Officetrax

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.

Favorite

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!

Pros

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.

Cons

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

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.

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.

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.

Amazingly flexible platform

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.

User Friendly

aside from any minor issues, I really love this system,

Pros

It has taken a while to get everyone on board from store land, but now they agree how simple it is to issue a request at store level and for myself at our head office . We can track past requests , spending at each location and by region across the country

Cons

the hand that hovers over requests is very shaky and takes a long time to connect, and a constant acknowledgement pop up in green

Great support and functionality.

Strong support and functionality made it possible for us to centralize and gain better oversight to spending and project decisions.

Pros

Reporting capabilities and real time visibility to retail operations and maintenance enhances our ability to maintain a much improved maintenance profile.

Cons

Limited browser interface platforms make it difficult to access from tablets or cell phones. Mobile access is somewhat limited.

2 of our biggest customers disptach their jobs to us through Officetrax.

Pros

Easy to receive the requests, add notes, see pictures, and do invoicing all in one place. Also nice to see past requests for the same locations.

Cons

Would love to be above to accept new requests from our phones. 1 of our customers does not allow us to reply to the email with "Accept" or "Decline" and we have to get access to a desktop.

Great service on a developing product

Service and price outweigh any negatives. Would recommend. Officetrax is a good partner.

Pros

Customizable, affordable, reliable. Excellent customer service and open to ideas to make the system better on an ongoing basis.

Cons

The older system is dated. If you're on the newer platform, it's developing into a more modern and helpful solution.

Entering invoices could be easier

The software does what it is supposed to, however some competitors are easier to use.

Pros

It is easy to research records that have been entered in the past.

Cons

The process to enter an invoice is very long and tedious. There are at least 7 steps.

Versatile functionality at its best!

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

Best CMMS Value on the market

Pros

Service is great. Able to customize to meet changing demands of the business. Scalable - we have more than doubled in store count and OfficeTrax hasn't missed a beat. No need to add IT infrastructure for this system.

Cons

There are some options that have to be customized into the package, but this is probably the case with any CMMS. Nothing is going to match your business needs 100% out of the box.

One of the best we have used

Overall, this is one of the best websites that is used by our customers. We would recommend it to all of them.

Pros

This site is very easy to use. Everything is spelled out and easy to understand. Definitely one that I would recommend.

Cons

The only one that comes to mind is, too many clicks. Having two different pages for invoicing is a little redundant.

New is better

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.

Love working with the product and it works well in our industry.

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.

Best Maintenance Management Software

An overall excellent experience with program.

Pros

We use Officetrax for two of our clients. As a user of Officetrax this is the easiest and best software available. When I compare other facility maintenance software Officetrax is the most user friendly program we have. From accepting service requests thru the invoicing portion there is no other program that is as well put together. A pleasure to use Officetrax and their support staff is outstanding if the need arises.

Cons

The email section when sending a message back to our company does not go thru the system when another team member needs to send us a copy of notes sent to our client.

OfficeTrax Review

Pros

Great support staff and ease of use. The reporting capabilities satisfy our customers and allow us to teach them the process.

Cons

Cost too much to make minor changes. Would like to make minor changes on our own - delete vendors, etc.

Officetrax is a flexible all in one solution for us.

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.

Officetrax gets it done

Pros

The flow of the system works well. Steps cannot be skipped. Requests are listed in chronological order. Requests are always listed with status in plain site.

Cons

The way fields are labeled is slightly complex; where we upload attachments should simply be labeled as such. Editing quotes is not an option. There is no direct access to the customer for emergency situations. This application doesn't work with google chrome with is my preferred internet browser.

Easy!

Pros

user friendly, lots of filtering options.

Cons

sometimes a little bit slow or laggy when doing upgrades.

SOFTWARE USER

Pros

Organized and simplicity and cataloguing for future references allow for one-stop of comprehensive service management.

Cons

There is nothing we can think of right now, although would like to see more personalized approach to each industry and their requirements?

