobile app.
Seamless Integrations:
- QuickBooks and custom APIs keep your systems in sync.
- Fleet Management: Track vehicles efficiently.
Tailored for your business
Real-Time Tracking
Monitor your field techs and jobs on a live map to ensure everything runs smoothly.
- Stay updated with live GPS maps showing customer and technician locations.
- View job assignments and status updates with options to switch between street and satellite views.
- Search for customers, jobs, or techs directly from the map interface for easy navigation and coordination.
Monitor your field techs and jobs on a live map to ensure everything runs smoothly.
Key Features Tailored For Tech
Mobile App for Field Technicians
Techs stay connected with job details, customer info, and real-time updates directly on their phones.
- Instant access to job details, notes, customer info, and directions.
- View job histories and parts usage to eliminate unnecessary back-and-forth communication.
- Add notes, attach images, fill forms, and generate purchase ordersβall from the mobile app.
Easy Office Management
Managing Jobs Efficiently
Easily oversee jobs from creation to completion with a seamless, integrated system.
- Quickly edit, dispatch, or delete jobs using the scheduling module.
- Monitor the entire job lifecycle: create, assign, dispatch, and convert completed jobs into invoices.
- Techs receive real-time updates on their mobile devices, including changes to job notes and assignments.
Job Management Is A Breeze
Job Queue Management
Keep your workflow organized by managing jobs based on their statusβensuring nothing slips through the cracks.
- Easily move jobs between statuses, from unassigned to completed.
- Assign or reassign jobs in real time, ensuring technicians are always focused on the highest-priority tasks.
- Track job progress easily to monitor completion timelines and ensure timely follow-ups when needed.
Productivity That Grows
Enhanced Productivity Tools
Boost efficiency and collaboration between office staff and field techs with powerful tools designed to streamline communication and task management.
- Custom Notes: Office staff can leave detailed notes for techs, and techs can update notes as jobs progress.
- Task Management: Create follow-up tasks and reminders for jobs and customers.
- Track History: Maintain a complete audit of notes and job history, especially helpful when multiple people are working on the same job.
Keep Everything In One Place
Track performance with detailed job reports
Gain insights into job performance and technician productivity with comprehensive reporting tools.
- Full visibility into job performance, showing time spent, technician output, and job outcomes for each customer.
- Compare scheduled vs. actual job durations to optimize future planning and resource allocation.
- Analyze profit margins to identify the most profitable services, technicians, and customers.
Know What Your Job Material Needs Are
Manage Inventory & Purchase Orders
Keep materials and parts organized from job creation to invoicing, ensuring a smooth workflow
- Track parts and materials at every stage with complete inventory integration.
- In-Field Purchase Orders: Techs can create and attach purchase orders directly from the field, keeping inventory up to date.
- Manage serialized parts and track them from estimate to job completion and invoicing
Keep materials and parts organized from job creation to invoicing, ensuring a smooth workflow
Get Paid On Time Everytime
Seamless Integration with Invoicing
Streamline the job-to-payment process by converting completed jobs into invoices in seconds.
- Convert completed jobs, including parts, labor, and notes, into invoices, syncing seamlessly with accounting tools like QuickBooks for fast, accurate billing.
- Reduce manual entry by integrating with your existing invoicing system for a seamless payment workflow.
Specialize Your Forms For Your Company Need
Customizable Job Setting
Tailor job settings to fit the specific needs of your team and departments for better organization and efficiency.
- Set up job templates and allocate tasks based on technician availability to optimize scheduling.
- Create custom schedules and calendars for different departments or teams, improving visibility and coordination across the organization.
- Assign priorities and job types to ensure the right tasks are handled first
Tailor job settings to fit the specific needs of your team and departments for better organization and efficiency.
Win The Jobs On The First Attempt
Make your proposals look professional.
- Create service, installation, or new construction estimates and view the profit margins instantly.
- Choose from the existing proposal templates or build your own, including terms, signature sections, about us, notes, etc.
- Email professional quotes including a PDF, and a link to view all the estimate details digitally.
Interact With Your Clients
Get online quote approval ASAP.
- Get one-click approvals on estimates from your customers with digital signatures.
- Get onsite customer approvals on estimates while working in the field.
- View the status of each estimate as viewed, opened, and won.
From Estimates To Jobs
Convert estimates to jobs with a click.
- Save time by automatically copying estimate details to create jobs and simplify your workflows with easy conversions.
