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Average Ratings 0 Ratings
Description
The system offers a wide range of functionalities including multi-language support, client management, project and task organization, document handling, basic accounting, inventory oversight, and order and invoice processing, along with options for third-party software integration and a REST API. Users can create projects and allocate specific tasks to team members, while a user-friendly calendar allows for easy tracking of ongoing activities. Additionally, the platform facilitates comprehensive management of incoming and outgoing invoices, ensuring that financial workflows are streamlined and efficient. Overall, this suite of features is designed to enhance productivity and organization across various business operations.
Description
PlanoTrak serves as a comprehensive operating system tailored for construction teams, catering to the needs of owners, project managers, foremen, and field personnel. Users can upload PDF plans and precisely pin tasks, issues, and images directly onto the drawings. The platform facilitates standard RFI and punch list processes, allowing for the capture of daily reports, safety checklists, and site photographs, all linked to their respective projects.
On the financial front, it enables users to monitor income, expenses, invoices, and project budgets, complete with alerts for overruns, visual charts, and exports ready for accounting. Its AI assistant can address project inquiries, recommend tasks, and automatically categorize scanned receipts, while voice activation allows teams to log expenses and notes without needing their hands.
Compatible with iPhone, iPad, Android, Apple Watch, Mac, Microsoft Store, and web platforms, PlanoTrak offers offline capabilities and real-time synchronization. Additionally, a dedicated invitation-only worker portal allows team members to clock in and out and complete their assigned responsibilities while keeping sensitive management features secure and hidden from view. This combination of features makes it an ideal solution for enhancing productivity and communication within construction projects.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$9.99/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inshop Group
Founded
2018
Country
Poland
Website
inshopcrm.com
Vendor Details
Company Name
PlanoTrak
Founded
2025
Country
Greece
Website
planotrak.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets