# TrackVia — Full Site Content > Complete page content for trackvia.com, concatenated for LLMs that ingest once rather than browse. See /llms.txt for the curated, browsable index instead. --- # Spring 2025 Release: Productivity and Mobile | TrackVia Source: https://trackvia.com/blog/2025-spring-productivity-release/ Article # TrackVia Spring Productivity Release – Boosting Team Efficiency and Mobile Workflows March 19, 20254 min read The ability to streamline workflows and boost productivity isn’t just nice to have – it’s essential for business success. Starting today, we’re beginning a phased rollout of TrackVia’s Spring Productivity Release, designed to transform how your teams work, collaborate, and achieve results. ## Transform mobile work with enhanced field capabilities Every team needs to ensure that their data is entered in a reliable, timely, and organized fashion. Our latest mobile improvements ensure that this is as intuitive and easy to do as possible. Previously, it was impossible for mobile users to update and manage child records from a form while working in a workflow that you configured. Field staff needed to switch back and forth between screens to get data where it needed to be. Our mobile flow updates, generally available in the upcoming months, eliminates that toil. Now, your team is able to create, view, and update related records from a parent form, all without losing the context of their workflow. "The ability to create child records while remaining in my active workflow has cut my daily documentation time in half," Your team can now add important related information without losing their place. They can keep working even when offline. The days of double-entry and lost time are over. This means your people spend more time doing their actual jobs and less time fighting with paperwork. ## Visualize progress with enhanced Kanban lanes Seeing is believing when it comes to project progress. Our updated Kanban lanes give teams a clearer picture of work status across all devices. We’ve enabled our lanes feature on iOS in addition to web and Android, redesigned the cards and columns to be more intuitive and easier and showcase more data, and added options to visualize your data in a way that makes sense to you. ## Enhanced Kanban Lanes is available on iOS on an opt-in basis. Project managers can now utilize an “ice-box” or “empty” lane to see items that need triaging, ensuring that nothing is ever missed. Admins can now change the axis of their lanes columns to see them arranged horizontally or vertically, so that organization is intuitive and flexible for your needs. Everyone can now see images displayed directly on lanes cards, expanding the possibilities for data display. These upgrades to our lanes feature helps bridge communication gaps between office and field teams. When everyone can see the same clear picture of project status, collaboration happens naturally. Teams report spending less time explaining status and more time making actual progress. ## Multi-File Upload: New Web & Mobile Multi-File Experience Document management matters, but it shouldn’t eat up your day. Our new multi-file upload feature, available in the upcoming months, allows users to select and upload several files at once. This cuts documentation time dramatically while making records more complete. Think about a field technician who needs to document a repair with multiple photos. Before, they would upload each image one by one through multiple child records – a tedious process. Now, they select all photos at once and upload them in a single step. This improvement is especially valuable in situations where thorough documentation is crucial. Construction teams can quickly capture site conditions. Healthcare workers can efficiently update patient records. And anyone who needs to maintain detailed records for compliance will appreciate the time saved. ## Increase transparency with complete record history Trust grows when information flows freely. Now, all authorized users – not just administrators – can see the complete timeline of changes to records they have permission to view. This visibility is fully configurable through role-based access controls, giving administrators precise control over who sees what. Complete record history is now generally available for all accounts. This change eliminates common bottlenecks and administrative overhead. Team members can instantly see when and why records changed without asking managers, while organizations report less time spent on manual tracking and simpler compliance documentation through automated audit trails. Perhaps most importantly, this transparency fosters greater accountability as team members’ actions become visible to colleagues. ## Push the boundaries of productivity with TrackVia While each improvement offers clear benefits on its own, together they create something greater. These changes add up to a completely new way of working. Organizations using these features tell us they’re seeing real change. Admin time is going down while productive time goes up. Teams make faster decisions because they have better information at their fingertips. The quality of data improves because the tools are easier to use. And most importantly, people collaborate better when they have the right tools. We designed these improvements by watching how real teams work. We noticed the small frustrations that add up to big productivity losses. Then we fixed them, one by one. The result is a platform that works the way you do – not the other way around. Ready to boost your team’s productivity? Current TrackVia customers can talk to their Customer Success Manager for guidance on using these new features in your specific workflows. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Workflow Automation Guide for Public Sector Teams | TrackVia Source: https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/ Article # You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams August 13, 20268 min read If you’re on this page, there’s a decent chance you already know something’s off. Maybe it’s the twice-daily report you pull just to see what’s changed. Maybe it’s the spreadsheet living next to your spreadsheet. Maybe it’s the fact that only one person on your team actually knows how to close out an order, and everyone quietly worries about what happens the week she’s out. None of that is because your team is doing anything wrong. ## It’s because the system underneath the work hasn’t kept up with the work itself — and it’s exactly the gap workflow automation is built to close. We talked to facilities directors and operations leads across education and local government who are running exactly this kind of aging, rigid system — the people who actually live inside the software every day — and the same handful of problems came up again and again. Here’s what they told us, what workflow automation actually changes, and a look at what it’s done for one public university that’s been living this shift for a decade. ## “If I generate a report today, I won’t see what’s new until I run another one” One leader described running the same report multiple times a day, just to catch what had changed since the last pull — because there’s no live view, only snapshots. That’s not a workflow. That’s a workaround for a feature that should already exist. Workflow automation replaces that report-pull ritual with: - Live dashboards that update the moment something changes - Automatic notifications , instead of a manual re-check “just in case” No re-sorting a spreadsheet, no guessing whether today’s numbers are already stale. ## Search that doesn’t actually search If a work order references a job, or a job references an asset, can your team click straight through to it — or do they copy a number off the screen, leave the page, and go dig for it manually? For a lot of teams running rigid, aging systems, finding a related record means: - Copying a number off the screen - Leaving the page - Manually searching for a match somewhere else - Paging through a full list, since filtering barely narrows anything down Multiply that across a single day, and it adds up to a remarkable amount of clicking just to get from one piece of information to the related one sitting right next to it in the real world. Real search and filtering — and records that actually link to each other — turns that into one click. ## One system, not five browser tabs The most common complaint wasn’t any single missing feature. It was the seams — the gaps between what the software does and what the job actually requires. Estimating, approvals, anything that doesn’t fit a rigid template, ends up living somewhere else: - A spreadsheet - A Teams thread - A folder of PDFs Then someone has to manually reconcile all of it to make sure it “syncs together.” The fix isn’t forcing every edge case into a rigid template. It’s building the process that actually fits the work — inside one system, instead of stitching four tools together by hand. ## The clutter problem no one budgeted for Ask anyone who’s run one of these legacy systems for more than a few years about their inventory list, and you’ll usually get a wince. Many of these platforms don’t let you deactivate or delete old records — so teams rename them “DISCONTINUED [item]” and let them pile up. One warehouse manager watched their inventory report grow from 10 pages to 62, entirely from records that should have been retired years ago. Multiply that across every list, every report, every search — and you get a system that’s not just outdated, it’s actively harder to use than it was on day one. That’s not a training issue. It’s what happens when a platform has no real concept of a record’s lifecycle. ## “What was that price, again?” Change a price after a job’s already been quoted, and by billing time the original number is often just gone — unless someone thought to save a screenshot or export a report first, just in case anyone ever asked. Some systems show who last touched a record, but not what it looked like before they touched it. Full, automatic record history should tell you: - What a field used to say - Who changed it, and when - Why today’s number doesn’t match what’s on last month’s invoice That’s the difference between having an answer in ten seconds and reconstructing one from memory, email threads, and whoever happens to still be around that week. ## The single point of failure nobody chose on purpose This is the one that tends to land hardest with leadership. When a process is manual and unintuitive enough, only one person ends up able to run it — not because they’re the only one capable, but because handing it off is too painful to attempt. In one organization we talked to, the person who closes out every order has had no backup for years. She said it herself: she’d love to take a vacation. That’s not a people problem. It’s a design problem, and it’s a real operational risk for any team that can’t afford a key person being out sick, let alone on leave. That’s not a people problem. It’s a design problem. Roles, permissions, and visible workflows fix it by: - Making it possible for someone else to step in without starting from zero - Keeping the process documented in the system, not in one person’s head ## What this actually looks like once it’s solved: inside one university’s decade-long shift A large public research university’s central store used to track gas cylinder orders and deliveries entirely on paper — manual, hard to audit, and quietly expensive. When a cylinder went missing, there was often no record of who had it last, so the store simply absorbed the $250 replacement cost itself. The team digitized that one process first: digital pick lists, automatically generated transportation tags, electronic delivery sign-off, and inventory levels that update themselves instead of running on memory and floor-walks. It worked, and other departments noticed. Ten years and six live applications later, that same platform also runs: - The university’s surplus sales program - Self-storage management - A water-bottle refill program with 600+ active accounts - Campus logistics and service requests — each one configured around that department’s existing process, rather than forcing the department to rebuild its process around new software. - Processed nearly 33,000 lots since 2020 - Transacted more than $8.8 million - Averaged over 5,000 lots every year, without a gap And that single-point-of-failure risk from above? This team has already lived the fix: in early 2026, they shipped 42 tasks in 3.5 months at 100% on time — completed ahead of a key team member’s planned leave, instead of stalling because of it. As one longtime member of that team put it: “We didn’t set out to build six applications on one platform. We solved one problem, it worked, and then found another workflow to improve in the next department. Ten years later, that’s still how it grows.” That’s the actual shape of workflow automation in practice — not a campus-wide mandate on day one, just one process worth fixing and a platform flexible enough to build around it. ## Why use TrackVia for workflow automation? Every problem above has a specific answer: - A platform configured around your process , not the other way around — proven by ten years and six live applications at the university above, and by integrations with systems for the tools your team already relies on - Live dashboards and notifications , instead of pulling the same report twice a day - Real search and linked records , instead of copying numbers between screens - One configurable system , instead of five tools stitched together by hand - Real record statuses (active, inactive, archived), instead of dead records that never actually leave - Full, automatic record history , instead of screenshots kept “just in case” - Roles, permissions, and visible workflows , instead of one person being the only one who can run a process ## Your workarounds were smart. You just don’t need them anymore. If your team has been running a system like this for a long time, you’ve built real expertise in working around it. Dual monitors, side spreadsheets, naming-convention hacks: that’s not a lack of skill. That’s resourcefulness applied to a system that never gave you a better option. Teams that have adapted this completely sometimes stop being able to picture what “better” even looks like — one person told us, plainly, “I don’t know any better. Is there better out there?” There is. And moving to it isn’t an indictment of how your team has been doing things. It’s just what happens when the software finally catches up to the job. ## Ready for software that keeps up? Let’s talk. Ready to see what workflow automation looks like when it’s built around your process, instead of the other way around? Connect with us today. ## Frequently Asked Questions ## Can we actually get our data out of our current system, even if it’s messy or decades old? Yes. Older platforms are notoriously difficult to export from, and years — sometimes decades — of inconsistent formatting make the idea of moving that data feel genuinely daunting. It’s been done before, and it doesn’t require you to clean up two decades of records first. ## Do we have to replace everything at once? No. The university in the case study above started with a single paper-based process in one department. It expanded to five more applications over ten years, one workflow at a time, only where it made sense — not as a single campus-wide mandate. ## Will this work with the systems we already have? TrackVia integrates with 6,000+ systems, so this isn’t an all-or-nothing rip-and-replace — it’s built to fit alongside the tools you’re already using. ## What if only one department needs this, not the whole institution? That’s exactly how the case study above started — one process, one department. Expansion only happened because the first win made the case for itself. ## What happens to the workarounds our team has built over the years? Nothing about them was a mistake — they’re resourcefulness applied to a system that never gave your team a better option. Those same instincts are exactly what makes a team good at adopting something new. You just won’t need the workarounds anymore. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Best Practices for Modern Field Operations | TrackVia Source: https://trackvia.com/blog/best-practices-for-modern-field-operations/ Article # Best Practices for Modern Field Operations August 27, 2026On-demand webinar Field operations get harder to manage when work is spread across paper, spreadsheets, messages, legacy systems, and disconnected tools. Field teams spend too much time documenting and reporting what happened, while operations leaders struggle to get a current view of what’s happening across jobs, crews, and locations. ## What the webinar covers Learn how operations teams are simplifying and modernizing field work to make execution faster and more consistent while giving everyone from the field to the back office better visibility into progress, issues, and results. In this webinar, we covered common operational problems and practical ways organizations are addressing them with technology. Daniel Dorr, TrackVia’s SVP of Marketing, hosted the session. He was joined by two panelists: Adam Vogel, a senior implementation engineer who spent years in the field with paint crews before moving into software, and Andrew Crawford, a solutions consultant who has spent more than a decade helping operations organizations run more efficiently. ## Watch on demand ## The five problems we hear most Before walking through the use cases, Adam shared the five problems that come up most often with the teams he works with: - **Scattered information and tools.** One utility construction client in Florida kept permits, safety records, and production tracking in three or four separate systems. Answering a simple question, like when a crew member last completed safety training, meant tracking down whoever owned that system. - **Time-consuming tracking and reporting.** When data lives in several places, someone has to pull it together by hand before anyone can see how a job, or the business, is doing. - **Information that goes stale, with no history behind it.** At one company, a person’s entire job was copying field reports from paper and spreadsheets into a master spreadsheet. When someone changed a number without telling anyone, the forecast broke, and nobody could see what had changed. - **Slow central visibility.** A commercial contractor in Utah works with subcontractors who also take work from other general contractors. Letting those subs flag when they had open capacity meant the team could hand a job to a stucco crew that was ready to go. - **Software that can’t handle what makes you different.** Most off-the-shelf tools push you toward their way of working, but the processes that set your operation apart are the ones worth keeping. ## Five operational use cases we reviewed Andrew then followed a single job in TrackVia from dispatch to final report. Here’s what teams that do this well have in common. ### 1. Pre-job inventory and allocation Make sure the right materials, equipment, and resources are available before work begins. The first question isn’t who to send, it’s whether you have what the job needs. With dozens of jobs running and equipment constantly checked in and out, the job should only offer equipment that’s actually available, so nobody assigns a bucket truck that’s already on another site. Materials are budgeted on the job at the same time, such as how much PVC piping it should take, so the budget sits in front of everyone instead of in a separate finance spreadsheet. ### 2. Job dispatching and permitting Give teams the information they need to start work and keep assignments, approvals, and requirements connected. Everything a dispatcher needs lives on one job record: the address, details pulled in from the CRM where the job was sold, required equipment, and every permit with its status. Access follows the role, so people can see information they aren’t able to edit. When a permit is approved, entering the approval date fills in the renewal and expiration dates automatically, and the permit itself is attached for anyone who needs it. Because permits often expire before the work is done, set reminders a set number of days ahead so the job stays compliant from start to finish. ### 3. Job tracking and field updates Capture progress as work happens so teams spend less time chasing updates and re-entering information. Crew leaders rarely run one job at a time, so a map and list of their jobs lets them plan the day around where they are. On arrival, they start a daily production report that records the start time, headcount, and location. Through the day, they add photos, job safety assessments, and near misses, all tied to the job. Crews work from the native iOS and Android app on a phone or tablet, sign off on hours with a timestamped signature, and can bring in photos from specialized apps that add geotags or compass headings when a customer requires them. When a near miss is logged, the safety team is alerted automatically. In an emergency, the priority is the person who was hurt, and nobody should also have to remember to send an email. ### 4. Progress and production reporting Turn field activity into consistent, current reporting without rebuilding spreadsheets or waiting for manual rollups. Crews report what they used or completed each day, whether that’s 800 feet of cable or 75 feet of trench against a 2,000-foot phase. Those entries roll up to the job automatically, so percent complete and budget use update as the work does. Thresholds do the watching: when material use crosses 80 percent of budget, it’s highlighted and the right people are notified. A job that has used 195 of 200 budgeted rolls of cable at 50 percent complete is a warning sign, a cue to raise a change order with the customer or check for waste on site. Reporting should fit the business, too, from crew workload, forecast revenue, and margins down to small things, like the customer that tracks company sweatshirt giveaways so nobody gets six in one year. ### 5. Centralized operational visibility Give supervisors and leaders a clearer view of work across jobs, teams, and locations so they can spot issues and intervene earlier. Everyone works from the same live data, through a view that fits their role. Production managers watch usage against budget, client-facing staff can tell customers the job is on track, and leaders get dashboards they can drill into, such as near misses tied to equipment issues. Nobody has to call the crew to ask what happened yesterday. Data that lives in other systems, such as QuickBooks or Sage, can be pulled in or sent back out so the picture is complete. The same visibility drives safety: as Adam put it, “you can’t change what you don’t track.” Logging every incident makes root cause analysis possible, and that’s the first step to improving a safety program. When a job closes out, crews, equipment, and budget move straight to the next one, so the process runs as a cycle, not a straight line. ## Where to start Both panelists landed on the same first step, whatever software you’re considering: understand how your operation actually runs, not how you think it runs. Map who’s involved, what each step is for, and where the work could be better. One customer started by walking the office looking for piles of paper, since that’s usually where a process is ready to improve. Once the process is clear, ask whether you have one system that can bring it all together, so crews and back-office teams aren’t bouncing between spreadsheets, systems, and paper. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Customer-Centric Field Services Management | TrackVia Source: https://trackvia.com/blog/customer-centric-field-services-management/ Article # Customer-Centric Field Services: Using Technology to Exceed Expectations May 6, 20245 min read In today’s competitive landscape, delivering exceptional customer service is more critical than ever for field services management organizations. A satisfied customer is not only more likely to remain loyal but also to recommend your services to others. As customer expectations continue to rise, technology plays an increasingly crucial role in enabling field service companies to meet and exceed those expectations at every stage of the service journey. ## Pre-service: Setting the stage for success Before the service even begins, technology can help set the stage for a successful experience. Online booking and scheduling tools allow customers to easily request service at their convenience, eliminating the need for lengthy phone calls and reducing the likelihood of scheduling errors. Automated appointment reminders, sent via email or text message, help ensure customers don’t forget about upcoming visits, minimizing missed appointments and improving technician utilization. Personalized communication and notifications are another key aspect of pre-service technology. By leveraging customer data and preferences, field service organizations can tailor their communication to each individual, providing relevant information and updates. This level of personalization demonstrates a commitment to understanding and meeting the unique needs of each customer, setting the foundation for a positive service experience. ## During service: Enhancing the service experience During the service visit itself, technology can significantly enhance the customer experience. Real-time technician tracking, powered by GPS and mobile technology, allows customers to see the location and estimated arrival time of their technician. This transparency reduces uncertainty, improves communication, and helps manage customer expectations, especially in cases where technicians may be running behind schedule. Mobile apps are another essential tool for enhancing the field services management experience. By equipping technicians with mobile devices and purpose-built apps, field service organizations can provide them with instant access to customer information, service history, and technical documentation. This enables technicians to deliver more informed and personalized service, as they can quickly reference past issues, preferences, and equipment details. Mobile apps also streamline documentation and work order management, ensuring accuracy and efficiency while reducing paperwork and manual data entry. In addition to mobile apps, on-site payment processing and invoicing capabilities are increasingly important for creating a seamless and convenient customer experience. By leveraging mobile payment technologies, technicians can quickly and securely process payments and generate invoices on the spot, eliminating the need for customers to wait for mailed invoices or make separate payment arrangements. This level of convenience not only improves customer satisfaction but also helps accelerate cash flow for the field service organization. ## Post-service: Strengthening customer relationships After the service is completed, technology plays a vital role in strengthening customer relationships and fostering long-term loyalty. Automated service reports and summaries, delivered via email or customer portals, keep customers informed about the work performed, any necessary follow-up actions, and recommendations for future maintenance. This proactive communication demonstrates transparency and helps customers feel valued and informed. Personalized follow-up communication, such as thank-you messages and satisfaction surveys, is another powerful way to build strong customer relationships in your field services management system. By reaching out to customers after the service visit, field service organizations can show that they value feedback and are committed to continuous improvement. Satisfaction surveys provide valuable insights into the customer experience, helping identify areas for improvement and enabling organizations to address any issues promptly. Technology can also help field service organizations deliver proactive maintenance and service reminders. By leveraging data from connected devices and service history, companies can predict when equipment may require maintenance or repairs, allowing them to schedule service visits before issues arise. This proactive approach demonstrates a commitment to keeping customers’ equipment running smoothly, reducing downtime and preventing costly failures. ## Continuous improvement: Leveraging data and analytics To truly leverage technology for customer-centric field services, companies must prioritize continuous improvement. By collecting and analyzing customer feedback, service data, and operational metrics, organizations can identify trends, pinpoint areas for improvement, and make data-driven decisions to optimize their processes. This data-driven approach enables field service organizations to continuously refine their service delivery, ensuring they are meeting and exceeding customer expectations. Advanced analytics can also help field service organizations personalize future field services management experiences. By analyzing customer data, preferences, and service history, companies can tailor their offerings, communication, and recommendations to each individual customer. This level of personalization demonstrates a deep understanding of each customer’s unique needs and preferences, fostering stronger relationships and increasing customer loyalty. ## Technology considerations for customer-centric field services When evaluating technology solutions for customer-centric field services, there are several key considerations. Mobile capabilities are essential, as they empower technicians to access information, communicate with customers, and complete tasks on the go. Mobile apps should be intuitive, user-friendly, and capable of working offline in situations where internet connectivity may be limited. Integration with existing systems, such as customer relationship management (CRM) and enterprise resource planning (ERP) software, is crucial for seamless data flow and operational efficiency. Field service technology should be able to exchange data with these systems in real-time, ensuring that all stakeholders have access to the most up-to-date information. Scalability and customization options are also important, ensuring that the technology can adapt to the unique needs of your business as it grows. Look for solutions that offer flexible configuration options and the ability to easily create custom workflows, forms, and reports. One option that specializes in mobile workflows for field services is TrackVia. TrackVia’s AI-ready platform enables companies to quickly build and deploy custom mobile apps that streamline field service processes and enhance the customer experience. With TrackVia, organizations can create apps that provide real-time data access, work order management, and customer communication tools, all tailored to their specific requirements. ## Conclusion In conclusion, delivering exceptional field service experiences requires a customer-centric approach powered by technology. By leveraging tools that enhance communication, streamline operations, and personalize interactions, field service organizations can exceed customer expectations and build long-lasting relationships. From pre-service booking and reminders to post-service follow-up and proactive maintenance, technology plays a critical role at every stage of the service journey. As companies evaluate technology solutions, considering mobile capabilities, integration options, and customization will be key to success. With the right technology partner, such as TrackVia, field service organizations can unlock the full potential of customer-centric service delivery, drive continuous improvement, and set themselves apart in an increasingly competitive market. By embracing technology and putting customers at the center of their strategy, field service organizations can not only meet the challenges of today but also position themselves for long-term success in the future. