Automate your work
Ontraccr’s powerful automations enable your team to get a whole lot done without actually lifting a finger
Filter Features
Real-Time Tracking
Gain instant visibility into your team's hours and activity using the advanced real-time time tracking system.
Field Management
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Field Management
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Field Management
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Field Management
GPS Location Triggers
Create geofences around job sites to automatically track time when workers enter and exit the site.
Field Management
Scheduling
Manage company, project, and field team schedules seamlessly.
Field Management
Photo Sharing
Teams can share photos from the field, photos can be automatically sent anywhere.
Field Management
Shared Tablet Mode
Deploy company tablets onsite instead of workers using their personal devices.
Field Management
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LEMs (Labor, Equipment, Materials)
Track labour, equipment, and material usage in real time to maintain accurate job costing and operational visibility.
Field Management
Work Reporting
Capture daily work progress, activities and site updates directly from the field in real time.
Field Management
Work In Progress Reporting (WIP)
Receive real-time progress data from your field team. No need to ask for it.
Project Management
Job Costing
Track detailed budgets by viewing real-time data on specific tasks while the work is happening.
Project Management
Contract Management
The easiest way to track contract documents and change orders.
Project Management
Schedule of Values
Track schedule of values tied to contracts and progress billing.
Project Management
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Scheduling (Gantt)
Manage company, project, and field team schedules seamlessly.
Project Management
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Project Management
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Project Management
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Project Management
LEMs (Labor, Equipment, Materials)
Track labour, equipment, and material usage in real time to maintain accurate job costing and operational visibility.
Project Management
Work Reporting
Capture daily work progress, activities, and site updates directly from the field in real time.
Project Management
Track Any Department
Create custom trackers across any department such as procurement, HR, construction, finance, and much more.
Operations
Board Automations
Add powerful workflow automations to your boards to update information automatically.
Operations
Easy Collaboration
Users can collaborate together on any trackers across your entire operation.
Operations
Equipment Tracking
Track field assets with mobile devices and QR codes, while receiving automatic updates.
Operations
Inventory Management
Track materials and inventory using the super intuitive material management system.
Operations
Divisions
Manage multiple divisions and opcodes for large-scale operations.
Operations
Custom Roles & Permissions
Control access and visibility across teams with configurable roles and permissions.
Operations
Advanced Search
Find any data across your operation using powerful search capabilities.
Operations
Smart Folders
Trigger automated workflows by simply uploading a file into a smart folder.
Operations
Collect Signatures
Send forms and documents to field teams or any external organizations for them to e-sign.
Operations
Design PDFs
Import existing document templates or create your own templates.
Operations
File Storage
Store files directly in Ontraccr or transfer them to your existing solutions.
Operations
User Permissions
Control who can view or manage files and folders.
Operations
Drawings Management
Manage drawings with advanced file viewer, revisions, and annotations.
Operations
Work Orders
Create work order workflows to simplify approvals and collect client signatures automatically.
Operations
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Operations
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Operations
LEMs (Labor, Equipment, Materials)
Track labour, equipment, and material usage in real time to maintain accurate job costing and operational visibility.
Operations
Work Reporting
Capture daily work progress, activities, and site updates directly from the field in real time.
Operations
Digital Safety Forms
Digitize all your safety documents into structured, trackable forms.
Safety
Safety Automations & Smart Workflows
Automatically trigger approvals, notifications, and actions from safety submissions, with built-in conditional logic and smart routing to the right people.
Safety
Integrated Safety Workflows
Embed safety into any form or daily workflow — eliminate double entry.
Safety
Mandatory Safety Compliance
Require form completion on clock-in or clock-out to ensure compliance.
Safety
Safety Training & Quizzes
Ensure workers understand safety procedures through digital assessments.
Safety
Safety Analytics & Dashboard
Track safety performance, incidents, and compliance in real time.
Safety
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Safety
GPS Location Triggers
Create geofences around job sites to automatically track time when workers enter and exit the site.
Time Tracking
Real-Time Tracking
Gain instant visibility into your team's hours and activity using the advanced real-time time tracking system.
Time Tracking
Automated Timesheets
Configure workflows to automatically send/store completed timesheets wherever needed.
Time Tracking
Smart Time Cards
Stop collecting paper time cards or waiting for workers to manually input their hours, automate instead.
Time Tracking
Shared Tablet Mode
Deploy company tablets onsite instead of workers using their personal devices.
Time Tracking
Payroll Integration
Automatically send hours to your accounting software to process payroll and access real-time financials.
