Officetrax Software

no

Pros

"generally" easy to use.

Cons

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.

Office Trax is a great product. We are just beginning to use the system and I am sure our team will have more feedback next year.

Pros

We like that Office Trax is easy to use and you can get out what you put into the system. Additionally, we like the Customer Service we get from our Account Manager.

Cons

What we like least is that it is very manual. If you need to update lists or add data into the system, you either do it manually or must pay Office Trax additional fees to do so.

Pros

So much easier to maneuver than the old program

Cons

Pictures did not transfer to appropriate store and you cant see the service comments unless you open the work order.

The team at Core 7 are amazing to work with. They are refreshingly accessible. Something that is rare in the age of "on line support" and FAQ that seem to pop up when you need or request support from in most software Suites.

Pros

Their unique process shepherds you through the development of a comprehensive database that transforms into an effective maintenance tracking platform and asset life cycle management tool. The build as you go approach reduces the need for burdensome up front preparation.

Cons

I find the "clean" look of the interface makes reading and navigation a bit difficult for me. Having the ability to more easily customize it would be helpful.

Pros

Customer support, flexibility, reporting. We always get prompt responses to any issues. They have helped us grow our package to meet demands with customers.

Cons

The cost is always challenging to justify. I understand their is a cost to OfficeTrax but we always struggle with it.

Thank you for always being there, helping, guiding, creating new functionality as we grow! I could not think of a better company to partner with!

Pros

Reporting Capabilities
Ability to get custom modifications
Vendor tracking and information seen with ease

Cons

Activity reports don's show details what Request they are working on or for how long.
On PM schedules when a PM is automatically created it does not send any info or a PDF of the work request to Vendor, creates confusion on Vendor End and still have to go in and print out work order
Inability to update a quick note or change fields on the task page

Pros

user friendly, lots of filtering options.

Cons

sometimes a little bit slow or laggy when doing upgrades.

Pros

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

Cons

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.

Pros

The ease of use for employees of all levels is a big plus. The ability to customize the system is invaluable.

Cons

The standard cost for the program is high for volume users. Customization costs are also high especially for basic changes.

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.

Pros

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

Cons

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.