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Disaster Response for State Agencies | TrackVia Source: https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/ Article # Disaster Response for State Agencies: A Field Workflow Guide August 20, 202613 min read Disaster response workflows get tested in the month after the storm, not during it. If you run field operations at a state agency, coordinate a multi-agency response from an emergency management office, or own the compliance record that has to hold up afterward, you already know the pattern. The disaster is the event everyone remembers. The month after is the part your team actually lives through. Maybe it’s the inspection backlog that was manageable on a Thursday and impossible by the following Tuesday. Maybe it’s the regional office running its own spreadsheet because the statewide system can’t be changed fast enough to capture what the field is actually seeing. Or it’s five partner agencies in the same response, each with a different picture of what’s been covered. Maybe it’s the moment someone in leadership asks how many facilities have been cleared, and the honest answer is that it will take two days to find out. None of that means your team is doing anything wrong. In most cases it means the opposite: people are working around a system that was designed for a normal week, during a week that is nothing like normal. ## Disasters don’t create new problems for government agencies. They expose the ones that were already there. We looked closely at how state agencies in North Carolina, Georgia, Texas, and Florida handled recent storm and flood response — the inspection volumes, the emergency waivers, the multi-agency deployments. Different geographies, different agency structures, different hazards. Here’s the sequence that showed up in all four, the four capabilities that separate disaster response workflows that hold from the ones that buckle, and what it takes to build them before the next event rather than during it. ## The pattern is the same in every state 1. A disaster hits. 2. Field inspection and compliance workload spikes five to ten times overnight. 3. The existing field inspection workflows — paper forms, spreadsheets, manual re-entry, systems that don’t talk to each other — can’t flex fast enough. 4. The agency does one of two things: waives the requirement, or absorbs the strain manually. 5. Leadership finds out what actually happened after the fact, from a report, instead of seeing it while it was happening. Neither of those two workarounds is a failure of judgment. Waiving a requirement so repair crews can get to work is often the right call in the moment. Absorbing the strain manually is what dedicated public servants do. But both are decisions forced by tooling, not chosen on the merits — and both leave a gap that shows up later, in an audit, a hearing, or a records request. ## What the post-disaster inspection surge actually looks like Abstractions don’t help much here, so consider the volume. After Hurricane Helene, North Carolina’s Department of Environmental Quality sent its Asheville and Winston-Salem regional offices out to complete more than 400 dam safety inspections . Across the state that same year, the department inspected 707 NPDES-permitted wastewater facilities, 1,872 animal feeding operations, and 100 sanitary sewer collection systems, completed close to 2,000 stream and wetland determinations, and responded to 1,609 individual incidents and complaints. In Florida, after Helene and Milton hit two weeks apart, food safety inspectors were deployed to assess more than 36,000 potentially impacted food establishments , completing 4,415 assessments in the two and a half weeks spanning both storms. State health care surveyors at AHCA completed 246 post-storm facility assessments to confirm residents could keep receiving safe care. Inspectors got preliminary checks done on nearly 300 of an estimated 4,500 fuel stations in the storm’s immediate aftermath. The Department of Environmental Protection authorized hundreds of disaster debris management sites across the two storms, each one carrying ongoing compliance monitoring obligations. In Georgia, FEMA approved more than 200,000 individual assistance applications for Georgia households after Helene, with a home inspection required for many of them. During Hurricane Beryl, the Texas Division of Emergency Management coordinated field deployment across seven-plus state agencies simultaneously , including TxDOT road monitoring, TCEQ air, water, and wastewater checks, and Texas Animal Health Commission livestock support. Seven agencies in one response is worth pausing on. The willingness to mobilize clearly isn’t the constraint. The question is whether every agency in that response is working from the same real-time data, or from seven different tools or spreadsheets that get reconciled a week later. Now ask the operational question. Every one of those inspections produced a record. Somebody wrote it down, somebody keyed it in, somebody had to be able to find it again. If that chain runs through paper forms and spreadsheets emailed between regional offices, the work still gets done — but the picture of the work doesn’t exist anywhere in real time, and reassembling it later becomes its own project. That’s the gap. Not effort. Not competence. Throughput and visibility — which is to say, the disaster response workflows underneath the work. ## What good disaster response workflows do differently ### 1. Speed to stand up a new field inspection workflow When a disaster hits, agencies frequently need an inspection or permitting workflow that didn’t exist the week before — a new damage assessment form, a new debris site checklist, a new set of fields to capture something nobody anticipated. If standing that up requires a vendor ticket, a procurement cycle, or a developer’s calendar, it isn’t going to happen inside the response window. So the workaround kicks in. Florida’s Department of Business and Professional Regulation issued emergency orders waiving standard licensing requirements for mold remediation and temporary food service operations after Helene and Milton — twice in two weeks — so recovery work could proceed faster than normal review allowed. Georgia’s DNR Coastal Resources Division issued emergency permit orders to expedite coastal repair and reconstruction. Both of those were reasonable calls. Both were also, functionally, a disaster response workflow saying we cannot flex, so we will suspend . What speed to stand up actually means in practice: - A new inspection form built and deployed to field devices the same day it’s needed - Fields, logic, and approval routing changed by the program staff who own the process, not by IT - New workflows added without disturbing the ones already running - Mobile capture that works offline, because the sites that need inspecting are often the sites without connectivity - A record of what changed and when, so the emergency version of the process is auditable too When the workload doubles overnight, you shouldn’t have to choose between waiving a requirement and falling behind on it. ### 2. Real-time visibility: “Leadership shouldn’t learn it from a report two weeks later” During a response, the people making resource decisions need to see the field picture forming, not read about it afterward. Four hundred dam inspections is an enormous amount of information moving through regional offices at once. Two hundred and forty-six health care facility assessments is a lot to track by hand. Two hundred thousand approved assistance applications, a large share of them requiring a home inspection, generate a flood of casework that only becomes manageable when someone can see it in aggregate while it’s still moving. Texas offers a different angle on the same need. Following the 2025 Central Texas floods, testimony at a joint legislative hearing showed that several steps in the county’s own emergency response plan had not been carried out as written. Set aside blame — the operational lesson is about timing. The value of real-time visibility isn’t only speed. It’s knowing, during the response, whether your own plan is actually being followed, rather than establishing that afterward. What real-time visibility looks like inside an emergency management workflow: - One dashboard showing inspection status by region, by facility type, by inspector, updating as records are submitted - Exception views — what’s overdue, what failed, what needs a second visit — instead of a report you have to run and re-run - Cross-agency read access so a multi-agency response works from one dataset rather than seven spreadsheets - Alerts that fire on the condition, not on the calendar - Field photos, GPS coordinates, and timestamps attached to the record at the moment of capture ### 3. Built for teams that are already stretched No state is going to hire its way out of the next disaster. North Carolina has roughly 14,000 unfilled state positions and a six-month average time to hire . The team on staff today is the team that will respond to the next storm. The evidence of strain is easy to find once you look. Georgia’s Forestry Commission is guiding landowners through post-storm damage assessment, salvage evaluation, and road clearing to allow further inspections — with existing staff. Florida’s FDACS inspected close to 300 of roughly 4,500 potentially impacted fuel stations in the storm’s early days, which is a team moving as fast as its process allows. Texas DSHS is rolling out new camp inspection requirements mandated by the state’s 2025 youth camp safety laws, which means new obligations landing on the same-sized team that already had the old ones. The ceiling in each of those cases isn’t effort. It’s process. What field inspection workflows built for understaffed teams look like: - Configuration by the people who run the program, with no code and no developer queue - An interface an inspector can learn in one shift, not one training week - Automatic assignment and routing so nobody spends the morning divvying up a list - Elimination of double entry — capture once in the field, and it’s in the system of record - Templates that let one region’s working process be copied to another in an afternoon ### 4. Compliance you can prove Eventually someone asks whether the work was done. The auditor, the legislative committee, the public records request, the federal reimbursement reviewer. At that point the agency needs a documented, timestamped record — not a reconstruction assembled from memory and email. Consider what’s sitting behind the numbers. Two thousand stream and wetland determinations and 1,600 incident responses in a single year in North Carolina is a lot of individual records to have ready if any one of them is ever questioned. Florida’s authorized debris management sites — several hundred across Helene and Milton — each carry ongoing monitoring obligations. Texas’s new youth camp safety laws don’t just ask camps for more inspections — they ask for documented emergency operations plans and enhanced inspection records, which turns “we inspected it” into something that has to be shown. And when USDA waived on-site inspection requirements for certain conservation practices in hurricane-affected states, including Georgia, that’s worth reading carefully: a requirement waived because verification wasn’t practical in the moment is a verification gap, not a change in what needed verifying. What provable compliance looks like in a disaster response workflow: - Every record timestamped, geotagged, and attributed at the point of capture - A full audit trail of changes — who edited what and when - Photo and document attachments living on the record, not in someone’s phone - Retention and export built in, so a records request is a query rather than a project - Reports that reconcile to the underlying records, because they’re generated from them When someone asks “can you prove this was done,” the answer should be a record, not a recollection. ## Disaster response workflows aren’t a disaster purchase Here’s where a lot of agencies get stuck. Post-disaster technology spending tends to be reactive — the last event forces a decision, and the agency buys something aimed squarely at the thing that just broke. Then the next event looks different and the cycle repeats. North Carolina offers a good illustration of the reactive-versus-standing distinction. NCDOT installed real-time slope-monitoring technology along I-40 in the Pigeon River Gorge, developed specifically in response to Helene’s damage. That’s a genuinely smart investment. The question it raises is structural: does field-monitoring capability arrive one storm at a time, targeted at the thing that already broke, or does it exist as standing infrastructure the agency controls and can point at whatever the next event turns out to be? The signals suggest states are moving toward the second answer. North Carolina Governor Stein’s FY26-27 budget names environmental permit issuance as a specific funding priority. Thirty Texas counties are eligible for state-funded flood-warning grants , with $50 million appropriated and each county required to submit project plans to the Texas Water Development Board — and when flooding recurred in July 2026, officials credited a newly installed warning system and its backup failsafe with performing as intended. Preparation, when it’s in place, works. So the argument isn’t “buy software for hurricanes.” It’s: Build the field and compliance workflows your agency needs, before the next disaster forces you to improvise one. The workflows that hold up during a disaster are almost never disaster-specific. They’re the everyday inspection, permitting, and asset-monitoring workflows the agency already runs — built somewhere flexible enough to scale and adapt in a day when the situation demands it. ## Why agencies build disaster response workflows on TrackVia TrackVia is an AI-ready platform for building operational workflows — the kind of field and compliance processes that live in spreadsheets and paper forms based on convenience, not application, and because no off-the-shelf product ever fit them exactly. - Build and change workflows without a developer — program staff configure digital forms, fields, logic, and routing directly, so a new process takes hours instead of a procurement cycle - Mobile-first field capture, including offline , because inspectors work where the work is and records sync when connectivity returns - Real-time dashboards , so leadership sees the field picture as it forms — filtered by region, facility type, status, or inspector - A complete audit trail — timestamps, geotags, attribution, and change history on every record, built in rather than bolted on - Integrations with the systems you already have , so GIS, ERP, and reporting systems connect rather than compete - Room to scale , with the same platform running the everyday workload and the surge, so nothing new has to be learned during a response - One system instead of five — consolidating the spreadsheets, shared drives, and side databases into one place is often the largest single gain ## The knowledge is already there. It’s just stuck in a spreadsheet. Something worth saying to the teams doing this work: the spreadsheet, the shared drive, the regional tracker somebody built in Access ten years ago — those weren’t mistakes. They were people solving a real problem with the tools they had, often ingeniously. Most of what an agency actually knows about how its field process runs is encoded in those files. That knowledge is the asset. The problem is only where it lives — somewhere it can’t scale past one person’s screen, can’t be seen while the work is still happening, and can’t be proven to an auditor a year later. Moving it isn’t a rebuild. It’s the same process, in a place where the next surge bends it instead of breaking the people running it. If your team is currently weighing whether to waive a requirement or absorb the strain by hand, that’s the signal. Not a technology problem your team created — a tooling gap they’ve been quietly covering for. ## Build your disaster response workflows before you need them The next event is going to generate a workload spike your current process wasn’t designed for. That’s not a prediction about any particular hazard — it’s just what the pattern shows, in every state we looked at. The agencies that come through it well won’t be the ones that bought something afterward. They’ll be the ones whose disaster response workflows were already flexible enough to absorb the surge, because they were the same workflows running every ordinary week. Ready to see what that looks like for your agency? Connect with us today. ## Frequently Asked Questions ### We already have systems for inspections. Do we have to replace them? No. Most agencies start by building the workflows that currently live outside their systems of record — the spreadsheets, paper forms, and side trackers — and integrate from there. TrackVia connects to existing GIS, reporting systems, and more rather than requiring you to rip them out. ### Can we start with one division instead of the whole agency? Yes, and that’s the more common path. A single program area — dam inspections, debris site monitoring, facility assessments — is a good first build. It proves the model, and the configuration can then be templated for other divisions. ### Will this work in the field where there’s no connectivity? Yes. Mobile capture works offline, with records queued locally and synced when the device reconnects. Post-disaster sites are frequently the sites without service, so this isn’t an edge case for this kind of work. ### What about procurement, security review, and state IT requirements? This is where state CIO offices and digital service organizations — NCDIT, GTA, Texas DIR, Florida Digital Service — usually enter the conversation. Their concerns are typically security posture, interoperability, and reducing agency silos. Bring them in early; a platform that consolidates shadow spreadsheets into one governed system tends to advance their agenda rather than complicate it. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Enhancing Field Services with Barcode Scanning | TrackVia Source: https://trackvia.com/blog/enhancing-field-services-with-barcode-scanning/ Article # Enhancing Field Services with Barcode Scanning October 7, 20243 min read Field services have evolved significantly with the advent of mobile technologies, allowing for increased efficiency, accuracy, and real-time updates. One standout technology driving this change is barcode scanning. For companies managing inventory, assets, or equipment in the field, barcode scanning offers a quick and precise way to collect and manage data. Combine this with TrackVia’s robust mobile app, and you’ve got a powerful solution that simplifies operations for field service teams. ## Why barcode scanning matters in field services Imagine a field technician visiting multiple locations to inspect equipment, manage inventories, or track assets. Without the right tools, they might spend hours manually entering data, leading to potential errors and delays. Barcode scanning eliminates this bottleneck by streamlining data entry, reducing human error, and speeding up the overall process. Barcode scanning is particularly useful in field services for: - Tracking equipment or inventory: Each item can be tagged with a barcode, making it easy for field teams to scan and update inventory records in real-time. - Asset management: Scanning barcodes on tools, machinery, or other assets provides accurate, up-to-date information about their location and condition. - Work order management: Field technicians can scan barcodes to verify completed tasks, ensuring that work orders are accurately recorded. ## TrackVia’s mobile app: Your field service companion TrackVia’s mobile app, with its built-in barcode scanning capability, takes this a step further by allowing your field teams to scan, update, and access critical data on the go. Whether it’s checking inventory, managing assets, or updating work orders, TrackVia’s mobile app ensures that all the information is available at your team’s fingertips. Available only mobile, any properly formatted TrackVia text field can become a QR, UPC-A, UPC-E, EAN 8, EAN 13, Code39, Code93, Code128, Aztec or ITF, and be scanned back into TrackVia seamlessly. Key features of the TrackVia mobile app for field services: 1. Seamless Barcode Integration : The app allows field teams to scan barcodes directly from their mobile device, instantly updating records within the TrackVia platform. 2. Offline Capabilities : Even in remote areas without an internet connection, the app allows users to scan and capture data, which syncs once the connection is restored. 3. Custom Workflows : TrackVia’s AI-ready platform allows you to create custom workflows and forms tailored to your field service needs, ensuring that only relevant data is captured during barcode scanning. 4. Real-Time Data Access : With real-time updates, team members in the office can monitor field operations, track inventory, or verify asset conditions without waiting for manual reports. 5. Easy Adoption : The app is user-friendly, requiring minimal training, and can be used on both iOS and Android devices. Picture this: A field technician arrives at a bustling job site, tasked with inspecting a series of air conditioning units. Instead of fumbling through paperwork or making endless phone calls to the office, they simply pull out their smartphone. With TrackVia’s mobile app in hand, the technician scans the barcode on each unit, instantly unlocking a treasure trove of information. Maintenance history, past issues, and service dates appear at their fingertips, enabling them to make informed decisions on the spot. As they complete their inspection, any updates or new findings are seamlessly synced to the TrackVia platform, creating a real-time link between the field and the office. This isn’t just about convenience—it’s about revolutionizing the entire field service ecosystem. The back-office team can now monitor progress in real-time, ensuring timely invoicing and follow-ups. Decision-makers have access to accurate, up-to-the-minute data, empowering them to optimize resource allocation and make strategic choices. The ripple effects of this streamlined process touch every aspect of the business, from improved productivity and reduced errors to enhanced compliance and reporting capabilities. By embracing TrackVia’s barcode scanning technology, organizations are not just keeping pace with the digital age—they’re leaping ahead of the competition. They’re freeing their technicians to focus on what they do best, armed with the information they need when they need it. They’re ensuring that every piece of equipment, every inventory item, and every service record is accounted for with pinpoint accuracy. Most importantly, they’re building a foundation for growth, efficiency, and excellence in field operations that will serve them well into the future. ## Why choose TrackVia for field service management? TrackVia offers more than just barcode scanning. It provides a fully customizable, AI-ready platform that allows you to tailor the mobile app to fit your specific field service workflows. With its real-time reporting, seamless integration with other systems, and the ability to manage complex operations from a single platform, TrackVia can help your business scale efficiently. Whether you’re managing inventory, assets, or work orders, TrackVia’s mobile app with barcode scanning offers a game-changing solution for your field service teams. