Features
Trackfront is an all-in-one quoting, estimating, proposal tracking, project collaboration, client communication, time & expense tracking and budget management solution. Create accurate quotes, deliver customized proposals that make better first impressions and start winning more jobs. Then after the client approves the project, manage all aspects of the project journey with your clients by having all communication, stages, milestones, deadlines, file sharing and commenting in one place. Track time & expenses to stay on budget and ensure profitability.
Quotes, Estimates & Proposals
Create & send quotes, estimates & custom proposals in minutes Automate cost estimates with predefined groups & templates Customizable proposal templates for lightning fast quoting Drag & drop proposal builder Manage & organize unlimited proposal files & attachments easily Complex pricing scenarios made easy Full control over visibility of cost breakdown Sales tax management & integration Set discounts, adjustments & markups at any cost level Recurring & subscription pricing scenarios Optional choices let customers decide what they want to approve Add, edit & manage contracts, terms & conditions easily Digital e-signature approvals Set which team members require estimate review before sending Manage & organize cost items easily, bulk import available Create multiple estimate versions to give customers options
Create scope adjustment estimates for project scope changes View the status of every estimate Customize your dashboard views to segment your estimates Know when a customer has viewed your estimate or proposal Know when a customer approves or asks for modifications Know when to follow up and close the business Robust reporting dashboard with live data, charts & graphs View each estimate's status easily on the dashboard View close rate statistics View trend graphs over time to track proposal status changes View sales opportunity chart to view your pipeline View detailed activity history on every estimate Set default payment terms by customer Customize estimate numbering Email notifications for you and your customer One-click proposal viewing & approval for customersProject Collaboration & Communications
Customizable project stages & milestones Create project stage templates for similar project workflows Project stage & milestone deadline management & tracking Track the progress of each project stage visually All project communication for all teams in one place Create posts & replies with one or multiple file attachments All posts & replies grouped by collapsible project stages Create actionable posts when client approval is required Automatically advance project stage on final approvals Flag important posts to quickly find them on the project wall File attachment viewer for files, images, pdf's, videos & more Preview, annotate & comment directly on files & videos Video preview allows for side-by-side multi-version viewing Create shareable public links to any file attachment Download one or all files from a post with a button click Real-time project wall communciation, instant messaging Set frequency of project email notification updates Set estimates to auto-expire after a set time frame Robust search functionality to find posts or files easily Filter posts & replies by type, team member or time frame Project status reporting dashboard with live data feeds Know when projects are overdue, over budget & inactive Customizable dashboard views to segment your projects View live progress bars for easy budget tracking by project View each project's status easily on the dashboard Control email notification updates by individual project Unlimited teams and free collaborators to invite to any project Link approved estimates & budgets to a project with a click Create a project from an approved estimate easily Track time & expenses, actual vs estimated, by item & overall Detailed time & expense view lets you see the entire picture Every internal team member can track overall budget utilization Internal team members can view approved estimate language Scope adjustment estimates get automicallly linked to project Spot & address budgeting issues before they become problemsTime, Expense & Budget Tracking
Time & expense entry made quick & simple Time & expense entry accessible on every interface page No-mouse click time entry, tab through for super fast entry Type to complete selection fields for fast entry Time & expense entry in less than 30 seconds Quickly view recent entries to fix any mistakes Flexible time entry options > 920a becomes 9:20 am Built-in start/stop timer to track time automatically Customizable views to see details by user, project or time frame See time & expense totals by any time period Admins can view and edit anyone's time & expenses Users can manage their time & expense entries easily Set minimum time entry increments and rounding Export time & expense entry data to spreadsheet format Quickly filter dashboard views by time period and userPlatform Features
Customizable branding with your company logo User access control with robust permissions management Customize interface language and nomenclature Switch plans & manage storage plans easily Manage your payment method & billing information View payment invoices and status Easily manage and add new paid users Manage all of your contacts & organization easily Hide or display main areas of Trackfront with permissions Customize email notification language with dynamic fields Customize proposal approval language with dynamic fields Add custom payment terms Manage cost item & file attachment categories Cancel at any time
