Web Leads
No missed opportunities. Get leads directly inserted into ProTrack from your Website.
Invoicing
Get Paid online. Send invoices with Payment Links. Push invoices to Accounting.
Items & Materials
Import Price Lists, set Profit margins, Import Bills of Materials, Improve estimating accuracy with Item Assemblies
Scheduling
Daily Dispatch Schedule, Day Calendars, On My Way Messaging, Gantt Charts and more.
Customers & Contacts
Manage your Customers & Contacts efficiently with powerful Searching, Meta Tags, Historical reporting, SMS messaging, Discounts, Price Multipliers, SMS Messaging and more.
Mobile App
Do everything you need to do in the field easily with the mobile app
Marketing
Powerful Lead Management to track & follow-up leads. Move leads through the sales funnel. Engage your contact.
Estimating
Craft fantastic looking quotes to enhance your brand. Set Appointments, Add Photos and more. e-Sign estimates.
Job Management
Drag-n-drop Job Board. Assign Resources, Add Materials and Items. Time tracking. Work Orders & Purchase Orders. Add Tasks, Photos, Expenses and more.
- Web Leads from Your site
- Lead Pipeline with Workflow
- Estimates and Proposals
- Flexible Payment Schedules
- Job Photos
- Email Marketing
- e-Signing of Estimates
- Item Assemblies
- Boilerplates
- Drag-n-drop Job Board
- Scheduling
- Interactive Job To Do lists
- Store Documents and Photos
- Store Expense Receipts
- Send Messages
- Sub-Contractors
- Project Reporting (Gantt, Time Worked)
- Mobile App
- Invoicing
- Progress Invoicing
- Project Costings
- Purchase Orders
- Timekeeping
- Payroll Reports
- QuickBooks
- Wave Accounting
- Customer CRM
- Items, Materials & Extras
- QuickBooks Online
- QuickBooks Desktop
- Wave Accounting
- Stripe Payment Processing
- Twillio
- Signalwire
- Pro-Est
- Turbo Bid
- StackCT
- Smart Build (new)
General Contractors
Tracks opportunities and turn these into Projects. Coordinate and plan workers, hire subcontractors, order materials, manage change orders, and keep the project on schedule and within budget. Oversee everything to make sure the job gets done correctly and efficiently.
Sub Contractors
Manage multiple customers and jobs. Enjoy accurate costing of your jobs, schedule site work for your teams. Build assemblies of common jobs and use these to make quoting a breeze. Order materials, time track and keep your projects on schedule.
General Contractors
- Import Digital Takeoffs
- Manage multiple subs by job
- Job Planning Board
- Resource / Crew Scheduling
- Assemblies & Templates
- Change Orders
- Estimates & Bids
- GANTT Planning
- Timekeeping
- Expense tracking
- Work Orders
- Purchase Orders
- Progress Invoicing
- Online Payments
- Customer Portal
- Punchlists
Sub Contractors
- Manage multiple Subs by job
- Quotes & Estimates
- Job Planning Board
- Schedule & Dispatch
- Work Orders
- Purchase Orders
- Assemblies & Templates
- Job Cost tracking
- Expense Tracking
- 2-way Customer SMS
- Invoicing
- Online Payments
- Customer Portal
- Online Payments
Field & Property Services
Receive leads and service requests direct from your website. Keep records on customer equipment and service dates. Plan, accurately cost, and schedule staff to service. Create To Do lists for action, track job time and take final payment online.
Common Features
Included in all plans is our mobile and tablet app version, the Leads/CRM addin, customer metrics, roles & permssions, estimates e-signing, activity logging, unlimited photos, items and reporting.
We Got You Covered
Pre-Sales & Estimating
Your Website
Get new service requests sent directly into your system as a lead or estimate from your website. Service requests can also include up to three photos from the lead.
Whenever a new service request comes in the system sends you an SMS as well as an email so you can take prompt action.
Leads / CRM
Create leads manually with just a name or get leads from your website, and then manage these through the entire pre-sales process.
Follow-up calls and generated emails follow a customizable set of workflow rules giving you control over the frequency of when follow-ups are needed.
All emails and notes are logged so you have a complete history of your intereactions with the contact person.