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Streamlining Field Service Operations with Mobile Apps | TrackVia Source: https://trackvia.com/blog/field-service-operations-mobile-apps/ Article # Streamlining Field Service Operations with Mobile Apps March 20, 20249 min read Mobile apps have revolutionized the way how field service operations work, enabling them to access information, communicate, and collaborate seamlessly from anywhere, at any time. By embracing mobile technology, companies can improve their field service efficiency, reduce costs, and enhance customer satisfaction. However, with numerous field service mobile apps available in the market, choosing the right solution can be a daunting task. In this comprehensive guide, we’ll dive into the world of field service mobile apps, exploring the challenges faced by field service teams and how mobile technology can help overcome them. We’ll discuss the key features to look for when selecting a field service mobile app and showcase TrackVia as a powerful solution that can help organizations streamline their field service operations. Additionally, we’ll provide best practices for implementing a mobile app and explore the future trends shaping the field service industry. Whether you’re a small business owner looking to optimize your field service operations or a manager at a large enterprise seeking to improve technician productivity, this guide will provide you with valuable insights and actionable tips. So, let’s embark on this journey together and discover how field service mobile apps can transform your organization’s field service management. ## Challenges faced by field service teams Field service teams often encounter various obstacles that can hinder their productivity, efficiency, and customer satisfaction. Let’s take a closer look at some of the most common challenges faced by field service professionals. These challenges can significantly impact the performance and profitability of field service operations. Fortunately, the rise of field service mobile apps has provided organizations with powerful tools to overcome these obstacles and streamline their processes. ### Communication and collaboration issues Effective communication and collaboration are essential for successful field service operations. However, field technicians often work in silos, disconnected from their colleagues and the main office. This lack of real-time communication can lead to misunderstandings, delays, and errors. Moreover, without a centralized platform to share information and updates, field service teams may struggle to access critical data, such as customer history, equipment manuals, or inventory levels. To address these challenges, organizations must leverage technology to bridge the gap between field technicians and office staff. Implementing a unified field service management (FSM) software can serve as a cornerstone for improving communication and collaboration. Such platforms offer a suite of features including real-time messaging, task assignment, progress tracking, and access to a centralized database of resources. ### Data accuracy and real-time updates Accurate and up-to-date data is the backbone of efficient field service operations. However, many field service teams still rely on manual, paper-based processes, which are prone to errors and delays. This can result in technicians arriving at job sites with incorrect information, leading to longer resolution times and frustrated customers. Additionally, without real-time updates, managers may struggle to make informed decisions and optimize resource allocation. Access to a centralized database is another critical feature of FSM software. It allows technicians to retrieve essential information on-the-go, such as customer history, which can inform personalized service strategies; equipment manuals, which can aid in faster troubleshooting; and real-time inventory levels , which can prevent unnecessary trips back to the warehouse. This not only saves time but also significantly improves customer satisfaction as technicians are better prepared to address issues promptly and effectively. #### Why data accuracy matters. Data accuracy is a critical component of successful field service operations. Inaccurate data can lead to a host of problems, including incorrect diagnoses, delayed resolutions, and customer frustration. When technicians have access to accurate, up-to-date information, they can make informed decisions, quickly identify issues, and provide effective solutions. Accurate data also enables managers to optimize resource allocation, track performance metrics, and make data-driven decisions that improve overall efficiency and productivity. ### Scheduling and dispatch challenges Scheduling and dispatching technicians can be a complex and time-consuming task , especially for larger field service teams. Managers must consider various factors, such as technician skills, location, availability, and customer preferences. Without an efficient scheduling and dispatch system, companies may face issues like double-booking, uneven workload distribution, and increased travel times, all of which can impact productivity and customer satisfaction. An advanced scheduling and dispatch solution, integrated within a field service management (FSM) system, can transform this complex process into an efficient and streamlined operation. Such solutions leverage artificial intelligence (AI) and machine learning algorithms to optimize scheduling and dispatching tasks. Here are some ways in which these technologies can address common challenges: - Skill-based Assignments: AI can analyze the skills and qualifications of each technician and match them with the service requests that best fit their expertise. This ensures that the right technician is sent to the right job, increasing the chances of a first-visit resolution and enhancing customer satisfaction. - Geolocation and Route Optimization: By taking into account the real-time locations of technicians, AI-driven solutions can dispatch the nearest available technician to a job site. This not only reduces travel time and fuel consumption but also enables faster response times. Additionally, route optimization algorithms can suggest the most efficient routes to technicians, avoiding traffic delays and reducing wear and tear on service vehicles. - Dynamic Scheduling: Machine learning algorithms can predict the duration of each task based on historical data, allowing for more accurate scheduling. AI can also dynamically adjust schedules in real-time to accommodate urgent jobs, cancellations, or delays, ensuring optimal use of resources and minimizing idle time. - Customer Preference Consideration: Customer preferences for service times can be integrated into the scheduling process, ensuring appointments are convenient for the customer and efficiently slotted into technicians’ schedules. This improves customer satisfaction and can lead to higher rates of repeat business. - Balanced Workload Distribution: AI can ensure an even distribution of workload among technicians, preventing burnout and ensuring that no single technician is overburdened or underutilized. This contributes to higher job satisfaction and retention rates among field service personnel. - Predictive Maintenance Scheduling: For industries that rely on preventive maintenance, AI can predict when equipment is likely to fail and schedule maintenance visits proactively. This reduces the likelihood of emergency repairs and downtime, saving costs and enhancing customer trust. ## The rise of field service mobile apps In recent years, field service mobile apps have emerged as a game-changer for organizations looking to optimize their field service operations. These apps have transformed the way field service teams work, enabling them to overcome the challenges mentioned earlier and deliver exceptional customer experiences. Field service mobile apps have become essential tools for technicians, managers, and dispatchers alike. By leveraging the power of mobile technology, these apps provide field service teams with real-time access to critical information, streamline communication and collaboration, and automate manual processes. With mobile apps, technicians can access customer data, equipment manuals, and work orders on the go, reducing the need for paperwork and minimizing errors. Managers can track technician location, monitor job status, and make informed decisions based on real-time data. Dispatchers can easily assign tasks, optimize routes, and communicate with technicians, ensuring smooth and efficient operations. To truly transform field service operations, mobile apps must offer a range of features that address the specific needs of field service teams. Some of the key features of effective field service mobile apps include: - Work Order Management: Mobile apps should allow technicians to access, update, and complete work orders in real-time, eliminating the need for manual paperwork and reducing the risk of errors. - Offline Capabilities: Field service mobile apps should offer offline functionality, allowing technicians to access critical information and complete tasks even in areas with limited or no internet connectivity. - Inventory Management: Mobile apps with integrated inventory management features help field service teams track parts usage, monitor stock levels, and ensure technicians have the right tools and materials to complete their tasks. By adopting field service mobile apps, organizations can reap numerous benefits. First, mobile apps increase productivity by streamlining processes, automating manual tasks, and providing technicians with the information they need to work more efficiently. Second, these apps enhance customer satisfaction by offering real-time updates, faster resolution times, and improved communication, enabling field service teams to deliver exceptional customer experiences and foster higher satisfaction and loyalty. Third, mobile apps help reduce operational costs by optimizing routes, minimizing paperwork, and improving inventory management, ultimately improving an organization’s bottom line. Finally, field service mobile apps provide managers with real-time data and analytics, empowering them to make informed decisions, identify trends, and continuously improve their field service operations. ## Implementing a field service mobile app Implementing a field service mobile app is a crucial step toward transforming your field service operations. To ensure a successful implementation, it’s essential to follow best practices, develop effective training and onboarding strategies, and measure the success and ROI of your mobile app. When implementing a field service mobile app, it’s important to define clear goals and objectives, involve key stakeholders, choose the right solution, test and pilot the app, and plan for change management. By defining your goals and objectives, you can ensure that the mobile app aligns with your organization’s needs and addresses specific challenges. Involving key stakeholders, such as technicians, managers, and IT staff, throughout the implementation process helps foster buy-in and ensures a smooth rollout. Selecting a mobile app that integrates with existing systems and offers the necessary features and functionality is crucial for streamlining your operations. Testing and piloting the app with a small group of users allows you to identify and address any issues before the full-scale implementation. Finally, developing a change management plan helps ensure a smooth transition and minimizes disruption to your field service operations. ### Streamline your field service operations with TrackVia Effective training and onboarding are crucial for the successful adoption of a field service mobile app. Providing comprehensive training sessions that cover all aspects of the mobile app, including its features, functionality, and best practices for use, is essential. Developing user guides, video tutorials, and other resources that technicians can refer to when using the mobile app helps support ongoing learning and proficiency. Fostering a culture of continuous learning by providing regular training updates, sharing best practices, and facilitating peer-to-peer knowledge sharing ensures that your field service team remains adaptable and proficient in using the mobile app. With the increasing prevalence of remote work, leveraging remote training options, such as webinars and virtual workshops, can be an effective way to onboard and train technicians who may not be able to attend in-person sessions. Measuring the success and ROI of your field service mobile app is essential for determining its effectiveness and justifying continued investment. Tracking productivity metrics, such as the number of work orders completed, average time to resolution, and technician utilization rates, helps assess the impact of the mobile app on productivity. Monitoring customer satisfaction scores, net promoter scores (NPS), and customer feedback provides insights into the app’s impact on customer experience. Measuring cost savings achieved through reduced paperwork, optimized routes, improved inventory management, and increased first-time fix rates helps demonstrate the financial benefits of the mobile app. Finally, monitoring user adoption rates and gathering feedback from technicians and managers helps identify areas for improvement and ensures the mobile app continues to meet the needs of your field service team. ## The future of field service mobile apps As technology continues to evolve at a rapid pace, the future of field service mobile apps looks incredibly promising. The integration of emerging technologies, such as artificial intelligence (AI), augmented reality (AR), and the Internet of Things (IoT), will revolutionize the way field service teams operate and interact with customers. AI-powered chatbots and virtual assistants will enable technicians to access expert knowledge and guidance in real-time, enhancing their problem-solving capabilities and reducing time spent on complex issues. AR technology will allow technicians to visualize and interact with equipment virtually, enabling remote collaboration and reducing the need for physical site visits. IoT sensors and connected devices will provide field service teams with predictive maintenance insights, allowing them to proactively address potential issues before they lead to downtime or customer dissatisfaction. As 5G networks become more prevalent, field service mobile apps will leverage faster data transfer speeds and lower latency to enable seamless communication, real-time data access, and remote collaboration, even in areas with previously limited connectivity. The future of field service mobile apps will also see a greater emphasis on data analytics and machine learning, enabling organizations to derive actionable insights from the vast amounts of data generated by their field service operations. These insights will help companies optimize resource allocation, predict customer needs, and continuously improve their service delivery. As the field service industry evolves, mobile apps will play an increasingly crucial role in driving efficiency, productivity, and customer satisfaction. Companies that embrace these emerging technologies and adopt innovative field service mobile app solutions, such as TrackVia, will be well-positioned to stay ahead of the curve and thrive in the competitive landscape of the future. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # How to Keep Field Operations Synchronized When Plans Change | TrackVia Source: https://trackvia.com/blog/how-to-keep-field-operations-synchronized-when-plans-change/ Article # How to Keep Field Operations Synchronized When Plans Change July 31, 202611 min read ## Every field operations leader asks some version of the same question: How can we keep the office, field crews, subcontractors, schedules, and job information synchronized when conditions change throughout the day? Field operations rarely follow the original plan for an entire day. That’s why having synchronized field operations can be crucial for project efficiency. One crew finishes early. Another job runs long. A subcontractor is delayed. Equipment becomes unavailable. An inspection uncovers additional work. Weather affects the schedule. A customer changes the scope. Change is normal. The real problem is that every change must be communicated across people, schedules, work orders, job records, and reporting systems that are often disconnected. It’s a coordination gap facing construction companies, energy and utility providers, healthcare organizations, gaming and hospitality operations, and any business that relies on field teams to execute work. The most effective way to keep field operations synchronized is to manage scheduling, work orders, mobile execution, and field reporting as one connected work-execution process. When every participant works from the same current operational record, the organization can respond to change without creating more calls, texts, spreadsheets, and manual updates. The best way to keep office teams, field crews, subcontractors, schedules, and job information synchronized is to manage them through one connected field operations workflow . Schedules, work orders, mobile updates, documentation, approvals, and reporting should update the same operational record so every participant receives current information as conditions change. ## Why field operations fall out of sync Field operations do not become disconnected because teams are unwilling to communicate. They become disconnected because important information is distributed across too many channels and systems. A typical operation may use a spreadsheet for scheduling, email for customer and project information, text messages for field updates, paper or PDF work orders, shared drives for photos, and separate systems for time tracking, billing, or reporting. Each tool may solve one part of the process. Together, however, they create multiple versions of the truth. A superintendent may know a job is delayed while the office schedule still shows it on time. A technician may complete additional work, but the billing team may never receive the details. A subcontractor may continue working from an outdated scope. The problem is not change. The problem is that the operational system does not change with it. ## What does synchronized field operations mean? Synchronized field operations means that office teams, crews, subcontractors, and managers are working from the same current information—and that a change in one part of the process automatically updates the other activities that depend on it. For example, when a project manager reassigns a work order, the schedule should update, the new crew should receive the assignment, the current job details should become available on mobile devices, and management reporting should reflect the change. The goal is not simply to communicate faster. It is to maintain one reliable operational record from the initial request through final completion. ## The hidden cost of disconnected field work When schedules, assignments, work orders, mobile updates, and reports are managed separately, teams spend more time reconciling information than executing work. The operational consequences often include delayed starts, double-booked crews, unnecessary travel, incomplete work orders, missed approvals, inconsistent field reports, billing delays, overtime, rework, and frustrated employees. These problems compound as the business grows. A process that appears manageable with two crews and a handful of projects can become a daily coordination burden across multiple regions, subcontractors, facilities, or job types. ## Common signs that operations are out of sync The pattern holds regardless of industry: a utility crew responding to an outage, a hospital facilities team managing work orders across buildings, a gaming property coordinating maintenance and compliance checks, or a contractor juggling multiple job sites. Different work, same warning signs: - Crews regularly call the office for job details. - Dispatchers rely on texts or calls to locate employees. - Multiple people maintain different versions of the schedule. - Field employees receive outdated instructions. - Project managers chase crews for progress updates. - Completed jobs remain open because documentation is missing. - Photos, forms, and approvals are difficult to locate. - Additional work does not reach billing promptly. - The same information is entered into multiple systems. - Leaders discover delays after they have already affected the project. ## Four capabilities that keep field operations synchronized Connected field operations require more than a shared calendar or mobile form. Four capabilities must work together throughout the day. ### 1. Live scheduling and crew coordination A field schedule must operate as a live coordination tool—not a static plan created at the beginning of the week. It should account for crew availability, employee qualifications, job priorities, subcontractor dependencies, travel, equipment, materials, inspections, and changes reported from the field. When scheduling is connected to execution, leaders can see whether work has started, whether it is progressing as expected, and whether another assignment will be affected. Reassigning a crew or changing a due date updates the underlying job instead of creating a new version of the plan in a spreadsheet or text thread. ### 2. Accurate, connected work orders A work order should be the operational source of truth for a job. It should contain the current scope, location, contacts, required skills, safety instructions, asset history, materials, attachments, inspections, approval requirements, and completion criteria. It should also move with the work. From request and prioritization through scheduling, assignment, mobile execution, review, billing, and closeout. When work orders are connected to schedules and field updates, teams no longer depend on manual handoffs to keep each job moving. ### 3. Mobile field execution Field employees need a simple way to access current assignments and update work where it happens. From a mobile device, they should be able to review job details, complete forms, record labor and materials, capture photos, document delays, collect signatures, complete inspections, and submit the job for approval. The mobile experience must reflect the employee’s role and the current stage of the job. A technician should not need to navigate an office-oriented system simply to find an address, upload a photo, or mark work complete. And offline capabilities are crucial for field teams working in remote areas that need access to work execution data. ### 4. Real-time reporting and visibility Real-time visibility begins with reliable data captured during execution. When field updates feed the same operational record, leaders can monitor jobs not yet started, work in progress, schedule risks, missing documentation, open issues, crew availability, completed work, inspections, and jobs ready for billing. The dashboard is the final layer. The real value comes from connecting every underlying activity so that management can identify problems while there is still time to act. ## What a connected work-execution process looks like A synchronized field operation connects the full lifecycle rather than digitizing isolated tasks. When these stages share the same operational data, each update can trigger the next action, notify the right person, and preserve a complete job history. ## How do you manage change without communication overload? Many organizations respond to operational change by adding more communication: more phone calls, texts, group chats, emails, and meetings. That may communicate the immediate change, but it does not necessarily update the schedule, work order, project record, approval process, or reporting dashboard. A better approach is to update the operational record and let the workflow initiate the appropriate communication. For example: - Changing an assignment notifies the new crew. - Moving a due date updates the schedule. - Reporting a delay alerts the project manager. - Completing a task triggers the next activity. - Discovering additional work launches an approval process. - Closing a work order makes labor, materials, and documentation available for billing. ## How do you keep subcontractors and vendors aligned? Subcontractors and vendors often sit outside the primary operating system, making them a common source of coordination gaps. They may receive information through email, spreadsheets, shared documents, or phone calls. When conditions change, it can be difficult to confirm that every external participant has the latest schedule, scope, and requirements. A connected workflow can provide role-specific access to assigned work, schedule changes, site instructions, required forms, progress updates, inspections, approvals, and submitted documentation—without exposing unrelated operational information. ## What should field reporting capture? Field reporting should tell the organization what happened, what changed, and what requires attention. It should not become isolated paperwork that must be reviewed and re-entered manually. - Work completed - Crew members and labor hours - Subcontractors on site - Equipment and materials used - Weather and site conditions - Photos and attachments - Inspections and safety observations - Delays and their causes - Quality issues or additional work - Approvals, signatures, and open questions - Work planned for the next shift or day When this information updates the associated job, project, work order, asset, or customer record, field reporting becomes an operational tool—not just an archive. ## Why traditional point solutions can still leave gaps Scheduling tools, project management systems, field service platforms , computerized maintenance management systems, and enterprise resource planning systems each solve important problems. The challenge is that many organizations need a work-execution process that spans several of these categories. A rigid point solution may manage one stage well but leave teams connecting the remaining stages through spreadsheets, email, or manual integration. Field operations leaders therefore need to evaluate not only individual features, but whether the platform can support an end-to-end field project workflow from request through reporting and closeout. ## How TrackVia connects field operations and work execution TrackVia provides one connected operational platform for organizations whose field processes are too complex for spreadsheets and too specialized for rigid, one-size-fits-all software. Instead of deploying a separate application for every workflow, organizations can use TrackVia to connect scheduling, work orders, mobile execution, inspections, assets, inventory, approvals, reporting, and other operational processes around the way work actually gets done. ## Why TrackVia is a strong fit - Keep schedules and assignments connected: Configure schedules around job types, locations, crew availability, priorities, qualifications, and business rules. Changes can update the associated work and notify the people affected. - Create work orders around your process: Centralize job information, requirements, status, documentation, approvals, labor, materials, and history within a workflow that reflects how your organization executes work. - Give crews a practical mobile experience: Provide role-specific access to current assignments, forms, photos, notes, inspections, signatures, and completion actions from the field. - Automate handoffs and escalation: Use alerts, approvals, business rules, and triggered actions to move work forward and highlight exceptions without relying on employees to manually communicate every downstream impact. - See operations in real time: Build dashboards and reports from the same records teams update throughout the day, helping managers identify delays, missing information, capacity constraints, and work ready for the next step. - Connect existing systems: Integrate field workflows with accounting, ERP, payroll, inventory, CRM, and other systems so information can be captured once and used across the operational lifecycle. - Adapt as requirements change: Modify applications, forms, rules, and reporting as customers, regulations, teams, or operating models evolve. TrackVia is especially well suited for organizations that need more than a standard scheduling or work-order application. Construction companies, energy and utility providers, facilities organizations, manufacturers, healthcare facilities, gaming and hospitality operators, and public agencies may all execute field work differently. TrackVia allows each organization to configure processes, mobile experiences, approvals, integrations, and reporting around its operating model while maintaining one connected record behind the scenes. ## Keep every part of field work moving together Field operations do not become difficult because schedules change. They become difficult when every change must be manually communicated across disconnected systems. Organizations that connect scheduling, work orders, mobile execution, field reporting, and operational visibility can respond to change instead of reacting to it. The office sees what is happening. Field teams receive current information. Managers identify problems earlier. Completed work moves to the next step faster. The organization maintains a complete record from the initial request through closeout. That is what synchronized field operations look like—and it is exactly what TrackVia is built to enable. ## Connect your field operations with TrackVia Bring scheduling, work orders, mobile execution, field reporting, and operational visibility together in one connected platform. Meet with a TrackVia solution expert to explore how your organization can synchronize field work, eliminate disconnected processes, and keep jobs moving as conditions change. ## Frequently Asked Questions ### What is field operations management? Field operations management is the coordination of people, schedules, work orders, equipment, information, and reporting required to perform work outside a central office. It connects planning in the office with execution at job sites and other field locations. ### How do you improve communication between office and field crews? Improve office-field communication by managing schedules, assignments, work orders, field updates, documentation, and reporting within one connected workflow. Updating the operational record is more reliable than communicating changes only through calls, texts, or email. ### What should construction field operations software include? Construction field operations software should include scheduling, crew assignments, work orders, mobile data collection, photos, forms, inspections, notifications, approvals, dashboards, reporting, and integration capabilities. ### How does mobile work-order software help field crews? Mobile work-order software gives crews access to current schedules, job instructions, site information, forms, history, photos, and completion requirements. It also lets employees document work and update job status directly from the field. ### How do you manage last-minute schedule changes? Use a live schedule connected to crew assignments and work orders. When an assignment or date changes, the affected employees should receive updated information while the job record, workflow, and reporting remain synchronized. ### How can contractors track work across multiple job sites? Contractors can standardize job-status updates and field reporting within a central platform. Dashboards can then show work in progress, delays, crew assignments, inspections, missing documentation, and completed work across every location. ### How do you get field crews to submit reports consistently? Make reports role-specific, mobile-friendly, and part of the work-completion process. Use structured forms, prepopulated job information, required fields, photo capture, and automated reminders to reduce effort and improve consistency. ### Can field operations software integrate with accounting and ERP systems? Yes. A configurable field operations platform can connect with accounting, ERP, payroll, inventory, CRM, and other systems through integration tools and APIs. The objective is to capture information once and reuse it throughout the operational lifecycle. ### What is the difference between field-service software and a configurable field operations platform? Traditional field-service software generally provides a predefined process for dispatching and completing service jobs. A configurable field operations platform allows organizations to build workflows around unique schedules, work types, approvals, forms, inspections, reporting, and integration requirements. ### Why is TrackVia a strong solution for field operations TrackVia combines configurable workflows, mobile data collection, automated actions, dashboards, reporting, and integration capabilities. It allows organizations to connect scheduling, work orders, field execution, inspections, assets, inventory, and reporting in one operational environment. ### Does field operations software work for compliance-heavy industries like energy, healthcare, or gaming? Yes. Compliance-heavy industries need documented, auditable records of schedules, work orders, inspections, and approvals. A connected, configurable field operations platform captures this information as work happens — not after the fact — so energy, healthcare, gaming organizations and public agencies can meet compliance and audit requirements without separate manual tracking. