Real-time access to the state of your business
Tracking and Reporting Software
Track projects in real-time with tools for hours, resources, and costs. Customizable CRM and data management features help boost project efficiency and profitability.
Real-Time Insights
Gain instant access to project details; enabling identification of cost inefficiencies for more profitable future projects.
Custom Data Views
Utilize Excel-style ‘Listing Screens’ to analyze data, and set automatic notifications for quotes, jobs, labor, and more.
Skill & Certification Tracking
Improve job site safety and compliance with centralized tracking for expiring employee skills and certifications.
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
