Tracking and Reporting Software

Real-time access to the state of your business—whenever, wherever.

Improve Accountability

The better you know your customer, the better you can accommodate them during each interaction.

From storing contact information to tracking follow-up tasks, meeting notes, and activities, WrightPlan's one-stop CRM module keeps your customer data organized & accessible.

Real-Time Review

With instant insight into project details — hours worked, resource allocation, attachments & more — WrightPlan helps you spot cost inefficiencies quickly, making your future projects more profitable and more successful.

Your Data, Your Way

Slice, dice, and drill into your data as you please.

WrightPlan’s comprehensive Listing Screens appear throughout the system, enabling users to set up automatic notifications for Quotes, Jobs, Equipment & more.

Book Your Free Demo

Book your free, personalized demonstration of our Tracking and Reporting software and learn how to:

  • Instantly access hours worked and resource data to identify cost inefficiencies and boost profitability

  • Use Excel-style screens to filter, sort, and set alerts for quotes, jobs, labor, and more

  • Centralize certification records and receive automated reminders to maintain compliance

  • Track contacts, follow-ups, and meetings to improve customer relationships and accountability

More System Features

Quote

Schedule

Invoice

Field Solutions