Quotes & Estimates
Buid your estimate onsite verbally, add photos and dictate scope using your phone.
Create professional looking estimates for emailing. See when your contact has viewed the estimate.
Get your estimates e-signed by your customer and receive SMS message and email when they are accepted. A thank you email is also sent to the customer.
Supports both detailed estimates with prices and quantities, or Lump Sum totals.
Quick Quotes
Need to whip out a simple quote with ballpark numbers? The Quick Quote feature will get a quote off to your customer in under a minute.
Digital Take Offs
Import BOM’s from popular Take-Off platforms like Pro-Est, TurboBid, StackCT and Smart Build directly into an estimate. You will get all materials for the submitted blueprints costed out specific to your geographic locations.
e-Signing
Your Estimate can include a button for your customer to sign their acceptance of the Estimate. The signature and originating IP address is stored with the Estimate for accurate record keeping.
A copy of the estimate (PDF) is also saved and allows you to have a record of all versions of the estimates trail.
Payment Schedules
Estimates can have payment schedules. These are amounts customer must pay at certain points of the job. You can have different schedules for each customer/job.
Deposit Invoices
Create and email Deposit invoices to customers. Take payment online and get cash deposted into your bank in 2 days. Record payment for job accounting. payments are reflected as credits on the Job’s invoice.
Documents
Store unlimited photos, attachments, notes or documents related to any lead, estimate or Job. Attach any of these items to outgoing customer emails.
Boilerplates
Gives your documents a more thought out look. Boilerplates saves you a lot of time; Create blurbs, descriptions or scope statements of common projects and jobs you do. Select a boilerplate and the text is inserted your estimate and jobs.
Service Plans
Setup recurring service plans for work orders. Service dates are spread across the year and can be adjusted as needed. Plan dates are integrated with the master schedule.
Project Management
Mobile App
Access to the platform is available for Phones and Tablets. Pretty much everythnig you can do on your desktop you can also do on your mobile, plus a few nice options to upload job photos and expense receipts using your phone camera.
The App is role based meaning that staff wont have access to everything you, a Foreman or a Manager sees.
Jobs
Create Jobs on the fly or flip accepted quotes into Jobs with a click. Easily add Materials and Items, Assign resources, track actual time and materials used.
Take Job Photos, record Expense Receipts and manage the job’s Tasks list at any moment. Even grab deposits or final amount due with our built-in point-of-sale functon!
Job Cost Tracking
We track and compare your Cost vs Actuals for Labor, Materials. Items and any rental equipment you may be using. Labor, Material and Overhead cost tracking is supported.
Scheduling
JOB BOARD
Our Job Board shows all the jobs on a simple to use drag and drop calendar. Shuffle jobs around to fit your needs.
MASTER SCHEDULER
View jobs by staff or sub-contractor by day. Easily shuffle work loads with a simple drag n drop.
STAFF
Staff can see where they need to be on any day/time on their phone.
TIME WORKED
Our Work Time calendar lets you see who has worked what hours on what job.
CREW CALENDARS
If you run crews, you’ll have a crew calendar to plan their work now and in the future. No more scheduling conflicts!
Work Orders
Work Orders are used to manage sub-contractors who is formally requested to provide services and at what cost to you. Work Orders can be emailed to your sub and will be displayed in the Job Board for scheduling.
Purchase Orders
Create Purchase Orders against your supplier for materials to be picked up or delivered to job site. Supplier Part Numbers and UPC codes can be setup to ensure the correct products are ordered.
Rental Equipment
Setup rental equipment that can be marked up and used on your projects. Charge out your own machinery usage as well.
Time Tracking
For jobs that require detailed time reporting or if you need crews to track the time on the job for wage payout, you can use our timekeeping module. Crew members can add time spent on jobs along with task notes using their mobile device.
When using time tracking a number of utilization graphs, profitabilty and payroll reports become accessable and available.
Punchlists
You can create specific job tasks that act like reminders to things to be done. Tasks can be toggled to ‘Done’ when completed. A great little feature to help ensure nothing is forgotten!
Milestone Invoices
Need to get some cash in to cover project milsestone? Easily create and send out custom invoices for payment against the job. Record incoming payments for project accounting.