- Add notes or any other additional information, and dispatch the job to the tech instantly, or save it to dispatch later.
Get Your Employees Onboard
Increase tech productivity with the Mobile App.
- Keep your field team informed with detailed notes for each job, parts, and custom forms.
- Techs can add notes, take pictures, attach forms, and update job statuses right from the mobile app. They can work both in online and offline modes.
- Easily access job and equipment history using the mobile app.
Keep Your Invoices Up-To-Date
Electronically capture details for invoices.
- Automatically add/transfer all parts, notes, and labor hours to the invoice from the job and avoid underbilling.
- Update missing details on the invoices before sending them to your customer.
- Attach forms and pictures from the job to the invoice with one click.
- Automatically add/transfer all parts, notes, and labor hours to the invoice from the job and avoid underbilling.
- Update missing details on the invoices before sending them to your customer.
- Attach forms and pictures from the job to the invoice with one click.
Get Your Accountant In The Loop
Instantly sync your invoices to QuickBooks.
- Send the approved invoices to your customers via email, with an option to attach pictures and forms to the invoices.
- Sync all invoices to QuickBooks and collect payments, either in IndusTrack or QuickBooks.
- Efficiently handle multi-location billing for the same customer, and reduce A/R with automated reminders.
Live Updates Of Your Company
See all the numbers that matter.
- Get a snapshot of your business profits by comparing actual vs. estimated.
- Breakdown profitability for labor, parts & equipment.
- Know your top-performing techs, highest revenue-earning jobs, and most valuable customers.
Bring Filed Reports To The Office Automatically
Dispatch forms with every job.
- Quickly build new forms to include checklists, drop-downs, images, signatures, etc. with an easy drag-and-drop interface.
- Automatically dispatch these forms and checklists with specific services or equipment.
- Ensure that your technicians complete forms in the field.
Full Integration With Techs
Empower techs with instant access to forms.
- Techs can access digital forms in the Mobile App to complete and submit them back to the office.
- The field team can easily verify that all forms and tasks have been completed and checked before invoicing.
- Technicians can update historical forms onsite right from their mobile devices.
Field Reminders
Remind techs to fill forms with pop-ups.
- Set a form to activate when a task or a job is completed.
- Techs can see if anything is missing and mark everything checked when a job is complete.
- Digitally capture signatures, attach photos and add all necessary details to the job.
Job Reports That Work
Ensure performance & compliance with reports.
- With real-time and historical reporting, monitor form types and track compliance by employees.
- View all the forms that are still pending.
- Run reports to review digital authorizations of jobs, estimate approvals, tools checked in & checked out, customer satisfaction surveys, and more.
Your Own Company Barcodes
Instant barcode creation for items.
- Create individual barcodes and QR codes with accurate bin and aisle numbers or other preferred criteria.
- Print barcode or QR code labels for assemblies and parts.
- Scan items in and out of inventory using the mobile scan tool.
Add POs
Make standalone POs or attach them to the jobs.
- Create a purchase order right from the field or the office, and print/save them as PDFs for future reference.
- Receive full or partial inventory items from purchase orders into any warehouse or truck.
- Record inventory with serialized parts and assign the items correctly to each aisle or bin.
Tracking Done Right
Trace inventory from purchase orders to invoices.
- Track individual serial numbers for parts and equipment in every estimate, job, and invoice.
- Reserve inventory during the estimates to ensure parts' availability before the job.
- Once invoiced, the item is automatically assigned to the customer and decremented from the inventory record/list.
Find It Quickly
Stop the endless search for missing tools.
- Create a barcode or a QR code for every tool and scan it to add to the inventory.
- Techs can scan the tool, add to the job and the warehouse people can scan it back to the warehouse.
- Keep track of tools' location, at the warehouse or at the job site, and know who last checked it out.
- Run reports for tools to know the detailed usage history, including tech's details for scanning in or out.
Key Features Tailored for Contractors
Track inventory on the trucks.
- Assign inventory items to trucks and track everything in real time.
- Know which parts were used from the truck at any service location.
- Allow technicians to locate nearby trucks to get the required equipment.
Key Features Tailored for Contractors
Set reminders to never run out of stock.
- Stay updated with low-stock alerts for inventory items.
- Set notifications for reorder points so you know when and how much to re-order.
- See all the inventory items committed to existing estimates or jobs.
Key Features Tailored for Contractors
Avoid double entry with QuickBooks sync.
- Automatically match the invoices with the same inventory items and services from QuickBooks.
