ProTrax

Business

Free · Designed for iPad. Not verified for macOS.

ProTrax — LBM Project Tracker The first project tracker built specifically for LBM outside sales reps and the customers they work with. ProTrax connects you to every job, every customer, and every delivery — from quote to close. Whether you're on the road or at your desk, your entire book of business is in one place. FOR SALES REPS • Track every job from quote to close • Pipeline management with Won/Lost flow • Job tasks linked to your main To-Do list • Schedule appointments with conflict detection • Upload job plans and PDFs to each project • Share a manager performance snapshot in one tap • Crest Sales Rep Tracker built in — commission, GM%, vendor loyalty FOR YOUR CUSTOMERS • Invite customers with a simple code • Customers track their own job status in real time • Material request submissions from their phone • Appointment scheduling — they request, you confirm • Delivery confirmation with one tap • Live sync — updates appear instantly on both sides BUILT FOR LBM • BisTrack, CDK, Salesforce, and Generic Excel import • AZEK / TimberTech Board tracking with tier upgrades • Works on iPhone, iPad, and at protrax.app v1.0 Founding Members get full access free forever — including the Crest Sales Rep Tracker.

  • 5.0
    out of 5
    1 Ratings

v1.0.5 - Customer notifications, delivery scheduling, and a big iPad fix CUSTOMER UPDATES - New notification bell. A bell icon on My Projects shows everything that needs your attention - deliveries to confirm, appointment time proposals from your rep, recent material request updates, and newly scheduled deliveries. The badge counts what's actionable. Tap to see grouped, time-stamped notifications and jump straight to the relevant project. - OS push alerts. You now get system notifications when your rep confirms an appointment, proposes a different time, marks your materials as ordered or fulfilled, or schedules a new delivery. Works even when the app is closed. - Pick your preferred delivery date. The Request Materials form has a new optional date input so you can tell your rep when you'd like your materials by. They'll see your target date when they review the request. - Delivery wave badges. Delivery cards now show which wave (First, Second, Third, or Any Time) your rep scheduled your drop on, so you know roughly when in the day to expect it. iPad FIXES - Tapping a job on iPad now opens its detail view on the right side of the screen instead of popping a centered card. The empty space on the right gets used the way it should. - Pipeline, To-Do, and Customer Projects all use a clean two-pane layout - list on the left, full detail on the right. No more popping in and out of modals. - Schedule on iPad gets a 7-day week grid showing every appointment and delivery in context, color-coded by status. - Settings is reachable from the iPad sidebar. NEW Activity TAB A feed that aggregates everything happening across your jobs: material requests, appointment requests, delivery confirmations, status changes. Filter by All, From Customers, From You, or Status Changes. Time-bucketed by Today, Yesterday, This Week, and Earlier. Customer activity is highlighted so you can spot what needs your attention. POLISH - Friendlier error messages when the server is slow - no more raw JavaScript errors when something goes wrong. - Login handles wrong passwords and unconfirmed emails with human-readable messages. - Various spacing, contrast, and animation cleanup across the app. ProTrax is still a solo project built by a working LBM sales rep. If you spot anything, open Settings then Support and send a note. Thanks for using something I made on the side of selling lumber.

The developer, SHAWN KENNETH JOHNSON, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • SHAWN KENNETH JOHNSON
Size
  • 33.5 MB
Category
  • Business
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPad
    Requires iPadOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Shawn K. Johnson