ProTrak has 7 main sections


  • Dashboard: A command central for all of your work. See a quick overview of all the information tracked by ProTrak. Use it to help make the best decisions for your Projects and Clients.

  • Clients: Track potential, existing, and past Clients in one place, so you can quickly reach out again, or just document past projects.

  • Projects: The efficient way to track all of your work. See current and past Projects side by side. Define Timelines, Budgets, receive site updates and keep Client communication flowing through a familiar News Feed.

  • Proposals: Turn prospective Clients into Projects by following up on every Proposal.

  • Suppliers: Gives you view into a list of frequently used Suppliers and helps you to track how much you use them, their prices and more.

  • Invoices: Optionally, keep a copy of your Invoices with an easy export functionality to connect with spreadsheets and Quickbooks online.

  • Team: You can bring in all of your team for each Project, so they can keep you updated directly from the work site.