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Fayetteville
1 Level
81 Review
2 Karma

Review on Officetrax by Troy Boettcher

Revainrating 4 out of 5

Decent software, needs more contact fields

Good software but could stand to add more features like adding the ability to schedule maintenance on equipment, assign jobs to employees, set budgets,and maybe even provide reports? This would be helpful in making our facility manager job easier. I love it though because they offer phone support too



Product OfficeTrak is very intuitive and easy to learn and use. We purchased and installed Version 1 about 3 years ago after our first version failed due to lack of support. Since that purchase we've had two upgrades and now we're looking to move into a new phase. As much as we love the software its shortcomings far outweigh its benefits. Its interface is lacking some key fields (customer numbers, etc.) that aren't available in the default add ons that are offered with the Standard edition. For example, when trying to track inventory levels against customer orders there simply isn't room for more than 5 customers per line item. If someone buys 10 widgets then you need the ability to create 10 unique lines for those items and keep track of each individual line, but right now it doesn't give you that option. Likewise, you cannot manually set delivery dates beyond 30 days forward. That sort of stuff happens frequently and there simply isn't space in the main window for all of the additional columns you'll probably want. Finally, their pricing seems high considering most basic accounting packages do a better job of tracking costs than this program





Offitrax is very easy to use. You create an order to enter multiple vendors and products. Each item can then be assigned to its relevant facilities via many options. All records can easily be accessed via both reports and CSV exports. With an additional module called PowerToxon, you can assign items to events and track the progress of the event through history logs. Overall an excellent piece of software. However, it lacks some features which makes me feel slightly reluctant using this software. Firstly, the customer support available online is extremely limited. I had issues with the software setup within three days of purchase. Secondly, this lack of contact info made me unable to add this product to our marketing list. This meant no autoresponder emails and no sales funnel from the website. Thirdly, there are certain modules missing from the current version - specifically power toxicity reports along with some basic reporting tools. As mentioned earlier, these limitations deterred me from recommending this product to others until further development has taken place. However, overall it works and is intuitive when used correctly.

Took our list of facility managers emails and imported it into this product, then created new mailing lists and sent automated messages to each individual user based upon his/her job roles within the organization. This works well except for when those roles change over time. So once we added another role - a Facilities Manager - to the Facility Managers mailing list, he couldn't send the same type of message to the group anymore; since his name was no longer "Facility Manager". That said, most of the features are useful and easy to understand. The site itself looks beautiful and it is simple to navigate around. Overall, good value even though it doesn’t support multiple types of recipients per message.Decent software, needs more contact fields

Pros
  • Great documentation
Cons
  • No email templates