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # How to Track Assets Across Multiple Locations | TrackVia Source: https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/ Article # How to Track Assets Across Multiple Locations Without Losing Visibility August 8, 202612 min read ## For field service organizations, knowing what equipment you own is only the beginning. You also need to know: Where is it? Who has it? Is it available? What condition is it in? When was it last serviced? And where is it supposed to go next? Those questions become increasingly difficult to answer when assets move between warehouses, service vehicles, technicians, customer locations, facilities, and job sites. A spreadsheet might work when everything is stored in one building. But once hundreds or thousands of assets begin moving across locations and crews, keeping an accurate record becomes an operational challenge. So, how do you track assets across multiple locations? The most effective approach is to maintain one centralized asset record that connects each asset to its current location, assigned person or crew, status, condition, movement history, and maintenance history – and allows field teams to update that information from wherever the asset is being used. That gives operations teams more than an inventory list. It creates a real-time view of the assets supporting work across the organization. ## What is multi-location asset tracking? Multi-location asset tracking is the process of monitoring and managing physical assets across multiple facilities, warehouses, vehicles, job sites, customer locations, and field teams from a centralized system. Unlike a basic inventory list, multi-location asset tracking maintains an operational record of each asset, including information such as current location, assigned employee or crew, asset status, availability, condition, movement history, inspection history, maintenance history, upcoming service requirements, and supporting documents and photos. For field service organizations , that distinction matters. An asset rarely stays in one place. A generator may move from a warehouse to a service vehicle to a customer location and then to another project. A specialized tool may move between technicians. A piece of equipment may remain at a remote site for months before returning for maintenance. Asset tracking needs to follow those movements. ## Why is tracking assets across multiple locations so difficult? The problem usually is not that organizations have no asset records. It is that their asset information is fragmented. One location maintains a spreadsheet. Another has its own list. Technicians text equipment updates to supervisors. Maintenance records live somewhere else. Equipment transfers may be written down – or simply communicated verbally. Over time, the official asset record and operational reality begin to diverge. The system says an asset is at the warehouse. The warehouse says a technician has it. The technician says it was transferred to another crew last week. And nobody can immediately confirm which answer is correct. That creates a deceptively simple but expensive problem: the organization owns the asset, but it does not have reliable operational visibility into the asset. ## What happens when you cannot see assets across locations? ### Crews waste time looking for equipment Technicians and supervisors may call other crews, search storage areas, or contact the office simply to determine where an asset is. That is time they are not spending completing work. ### Equipment gets purchased unnecessarily If operations cannot determine whether an asset is available at another location, teams may rent or purchase equipment they already own. ### Jobs can be delayed A scheduled job may require a specific tool, vehicle, or piece of equipment. Discovering on the morning of the job that the required asset is at another site can disrupt the schedule before work begins. ### Accountability becomes unclear When equipment moves between people and locations without a recorded transfer, determining who last had it becomes difficult. ### Preventive maintenance gets missed Location is not the only important asset attribute. An organization also needs to know whether an asset is available and ready to work. Equipment that is overdue for maintenance, calibration, or inspection can create downtime, safety issues, and compliance problems. ### Utilization becomes difficult to understand An organization may own dozens of similar assets while still struggling with availability. Without accurate assignment and usage data, leaders cannot easily tell which equipment is heavily utilized, which is sitting idle, and where additional capacity is actually needed. ## What information should you track for every field asset? A useful asset record should answer more than “What is this?” It should answer: What is it, where is it, who is responsible for it, what condition is it in, and what has happened to it? - Asset ID - Serial number - Asset type - Manufacturer and model - Current location - Assigned employee or crew - Assigned project or customer - Status and condition - Purchase date and warranty information - Photos, documents, and manuals - Inspection records - Maintenance history and schedule - Calibration requirements - Usage or meter readings - Transfer history - Retirement or disposal information The goal is to create a single operational record for the asset throughout its lifecycle. Instead of searching several systems to determine where an asset is and whether it is ready for use, employees can access one current record. ## How do you track equipment moving between locations? Every meaningful asset movement should update the asset’s record. For example: ### Typical movement path Each transfer should answer three basic questions: 1. Where is the asset now? 2. Who is responsible for it? 3. When did that change occur? ## Should you use QR codes, barcodes, or GPS for asset tracking? There is no single tracking technology that is right for every asset. The right method depends on the value, mobility, and operational importance of the equipment. ### QR codes and barcodes QR codes and barcodes work particularly well for tools, equipment, parts, and other assets that employees physically interact with. A technician can scan an asset using a mobile device to check it out, transfer it, assign it to a job, update its location, record its condition, complete an inspection, access maintenance history, or return it. ### GPS tracking GPS can be valuable for mobile, high-value assets such as vehicles, trailers, generators, heavy equipment, and mobile machinery. GPS answers the physical-location question well, but coordinates alone do not tell operations who is responsible for the asset, whether it is available, whether it is operational, or whether maintenance is due. GPS data is most useful when it becomes part of a broader asset record. ### Mobile field updates Some asset information cannot be generated automatically. A technician may need to report damage, wear, failed inspections, meter readings, maintenance performed, missing components, photos, or notes. Mobile asset tracking allows those updates to happen where the equipment is actually being used. ## Why spreadsheets struggle with multi-location asset tracking Spreadsheets are often where asset tracking begins. For a small operation, that can work. The problem appears as the number of assets, locations, and users increases. Imagine an organization with 2,000 assets operating across eight locations and 50 field employees. Every day, assets may be checked out, returned, reassigned, transferred, inspected, serviced, damaged, or retired. A spreadsheet was not designed to coordinate all of those simultaneous operational events. - No automatic alerts or workflow - Multiple versions of the asset list - Overwritten or delayed updates - Duplicate records - Missing transfer history - Inconsistent naming - Limited mobile usability - Manual reporting - Difficulty controlling access ## How can field teams keep asset information accurate? Asset tracking systems are only valuable if field teams actually update them. That makes mobile usability critical. A technician should not need to return to a laptop or send an email to update an asset. - Scan an asset - View its record - Update the location - Transfer responsibility - Change its status - Record condition - Take photos - Complete an inspection - Record maintenance - Report a problem The easier the update is, the more likely it happens when the asset actually moves. Asset visibility is only as accurate as the last update. TrackVia’s mobile capabilities allow field employees to access and update operational information from their devices, including offline work where configured, with information synchronized when connectivity is available. ## Asset tracking should include condition – not just location Knowing where equipment is does not necessarily mean you can use it. Two identical pumps can sit in the same warehouse while one is available and ready for deployment and the other is waiting for repair after failing an inspection. That is why effective field asset tracking should combine location + status + condition + maintenance. An operations manager asking “What equipment is available near this job?” needs the system to exclude equipment that is under repair, out of service, reserved elsewhere, awaiting inspection, overdue for maintenance, or missing required certification. ## How does maintenance connect to asset tracking? Every asset has a history, and that history becomes much more valuable when maintenance is connected directly to the asset record. A technician should be able to open an asset and see previous inspections and repairs, open issues, maintenance completed, upcoming preventive maintenance, meter readings, parts replaced, photos, and service documentation. Maintenance can also be triggered by calendar dates, usage, equipment condition, inspection results, meter readings, or reported problems. The organization does not just know where the asset is. It knows whether the asset is ready for work. ## What should a multi-location asset tracking system provide? ### 1. One centralized asset register Every location and field team should work from the same underlying asset records. ### 2. Location and assignment tracking Teams should be able to see where an asset is, who has it, and what job or site it supports. ### 3. Mobile access Field employees should be able to update asset information where work happens. ### 4. QR code or barcode scanning Scanning should make identifying and updating equipment faster and less error-prone. ### 5. Movement history The organization should be able to see how an asset moved between locations, crews, and projects. ### 6. Condition and maintenance history Location, inspection, condition, and maintenance information should be connected. ### 7. Reporting and operational visibility Managers should be able to see asset availability, ownership, condition, maintenance status, and utilization across locations. ## Why TrackVia for multi-location asset tracking? TrackVia is particularly well suited for field service organizations that need more than a basic equipment database. It provides a configurable platform for connecting asset location, condition, assignments, inspections, maintenance, and field activity in one operational system. - Maintain centralized asset records - Track asset assignments by location or team - Update assets as they move or are reassigned - Use location information where appropriate - Scan barcodes and QR codes from mobile devices - Capture photos and field documentation - Record asset condition through inspection forms - Schedule preventive maintenance - Maintain maintenance histories - Track the asset lifecycle from acquisition through retirement - Create alerts and automated workflows - Build dashboards around asset status and availability - Connect asset information with other operational systems The goal is not simply to create a better list of assets. It is to connect asset information to the work those assets support. ## Why configurability matters for field asset tracking Not every field service organization manages assets the same way. A construction contractor may track heavy equipment, trailers, and specialized tools across projects. An energy or utility organization may track equipment across service territories, facilities, and crews. A healthcare facilities team may manage equipment across buildings, floors, and departments. A hospitality or gaming organization may need visibility across properties and maintenance teams. A manufacturer may need to connect production equipment with inspections, maintenance, and parts. The asset record may be similar. The workflow around it is not. TrackVia allows organizations to configure forms, workflows, mobile experiences, approvals, alerts, reports, and integrations around the way they actually operate. ## From asset tracking to asset operations There is an important distinction between knowing where something is and managing it effectively. For field service organizations, the second question is ultimately more valuable. An asset is useful when it is available when needed, at the right location, assigned to the right team, properly maintained, safe and compliant, fully utilized, and ready to support the next job. ## How TrackVia connects assets with field operations TrackVia can connect asset tracking with the workflows surrounding field work. A field employee can scan an asset and pull up its current record, see relevant information, document condition, complete an inspection, capture photos, or update status. If a problem is discovered, the workflow can initiate the appropriate next action. - Take the asset out of service - Alert a supervisor - Create maintenance work - Reassign another asset - Capture an approval - Update availability - Record the repair - Return the asset to service The same asset record continues through the process, reducing the need to re-enter information or piece together the asset’s history from separate systems. ## The best way to track assets across multiple locations The best multi-location asset tracking strategy is not simply to put a GPS tracker on everything or move an asset spreadsheet into the cloud. It is to create one connected asset record that follows equipment wherever operations take it. - What it is - Where it is - Who has it - What condition it is in - Whether it is available - What has happened to it - What needs to happen next When field teams can update that information from where the work occurs, operations leaders gain a reliable view across warehouses, facilities, vehicles, customer locations, crews, and job sites. That is the difference between keeping an asset list and actually managing assets – and it is exactly the kind of connected field workflow TrackVia is designed to support. ## Take control of assets across every location See how TrackVia can connect asset tracking, inspections, maintenance, and field operations in one configurable platform. Schedule a TrackVia demo to see how your organization can improve asset visibility across every crew, site, and location. ## Frequently Asked Questions ### What is asset tracking? Asset tracking is the process of recording and monitoring physical assets such as equipment, tools, vehicles, and machinery. Modern asset tracking systems can maintain information about an asset’s location, assignment, condition, status, maintenance history, and lifecycle. ## How do you track assets across multiple locations? Maintain a centralized asset register that records each asset’s current location, assignment, status, and movement history. Field teams should be able to update asset records from mobile devices as equipment moves between warehouses, vehicles, crews, customer sites, and other locations. ## What is multi-location asset tracking? Multi-location asset tracking is the centralized management of physical assets distributed across multiple sites, facilities, warehouses, vehicles, projects, or field teams. It provides a unified view of what assets exist, where they are located, and who is responsible for them. ## What is the best way to track field equipment? The appropriate tracking method depends on the asset. QR codes and barcodes work well for equipment employees regularly handle, while GPS can provide automated location data for mobile, high-value equipment. Many organizations use multiple tracking technologies connected to a centralized asset management system. ## Can you use QR codes for asset tracking? Yes. QR codes can provide a fast way for employees to identify assets and update their records using mobile devices. A scan can support checkout, transfer, inspection, maintenance, condition reporting, and return workflows. ## What is the difference between asset tracking and asset management? Asset tracking primarily focuses on identifying assets and knowing their location and assignment. Asset management is broader and can include condition, utilization, maintenance, cost, compliance, and lifecycle information. For field operations, connecting both provides a more complete picture of whether equipment is available and ready for work. ## What information should an asset tracking system contain? An asset tracking system commonly contains an asset ID, serial number, type, model, location, assigned employee or crew, status, condition, purchase and warranty information, movement history, inspections, maintenance history, and supporting documentation. ## Can asset tracking software replace spreadsheets? For organizations managing large numbers of assets across multiple locations, asset tracking software can eliminate many limitations of spreadsheet-based tracking. It can provide centralized records, mobile updates, movement histories, permissions, alerts, scanning, workflow automation, and reporting that are difficult to maintain reliably in spreadsheets. ## How does asset tracking help field service organizations? Asset tracking helps field service organizations know where equipment is, who has it, whether it is available, and whether it is ready for work. Better visibility can reduce time spent searching for equipment, unnecessary purchases or rentals, missed maintenance, and job delays caused by unavailable assets. ## What should I look for in field service asset tracking software? Look for centralized asset records, multi-location support, mobile access, QR or barcode scanning, assignment tracking, movement history, condition tracking, inspections, maintenance management, reporting, workflow automation, and integration capabilities. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Overcoming Resistance to a New Workflow System | TrackVia Source: https://trackvia.com/blog/implementing-workflow-management-system/ Article # Overcoming Resistance to Change: Implementing a Workflow Management System May 14, 20243 min read Implementing a workflow management system can revolutionize the way your business operates, leading to increased efficiency, productivity, and profitability. By automating processes , reducing manual errors, and improving collaboration, a workflow management system can help your organization stay competitive in today’s fast-paced business environment. However, introducing any new system or process can be met with resistance from employees who are comfortable with the status quo. Change can be intimidating, and employees may fear the unknown or worry about how the new system will impact their daily work. In this blog post, we’ll explore strategies for overcoming resistance to change and ensuring a smooth transition when implementing a workflow management system. ## Communicating the benefits and involving employees Before introducing the new system, it’s crucial to clearly communicate the benefits it will bring to the organization and individual employees. Highlight how the workflow management system will streamline processes, reduce manual errors, and make their jobs easier. Share real-world examples of how similar systems have positively impacted other companies, and emphasize the competitive advantage it will provide. Engage employees from the start by involving them in the planning and implementation process. Seek their input, listen to their concerns, and incorporate their feedback. When employees feel heard and valued, they are more likely to support the change and take ownership of the new system. Consider forming a cross-functional team of employees to help guide the implementation process and act as advocates for the change. ## Training and addressing concerns One of the main reasons employees resist change is the fear of the unknown. To alleviate this fear, provide comprehensive training sessions to help employees understand how to use the workflow management system effectively. Offer hands-on demonstrations, user guides, and ongoing support to build their confidence and proficiency with the new tool. Consider using a variety of training methods, such as in-person sessions, online tutorials, and peer-to-peer coaching, to cater to different learning styles. Proactively identify potential concerns employees may have about the new system, such as fear of job loss or increased workload. Address these concerns head-on by transparently discussing how the system will impact their roles and responsibilities. Emphasize that the goal is to enhance their work experience, not replace them. Provide reassurance that the organization is committed to supporting them throughout the transition and beyond. ## Celebrating successes and leading by example As the workflow management system is implemented, celebrate the successes and milestones along the way. Recognize employees who quickly adapt to the new system and showcase the positive results achieved. Share stories of how the system has improved efficiency, saved time, or enhanced customer satisfaction. Celebrating wins helps build momentum and encourages others to embrace the change. Leadership plays a crucial role in overcoming resistance to change. Managers and executives should lead by example, actively using the workflow management system and demonstrating its value. When employees see their leaders embracing the change, they are more likely to follow suit. Encourage leaders to communicate the importance of the system regularly and to provide ongoing support and guidance to their teams. ## Ongoing support and continuous improvement Change is an ongoing process, and employees may need continued support as they adapt to the new workflow management system. Offer resources such as a dedicated help desk, user forums, or mentorship programs to ensure employees have the support they need to succeed. Encourage employees to provide feedback and suggestions for improvement, and be open to making adjustments as needed. Continuously monitor the performance of the workflow management system and measure its impact on key metrics such as productivity, efficiency, and employee satisfaction. Use this data to identify areas for improvement and to make data-driven decisions about future enhancements. By committing to continuous improvement, you demonstrate to employees that their input is valued and that the organization is dedicated to optimizing the system for long-term success. ## Conclusion Implementing a workflow management system can be a game-changer for your business, but it’s essential to approach the change with a strategic plan for overcoming resistance. By communicating the benefits, involving employees, providing training, addressing concerns, celebrating successes, leading by example, and offering ongoing support, you can ensure a smooth transition and unlock the full potential of your workflow management system. Remember, change is a journey, not a destination. By fostering a culture of continuous improvement and empowering employees to be active participants in the process, you can build a resilient, adaptable organization that embraces change and thrives in the face of new challenges. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # How Mobile Workflow Solutions Are Shaping Industries | TrackVia Source: https://trackvia.com/blog/mobile-workflow-solutions-shaping-industries/ Article # How Mobile Workflow Solutions are Shaping Industries March 25, 20246 min read Do you ever feel like you’re constantly playing catch-up in the business world? Like everyone else has figured out some secret formula for success, and you’re still trying to crack the code? Well, buckle up because we’re about to let you in on a little secret weapon that’s been hiding in plain sight: mobile workflow solutions. You might be thinking, “Mobile what now?” Don’t worry; we’ve got you covered. Mobile workflow solutions are like having a superhero sidekick for your business, helping you tackle tasks faster and more efficiently than ever before. They’re the tools that are quietly changing the game across different industries, from construction and healthcare to manufacturing and field services. Imagine being able to track your team’s progress on a project from anywhere, at any time, with just a few taps on your smartphone. Or having instant access to important customer data while you’re out in the field, without having to lug around piles of paperwork. That’s the power of mobile workflow solutions, and it’s not just a pipe dream – it’s happening right now, in businesses just like yours. So, if you’re ready to join the mobile workflow revolution and give your business the competitive edge it deserves, keep reading. We’re about to take you on a wild ride through the world of mobile workflows, and trust us – it’s a game-changer. ## Industries benefiting from mobile workflow solutions Mobile workflow solutions are the unsung heroes that keep construction and engineering projects running smoothly in today’s fast-paced world. Project managers and team members can stay on top of every detail, regardless of their location, with real-time updates and seamless collaboration at their fingertips. Mobile workflows ensure that everyone is on the same page, eliminating missed deadlines and communication breakdowns while maintaining safety and compliance. These solutions enable construction professionals to make informed decisions quickly, adapt to changes on the fly, and ultimately deliver projects on time and within budget. Healthcare professionals are also recognizing the transformative power of mobile workflows in revolutionizing patient care. Doctors and nurses can access critical patient information instantly, and communication among healthcare teams is effortless and instantaneous. Mobile solutions allow healthcare providers to focus on delivering top-notch care to their patients without getting bogged down by paperwork and administrative tasks . By streamlining processes and enhancing communication, mobile workflows contribute to improved patient outcomes, reduced medical errors, and increased overall efficiency in healthcare settings. In the fast-paced realm of manufacturing and logistics, mobile workflows are the secret weapon for staying ahead of the competition. These solutions help companies optimize their operations, from inventory management and asset tracking to supply chain management and warehouse operations. By providing real-time data and insights, mobile workflows enable manufacturers to make informed decisions, reduce waste, and improve overall efficiency. In the logistics sector, mobile solutions streamline the entire supply chain, from warehouse management to transportation and delivery. With features like real-time tracking, route optimization, and electronic proof of delivery, mobile workflows help logistics companies provide superior service to their customers while reducing costs and increasing profitability. Mobile workflows are also transforming the field services and maintenance industry, unlocking a new level of efficiency and customer satisfaction. Technicians can tackle more jobs in less time while providing top-notch service that keeps customers coming back for more, thanks to seamless scheduling and dispatch. Mobile solutions provide field service professionals with instant access to customer information, work orders, and technical documentation, enabling them to diagnose and resolve issues quickly. By automating processes and reducing paperwork, mobile workflows help field service companies improve response times, increase first-time fix rates, and enhance overall customer experience. As businesses across various industries continue to adopt mobile workflow solutions, the benefits become increasingly clear. These solutions not only streamline processes and improve efficiency but also foster innovation and growth. By empowering employees with the tools they need to work smarter and faster, mobile workflows contribute to increased productivity, better decision-making, and ultimately, a competitive edge in today’s digital landscape. ## Key benefits of implementing mobile workflow solutions Implementing mobile workflow solutions offers a wide range of benefits that can transform the way businesses operate, regardless of their industry. One of the most significant advantages is the increased mobility and flexibility that these solutions provide. With mobile workflows, employees can access critical information anytime, anywhere, using their smartphones or tablets. This means that they can work remotely, on-the-go, or from any location, without being tied to a desk or office. This level of flexibility not only improves work-life balance but also enables businesses to respond quickly to changing circumstances and make decisions in real-time. Another key benefit of mobile workflow solutions is enhanced data accuracy and consistency. By eliminating manual data entry and paper-based processes, these solutions reduce the risk of errors and inconsistencies that can occur when information is transferred between different systems or people. Mobile workflows ensure that data is captured accurately at the source and automatically synced across all relevant systems, providing everyone with access to the most up-to-date information. This not only saves time and reduces the need for manual data reconciliation but also improves the overall quality and reliability of business data. Mobile workflow solutions also foster improved collaboration and communication among team members. With features like real-time messaging, file sharing, and task assignment, these solutions enable employees to work together seamlessly, regardless of their location. This level of collaboration is particularly valuable for businesses with distributed teams or remote workers, as it ensures that everyone is aligned and working toward the same goals. By facilitating faster decision-making and problem-solving, mobile workflows can help businesses respond more quickly to opportunities and challenges, ultimately driving better business outcomes. Implementing mobile workflow solutions can also lead to significant cost savings and a higher return on investment (ROI) for businesses. By automating processes and reducing manual labor, these solutions can help companies streamline their operations and reduce operational costs. For example, by automating data entry and eliminating paper-based processes, businesses can save time and money on printing, storage, and distribution of physical documents. Additionally, by improving efficiency and productivity, mobile workflows can help businesses complete projects faster and bring products or services to market more quickly, leading to increased revenue and profitability. Moreover, mobile workflow solutions can provide businesses with valuable insights and analytics that can inform decision-making and drive continuous improvement. By capturing data in real-time and providing visibility into key metrics and performance indicators, these solutions can help businesses identify areas for optimization and make data-driven decisions. This level of insight is particularly valuable for businesses looking to stay ahead of the competition and adapt to changing market conditions. ## TrackVia’s mobile workflow solutions TrackVia is a leading provider of mobile workflow solutions that empower businesses to streamline their operations, improve efficiency, and drive growth. TrackVia’s platform is designed to be highly customizable and scalable, allowing businesses to tailor their workflows to their specific needs and requirements. Whether you’re a small startup or a large enterprise, TrackVia’s solutions can be adapted to fit your unique business processes and goals. One of the key advantages of TrackVia’s platform is its no-code development capabilities. With TrackVia, businesses can quickly and easily build and deploy mobile workflows without the need for expensive IT resources or specialized coding skills. This level of flexibility and agility is particularly valuable for businesses operating in fast-paced, dynamic environments where the ability to adapt quickly is essential. TrackVia’s mobile workflow solutions are also designed to integrate seamlessly with existing systems and tools, helping to break down data silos and ensure that everyone has access to the information they need, when they need it. Security and data protection are top priorities for TrackVia, with the company’s platform built on a robust security framework that includes encryption, access controls, and regular security audits. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Rolling Out TrackVia’s App Insights™ Feature | TrackVia Source: https://trackvia.com/blog/rolling-out-trackvias-app-insights-feature/ Article # Rolling out TrackVia’s App Insights™ Feature July 1, 20242 min read TrackVia Admin, we’ve got something special for you to celebrate with our most recent release. App Insights is the foundation of a robust new capability, allowing admin to manage application resources across their entire organization from one convenient location. At TrackVia we know, just as well as you, that maintaining visibility into all the moving parts of a suite of apps can be a daunting & time-consuming task. That’s why we’re on a mission to consolidate information pertaining to core application features in one easy-to-access page visible to Super Administrators of the system. For the first version of App Insights, you’ll be able to quickly locate all Application Scripts, Notifications, and Scheduled Shares within your account, making updates and issue resolution more streamlined than ever; and this is just the beginning! ## Commonly asked questions At TrackVia we believe in making the accomplishment of routine tasks available to all, so the core features within App Insights are accessible by all TrackVia Super Administrators. To access App Insights, simply click on the “App Overview” dropdown in your Admin Toolbar to reveal a link to App Insights: Can my Application Admin have access to Insights for their Apps? For this version of App Insights, access is limited to Super Administrators. However, we are looking to expand access and introduce additional features in an upcoming release, which leads us to another frequently asked question… Up next, our team is working on removing the toil associated with lengthy field audits and application maintenance by providing better visibility into where fields are referenced in your apps (e.g. what Views, Forms, Calculations, or Scripts reference this field?). Beyond that, our Product and Design team have a long list of features we look forward to bringing to the product, including: - Better visibility into integrations/microservices/webhooks configured on your account - Better visibility into User/Role/User Group associations - Insight into application performance - Insights into the most frequently, and least frequently accessed resources - More robust user audits - In-App Production Changelogs Are there other features you would love to see tracked in App Insights? Or do you have an opinion on which of these features would be the most valuable for your organization? [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Service Ticket Management: Best Practices | TrackVia Source: https://trackvia.com/blog/service-ticket-management-best-practices/ Article # Service Ticket Management: Best Practices March 26, 20247 min read Delivering exceptional customer service is more critical than ever. One of the key components of providing top-notch support is efficient service ticket management. Service tickets are the lifeblood of any customer support operation, serving as the primary means of communication between customers and support teams. However, managing these tickets can be a complex and time-consuming process, especially as organizations grow and the volume of requests increases. Inefficient service ticket management can lead to a host of problems, including longer response times, decreased customer satisfaction, and reduced productivity among support staff. On the other hand, streamlining your service ticket management processes can help you provide faster, more effective support, ultimately leading to happier customers and a healthier bottom line. In this blog post, we’ll dive into the world of service ticket management, exploring best practices and strategies for optimizing your processes. Whether you’re a small business just starting out or a large enterprise looking to improve your customer support operations, this guide will provide you with valuable insights and actionable tips to help you streamline your service ticket management and deliver exceptional customer experiences. ## Understanding service ticket management Before we dive into best practices and strategies, let’s take a moment to understand the fundamentals of service ticket management. A service ticket, also known as a support ticket or help desk ticket, is a record of a customer’s request for assistance or a reported issue. These tickets can originate from various channels, such as email, phone, chat, or web forms, and they serve as the primary means of communication between customers and support teams. The lifecycle of a service ticket typically involves several stages. First, a customer submits a request or reports an issue, which is then logged as a new ticket in the system. The ticket is then assigned to a support agent or team based on factors such as the nature of the request, the customer’s priority level, or the agent’s expertise. The assigned agent works on resolving the issue, communicating with the customer as needed to gather additional information or provide updates. Once the issue is resolved, the ticket is closed, and the resolution is documented for future reference. An effective service ticket management system should include several key components. First and foremost, it should provide a centralized platform for logging, tracking, and managing tickets. This platform should be easy to use and accessible to all relevant stakeholders, including support agents, managers, and customers. It should also include features such as automated ticket routing, prioritization, and escalation to ensure that tickets are handled efficiently and effectively. In addition to these core features, a robust service ticket management system should also provide tools for collaboration and communication among team members. This can include features such as internal notes, comments, and attachments, as well as integrations with other communication tools such as chat or video conferencing. Finally, the system should provide robust reporting and analytics capabilities, allowing managers to track key metrics such as ticket volume, response times, and customer satisfaction scores. ## Common challenges in service ticket management While service ticket management is essential for delivering exceptional customer support, it’s not without its challenges. Many organizations struggle with inefficient processes, lack of visibility, and other issues that can hinder their ability to provide timely and effective support. Let’s take a closer look at some of the most common challenges in service ticket management. One of the biggest challenges is inefficient processes and workflow bottlenecks. When tickets are handled manually or with outdated systems, it can lead to delays, errors, and inconsistencies. Support agents may struggle to prioritize tickets effectively, leading to longer response times and decreased customer satisfaction. Additionally, manual processes can be time-consuming and prone to human error, further compounding the problem. Another common challenge is a lack of visibility and communication. When tickets are spread across multiple systems or channels, it can be difficult for support teams to get a clear picture of the overall volume and status of requests. This lack of visibility can lead to duplication of effort, missed deadlines, and other issues that can negatively impact the customer experience. Additionally, poor communication among team members can lead to confusion, delays, and inconsistent responses to customer inquiries. Prioritizing and assigning tickets can also be a significant challenge, particularly for larger organizations with high ticket volumes. Without clear guidelines and automated processes in place, it can be difficult to ensure that the most urgent and important tickets are handled first. This can lead to longer response times for high-priority issues and decreased customer satisfaction. ## How do I streamline my daily operations? Now that we’ve explored some of the common challenges in service ticket management, let’s dive into best practices and strategies for streamlining your processes. By implementing these practices, you can overcome common challenges, improve efficiency, and deliver exceptional customer experiences. ### Implement a centralized ticketing system One of the most important steps in streamlining service ticket management is implementing a centralized ticketing system. This system should serve as a single source of truth for all customer inquiries and support requests, regardless of the channel through which they originated. By consolidating all tickets into a single platform, you can improve visibility, reduce duplication of effort, and ensure that nothing falls through the cracks. ### Define clear workflows and processes In addition to implementing a centralized ticketing system , it’s important to define clear workflows and processes for handling tickets. This should include guidelines for prioritizing and assigning tickets, as well as standard operating procedures for responding to customer inquiries and resolving issues. By establishing clear processes, you can ensure consistency and efficiency across your support team. ### Leverage Automation and AI Another key strategy for streamlining service ticket management is leveraging automation and artificial intelligence (AI). Automated ticket routing and prioritization can help ensure that tickets are assigned to the right agents based on factors such as skills, availability, and workload. Additionally, AI-powered chatbots and self-service portals can help reduce the volume of tickets by providing customers with instant answers to common questions and issues. ### Foster a culture of collaboration Effective service ticket management requires strong collaboration and communication among team members. Encourage your support agents to work together to resolve complex issues and share knowledge and best practices. Use collaboration tools such as internal notes, comments, and chat to facilitate communication and ensure that everyone is on the same page. ### Utilize reporting and analytics Finally, it’s essential to utilize reporting and analytics to track key metrics and identify areas for improvement. Monitor metrics such as ticket volume, response times, resolution rates, and customer satisfaction scores to gauge the effectiveness of your support operations. Use this data to identify trends, pinpoint areas for optimization, and make data-driven decisions to continuously improve your processes. ## Case study: Large utility construction company To illustrate the impact of streamlining service ticket management, let’s take a look at the real-world success story of a large utility construction company in the Northeast. This company provides services for the utility, power, gas distribution, water, and communications industries. Prior to implementing a new service ticket management system, the company struggled with many common challenges. The utility construction company’s processes relied heavily on paper forms, hand drawings, spreadsheets, and phone calls. To complete a single installation, multiple employees would pass a single paper form between each other several times over many days for each phase of the implementation. Surveyors would hand draw the work-site for the installation crew, and once an installation was complete, project managers would manually type the information into a billing system. This billing process took an average of six days per installation. To address these challenges, the company implemented TrackVia’s workflow management platform. With TrackVia, they digitized their installation process, allowing surveyors to capture work-site details, including geo-location, pictures, notes, and potential obstacles, directly in the mobile app. Workers could also use the app to send alerts to supervisors and document safety risks or incidents. The data collected throughout an installation became immediately available to the payroll, invoicing, and project management teams, eliminating the need for manual data entry and improving communication with customers. The company also built a reporting dashboard within TrackVia to track progress, productivity, and employee performance metrics. Since implementing TrackVia, the utility construction company has seen significant improvements in its service ticket management operations. They built a billing app that reduced invoicing time from six days to just hours—an 80% improvement. The company also increased productivity, improved their billing cycle, and gained visibility, resulting in more efficient, responsive, and decisive business operations. A senior executive at the company stated, “ TrackVia has truly changed the game on software development and deployment. We created and rolled out a custom, mobile workflow app with limited resources in a very short period of time. We’re quickly seeing tremendous business value from our TrackVia apps. “ ## Conclusion In today’s fast-paced business environment, efficient service ticket management is crucial for delivering exceptional customer experiences and maintaining a competitive edge. As we’ve seen throughout this post, organizations face numerous challenges when it comes to managing service tickets, including inefficient processes, lack of visibility, difficulty in prioritizing and assigning tickets, and poor reporting and analytics. However, by implementing best practices and leveraging the right tools and technologies, companies can overcome these challenges and streamline their service ticket management processes. Implementing a centralized ticketing system, defining clear workflows and processes, leveraging automation and AI, fostering a culture of collaboration, and utilizing reporting and analytics are all key strategies for success. Ready to take your service ticket management to the next level? Explore TrackVia’s workflow management platform and discover how it can help you streamline your processes, improve visibility, and achieve operational excellence. With TrackVia, you’ll have the tools and capabilities you need to transform your service ticket management and deliver unparalleled value to your customers. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # The Next Chapter for Field Operations | TrackVia Source: https://trackvia.com/blog/the-next-chapter-for-field-operations/ Article # The Next Chapter for Field Operations October 1, 2026Aylin Basom4 min read *Why we’re building toward intelligence, not just software.* Every operations leader I talk to is confronting some version of the same challenge. The work is becoming more complex. Skilled labor remains difficult to find. Customers expect faster service, greater visibility and better outcomes. And operations teams are being asked to accomplish more, often without increasing headcount. You cannot solve that challenge simply by adding more people. The organizations that are pulling ahead are finding ways to get more from the people, processes and systems they already have. That’s the problem TrackVia was built to solve, and it’s why I want to talk not only about what we are introducing today, but where we are going next. ## Software that runs the work, and now starts to understand it For years, TrackVia’s role has been straightforward: give operations heavy organizations one place to run the work that can’t afford to go wrong. Work orders. Inspections. Assets. Field operations. The record of what happened, where it happened and who did it. That foundation is not changing. The flexibility to shape TrackVia around the way your operation actually runs is still one of the primary reasons customers choose us. What’s changing is what we can now do with everything that foundation has captured. Every workflow your team has run through TrackVia, every inspection, every closed work order, every asset record, creates operational knowledge. Historically, that knowledge has lived inside the TrackVia system. Increasingly, we believe it should help tell you what is happening across your operation, what deserves attention and where you may need to act. That’s the shift behind today’s release, and the direction we are building toward well beyond it. ## Starting from what’s already proven Part of that shift is making it faster to put TrackVia to work in the first place. Our platform includes pre-built modules for many of the workflows operations teams run every day, work orders, inspections, asset and site operations and preventive maintenance. These modules are informed by years of experience supporting thousands of practitioners who’ve already configured TrackVia around their own operations. You’re not starting from a blank page. You’re starting from something proven, and then shaping it around the way your team works. That foundation matters more now than ever, because it’s also what makes the next evolution possible. ## Bringing AI into the work you’re already doing Today we’re introducing [TrackVia MCP](https://trackvia.com/solutions/ai/), a standard way to connect TrackVia with the AI assistant your team already uses: Claude, ChatGPT, Copilot, Gemini, or whichever one you’ve already trusted. The goal is not to force customers to adopt another standalone AI tool. It is to allow the AI tools customers already trust to interact with TrackVia in a secure, governed way, helping users work with applications, workflows and operational information while respecting the permissions and controls already in place. Nothing should change simply because AI is present. Users remain in control. Alongside MCP, we’re rolling out [TrackVia IRIS](https://trackvia.com/solutions/ai/), our AI for operational intelligence. TrackVia IRIS lets your team ask a question in plain language and get an answer straight from your own TrackVia data, without leaving the platform or waiting on a report. It’s read only. It answers questions. It doesn’t take action on its own, and it doesn’t replace anyone doing the work. It just gets the answer to the person who needs it, faster. ## Still built for wherever the work happens None of this matters if it doesn’t work where operations actually happen. For many of our customers, the most important work doesn’t take place behind a desk. It happens on job sites, in plants, across facilities, in warehouses and in the field. That’s why we continue investing significantly in mobile. We’ve rebuilt our Android app experience on a modern foundation, and we remain committed to capabilities such as offline access because many of the environments our customers operate in do not have reliable connectivity. Operational intelligence is only useful if the person who needs it can access it where the work is actually being done. ## This is a step, not a finish line I want to be clear about what today represents. This is a meaningful step. It is not the end of the plan. TrackVia IRIS starts with the ability to answer questions accurately, transparently, and based on trusted operational data. That is the right place to start. Over time, we believe IRIS can do more. Helping teams move from asking what happened, to identifying patterns and issues, understanding what deserves attention, receiving recommendations and eventually helping automate appropriate actions and workflows. We’re not there yet, but that is the direction we are building toward. And throughout that evolution, the principles that made TrackVia valuable in the first place will remain; configurability, control, security, and the ability to adapt the platform around the way your operation actually works. Our customers have spent years building real operational knowledge into TrackVia. Our next chapter is about helping you get much more intelligence from that knowledge, and ultimately helping your teams turn that intelligence into action. Thank you for building with us, for challenging us to be better, and for trusting TrackVia with the work that matters most to your operation. *Aylin Basom CEO, TrackVia* [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### Best Practices for Modern Field Operations Read more ](https://trackvia.com/blog/best-practices-for-modern-field-operations/) [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # TrackVia Achieves FedRAMP Moderate Equivalency | TrackVia Source: https://trackvia.com/blog/trackvia-fedramp-ready-status/ Article # TrackVia Achieves FedRAMP Moderate Equivalency for Its Government Workflow Platform March 3, 20262 min read UPDATE, 18 September 2026: this announcement covers FedRAMP Moderate Equivalency, assessed by Schellman in March 2026. It is not an authorization. For current status, TrackVia Government is FedRAMP Class C (Moderate) Certified, effective 23 September 2026, and is listed as Certified on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/) (listing FR2619646960) under the Agency path. See [the certification announcement](https://trackvia.com/press/trackvia-government-achieves-fedramp-class-c-certification/). DENVER, CO / March 3, 2026 / TrackVia, a leading low-code workflow management platform, today announced that TrackVia Government has achieved FedRAMP® Moderate Equivalency following a comprehensive independent assessment by Schellman, a leading FedRAMP-accredited Third Party Assessment Organization (3PAO). The company also confirmed its intent to pursue traditional FedRAMP Authorization through the FedRAMP Program Management Office (PMO). “Achieving FedRAMP Moderate Equivalency for a low-code solution like TrackVia is a major milestone, opening the door to digital modernization at velocity and scale,” said Nate Allen, CEO of TrackVia. “Federal agencies and prime contractors need technology partners that meet the highest security standards without slowing them down. Our 3PAO assessment confirmed full compliance with every required control – and we intend to pursue full FedRAMP authorization through the PMO. In the meantime, agencies and primes can move forward today knowing TrackVia Government has been rigorously validated to handle the sensitive work their missions demand.” The milestone validates that TrackVia Government meets the FedRAMP Moderate baseline security controls, including controls defined under NIST SP 800-53. This level of compliance satisfies the requirements outlined in the December 2023 DoD CIO memorandum on FedRAMP Moderate Equivalency for Cloud Service Offerings, which established stricter standards for cloud service providers storing, processing, or transmitting Controlled Unclassified Information (CUI). With FedRAMP Moderate Equivalency in place, TrackVia Government is equipped to support defense contractors and agencies handling CUI, helping them meet DFARS 252.204-7012 cloud security requirements and positioning them on a stronger path toward Cybersecurity Maturity Model Certification (CMMC) Level 2 compliance – an increasingly critical requirement for organizations competing for DoD contracts. TrackVia produced an official Body of Evidence – including its System Security Plan, Security Assessment Plan, Security Assessment Report, and supporting documentation – independently validated by Schellman against the full FedRAMP Moderate baseline. Prospective and current customers are encouraged and invited to request and review the complete Body of Evidence and 3PAO assessment documentation. TrackVia Government is deployed on Second Front’s Game Warden platform, which provides a secure DevSecOps enclave with IL2-IL6 hosting options and FedRAMP High Authority to Operate (ATO). This infrastructure foundation, combined with TrackVia’s independently validated security controls, gives federal agencies and prime contractors a clear, confident path to adoption. TrackVia Government helps federal prime contractors and agencies digitize operational workflows – inspections, compliance tracking, field reporting, asset management, and program management – with a platform that operations teams can configure themselves, without heavy IT investment or multi-year implementation timelines. TrackVia Government is available through Carahsoft and established contract vehicles including NASA SEWP V and NASPO ValuePoint. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # TrackVia Government: AI-Ready Work Management | TrackVia Source: https://trackvia.com/blog/trackvia-government-announcement/ Article # TrackVia Brings Modern AI-Ready Work Management to Government Operations September 24, 20252 min read New government solution helps agencies and partners better track programs and mission-related work processes with greater efficiency, visibility and compliance. Denver, CO — September 24, 2025 — TrackVia, the leading low-code work management platform for streamlining sophisticated field and operational processes, today introduced TrackVia Government, a specialized offering for U.S. agencies and prime contractor partners. Designed to meet the rigorous and dynamic compliance standards of government-funded work, TrackVia’s secure, drag-and-drop platform enables government teams and their industry partners to configure tailored applications quickly—without writing code or requiring heavy IT investment. Common use cases include managing federal contracts and subcontracts, tracking project milestones and staffing, overseeing field operations, streamlining program delivery, and automating audits. “TrackVia Government is key to unlocking greater efficiency and transparency across government-funded programs,” said Nate Allen, CEO of TrackVia. “A low-code solution like TrackVia Government is exceptionally powerful in the public sector where mission and operational needs are often highly unique and dynamic. Off-the-shelf software is too rigid and custom solutions take too long or cost too much.” With built-in mobile, automation, and real-time reporting capabilities, TrackVia Government represents a major opportunity toward infusing modern-day technology into the public sector where operational efficiency and oversight are more critical than ever. Strategic Partnership with Second Front TrackVia Government is deployed in partnership with Second Front (2F), a public-benefit software company that enables faster, more secure development and deployment of software across government and regulated networks. “Partnering with TrackVia to deliver their low-code platform into the FedRAMP ecosystem shows the power of collaboration to drive innovation,” said Mamie Cruse, EVP of Mission Success at Second Front. “By leveraging our accredited DevSecOps platform, 2F Game Warden, alongside TrackVia’s flexibility and controls, we’re enabling government teams and contractors to accelerate delivery, adapt to mission needs, and scale their work with speed, security, and confidence.” TrackVia Government is built on 2F’s Game Warden, which provides a secure enclave with IL2—IL6 hosting options and FedRAMP High Authority to Operate (ATO). TrackVia Government is listed on the FedRAMP Marketplace as Certified for FedRAMP Class C (Moderate) under the Agency path, following assessment by Schellman, a leading FedRAMP-accredited Third Party Assessment Organization (3PAO). TrackVia is an AI ready operational platform that helps organizations transform complex workflows into structured data, operational intelligence, and measurable outcomes. Organizations use TrackVia to improve visibility, accountability, compliance, and execution across mission-critical operations. Through configurable applications, automation, AI-powered capabilities, and secure deployment options including FedRAMP environments, TrackVia enables organizations to digitize and modernize operational processes without the cost and complexity of traditional software development. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # What Is Field Service Management? | TrackVia Source: https://trackvia.com/blog/what-is-field-service-management/ Article # What is Field Service Management? March 22, 20246 min read Field service management (FSM) is a comprehensive approach to managing and optimizing the operations of field service teams. These teams, often consisting of technicians, engineers, or specialists, are responsible for delivering on-site services to customers. FSM encompasses a wide range of activities, including scheduling and dispatching work orders, tracking inventory, managing customer communication, and ensuring timely and efficient service delivery. In today’s highly competitive business environment, delivering exceptional customer service is more critical than ever. Customers expect prompt, efficient, and reliable service, and failing to meet these expectations can lead to lost business and damaged reputation. This is where field service management comes into play. By implementing a robust FSM system, businesses can streamline their field service operations, improve resource utilization, and enhance overall customer satisfaction. Effective FSM enables companies to: - Respond quickly to customer requests and emergencies - Optimize schedules and routes for field service teams - Provide real-time updates and communication to customers - Gather valuable data for analysis and continuous improvement - Ensure technicians have the right tools and inventory to complete jobs Moreover, as businesses increasingly adopt digital transformation strategies, FSM solutions have become essential tools for staying competitive. By leveraging advanced technologies such as mobile apps, artificial intelligence, and Internet of Things (IoT) devices, companies can further optimize their field service operations and gain a significant edge in their respective markets. In the following sections, we will delve deeper into the various aspects of field service management, exploring its key components, challenges, benefits, and best practices to help businesses thrive in today’s dynamic landscape. ## Understanding field service management Field service management (FSM) is a strategic approach to managing and optimizing the end-to-end process of delivering on-site services to customers. It involves coordinating and streamlining various aspects of field service operations, including work order management, scheduling and dispatching, inventory management, and customer communication. The primary goal of FSM is to ensure that field service teams can deliver timely, efficient, and high-quality services to customers while maximizing resource utilization and minimizing costs. ### Key components of field service management The key components of field service management are essential in ensuring the smooth operation and optimization of field service teams. Work order management is a crucial aspect, involving the creation, assignment, and tracking of work orders throughout their entire lifecycle, from the initial customer request to completion and invoicing. Effective FSM systems also optimize the scheduling and dispatching of field service teams, taking into account factors such as technician skills, location, and availability, ensuring that the right technician is sent to the right job at the right time. Inventory management is another critical component of FSM, ensuring that technicians have access to the necessary tools, parts, and inventory to complete their tasks on-site, minimizing delays and return visits. Mobile workforce management is also essential, with many FSM solutions including mobile apps that enable field technicians to access job information, update work order status, and communicate with the back office in real-time, enhancing efficiency and productivity. Customer communication is a vital aspect of FSM, with systems facilitating seamless communication with customers, providing them with updates on service progress, estimated arrival times, and post-service follow-ups, leading to improved customer satisfaction. Finally, reporting and analytics are crucial components of FSM, with solutions generating valuable data and insights that help businesses track key performance indicators (KPIs), identify areas for improvement, and make data-driven decisions to optimize their field service operations. Field service management is applicable across a wide range of industries, including: - Telecommunications and utilities: Companies that install, maintain, and repair telecom and utility infrastructure, such as cable networks, power grids, and water systems. - HVAC and plumbing: Businesses that provide heating, ventilation, air conditioning, and plumbing services to residential and commercial customers. - Manufacturing and equipment maintenance: Companies that offer on-site installation, maintenance, and repair services for industrial equipment and machinery. - Healthcare and medical equipment: Organizations that provide on-site medical equipment maintenance, calibration, and repair services. - IT and technical support: Businesses that offer on-site IT support, hardware installations, and network setup services. - Construction and facilities management: Companies that manage and maintain buildings, facilities, and construction sites. ## Common FSM implementation challenges One of the primary challenges in field service management is efficiently scheduling and dispatching technicians to customer sites. Factors such as technician availability, skill sets, location, and estimated job duration must be considered to optimize schedules and minimize travel time. Without an effective scheduling system, businesses may face issues such as overbooking, understaffing, or sending technicians with the wrong skill set to a job, leading to delays and customer dissatisfaction. Field service operations generate a vast amount of data, including work order details, technician performance, customer information, and inventory levels. Managing and analyzing this data can be overwhelming without the right tools and processes in place. Inconsistent or inaccurate data entry can lead to poor decision-making and inefficiencies. Additionally, generating meaningful reports and insights from the data can be time-consuming and require specialized skills, making it challenging for businesses to leverage the full potential of their data. To overcome these challenges, businesses need to invest in robust field service management solutions like TrackVia . TrackVia’s powerful platform streamlines processes, automates tasks, and provides real-time visibility into operations, enabling companies to tackle the complexities of field service management head-on. With TrackVia, businesses can optimize scheduling and dispatching, improve inventory management, facilitate seamless communication, and leverage valuable data insights to drive continuous improvement. By addressing these challenges with TrackVia’s comprehensive field service management solution, companies can enhance their field service efficiency, reduce operational costs, and deliver exceptional customer experiences. TrackVia empowers businesses to take control of their field service operations, giving them the tools and insights they need to succeed in today’s competitive landscape. ## Best practices in field service management Embracing a mobile-first approach is essential for effective field service management. By equipping technicians with mobile devices and apps, businesses can enable real-time access to job information, customer data, and inventory levels. Mobile-first solutions allow technicians to update work order status, capture customer signatures, and generate invoices on-site, reducing paperwork and improving accuracy. TrackVia’s mobile app empowers field service teams to stay connected and productive, even when offline, ensuring seamless service delivery and customer satisfaction. To maximize the benefits of field service management, it’s essential to ensure seamless integration with existing systems, such as ERP, CRM, and accounting software. Integration allows for the automatic exchange of data between systems, reducing manual data entry and ensuring accurate and up-to-date information across the organization. TrackVia’s Open API and pre-built integrations make it easy for businesses to connect their field service management solution with their existing technology stack, creating a cohesive and efficient ecosystem. By adopting these best practices and leveraging TrackVia’s powerful field service management capabilities, businesses can optimize their operations, improve technician productivity, and deliver exceptional customer experiences. TrackVia’s flexible and customizable platform empowers companies to streamline processes, automate tasks, and gain real-time visibility into their field service operations, driving success in today’s competitive market. ## Conclusion As businesses continue to navigate the complexities of managing field service operations, it is crucial to recognize the value of adopting a robust field service management solution. By investing in the right tools and technologies, companies can streamline processes, automate tasks, and gain real-time visibility into their operations. This not only leads to increased efficiency and productivity but also enables businesses to deliver exceptional customer experiences and build long-lasting relationships with their clients. If you are looking for a powerful and flexible field service management solution, look no further than TrackVia. TrackVia’s platform is designed to help businesses of all sizes overcome the challenges of field service management and achieve operational excellence. With its mobile-first approach, workflow automation capabilities, and seamless integration with existing systems, TrackVia empowers companies to optimize their field service operations and drive success. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Optimize Your Business with Advanced Work Order Management | TrackVia Source: https://trackvia.com/blog/work-order-management/ Article # Optimize Your Business with Advanced Work Order Management April 12, 20248 min read Work order management (WOM) is a pivotal system in streamlining maintenance tasks, prioritizing responsibilities, and optimizing resources within an organization. It revolves around a systematic approach for controlling every aspect of maintenance tasks from their initiation to completion, ensuring minimal downtime, extended asset life, and adherence to safety and industry standards. The foundation of effective WOM lies in detailed work orders that outline maintenance, repairs, or inspections, acting as crucial tools for documentation, prioritization, and resource allocation, pivotal for achieving operational efficiency and maintaining compliance. Incorporating advanced technologies like data analytics, inventory management, and CMMS (Computerized Maintenance Management System) into work order management systems enhances service delivery by facilitating preventive maintenance and ensuring seamless integration with existing facilities management systems. These modern solutions not only increase efficiency but also support customization and adaptability, further driving sales and reducing costs and inefficiencies . As businesses strive toward operational excellence, embracing these advancements in work order management becomes indispensable for those reliant on heavy equipment and machinery in industries such as manufacturing and construction. ## The evolution of work order management The evolution of work order management (WOM) reflects the broader technological advancements across industrial revolutions, each adding layers of sophistication to how organizations manage maintenance and operations. Initially, the first industrial revolution in 1784 introduced basic mechanization through steam and water power, setting the stage for more complex systems. By the time of the second industrial revolution in 1870 , the addition of electricity allowed for mass production and brought about the initial concepts of efficiency and system management in industrial work. As technology progressed, the late 1960s marked the third industrial revolution, introducing computers and automation into the industrial landscape. This era saw the birth of the first generation of Computerized Maintenance Management Systems (CMMS), which utilized punch cards and mainframe computers. These systems were primarily limited to large organizations due to their complexity and cost. The subsequent generations of CMMS evolved through the late 1960s to the early 1980s , transitioning from basic digital storage to more sophisticated systems capable of managing extensive data across computer terminals and minicomputers. The real transformation in WOM, however, began with the advent of the fourth industrial revolution around 2010 , which integrated smart technology like IoT, AI, and machine learning. This era not only enhanced the capabilities of CMMS but also made these systems more accessible and effective, supporting real-time monitoring and decision-making. The latest, sixth generation of CMMS, is cloud-based and mobile, offering extensive scalability and connectivity, which is crucial for modern enterprises aiming to leverage data analytics and IoT for enhanced operational efficiency. ## Features of work order management systems ### Automation and Integration 1. Automation Enhancements : Modern work order management systems (WOMS) leverage automation to streamline processes, significantly enhancing efficiency and customer satisfaction . Features like intelligent dispatching automate dispatching for all work orders, while automated scheduling ensures equipment is kept in operational order. 2. Comprehensive Integration Capabilities : Integration with industry-leading CRM, ticketing, accounting, and other apps allows for a seamless flow of information across departments, enhancing operational coherence and data accuracy. WOMS also integrates with eCommerce platforms like Shopify and Magento, ensuring real-time information sync and automated order routing . ### Real-time tracking and mobile accessibility 1. Real-Time Operational Visibility : Modern WOMS offer dashboards and real-time tracking features that provide up-to-the-minute updates on work order status, resource allocation, and inventory levels , enabling timely decision-making and intervention. 2. Enhanced Mobile Functionality : Mobile applications for field technicians provide access to job details at the job site , which is crucial for on-the-go updates and efficient job management. This feature supports real-time visibility and decision-making, reducing downtime and increasing productivity . ### Advanced reporting and customer management 1. Dynamic Reporting Tools : Advanced analytics and reporting tools are integral to modern WOMS , helping businesses identify trends, bottlenecks, and areas for improvement. These tools generate intelligent reports that aid in optimizing operations and reducing errors. 2. Robust Customer Management Features : Systems like TrackVia and Field Promax offer extensive customer management features, including a customer portal, mobile field service, and tools for managing customer interactions and relations, thereby improving service delivery and customer satisfaction . ## Impact on service delivery ### Enhancing efficiency and productivity Work Order Management Systems (WOMS) significantly streamline service workflows, incorporating intelligent automation that enhances overall efficiency. By minimizing errors and speeding up processes such as approval, billing, invoicing, and communication with contractors, these systems ensure a smoother operational flow. Additionally, the ability to schedule, track performance, and manage job completion in real time optimizes productivity throughout the duration of the service tasks. ### Reducing costs and improving customer satisfaction The implementation of mobile work order management systems not only streamlines the assignment of work orders to technicians but also provides real-time updates, which reduce manual efforts and errors, thereby enhancing communication and response times. This improved efficiency directly correlates with reduced operational costs , as it optimizes performance, extends equipment lifespan, and lowers expenses related to emergency repairs and maintenance delays. Furthermore, real-time tracking and automated notifications significantly improve customer satisfaction by ensuring timely and accurate issue resolution, which enhances customer loyalty. ### Compliance and proactive management Advanced work order management systems maintain comprehensive records that are essential for regulatory compliance and proper documentation. These systems also provide dynamic reporting tools and actionable insights , which help in identifying trends and making informed decisions for proactive management. By facilitating preventive maintenance and regular upkeep , these systems reduce the likelihood of expensive repairs and equipment breakdowns, thus extending the overall lifespan of the assets. ## Integration with existing systems ### Seamless system communication Integrating work order management systems with existing business systems such as CRM and ERP facilitates seamless communication across different software solutions. This integration allows data to flow smoothly between systems, eliminating data silos and redundant data entry , thereby enhancing overall operational efficiency. ### Enhanced decision-making and scalability Through integration, organizations gain actionable insights that enable informed decision-making. This helps in identifying trends , anticipating customer needs , and effectively allocating resources . Moreover, integration fosters scalability and adaptability , allowing businesses to seamlessly scale operations and adapt to changing business requirements , which is crucial in today’s dynamic market environments. ### Overcoming integration challenges Despite the benefits, integration poses challenges such as interoperability , data quality , vendor support , and security. Addressing these requires careful planning, robust system architecture, and strict adherence to security protocols . Solutions include engaging IT teams in planning and documentation, rigorous testing , prioritizing data quality , and ensuring robust security measures are in place to facilitate a smooth integration process. ## Choosing a work order management software ### Essential considerations for selecting work order management software When selecting the ideal Work Order Management Software (WOMS) for your organization, it is crucial to evaluate several key factors that ensure the system aligns with your operational needs and enhances efficiency. First, a mobile application is essential as it enables access to the platform from anywhere, facilitating on-the-go management of tasks. Automated scheduling features support preventive maintenance, ensuring equipment runs at peak efficiency. Additionally, the software should offer comprehensive asset history logs to aid in operational decision-making and improve long-term asset management. ### Pricing models and cost implications Understanding the cost structure of WOMS is vital for budget planning. Many platforms employ a subscription-based pricing model, which could be billed monthly, annually, or on a multi-annual basis. The fees per user can range significantly, from as low as $20 per month to over $100 per month , depending on the features and scalability offered. This variability highlights the importance of comparing different WOMS to find one that offers the best value for your specific needs. ### Overcoming common misconceptions It’s important to address common misconceptions about WOMS; many believe these systems are prohibitively expensive, complex to implement, and could lead to job losses. However, the reality is that when properly selected and implemented, WOMS streamline operations, enhance efficiency, and can even support job creation by reallocating resources to more critical tasks. Therefore, dispelling these myths is crucial for organizations considering WOMS to make informed, confident decisions about upgrading their operational tools. ## Conclusion Through the exploration of advanced work order management (WOM), its evident transformation aligns with technological evolution, significantly impacting operational efficiency, resource management, and customer satisfaction. The integration of intelligent automation, real-time monitoring, and predictive analytics within these systems not only optimizes the workflow but also remarkably enhances service delivery. This orchestration of advanced technologies within work order management systems heralds a new era of operational excellence, pushing the boundaries of what businesses can achieve in terms of efficiency and customer service. The journey from basic mechanization to the integration of smart, cloud-based technologies illustrates a remarkable trajectory in work order management. The significance of selecting the right WOM software cannot be overstated, as it plays a pivotal role in scaling operations, reducing costs , and ensuring seamless service delivery . As organizations strive toward attaining operational brilliance and sustainability, the adoption and adept integration of advanced work order management systems stand out as a beacon of innovation, symbolizing the next step in the evolution of organizational management and efficiency. ## FAQs 1. What are some effective ways to enhance my work order management system? To improve your work order management process, consider the following steps: - Standardize the process for submitting work orders. - Automate work orders wherever feasible. - Set achievable deadlines for maintenance tasks. - Ensure work orders are assigned to appropriate personnel. - Keep track of all work orders. - Clearly communicate the work order process to all relevant parties. 