Vehicles
Keep important information about your vehicles at your fingertips by recording information like VIN, warranty, odo readings, insurance policy, registration, truck tools list and more.
Finance & Admin
Customer Management
A full history of Leads, Quotes, Jobs, Notifications, SMS Text Messaging, Notes, Reminders, Payment Tracking and more are kept for each of your customers.
Set discounts by customer or use our unique and powerful ‘Price Multiplier‘ feature to adjust quote prices higher or lower. Support for Tags give you an extra level of classifying and grouping your customer base.
Deposit & Milestone Invoices
To help manage your cashflow, create deposit, milestone or random amount expensed invoices for any job
Price Book
Create unlimited Items and materials for your business or add items on the fly when creating quotes and jobs.
You can start from scratch creating items, upload a spreadsheet or opt for 100’s of preloaded items ready made for you.
Set your supplier information to make your PO’s quick to create, create your selling prices based on any profit margin you want.
Customer Equipment
Keep records of customer installed equipment including serial numbers, warranty dates and prior service information.
Record Payments
Easily record payments from your customer. Process payments over the phone with our POS feature. Full audit trail for all payments received is standard. Payment information is reflected on the Job’s invoice.
Accounting
If Accounting is required you can integrate with either QuickBooks or Wave Accounting.
With QuickBooks there is a tight integration of customers. Invoices for completed jobs are pushed into your QB. Payroll also supported. WAVE Accounting is a no frills FULL accounting system that is FREE to use. The only catch is you must use their payment gateway instead of Stripe.
Payroll
Export employee clock records as XLS for upload to your payroll system
SMS Messaging
SMS Text messages are embedded in many of our work flows to help to keep you and your customers informed at every step of the way.
We offer you one or more custom SMS phone number in your area code through which all SMS will be sent.
We keep track of all inbound and outbound messages to give you a complete history of messaging.
Stripe Payment Gateway
With a FREE Stripe Payment account you can collect credit card payments in a number of ways. You can send your customer an invoice with a “Pay Now” button in the email, or use our Point-of-sale feature and get paid using your mobile device or over the phone on your office desktop PC.
Integrations & Security
All Devices
Access our platform on Desktops, tablets and Smart phones
Security & MFA
Enable multi-factored authentication to strictly control access to your data. Role based access security is core in MEC. Our system defined roles lets you assign to people access all or certain areas of the system.
Roles such as Admin, Staff, Sub-Contractors, Customer, Foreman, Crew and more are just some of the settings available.
Payment Processing
We use STRIPE for your payment processing. Before you can take payment you need to create your own Stripe account with your banking details. We do not store any of your confidential information in MEC.
When a payment is processed through MEC we apply a small fee to each transaction done. The amount that is charged, less Stripe processing charges, is sent to your bank account on file within 2 business days.
For more information go here: www.stripe.com
QuickBooks Online
You are able to get existing customers from QB into MEC and add send over New customers into QB from MEC. MEC sends invoice totals to QB
Wave Accounting
MEC can link to your Wave Accounting account and invoices can be pushed into Wave for collection.
Local Backups
Unlike all of the competition, we allow you to backup your core data onto your local PC. The files we send to your PC are all in Excel (XLS) format. You can use these for internal work if you wish or just piece of mind your data wont vanish from the web.
Mapping
View your Quotes and Jobs on a localized map. Helps plan route efficiency.
Templates
Customize Emails, Project Descriptions and more just once, and reuse these across the system. Allows you to personalize the customer experience.
Managing a Lead
Manage your leads with as much precision as you need to finalize that sale. Keep an eye on the Pulse of lead, add photos, keep your emails logged, create appointments and more.
Close out the lead by pushing it over to the quoting area or directly into a new job!
Ready To Get Started?
Contact UsReady To Get Started?
With MEC you can:
Receive Leads from your Website
Create Professional Estimates
Get Estimates approved & e-Signed
Plan, Schedule and Manage Jobs
Track time on the job & expenses
Customer Portal
Invoice Completed Jobs
No Credit card required, we offer unhurried long free trials, free training & unlimited support and, you only pay for what you need when you decide to choose MEC.
