Officetrax Facilities Reviews

Inclusive tracking, messaging, follow up capabilities, billing, tracking etc

Does not run on anything other than Internet Explorer at full performance. If booted off or closed, you cannot jump back on. You have to wait approx. 5 minutes for the program to allow you to log back on. When you do a search by tracking, location or request number, you cannot hit the taks tab to re-populate the entire list. You must wait.

"generally" easy to use.

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.

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

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

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

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.

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.

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.

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

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

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

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

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.

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.

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

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

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.

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.

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

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

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

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

So much easier to maneuver than the old program

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

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

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

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.

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.

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

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

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

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

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.

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.

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

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.

user friendly, lots of filtering options.

sometimes a little bit slow or laggy when doing upgrades.

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

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

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

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