Time Tracking
Multiple Approval Levels
Configure multi-level approval workflows for time entries to ensure accuracy, compliance, and proper oversight.
Time Tracking
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Time Tracking
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Time Tracking
CRM Board
Track leads, follow-ups, and customer management in customizable CRM boards.
Sales and CRM
Client Accounts
Create and manage client accounts effortlessly, clients can sign up simply using their email address.Create and manage client accounts effortlessly, clients can sign up simply using their email address.
Sales and CRM
Automatic Status Updates
Clients can view the real-time status of their projects and receive fully automated emails along the way.
Sales and CRM
Custom Branding
Add your full company branding to your client portal to gain an edge over your competition.
Sales and CRM
Client Communications
Clients can communicate with your team seamlessly through your client portal.
Sales and CRM
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Sales and CRM
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Sales and CRM
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Sales and CRM
Estimating Boards
Build and manage estimates using customizable tracking boards tailored to your workflow.
Estimating
Bid Management
Manage the full bidding process — from opportunity tracking to proposal submission — within structured workflows.
Estimating
Sales Quotes & Proposals
Generate professional quotes and proposals directly from your estimates.
Estimating
Price Lists
Maintain reusable price lists for materials, labor, and services to speed up estimating.
Estimating
Budget Tracking
Track estimated vs. actual costs in real time across projects.
Estimating
Build Estimate
Create detailed project estimates with integrated tools for precise budgeting and resource planning.
Estimating
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Estimating
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Estimating
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Estimating
Payments
Send your clients invoices, collect payments, and update your accounting software instantly.
Finance
Invoicing
Invoices are automatically populated and sent to clients on your behalf.
Finance
Purchase Order Management
Track and manage purchase orders across projects and vendors.
Finance
Payroll Integration
Automatically send hours to your accounting software to process payroll.
Finance
Vendors & Subcontractors
Manage vendor and subcontractor databases tied to financial workflows.
Finance
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Finance
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
Finance
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Finance
Actionable Analytics
Gain valuable insights into any aspect of your operation using the powerful analytics engine.
Reports & Analytics
Report Exports
Reports can be exported into popular formats such as excel, pdf, or image files.
Reports & Analytics
Custom Dashboards
Create custom data dashboards to build a complete window into your business.
Reports & Analytics
Quick Reports
Ontraccr's quick reports provide you with useful reports across payroll and project financials.
Reports & Analytics
Email Integration
Ontraccr can integrate directly to your email service to send emails on your behalf.
Communication
Automated Emails
Create custom automated emails and decide when these emails are triggered within a workflow.
Communication
Instant Messaging
Ontraccr's built-in messaging system keeps teams coordinated.
Communication
Automated Messages
Workflows can trigger automated messages.
Communication
Email Attachments
Automated emails can also include automatic file attachments.
Communication
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Communication
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
Communication
Certification Management
Track and manage employee certifications and expiration dates.
HR
Employee Onboarding Workflows
Automate onboarding with smart routing — assign documents based on employee type.
HR
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Leave Of Absence (LOA)
Track and manage employee leave requests, approvals, and availability across your workforce.
HR
Full Spectrum of Recruiment & Onboarding
Manage the entire hiring and onboarding process — from candidate intake to employee setup — within automated workflows.
HR
Safety Training & Compliance
Ensure workers are trained and compliant by managing safety onboarding, certifications, and assessments within your safety workflows.
HR
Customized Tracking Boards
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
HR
Custom Forms & Documents
Create any custom forms or documents for field teams or third-parties to complete.
HR
Form Workflows
Automate form routing, approvals, and downstream actions tied to form submissions.
HR
Procore
Ontraccr offers several automations to save Procore users countless hours every week.
Integrations
Quickbooks Online
Workflows can transfer employee hours, generate invoices, reconcile payments and much more in Quickbooks Online.
Integrations
Zapier
Connect Ontraccr to thousands of apps via Zapier integration.
Integrations
Sage 100
Manage finances, inventory, operations, and reporting in one integrated system.
Integrations
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Sage Intacct
Sync financial data, invoices, and accounting workflows with Sage Intacct for accurate and automated financial management.
Integrations
Docusign
Send, sign, and manage documents digitally with seamless DocuSign integration.
Integrations
Explorer Eclipse ERP
Sync financial data, materials, and workflows with Explorer Eclipse ERP to streamline accounting and operations
Integrations
Custom Integrations
Ontraccr has been designed to automate any software through APIs.
Integrations
In-House IT Systems
Automate the use of any in-house systems via API integrations.
Integrations
