Trades and field service
Crews who quote, book, do and invoice work at customers' sites.
- Jobs, the scheduler and the map
- Quotes and invoices from the job
- Recurring work and service reminders
- Timesheets with travel worked out
From the first call to the paid invoice.
OntraOS runs the whole job. The office books the work in the browser. The crew does it in the phone app, with or without signal. The invoice goes out from the job.
Card up front, no charge until the trial ends. Prices in AUD.
One job, one record, start to finish
- EQ00118 Enquiry Logged from a call, an email or Outlook, with where it came from.
- QU00042 Quote Priced from your list, sent as a PDF, accepted online.
- JB00795 Job Made from the quote, with its sections and tasks.
- Tue 9:00 Visit Dragged onto the scheduler. The customer can get a text first.
- Signed On site Timer, photos, forms and the customer's signature in the app.
- IN00317 Paid Invoiced from the job, paid by card, sent to your accounts.
Built for businesses that send people to site
Choose a starter after you sign up. It turns on the areas your kind of business uses. You can change them any time.
Security and electrical integrators
Install, commission and maintain systems for your customers.
- Projects with a Gantt chart and progress claims
- Assets, their tests and a maintenance planner
- Stock with serial numbers, by store and van
- Subcontractors and handover packs
IT and managed services
Support customers on site and from the desk.
- Tickets with response targets
- Alerts from your monitoring tools
- Service agreements and support hours
- A portal for your customers
An area for each department
Turn on the areas you need and leave the others off. Each person sees what their role allows.
Sales
Enquiries, a pipeline of deals, quotes with revisions and online acceptance.
Production
Jobs, the scheduler, forms, signed service reports, projects and subcontractors.
Servicing
Tickets, service agreements, the asset register and the customer portal.
Operations
Purchase orders, supplier price files, stock, plant and fleet.
Accounting
Invoices, card payments, Xero, MYOB and QuickBooks, profit and break-even rates.
HR and safety
Pay rules, overtime, leave, licences, onboarding, incidents and hazards.
AI that stays inside its limits
Ask the assistant about your jobs and money in plain words. Site help gives a technician steps from job history and manuals, with the sources. Changes wait for a person to confirm them.
The crew works from the phone app
The app for iPhone and Android keeps the day in the technician's pocket. It works without signal and sends the changes when the phone is back online.
- Today's visits, with the site, the contact and the access notes
- Start and stop the job timer, and clock on and off
- Photos, notes, forms and the customer's signature
- Chat with the office about the job
Your data stays apart
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A database of your own
Each company has its own database and its own private file store. Row-level security checks the company again on each row.
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Kept in Sydney
OntraOS runs in Microsoft Azure, Australia East. Your database and your files stay in that region.
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Yours to take
An owner can download all of the company's data and files as one zip file, at any time.
Three tiers. Each one includes the one below.
You pay for each person who signs in, each month, plus a hosting fee.
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Core
$10 a seat a month
Jobs, quotes, invoices, the scheduler, timesheets, assets and the phone app.
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Core Plus
$20 a seat a month
Adds recurring work, projects, the service desk, agreements, the portal and reports.
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Core Ultra
$30 a seat a month
Adds enquiries, the pipeline, stock, plant, safety, the shared inbox, chat and more.
Example prices. These numbers show how the prices work. They are not the real prices.
How buying works
No sales call. You can start in a few minutes.
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Choose a tier and hosting
Pick Core, Core Plus or Core Ultra, the number of seats, and Isolated or Dedicated hosting.
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Confirm your email and add a card
We send a link to confirm your email. You add a card in Stripe, and the free trial starts.
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Your own database is ready
Your company's database is ready in minutes. A setup checklist takes you through the first steps.