- Sync all inventory and service items from QuickBooks to IndusTrack.
- Use inventory and services to create jobs and sync everything with QuickBooks to run job costing reports.
- Automatically match the invoices with the same inventory items and services from QuickBooks.
- Sync all inventory and service items from QuickBooks to IndusTrack.
- Use inventory and services to create jobs and sync everything with QuickBooks to run job costing reports.
Key Features Tailored for Contractors
Use inventory reports for informed decisions.
- Run reports to view parts used by each job, customer, or technician.
- Forecast inventory needs based on committed estimates.
- Know which equipment is expired and get updated on the upcoming warranty expirations, and export your reports to XLS or PDF files with a click.
Update Your Job Inventory
Always have the right inventory available for the job.
- Add new parts, services, equipment, or non-inventory items, all from a single screen.
- Set markups for all categories to maintain consistency.
- Sync items from QuickBooks or any of your vendors, or you can import an Excel sheet.
Timesheets For All Employees
Improve accuracy with digital timesheets.
- Track everything from starting and ending shifts to job timings, quick breaks, and travel times.
- Automatically add labor and travel time to invoices.
- Ensure that labor hours are allocated to specific jobs with cost codes or service types.
Full Control For Supervisors
Crew management for field supervisors.
- Allow supervisors to start their crew, add or edit members, and track times on jobs.
- The supervisors in the field can clock in / clock out techs and approve timesheets of their crew members.
Update Timesheets Beforehand
Easily update timesheets.
- Allow the field team to view their hours before payroll.
- View, edit, and adjust your team's timesheets.
- Quickly correct any mistakes, review & resolve conflicts, and validate timecards.
Put QuickBooks To Work For You
Streamline payroll with QuickBooks sync.
- Review and approve timesheets for payroll.
- Sync all approved hours and timesheets with QuickBooks to process payroll ASAP.
- Export timesheet data and import it into any payroll software you use.
Automate Job Times
Automatically add job times to invoices.
- Track job time in the field to capture work hours accurately.
- Create invoices for jobs and automatically add tracked hours.
- Know exactly where your techs spend time and avoid underbilling.
A Complete Look At Your Business
Monitor everything with real-time reporting.
- Determine how your employees are performing and gain insights on profitability details.
- View reports by an employee, a job, or a customer, and review employee overtime via the 'Overtime' report.
Keep Your Business Growing
Create new service agreements in seconds.
- Create professional quotes for servicing commercial equipment.
- Templatize all equipment, location, and service details, including pricing and discounting.
- Auto-set periodic or custom reminders to book recurring services.
Make It Simple
Increase efficiency by auto-creating recurring jobs.
- Automatically create all recurring service jobs in a snap and forget about scheduling service calls.
- View all the upcoming services on one screen for better scheduling, and instantly notify the relevant office staff of upcoming service dates.
Automate Each Customer
Stay ahead of important contract dates with reminders.
- Set up reminders and notifications to staff and customers when services are due.
- Automatically send emails and schedule follow-up reminders based on activities or add time-based triggers.
Make Sure Of Your Profits
Track profitability for each service agreement.
- Track all jobs completed against the service agreement.
- Create an invoice for each service or invoice for the entire agreement.
- Quickly renew agreements or extend agreements with additional items/equipment.
See Your Profits In Real Time
Understand what's bringing in more profit.
- View profitability numbers for each and every service agreement.
- Automatically track labor and materials against each service agreement.
- Run specialized reports to see how many jobs are completed and by whom, based on service agreements, and easily review the frequency of different types of services.
Online Customer Job Approvals
Get instant approval on agreements online.
- Go paperless: Email service agreements to customers and get digital signatures for instant approvals.
- Easily view the agreement status as viewed, opened, and won.
Let Your Customers Know Your There
Inform clients that you're en route
It's a fact: As clients, we appreciate being kept in the loop when professionals are considering our needs.
Using IndusTrack, you have the capability to dispatch appointment reminders and even share technician profiles via SMS text, ensuring clients are informed about what (and who) to anticipate upon the arrival of your vehicle.
Reminders For Your Whole Business
Never miss tasks again with automated reminders.
- Set reminders for important dates, such as equipment warranty, inventory, or expiration dates.
- Automate 30-, 60- and 90-day email reminders to customers for unpaid invoices & set up notification triggers.
- Create notifications for office users by simply adding pop-up reminders at login, for essential things like jobs on hold.
