TradeTrack

CBTComply has developed and perfected a feature-rich centralized toolset for trade based on specialty field organizations.  It manages  locations, transactions, trades, appointments, residents/occupants, work orders, invoices and communications and solves problems with evidence of before and after GPS stamped photos or videos. From a single location 1000’s of miles away, automate your workflows and simplify traditional  complexities.  With TradeTrack you see every detail and align the platform to your ultimate control.  

In this 2020 environment, touchless tools are often preferred and now widely accepted – it just makes sense!  You can embrace our condition based rules, custom workflows, clearly defined checkpoints, compliance and transparency.  Large providers are offering TradeTrack tools to fill this need and synch up everyone on their national teams. 

TradeTrack even lets your field partners submit service requests from anywhere in the nation via our PocketSnap Mobile App to cut timelines and increase accuracy.  Let CBTComply provide the infrastructure to help you grow and succeed.  Say goodbye to “windshield time” of unnecessary trips.

 

Unlimited Online Web Portals – Business in the Cloud

Get out of Sharepoint, Excel and other blunt instrument interfaces. Increase productivity and decrease downtime with the project management tools. Assign work orders, make adjustments, collaborate with field and more in real time.  All of your maintenance and inspection needs in a single interface.

PocketSnap – a Free Hand-Held Mobile App for Absolutely Everyone! 

Quickly and efficiently collect data and results from the field with our easy-to-use mobile app. Direct you to the address, and track the progress of any project or work order in real time.  Appointments are clear for both sides to monitor.

Forms Management & Workflow Builder

Create any documents and forms you need and deploy them daily. These forms direct your workflow to help you consistently capture your results from the field. We give you the power to create intuitive and focused workflows to get precisely the results you need.

Trust, but Verify Results Guaranteed

Never doubt whether your results have been tampered with or compromised with certified photos, videos, and mobile forms.  GPS accuracy and date and time stamps solve your issues.

Customer Support

CBTComply provides expertise for onboarding, training, and tech support.  A combined 100 years of field service and maintenance experience at your fingertips.  Use our IT team as your own, get the tough questions answered quickly in the business you care about.

Invoicing System, Profit Management before You Leave the Driveway

Create bids, record expenses, and reconcile payment with many invoicing and payment features.  Automatically apply products and services with client-specific pricing to pre-defined work orders.  Interacts and exports AP/AR to your accounting system of record, like Quickbooks.

Share Results with Home Office, Homeowners, and Clients

Share your results with your client base via email or in real-time through the online portal.  Talk to everyone via the mobile app as work orders occur.  Half a dozen delivery options for your client exist!

 

What to expect during ONBOARDING and Launch???

  • Offer our Mobile App to Homeowners and Customers at No Charge
  • Fixed Pricing for Initial Years, and Low Onboarding Fees
  • Import of Any History or Archive Data You May Have on Serviced Properteis
  • Thorough Property Audit,  Loading and Matching
  • White Glove Setup with a CBT Personal Onboarding Concierge
  • Month-to-Month Subscription Ease
  • 24×7 Customer Support and Technical Team