Wonderful product

Pros

This product is easy to use, it navigates well and provides lots of backup to lookup past items. I like it!

Cons

When working in invoicing sometimes it just cuts out or it becomes slow and you have to wait to make entries.

Great system for the value and the customer service is great.

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.

Great!

Pros

Officetrax is easy to use. There are a lot of aspects of this program that I still haven't used and its loaded with info on my stores as well. back end support form Core 7 is exceptional!

Cons

the biggest con I can think of in the inability to change the terminology (such as trades, equipment, etc)

Out of date

Pros

There is nothing that I like about this product. Service Channel and Corrigo Pro are much easier to use and those products have a clean format.

Cons

This product is far behind the times. Other facility management software companies have on-line access along with apps that allow our technicians to check in and out. This system is slower than other products I use so it takes longer to upload proposals. The appearance of the product seems out of date.

Its a good program

Pros

The part that I use is just invoicing but i find it easy to use I'm still learning to navigate it

Cons

I find that having to list all parts separately very time consuming, we include a copy of the invoice with the parts break down

3***

Clear up and make it more obvious what each work order means, or group them together easier, it was just very hard to navigate around and get it right the first time, but the customer service was great and they always helped me when i called not knowing what i was doing!

Pros

It is really nice to have a place to go to be able to file all work orders instead of calling someone each time something breaks in the store.

Cons

The selection for work orders, I am always putting in the wrong work order because its very vague on what each work order is

Great System!

Love everthing about it!

Pros

Easy to use, great customer service. Always very helpful and fast! Helps to keep track pf expenses and things needed for out locations/./

Cons

Nothing bad at all. I have had no issues or complaints. Great system, great customer service! Never had any problems

Not Impressed

Pros

I am allowed to enter my own reference number into the work order and can search via that reference number.

Cons

It's cumbersome to use and only works with Internet Explorer. It's hard to get reports. The colored parts of the screen that tell you the number of open work orders, etc. is never accurate. I use and have used several other facility service programs and this is by far my least favorite.

Sea of options

It is a great tool once is learned but it takes a while to train on it and mastered.

Pros

Once a quotation is prepared, it can be converted into an Invoice. costs are separated very accurate.

Cons

There are too many little procedures for too many options. Probably could be simplified obsoleting some non essential fields.

GREAT SOFTWARE

I use Office Trax on a daily basis at my job. it is easy to navigate in all areas from entering a service call, contacting a vendor, running a quick report, and tracking my facilities expense. This software has immeasurable value. Additionally, any problems with the software are quickly and easily fixed. I'd recommend it to anyone in the Facilities field!

Overall experince is ok

Pros

Ease of getting reference # (PO#) to get paid. Makes it easier. Had to use other characters to get past this step

Cons

Too many steps to go through. Having to schedule the delivery, show on site when delivered, then pending invoice when scheduled for pickup.

Overpriced and unorganized.

Pros

Being able to keep track of all open/closed/pending repairs for all locations. Time stamp feature is a plus.

Cons

Too many steps to provide a quote, process for invoicing, etc. Not well organized for what we pay to use the site.

Disappointed.

Solved nothing, created many problems, and added more time and stress to my workday.

Pros

Seeing as it has NEVER recorded my time on site correctly, I would say ABSOLUTELY NOTHING.

Cons

?????? There is nothing to like about the current version I am attempting to use.

Not bad, but pretty awkward to navigate in

Pros

Sending email messages right from the program, and having a record of them under each request as well as in email.

Cons

Very awkward to navigate in. When organize list by location #, for example, from highest to lowest, it does not stay in this order for long. Keeps switching back every time you go into a task and then back out again. Going through page by page each time is very time consuming and annoying.

Keeps me organized!

Pros

This program helps me to organize, schedule, and track my maintenance activities more efficiently.

Cons

I wish the dashboard was a little more intuitive but it still gives me the ability to visualize work order amounts.