Budgets and actuals
See the project budget and actual figures when starting an activity. Keep the financial context close to the work your team records.
Firm management features for architects & engineers
Manage the work.Connect the firm.
Plan projects, record time and expenses, invoice clients and understand performance in one platform. Tracktive keeps the details connected so your team can see both the work and the numbers behind it.
TracktiveApplication preview
Actual Tracktive application
Project management
See the work behind every project.
Keep project budgets, tasks, client details and activity together. Project managers can check what has been recorded and how actual work compares with the budget without piecing together separate records.
Assigned and recurring tasks
Create and assign tasks to team members. Use recurring tasks for work that comes around again.
Client profiles
Keep client details and custom attributes together, including different billing rates, reporting needs and submission guidelines.
A firm-wide activity stream
See new activities as your team records them. Open the details when you need the notes, time or outlays behind an update.
Time tracking
Record time with the details that matter.
A time entry can hold more than hours. Record the client, project, activity and notes so your firm can understand what was done and where the time belongs.
- Timers or manual entry
- Start a timer as you work, record in-and-out times, or enter the duration yourself. Choose the method that fits the task.
- Timesheets and billable time
- Review where your team's time has gone and distinguish billable work from actual time recorded.
- Rates and fee schedules
- Apply rates using flexible rules rather than relying on each person to choose the right rate for an activity.
- Notes and attachments
- Keep notes, drawings, documents, spreadsheets, photos and audio or video files with the activity they belong to.
TracktiveActual application
Expenses and disbursements
Turn receipt photos into expense entries.
Create expense entries automatically from photos with AI-powered receipt capture in the mobile app. Keep costs connected to their client or project, with the documentation accounting needs.
- AI-powered receipt capture
- Take a receipt photo in the mobile app. Tracktive uses AI to create the expense entry automatically. Add notes and link the expense to its client and project for review.
- Create, review and send for approval
- Record expenses in the app as they happen and send them for review and approval. Option to export to Excel.
- Disbursements and outlays
- Record disbursements and related project outlays through Tracktive's built-in management tools.
- Subcontractor costs
- Track subcontractor outlays to date alongside the other costs associated with the work.
TracktiveActual application
Billing and invoicing
Invoice the way your firm works.
Tracktive has a full invoicing engine, with multiple billing methods and multi-currency handling. Support different fee arrangements within the same firm-management platform.
Time & Materials
Support billing for time and materials under the fee arrangement agreed for the project.
Fixed Fee
Use fixed-fee billing for work priced at an agreed amount.
Percentage of Contract Cost
Support fees based on a percentage of construction cost, a billing method used by architecture and engineering firms.
Multi-Currency Handling
Handle multiple currencies in Tracktive when your firm's work calls for it.
Make sense of your work.
See project and team activity in context. Tracktive’s reporting engine lets your firm look closely at the work and the numbers behind it.
See what's included50+
reports to explore your firm’s performance.
TracktiveActual application
- Analyze the work in context
- Filter reports by user, client, project, phase, activity, discipline and fee type to examine the work from different angles.
- Export and customize
- Export reports to Excel for further analysis. Use custom dashboard layouts to organize the information you want to see.
- Check profitability as work changes
- Use real-time reporting to review project activity and financial performance alongside the recorded time and costs.
People and project knowledge
Keep the details available to the team.
Keep the people side of firm management in view, while preserving the recorded knowledge behind your projects.
The difference
Company Brain
Keep project notes, documents, time and expenses together. Search past work when your team needs the context behind a decision.
Explore Company BrainConnected project record
Project notesDocumentsTimeExpenses
HR management
Manage vacation calendars, sick days, bereavement leave and overtime through Tracktive's HR module, including banked hours where your firm uses them. It works alongside the firm's other management tools.
Collaboration and access
Use collaboration tools, contact management and role-based permissions. Capture notes with speech-to-text and keep supporting files with the work.
Your firm keeps moving. So can your work.
Track time and stay current when you are away from your desk. Tracktive’s mobile and desktop apps synchronize content across devices.
Work on the go
Use Tracktive’s mobile app for the tasks you need while away from the office.
Keep records current
Record time and project details where the work happens.
Pick up on desktop
Synchronized mobile and desktop apps keep your work available across platforms.
SR&ED tracking
Keep research records with the work.
For Canadian firms tracking Scientific Research and Experimental Development work, Tracktive keeps project activity, documentation and related expenditures organized.
Tracktive supports record keeping. It does not determine eligibility or guarantee a claim amount.
- Activity and Supporting Records
- Record the nature and purpose of the work, personnel details and technical progress. Keep plans, design documents, meeting notes and progress reports with the project.
- Time and Expenditures
- Track related time, materials, equipment and subcontractor costs through the platform's time and expense tools.
Integrations
Discuss the connections your firm needs.
Tracktive integrates with QuickBooks Online and Desktop, and Sage. Talk with our team about your accounting setup and Microsoft 365 integration needs.
QuickBooks OnlineQuickBooks DesktopSageMicrosoft 365
Integrations are separate
QuickBooks, Sage and Microsoft 365 integrations are not included in this plan. Contact us to discuss your integration needs.
How teams use Tracktive.
“Being on the road 3-4 days a week, it is imperative I have a picture of what is going. With Tracktive I am able to see everything being worked on, in detail if need be, from anywhere. As well, I am able to attach my disbursement and expense receipts directly to my Tracktive tickets, making it easy for our Bookkeeper to keep track of things.”
“Tracktive’s technology platform creates a single repository of accurate project & financial information, enterprise wide. One set of numbers eliminates redundancy, empowers project financial integrity and provides assurance that business decisions are being made on a basis of financial truth.”
“ Why cheat yourself out of revenues and profits? The real culprit is not capturing actual time as the work is done. Waiting to record work for hours or days – it’s too easy to forget five minutes, 10 minutes or 15 minutes of work done for a client. Of course, there are other benefits to immediate time recording too, like have a FULL set of notes and expensea. Tracktive enables this and a lot more”
See the features in your firm's context.
Talk through how your team manages projects, time, invoicing and reporting. Request a demo and bring the questions that matter to your firm.