Job Recording For Equipment
Ditch the manual record-keeping for equipment.
- Add/edit and update equipment for each service location.
- Create a serial number, barcode, or QR code, and assign it to each piece of equipment.
- Run reports from the office or the field, to review the service history for each item of equipment.
Engage Your Customers Online
Offer transparency through customer portal.
- Provide your customers easy access to current jobs, historical jobs, estimates, invoices, and equipment details with a dedicated customer portal.
- Each customer will have their own unique login/credentials to view their data.
- Reduce multiple calls from customers to get job updates.
Notify Your Customers Online
Send automated tech ETA and job status.
- Increase transparency by notifying customers with real-time alerts when a job is assigned, completed, invoiced, or for tech's ETA.
- Send emails and schedule follow-up reminders based on activities or add time-based triggers.
- Ability to send full technician profile and ETA with each job.
Key Features Tailored for Contractors
Boost customer satisfaction with CRM reports.
- View specialized reports to see how many jobs are completed and by whom, based on service agreements.
- Configure different views to analyze different customer segments.
- Run reports related to warranty expiration and equipment usage.
Key Features Tailored for Contractors
A device to track everything on the move.
- Use hardwired devices to locate any vehicle or fleet out in the field physically. Each device sends data every 10 - 30 seconds.
- Know where your vehicles and assets are any time β day or night.
- Track ignition on, idle time, stop time, drive time, mileage, and engine hours.
Key Features Tailored for Contractors
Stay in the loop with real-time alerts.
- Set alerts based on time, day of the week, or vehicle group to ensure the security of your fleet.
- Receive notifications via text, email, or right on your computer screen whenever a tech is speeding or driving haphazardly.
- Set alerts such as off-hour activity, idle times, or out-of-the-area, to prevent theft.
Key Features Tailored for Contractors
Up your dispatch efficiency with live Google Maps.
- See with pinpoint accuracy where your vehicles are in real-time, intelligently dispatch, and optimize your fleet.
- Locate every vehicle on live Google Maps including satellite view, street view, and live traffic updates.
- In a single map, view everything from customers to employees, jobs, vehicles, and traffic data.
Key Features Tailored for Contractors
Avoid costly fixes with preventive maintenance.
- Increase uptime and lower costs with real-time vehicle diagnostics, preventative maintenance scheduling, and insight into fleet utilization.
- Set up vehicle maintenance schedules, keep a log, and get reminders whenever itβs pending.
- Log all maintenance details to check which vehicles are costing more.
Key Features Tailored for Contractors
Monitor your fleet using vehicle tracking reports.
- Run detailed reports to track vehicle usage, idle times, total miles covered, fuel efficiency, and daily activity in the field.
- Use breadcrumb trails to make sure techs arenβt making unauthorized side trips that cost you time and fuel.
- Get a customer activity report to see the time spent at each service location.
Key Features Tailored for Contractors
Our service software has automated a ton of work for more than 1000+ contractors that were using paper to manage their operations. With service software you can easily overcome the challenges such as:
- Spending lots of time calling back and forth to provide job information to techs.
- Consuming more time on providing job information to techs.
- You experience errors with entering data manually into multiple places.
- You're wasting extra time looking up customer information and communicating with techs.
- You're frequently facing delays in receiving payments and the potential of underbilling.
- You find difficulty in scaling the business and making technicians more efficient.
Here's how other contractors are upgrading from paper and solving these challenges.
Here's Why Contractors Don't Upgrade to Field Service Software
Here's what contractors tell us.
Love Their Free Tools
Businesses like yours might think of a unified system as an expense. However, the free tools cost you more in terms of your time and lost growth opportunities.
Lack of IT Expertise
Businesses avoid field service software because they lack IT knowledge and resources. However, a good system is user-friendly and comes with 24/7 support for a smooth transition.
Not Open to Change
Business owners may find it overwhelming to adopt an advanced system. However, this change can enhance overall business productivity.
What is the Cost of Doing Nothing?
Contractors with 10 field employees typically pay $75 on average per hour per tech, where each tech is spending around 1 hour per day doing paperwork only.
This way companies are wasting $16,500/monthly and $198,000/yearly by running operations using traditional paper methods.
Key Features Tailored for Contractors
Resolve All your Challenges with One Software
Scheduling and Dispatching Software
Key Features Tailored for Contractors
Invoicing Software
Key Features Tailored for Contractors
Customer Management ( CRM )
Key Features Tailored for Contractors
Reporting Software