2. What strategies can be employed to manage orders efficiently? Effective order management involves several key actions: - Define the customer’s requirements clearly. - Commit to fulfilling the order as promised. - Produce the product, either by manufacturing or procuring it. - Deliver the product to the customer promptly. - Respond by providing updates and information throughout the order cycle. 3. Can you explain what work order management entails? Work order management is a methodical process used to handle and execute maintenance work orders efficiently to reduce the downtime of assets. Successful completion of work orders relies on the availability of various maintenance resources, including assets, parts, personnel, and financial resources. 4. What does order optimization involve? Order optimization refers to the use of an integrated platform designed to maximize profitability on each order while ensuring customer satisfaction. The term is focused on achieving the best balance between cost and service delivery. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # You Outgrew What Replaced the Spreadsheet | TrackVia Source: https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/ Article # You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. August 24, 202612 min read Somewhere between three and five years ago, your team did the responsible thing. The spreadsheets had gotten dangerous: version conflicts, one person who understood the formulas, a monthly reconciliation nobody enjoyed. So you bought a low-code platform, ran an implementation, trained everybody, and moved the work into it. And for a while, that was clearly better. Then the edges started showing. A workflow that didn’t fit the module, so someone built a tracker beside it. A field crew that needed to work without signal, so they got a second app with a second login. A renewal quote higher than last year’s, for a system that does what it did last year. And then the part that stings: an email thread with an Excel attachment, doing the job the platform was supposed to be doing. None of that means the original decision was wrong, and it doesn’t mean your team is bad at software. It usually means something simpler: the tool fits most of your operation, and you have been quietly paying for the part it doesn’t fit. ## Renewal season doesn’t create the problem. It’s just when the workarounds finally show up on an invoice. We spend most of our time with operations teams who have already been through one low-code platform migration and are weighing whether to go through another. Here’s the sequence that shows up almost every time, what the workarounds actually cost, the five questions worth answering before you re-sign, and why the spreadsheet coming back is a measurement rather than a discipline problem. ## The pattern is the same in almost every low-code platform migration Different industries, different platforms, different team sizes. The sequence rarely varies: 1. The spreadsheets stop scaling, and the team buys a platform to replace them. 2. The platform covers most of the workflow. The rest goes somewhere else: the exceptions, the adjacent process, the thing unique to how your operation actually runs. 3. Licensing is priced in tiers, so the team pays for a seat count it doesn’t have, or jumps a tier connect another department. 4. Field work turns out to need offline capture, and offline turns out to be a separate app, a separate vendor, or a separate line item. 5. Renewal arrives higher. Nobody can point to what got better. And the side spreadsheets are back , doing the 20% the platform never absorbed. Step five is the one worth sitting with. The spreadsheet coming back isn’t a discipline problem, and it isn’t nostalgia. It’s a measurement. It tells you exactly where the platform stopped fitting, and it tells you what your team is willing to do manually rather than fight the tool over. ## What the workarounds actually cost The license fee is the number everyone looks at. It’s rarely the expensive part. Usage-based pricing grows with your workload, not with your value. In the vertical-specialist corner of the market, pricing frequently keys off volume: projects, contract value, records processed. Read that structure carefully: your cost rises because your business did more work, not because the platform delivered more. A good year becomes a budget conversation. Offline as a bolt-on is two systems wearing one name. Native offline mobile capture is genuinely uncommon among low-code platforms. Several well-known platforms deliver it by licensing a separate mobile product from another vendor. That works until you’re paying two subscriptions, maintaining the integration between them, and chasing a sync failure across a vendor boundary when a day of inspections doesn’t come back. And the reconciliation never ends. When part of the process lives outside the system of record, someone re-keys it, accounting cleans up what the field entered twice, and a report gets built by hand because the data lives in three places. That cost never appears on a renewal quote, because it’s paid in your team’s hours instead of your budget line. Reviewers of the more rigid platforms describe the end state plainly: teams whose work doesn’t match the platform’s core shape “revert to side emails and Excel.” Not abandonment — reversion. ## Five things to check before you renew your low-code platform ### 1. Does the data model match how your operation actually works? This is the least visible question and the most decisive one. Real operations are full of many-to-many relationships: one site with many assets, one asset inspected by many crews, one crew working across many contracts, one exception touching all of it. Platforms built on flat tables or fixed templates handle that by making you flatten it: duplicate records, a concatenated key field, a naming convention everyone has to remember. Flattening isn’t neutral. It’s where the data-entry errors come from, and it’s why the missing relationship gets rebuilt in a spreadsheet three months after go-live. - A relational engine that models many-to-many relationships and connections across applications directly, without a workaround pattern - Neither extreme: not a blank canvas where you build everything from nothing, and not a rigid vertical suite that fits only one workflow shape - Opinionated starting templates plus real configurability, so you get a head start you aren’t then trapped inside - A path for the exceptions, since the exceptions are usually where the margin lives If your process has to be flattened to fit the tool, your team will rebuild the missing part in a spreadsheet — and you’ll be paying for both. ### 2. Is offline native, or licensed from somebody else? Ask the direct version of this question: is the mobile app built by the same company, on the same data model, as the platform? Or is it a partner product with a connector between them? It matters most on the worst days. The remote site, the basement mechanical room, the rural route, the facility whose Wi-Fi is down because that’s precisely why you’re there. Field capture that only works with a signal is field capture that fails when it counts. - Photo capture, routing, exceptions, approvals, and reporting all working without a connection, not just a read-only cached view - Records queued locally and synced on reconnect, with visible sync status so nobody wonders whether the day’s work made it - One vendor, one login, one system of record, rather than a core platform plus a patched-in mobile app - No separate contract, and no second integration to maintain, for the capability your field team uses every single day Your field crews shouldn’t need two logins and a hope for signal. ### 3. Does the price scale with your operation? Pricing structure tells you who the platform was designed for. Volume-based pricing means your growth is their upside, on a curve you don’t control and often can’t forecast. - Growth that tracks the size of your operation, not a forced jump to the next tier because you hired two people - Renewal math you can model a year out, before you sign, rather than discover - Structure transparent enough that you can hand it to finance and have them understand it in one pass Pay for the team you have. Not the team their pricing model assumes you’ll grow into. ### 4. What happens to the workflows outside the main lane? Vertical platforms are hard to beat inside their vertical. That’s real, and they’re great for linear use cases. The question is what your operation looks like at the edges of that vertical. Most companies aren’t one clean workflow. A construction firm also runs fleet, warranty, safety, subcontractor onboarding, and equipment maintenance. A facilities organization runs inspections, route-based service, capital projects, and compliance reporting. A platform built around one industry’s project structure handles the flagship process well and leaves the rest to email. - One platform that flexes across facilities, route-based services , inspections , and industrial workflows, instead of a point tool per process - Genuine capacity for the adjacent, custom, and regulated workflows that sit just outside any pre-built model - Templating, so one region’s or division’s working process can be copied and adapted in an afternoon rather than rebuilt - An honest inventory: list every process currently living in a spreadsheet or a shared drive, and ask which of them the platform would actually absorb Great at one thing. Everything else, you’re back to spreadsheets. ### 5. Can the people who own the process change it? Every operation needs a change that wasn’t in the original scope: a new field after a near-miss, a new approval step after an audit finding, a new form because a customer wants their inspections documented differently. The only question that matters is how long that takes, and who has to be involved. If the answer is a vendor ticket, a developer’s sprint, or a professional-services quote, then the real cost of the low-code platform isn’t the license. It’s the changes your team decides not to bother requesting. - Forms, fields, logic, and routing configured by the program staff who own the process, with no code and no developer queue - New workflows added without disturbing the ones already running in production - An interface an inspector or technician can learn in a shift, not a training week - Automatic assignment and routing, so nobody spends the first hour of the day dividing up a list - Capture once in the field and it’s in the system of record, with no double entry anywhere in the chain ### And what if you work in regulated or federally funded environments? This part usually belongs to IT and security rather than to operations, but it’s worth knowing before it becomes a blocker. Ask for the specific status, not the adjective: “enterprise-grade” and “certified and reliable” mean nothing without something checkable attached. So here is ours, stated plainly: TrackVia Government is listed on the FedRAMP Marketplace as Certified at Class C (Moderate), effective 23 September 2026. Certification is the FedRAMP designation; an agency Authority to Operate is granted separately by each agency, and the distinction matters when you are comparing vendors, including this one. What exists today, and what your reviewer can actually test: field-level access controls, governance APIs, customer-managed encryption keys, and multi-year audit retention, as platform capabilities rather than premium add-ons. ## The reframe: you’re not buying a category, you’re buying a fit Most low-code platform evaluations are run as a category comparison: feature grids, analyst quadrants, a shortlist of the names everyone already knows. That process is good at telling you which product is most popular. It’s not very good at telling you whether a low-code platform fits the way your operation actually runs, which is the only thing that determines whether the spreadsheets come back. A more useful evaluation starts from your side: take the three workflows currently living outside your system of record, and ask each vendor to build one. Build the workflows your operation actually runs, in something flexible enough to change them when you need them changed. A note on AI, since it’s on every vendor’s slide right now: most operations leaders we talk to aren’t skeptical, they’re in wait mode, blocked by implementation effort and unclear integration rather than by doubt. So the question isn’t which roadmap sounds most ambitious. It’s what works today, whether you can override it, and how it fits the systems you already run. AI that flags an inefficiency and lets a human decide is worth more this quarter than AI that promises to run the process unsupervised next year. ## Why teams move to TrackVia’s AI-ready platform TrackVia is a purpose-built platform for operational workflows : the field, inspection, compliance, and asset processes that end up in spreadsheets because no off-the-shelf product ever fit them exactly. - A mature relational data model. Many-to-many relationships and cross-application connections are modeled directly, so complex operations don’t have to be flattened to fit. - Native offline mobile. Built by us, on the same platform, not licensed from another vendor and connected. Capture, photos, approvals, and routing work without a signal and sync on reconnect. - Configuration by the people who own the process. Program staff change forms, fields, logic, and routing themselves. New processes take hours, not a procurement cycle. - Pricing that scales with your operation. - Cross-industry flexibility. One platform across facilities, route-based services, inspections, construction-adjacent, and industrial workflows, including the ones that fall outside any pre-built vertical model. - Governance built in, not sold up. Field-level access controls, customer-managed encryption, and multi-year audit retention, plus a FedRAMP Marketplace listing as Certified at Class C (Moderate). - Integrations with what you already run. ERP, GIS, CRM, and reporting systems connect rather than compete. - One system instead of five. For operations teams, consolidating the side spreadsheets, shared drives, and one-off databases into a single governed place is the largest single gain. ## The spreadsheet wasn’t the mistake Worth saying to the teams doing this work: the tracker somebody built in Excel, the shared drive with the photo folders, the Access database a regional manager wrote a decade ago. None of those were failures. They were people solving a real problem with the tools in front of them, usually with more ingenuity than the situation deserved. Most of what your company actually knows about how its operation runs is encoded in those files. That knowledge is the asset. The only problem is where it lives: somewhere it can’t scale past one person’s screen, can’t be seen while the work is still happening, and can’t be proven to an auditor a year later. Moving it isn’t a rebuild. It’s the same process, in a place that bends when your operation changes instead of sending the work back to email or a spreadsheet. If your team is currently maintaining a spreadsheet beside a platform you’re paying for, that’s the signal. Not a discipline problem your team created, but a fit gap they’ve been quietly covering for. ## Bring us the workflow your platform couldn’t absorb. Let’s talk. The next process change is coming: a new field after a near-miss, a new approval step after an audit finding, a new form a customer asked for. Whether that takes an afternoon or a quarter is decided by the platform you’re on, not by how hard your team works. So skip the feature tour. Bring the process that’s still living in a spreadsheet beside the system you already pay for, and we’ll show you what it looks like built in TrackVia. Connect with us today. ## Frequently Asked Questions ### Do we have to replace our current low-code platform to get started? No, and most teams don’t. The usual starting point is the work that currently lives outside the system of record: the spreadsheets, side trackers, and paper forms. That’s where the pain is measurable and the win is fast. TrackVia integrates with the ERP, GIS, CRM, and reporting systems you already run, so the first build adds a missing capability rather than triggering a migration. ### We’re mid-contract. Is it even worth looking now? Mid-contract is usually the better time. Building one workflow in parallel gives you a real comparison instead of a vendor demo: actual configuration time, actual field adoption, actual data quality. It also means the renewal conversation happens with evidence in hand. Starting the evaluation six weeks before a renewal date rarely leaves room for anything but re-signing. ### Will it actually work in the field with no connectivity? Yes, and this is worth pressing every vendor on. TrackVia’s offline mobile capability is native to the platform, not licensed from a third-party mobile vendor. Records, photos, and approvals are captured offline, queued on the device, and synced when the connection returns. One login, one system of record. ### Our workflow is unusual. Is that a problem? It’s typically the reason teams end up here. Standard processes are well served by off-the-shelf products; the ones that don’t fit a pre-built module are exactly what a configurable relational platform is for. Bring the process that keeps reverting to email. That’s the useful test case. ### Who does the building: us, or a services team? Your program staff, in most cases. Forms, fields, logic, and routing are configured without code, which is what makes same-week changes possible. Our team helps with the first build and the data model so the foundation is right, then after guided training and a walkthrough of our extensive TrackVia University, hands the keys over. The goal is that the people who own the process own the workflow. ### What will our security and IT reviewers want to know? Expect questions about authorization status, access controls, encryption key management, and audit retention. The short version: TrackVia Government is listed on the FedRAMP Marketplace as Certified at Class C (Moderate). Available and testable today: field-level permissions, governance APIs, customer-managed encryption, and multi-year audit trails. Bring IT in early. A platform that consolidates unmanaged spreadsheets into one governed system usually advances their agenda rather than complicating it. [Back to all articles](https://trackvia.com/resources/blog/) ## More articles like this [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # About TrackVia | Company, Mission and Leadership Source: https://trackvia.com/company/about-us/ Company # About TrackVia Your core systems manage the enterprise. TrackVia manages the operational work that happens between them. This is the mission behind that idea, the story of how we got here, and the team leading it today. ## Our mission TrackVia exists to help operations-heavy organizations run complex physical work on one connected record, in real time: crews, sites, assets, inspections, and work orders. We call that field operations intelligence. Your core systems manage the enterprise. TrackVia manages the operational work that happens between them. Most of our customers already run an ERP, a CRM, or another system of record, and those systems do their job well. The gap is what happens between them and the people doing the work: the work orders, inspections, approvals and updates that still move through spreadsheets, email, paper, and disconnected point solutions instead of one connected system. That gap costs field teams time they should be spending on the work itself. TrackVia gives them one place to capture it in the field, so more of the shift goes to the job and less of it goes to a computer screen or a form. The company was built on flexibility. For years that was the pitch: a platform teams could shape to digitize the mission-critical workflows that spreadsheets, point solutions and rigid enterprise systems could never serve well. It worked, and it made TrackVia deeply embedded in how its customers operate. But flexibility on its own is no longer a reason to buy. Low-code has become table stakes, and AI keeps lowering the cost of building a custom application. So the question stopped being what TrackVia *could* build and became where it creates the most value. The answer, consistently, was field operations. ## What we are built to fix Three problems turn up in nearly every operation we walk into, and they compound. ### Fragmented operations Work scattered across people, systems, spreadsheets, assets and locations. Extra work, slow execution, and a lot of mistakes. ### Poor visibility Teams and leadership cannot see what is happening until it is too late. Slow billing, no room to adapt, missed opportunities. ### Manual effort Paper handed around, endless email threads, re-keying data, and chasing people down for updates. Poor staff utilization, lost time, expensive mistakes. ## The operations we serve Operations-heavy organizations whose field work has outgrown spreadsheets and disconnected tools, but that do not want, need, or have the resources to run a monolithic enterprise system. Those teams need more than a blank development platform. They want workflows that already understand the job: work orders, inspections, assets, preventive maintenance, inventory, crews and close-out. They want enough room to fit how their own operation actually runs, and people who will help them do it. That is what we build: opinionated field-operations suites, configurable to the environment they land in. The same pattern holds in the public sector, which is why [TrackVia Government](https://trackvia.com/industries/government/) exists for federal agencies and government-services contractors, and why state, local and education teams run on the commercial product. ## Where we are today For more than a decade, operational leaders have used TrackVia to build and run the applications their work depends on. 500M+ Operational records Under management on the platform. 3,000+ Production applications Powering real operations today. 2,800+ Operational app builders People who have shaped the modules we ship. 15,000+ Monthly active users In the field and in the back office. 10,000+ External submissions a month Work arriving from outside the organization. 99.99%+ Uptime Across commercial, government and HIPAA environments. Leadership ## Meet our leaders The team running TrackVia today, across product, revenue, operations, finance and people, focused on closing the gap between the systems your business already runs and the work your teams do in the field. **Aylin Basom** CEO Sets company strategy and direction. **Erin Edwards** CRO Leads revenue: sales, partnerships and customer growth. **Adam Seubert** COO Leads day-to-day operations across the business. **Todd Benge** CTO Leads product and engineering. **Daniel Dorr** SVP, Marketing Leads marketing and go-to-market strategy. **Jack Heuer** SVP, Finance Leads finance. **Jennifer Piumarta** VP, People Services Leads people and culture. ## Leading the way with PMI Gold Status TrackVia holds Gold Partner status with PMI, the only certification of its kind focused on operational and field service workflows. It reflects the same standard we hold ourselves to: proven in the field, not just in a demo. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Careers | TrackVia Source: https://trackvia.com/company/careers/ Company # Careers Work where your ideas matter and your passion is praised. Join a diverse, growing team of innovators building the software that runs field operations. ## Open Roles at TrackVia Explore current opportunities and apply today. Role Location Department Apply Enterprise Account Executive – Federal Government (REMOTE) Fully Remote · Washington, DC Sales [Apply for Enterprise Account Executive – Federal Government (REMOTE)](https://recruiting.paylocity.com/recruiting/jobs/Apply/4204861/TRACKVIA-INC/Enterprise-Account-Executive-Federal-Government-REMOTE) --- # Company | TrackVia Source: https://trackvia.com/company/ # Company Who we are, why we build for field operations, and how to reach us. ## Company pages [ Company ### Why TrackVia ](https://trackvia.com/company/why-trackvia/) [ Company ### About Us ](https://trackvia.com/company/about-us/) [ Company ### Careers ](https://trackvia.com/company/careers/) [ Company ### Contact ](https://trackvia.com/connect/) --- # Why TrackVia | Field Operations Platform Source: https://trackvia.com/company/why-trackvia/ Why TrackVia # Why operations teams pick TrackVia Four things usually decide it: the numbers behind the platform, real results from customers running it today, what makes it technically different, and where security and compliance stand. Here is where TrackVia stands on each. [Talk with an expert](https://trackvia.com/connect/) [Jump to security](#security) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments The numbers ## Scale you can check, not a category claim Every platform in this market says it is flexible and enterprise-ready. These are the figures underneath that sentence. - More than 3,000 applications in production running the work today - Over 500 million operational records managed - Shaped by the work of more than 2,800 practitioners who have built and configured applications on the platform - Approximately 10,000 field submissions a month - 99.99% uptime across commercial, government and HIPAA environments - More than 6,000 systems and data sources connect through integrations, a full REST API and webhooks - Workflows live in 30 days Real results ## What it changed for teams already running it Three operations, three different industries, and the change each one measured. [ Construction 10x expected return ### Downer Downer connected work orders, field updates, equipment and inventory into one system. Projects that used to lose weeks to disconnected work now complete in hours, and the company expects a 10x return on the investment. Read the full case study ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) [ Gaming 45 minutes to 5 ### Two casino operators Two casino operators connected previously separate compliance and security systems into one current view of the patron. Response time from a security flag to human intervention dropped from up to 45 minutes to 5, with staff reporting better guest insights along the way. Read the full case study ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/) [ Facilities From a failed rollout to on time ### KS Industries KS Industries replaced paper checklists at remote job sites, some hundreds of miles from headquarters, with an offline-capable mobile app, after a previous off-the-shelf system had failed. The team now runs on time, with centralized safety reporting and improved margins. Read the full case study ](https://trackvia.com/success-stories/ks-industries/) What sets it apart ## What makes the platform technically different These four capabilities set TrackVia apart from the competition. ### True offline mobile Most competitors in this category are connected-only or offer limited offline support. TrackVia’s mobile app is offline-first: a crew captures work with no signal at all, and it syncs the moment a connection returns. More in the Mobile section below. ### Enterprise-grade access control Permissions go down to the role, the record, the field and the view, not just a simple on-or-off switch, closer to what enterprise IT expects than most platforms in this category offer. ### Regulated-industry deployment tiers Private and HIPAA-compliant environments are available today, and a separate government environment is FedRAMP Class C (Moderate) Certified. That opens healthcare, government and other compliance-sensitive work many platforms in this category are not built to serve. See Security and compliance below for exactly where each one stands. ### Workflow as a first-class concept Workflow stages, transitions and the permissions at each step are built into the platform itself, not bolted on afterward. If you think about your operation as work passing through stages, the system already thinks that way too. Mobile ## The app is the product, not a viewer for it Most platforms treat mobile as a window onto what a desktop already captured. In TrackVia, the app is where the record is made. Photos, notes, checklists, e-signatures and barcode scans are captured on the spot, each one timestamped and geotagged as it is taken. And it works with no signal at all. A crew in a basement, on a plant floor, or forty miles past the last tower captures exactly what they would capture at the office, and it syncs the moment a connection comes back. That is the difference between a record written while someone was standing in front of the problem and one written from memory that evening. [See it on a phone](https://trackvia.com/connect/) Security and compliance ## Built to pass the review, not to argue with it Two environments, with different obligations. Knowing which one a deployment sits in is usually the first question a security reviewer asks. ### The commercial platform - SOC 2 Type II - HIPAA environments, alongside commercial and government, at 99.99% uptime - Every configuration change recorded in an audit log, with bulk changes previewed and backed up automatically before they run ### TrackVia Government - A separate environment from the commercial product, hosted on Second Front’s Game Warden platform, which is built to handle Controlled Unclassified Information - Implements the FedRAMP Class C (Moderate) control baseline, maintained through continuous monitoring and regular assessment - SOC 2 Type II ### Where FedRAMP actually stands TrackVia Government is listed on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/) as Certified for FedRAMP Class C (Moderate) under the Agency path, in the Ongoing Certification phase, effective 23 September 2026. Game Warden, the platform TrackVia Government runs on, holds its own FedRAMP Class D (High) authorization. That authorization belongs to Second Front, not to TrackVia, and running on an authorized platform is not the same as holding an authorization. Certification is the FedRAMP designation; an Authority to Operate is granted separately by each agency. An agency works with its own authorizing official and our team to issue or reuse an ATO against the certified environment, and it is the agency’s AO who makes that call. The [government page](https://trackvia.com/industries/government/) answers this in more detail, and the Marketplace listing is the authoritative source for status on any given day. Next step ## See it against your own workflow Bring the process that is currently held together by a spreadsheet and three email threads. That is the one worth looking at. [Talk with an expert](https://trackvia.com/connect/) --- # Request a Demo | TrackVia Source: https://trackvia.com/connect/ Talk with an expert # Let’s talk about what’s slowing your operation down. Every operation works differently. Tell us where work is getting complicated, disconnected, or difficult to manage, and we’ll help you explore what a better approach could look like. What you’ll get from the conversation: - A discussion focused on your operation We’ll start with your workflows, challenges, and priorities to understand what you want to improve. - Ideas based on what we’ve seen work We’ll share how organizations facing similar challenges are connecting work, improving visibility, and simplifying execution. - A clear understanding of fit Together, we’ll determine where TrackVia could help, what an approach might look like, and whether it makes sense to keep the conversation going. No generic product tour. Just a practical conversation about your operation and what could work better. Start the conversation. Tell us a little about yourself, and we’ll connect you with a TrackVia expert. Thanks. Taking you to the calendar now so you can pick a time. If nothing happens, [book a time here](https://meetings.hubspot.com/aaron-ramaekers1/scheduler) — either way a member of our team will be in touch within one business day. By submitting this form you agree to our [Privacy Policy](https://trackvia.com/legal/privacy-policy/). --- # TrackVia | Field Operations Software, Connected Source: https://trackvia.com/ Field operations intelligence software that connects everything # Connect the work. Control the operation. TrackVia connects field teams, operational workflows and enterprise data to automate work, create real-time visibility, and turn operational data into actionable intelligence. [Talk with an expert](https://trackvia.com/connect/) ## Built for results. Proven where it counts. Thousands of operations teams use TrackVia to cut manual work, save real money, and get new workflows live in under 30 days. 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. ## Track everything, everywhere, even offline Most field teams still run on spreadsheets, paper, and phone calls, even with real budgets and real stakes on the line. TrackVia connects people, work, assets, and data in one live system, so your team gets real-time control without being forced into someone else’s rigid process. - Purpose-built for complex field operations - Ready to go on day one, yours to adjust without a developer - See the whole operation live and pull your own reports - Connects field work to the jobs, assets, and approvals behind it [Explore the platform](https://trackvia.com/solutions/) ## One adaptable platform for every part of the job TrackVia combines configurable low-code application development with workflow automation, mobile capabilities, integrations and AI to help organizations adapt operational applications as their needs change. Explore the seven expert-developed modules below, configurable to your use case. Work Order Management Every job moves from request to closeout in one place, so crews always know what’s next and the back office always knows what’s done. [Explore Work Order Management](https://trackvia.com/solutions/work-order-management/) Crew and Vendor Management Match crews and subcontractors to a job by real skill and certification, and keep every timesheet tied to the work. [Explore Crew and Vendor Management](https://trackvia.com/solutions/crew-vendor-management/) Asset and Site Operations Know what you own, where it is, and what shape it’s in, with one asset record for every site instead of scattered spreadsheets. [Explore Asset and Site Operations](https://trackvia.com/solutions/asset-site-operations/) Safety and Compliance Standardize the checks that keep people safe, catch issues early, and keep the evidence ready before an audit ever starts. [Explore Safety and Compliance](https://trackvia.com/solutions/safety-compliance/) Inventory and Materials Control Know what’s on hand, where it sits, and what each job actually costs, across every truck, warehouse, and site. [Explore Inventory and Materials Control](https://trackvia.com/solutions/inventory-materials-control/) Field Inspection Run every inspection from a mobile checklist, online or offline, and turn a failed item into a work order automatically. [Explore Field Inspection](https://trackvia.com/solutions/field-inspection/) Preventive Maintenance Schedule maintenance before something breaks, and keep the history that shows what’s actually worth replacing. [Explore Preventive Maintenance](https://trackvia.com/solutions/preventive-maintenance/) TrackVia AI ## Faster apps. Faster answers. TrackVia MCP ### Build beyond the pre-built Go beyond our pre-built use cases by building apps and getting information via AI. Connect the AI assistant your team already uses, like Claude, ChatGPT, Copilot, or Gemini, to TrackVia MCP, and build or update your operational applications faster. Customers have already built new applications in as little as 20 minutes. TrackVia IRIS ### Ask instead of building When you need an answer instead of a new build, ask TrackVia IRIS a question in plain language and get the answer right inside TrackVia. No dashboard, no waiting on a report. [See how TrackVia AI works](https://trackvia.com/solutions/ai/) ## Turning fragmented operations into real results TrackVia customers get more done with the team they already have, cut costly rework, catch problems sooner, and give leadership a real-time view of the operation. Case Studies ‹ › [ ### Downer $8 billion construction company Work Order Management #### Off the spreadsheet. Into one connected operation. Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) [ ### LifeCenter and Lifeline Two organ procurement organizations Safety and Compliance #### Two organizations, one system, 80% faster Read their full story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/) [ ### Utility Construction Co. Regional utility construction company Field Inspection #### Six days of invoicing, down to hours Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) [ ### Fortune 500 Logistics 10,000+ products, one shared system Crew and Vendor Management #### One system replaces five, cycle time cut in half Read their full story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/) [ ### KS Industries 5,000 employees, oil, gas and utilities Work Order Management #### Run every job site. Stay in control. Read their full story ](https://trackvia.com/success-stories/ks-industries/) [ ### EverDriven Student transportation, 40 states Asset and Site Operations #### Every route accounted for. Every day. Read their full story ](https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/) [ ### DT-Trak Clinical data services across tribal health Safety and Compliance #### Digitized operations, start to finish. Read their full story ](https://trackvia.com/success-stories/dt-trak/) [ ### Northside Hospital 15,000 employees across a hospital network Safety and Compliance #### See the process. Prove the standard. Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/) [See all case studies](https://trackvia.com/success-stories/) ## Built for your industry. Adaptable to your operation. Start with proven operational workflows for your industry, then adapt TrackVia as your processes, teams and requirements evolve. ### Get the Best Practices Guide to Field Operations and see what’s possible [Download the guide](https://info.trackvia.com/5-ways-to-improve-field-operations) ### See TrackVia in action, with a business impact report built around your operation [Talk with an expert](https://trackvia.com/connect/) ## Built for the way your industry already works [ Manufacturing ▸ ](https://trackvia.com/industries/manufacturing/) [ Construction ▸ ](https://trackvia.com/industries/construction/) [ Casinos and Resorts ▸ ](https://trackvia.com/industries/gaming-hospitality/) [ Public Works ▸ ](https://trackvia.com/industries/public-works/) [ Government ▸ ](https://trackvia.com/industries/government/) [ Healthcare ▸ ](https://trackvia.com/industries/healthcare/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## The latest insights in field operations Blog ‹ › [ Article ### The Next Chapter for Field Operations Read more ](https://trackvia.com/blog/the-next-chapter-for-field-operations/) [ Article ### Best Practices for Modern Field Operations Read more ](https://trackvia.com/blog/best-practices-for-modern-field-operations/) [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) [ Article ### How to Keep Field Operations Synchronized When Plans Change Read more ](https://trackvia.com/blog/how-to-keep-field-operations-synchronized-when-plans-change/) [ Article ### TrackVia Achieves FedRAMP Moderate Equivalency for Its Government Workflow Platform Read more ](https://trackvia.com/blog/trackvia-fedramp-ready-status/) [ Article ### TrackVia Brings Modern AI-Ready Work Management to Government Operations Read more ](https://trackvia.com/blog/trackvia-government-announcement/) [See all articles](https://trackvia.com/resources/blog/) --- # Construction Management Software | TrackVia Source: https://trackvia.com/industries/construction/ Construction # Construction management software built for the site, not the office Crews work where the signal does not reach. TrackVia puts the same checklist on every site, captures the evidence with or without a connection, and turns a failed check into the work that fixes it — before anyone drives back. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## One record from the walk to the invoice TrackVia runs the three phases of a construction job that happen on site: field execution, safety and compliance, and closeout. Estimating stays in your bid tool, drawings stay with the design team, and the program stays in your schedule tool. What changes is the middle. The same checklist goes out to every site, the evidence is captured with or without a connection, and a failed check becomes the work order that fixes it — routed to someone certified for it, and closed out with a signature on the device. - Inspections, daily logs and punch lists on one standard - JSAs, toolbox talks, incidents and certifications on the same record - Sign-off and evidence attached before the job bills Benefits of TrackVia ## What construction teams get out of it The same four things, whichever module a team starts with. ### Crews do more of the work and less of the paperwork Nothing is re-typed between the walk and the office. The inspector captures it once, on the device, and the record is already the one the office needs. ### The job bills on the evidence, not the write-up Photos, notes and sign-off are attached at closeout, so invoicing does not wait on a report. One utility contractor went from six days to hours — an 80% improvement. ### An audit is an export Certifications, permits and incident records sit against the same crews and sites as the inspections, with alerts before anything expires. ### It changes when the work changes Your own team adjusts a checklist for a new client specification or a new trade, without a developer and without a change request. Guide ## 5 ways to improve construction field operations The five changes that move a field operation, drawn from what construction teams actually did rather than from a maturity model. [Get the guide](https://info.trackvia.com/5-ways-to-improve-construction-field-operations) Client stories ## Construction teams already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/)[ ### Keep Distribution Moving. Outgrow the Spreadsheet. Custom Home Improvement Solutions Company Read their full story ](https://trackvia.com/success-stories/custom-home-improvement-solutions-company/)[ ### Critical System Requirements Structural Steel Fabrication Company Read their full story ](https://trackvia.com/success-stories/structural-steel-fabrication-company/)[ ### Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth Utility-Scale Solar Installation Company Read their full story ](https://trackvia.com/success-stories/utility-scale-solar-installation-company/)[ ### Keep the Job Moving. Get Paid Faster. Large Utility Construction Company Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions Can inspections differ by trade, site and client spec? Yes. A checklist is built for the specific site, asset or job, so the same standard holds whoever walks it, and a client’s own specification can sit alongside your internal one. Does a failed check create the work order itself? Yes. Construction work order management software should not need a second system: a failed item raises the work order that resolves it rather than sitting in a report, and it can be assigned to whoever holds the right certification for the job. Can we track permits and certifications alongside the work? Permits, licenses and crew certifications are tracked with alerts before anything expires, on the same records as the inspections and the work they generate. Construction permit management software and the inspection record stay in one place rather than two. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where construction teams start The most common workflows that construction teams depend on TrackVia to manage [**Field Inspection ▸**The inspection module this page runs on](https://trackvia.com/solutions/field-inspection/)[**Safety and Compliance ▸**Certifications and incidents on the same record](https://trackvia.com/solutions/safety-compliance/)[**Inventory and Materials Control ▸**Parts and materials tied to the job that used them](https://trackvia.com/solutions/inventory-materials-control/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Casino and Resort Compliance Software | TrackVia Source: https://trackvia.com/industries/gaming-hospitality/ Casinos and Resorts # Casino and resort software for compliance, security and the floor A flagged transaction, a security incident or a failed inspection: TrackVia captures it where it happens, routes it to the right team, and keeps the record an auditor can trust. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## Compliance, security and maintenance on one connected record TrackVia runs compliance, security, maintenance and the asset records behind them across a casino resort. Player tracking, table and slot data stay in your casino management system, and reservations, rates and room status stay in the PMS. A flagged transaction, a security incident or a failed inspection is handled the same way: captured where it happens, but TrackVia can automatically route it to the team that owns it, capture a response, and close the record with evidence an auditor can pull months later. - A flagged transaction opens a case, not an email thread - Security incidents logged and closed with evidence attached - Preventive maintenance that works around occupancy - Every asset, on the floor and across the property, on one record Benefits of TrackVia ## What operators get out of it The same four things, on the floor, in the back office and across the property. ### A flagged transaction becomes a documented case Transaction monitoring and investigation work run on the same workflow: a flag opens a case, evidence attaches to it, and the file is what you hand an examiner. ### Security incidents close in minutes, not hours A security incident is logged where it happens and routed to the right team immediately. One casino operator cut its response time from 45 minutes to five. ### Maintenance fits the occupancy Preventive work is scheduled around how full the property is, so the plan survives a busy week instead of being abandoned in it. ### One record for the floor, the property and the audit Gaming floor equipment, rooms, kitchens and plant sit on the same record as the compliance case file, so nothing is reconciled by hand at the end of the month. Guide ## 5 ways to improve casino floor operations The five changes that move a casino floor operation, drawn from what gaming and hospitality teams actually did. [Get the guide](https://info.trackvia.com/5-ways-to-improve-casino-floor-operations) Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### See the Process. Prove the Standard. Northside Hospital Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/)[ ### Complex Guest Operations & Compliance Casino and Gaming Operator Read their full story ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is transaction monitoring software? It is software that flags a transaction against a threshold or a pattern and routes it to someone who has to clear it. In a casino, that means cash transactions tracked against Title 31 rules, with the alert and the resolution on one record. What is AML case management software? It is the system that turns a flagged transaction into an investigation. The alert, the evidence gathered, the decision and the sign-off all stay on one case file, the record an examiner asks for. What is enhanced due diligence software? It is the workflow that documents the extra checks on a higher-risk patron: the research done, who reviewed it and when, and the outcome, all held on one record instead of a folder of emails. What is patron management software? It is the system that holds a patron's compliance history in one place: identification, prior activity, due diligence notes and any exclusions, the same record a compliance review or an audit asks for. Casinos use "patron" rather than "guest" in a compliance context. Does this replace our PMS or point of sale? No. Reservations, rates and room status stay in the property management system, and covers and tickets stay in the POS. TrackVia runs the property behind them: maintenance, inspections, equipment and the work they raise. Can housekeeping and engineering work from the same system? Yes. A room inspection that fails raises the engineering work itself, so the two stop passing paper between them. Hotel task management stays in one place rather than two. Can we keep the food safety record in it? Kitchen and food safety checks run on a standard checklist with timestamps and photos, and any corrective action stays open until it is closed, so the log is contemporaneous rather than reconstructed before an inspection. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where casino and resort teams start These share the same records, so a check, the work it raises and the certification behind it stay on one job. [**Work Order Management ▸**A flagged issue, closed by the right team](https://trackvia.com/solutions/work-order-management/)[**Field Inspection ▸**Checks on the floor, the kitchen and the room](https://trackvia.com/solutions/field-inspection/)[**Asset and Site Operations ▸**Every asset on the property, on one record](https://trackvia.com/solutions/asset-site-operations/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Government Asset Management Software | TrackVia Source: https://trackvia.com/industries/government/ Government # Government asset management software for program execution A program is awarded, a team mobilizes, and somewhere in between the readiness record goes missing. TrackVia is the FedRAMP Certified government contractor software that tracks the people and assets behind the mission and keeps the record, without replacing the systems the agency or prime already runs. - Offline-ready mobile - 6,000+ integrations - FedRAMP Certified [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## Field operations, inside federal requirements TrackVia runs the operational work that sits between the systems an agency or a prime already has: readiness, compliance evidence, and the personnel and asset records behind them. Program and contract systems stay where they are, and the budget stays in the ERP. Where the work is held to federal requirements, the same field operations run inside TrackVia Government, a dedicated environment that is [FedRAMP Class C (Moderate) Certified](https://www.fedramp.gov/marketplace/products/FR2619646960/), with continuous monitoring and a staffed security operations center, set out further down this page. - Requests and work orders routed to the right crew, with a status anyone can check - Routine and compliance inspections captured on site with photos and location - Assets, facilities and equipment, with the history of what was done to each - Clearance, certification and compliance evidence on the same record Benefits of TrackVia ## What government teams get out of it The same four things, whether the work sits with an agency or a contractor. ### The follow-up call stops Whoever raised the request can see where it got to, so the answer does not depend on someone in the department going and finding out. ### Reports roll up instead of being assembled Volumes, response times and open work aggregate by district, asset class or contract, rather than being put together the week before they are due. ### Compliance evidence is contemporaneous Inspections and corrective actions are logged when they happen, with timestamps and location, so the record is an export rather than a reconstruction. ### It deploys beside what you already run TrackVia is the field-execution layer next to your existing platforms rather than a replacement for them, which is usually what makes a deployment weeks instead of a multi-year program. Guide ## 5 ways to improve government operations The five changes that move a field operation, drawn from what program and mission teams actually did to get there. [Get the guide](https://info.trackvia.com/5-ways-to-improve-government-operations) TrackVia Government ## For contractors and agencies working to federal requirements The same field operations, inside an environment built for federal work. Prime and subcontractors use TrackVia Government to run field operations, hold compliance evidence and manage contract deliverables where the security bar is the first question asked. ### Built on Game Warden TrackVia Government runs on Second Front’s Game Warden platform, and is listed on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/) as Certified at Class C (Moderate), on an agency authorization path. - **Continuous monitoring**Compliance monitoring and threat detection that runs all the time rather than at audit. - **Dedicated government cloud**Separate infrastructure rather than a shared commercial tenancy. - **24/7 security operations**A staffed security operations center with experienced cyber defenders. - **Managed vulnerabilities**Automated vulnerability management and incident response. ### What contract work runs on it The areas contractors bring to TrackVia most often, from government inventory management to the federal contract management work behind a program. - **Facilities and storage**Maintenance schedules, usage and the compliance reporting a contract asks for. - **Staffing and onboarding**Background checks, clearance tracking and digital onboarding. - **Assets and inventory**Lifecycle tracking, maintenance scheduling and disposal workflows for contract equipment. - **Safety and compliance**Digital inspections, audit trails and reporting against contract requirements. FedRAMP Certified · Class C (Moderate) SBA Certified Small Business SOC 2 Type II Listed on SEWP V and NASPO ValuePoint Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### See the Whole Operation Live. End the Handoff Delays. Fortune 500 Security Logistics Company Read their full story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/)[ ### Keep the Job Moving. Get Paid Faster. Large Utility Construction Company Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions Is TrackVia FedRAMP Moderate? Yes. TrackVia Government is listed on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/) as Certified for FedRAMP Class C (Moderate) under the Agency path, and is in the Ongoing Certification phase. There is no sponsoring agency behind the listing. TrackVia works with the FedRAMP PMO directly. The status is published and verifiable. Is TrackVia a FedRAMP-certified low-code platform? TrackVia describes itself as a field operations platform, though buyers often find it while searching the low-code category. On FedRAMP specifically: TrackVia Government is FedRAMP Class C (Moderate) Certified under the Agency path, listed on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/). Can DoD components use TrackVia? TrackVia Government is FedRAMP Class C (Moderate) Certified under the Agency path. TrackVia does not hold a DoD Provisional Authorization. FedRAMP Class C does not by itself establish DoD Impact Level 4 or 5 coverage. Those are assessed separately under the DoD Cloud Computing SRG. Is there a TrackVia solution built for federal agencies? Yes. TrackVia Government is the offering listed on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/). It is a separate environment from the commercial product, hosted on Second Front’s Game Warden platform, and it is FedRAMP Class C (Moderate) Certified under the Agency path. Can state and local governments use TrackVia? Yes. State, local and education customers use TrackVia. In addition to supporting many state and local teams, TrackVia offers additional security for government entities including an environment built to FedRAMP and GovRAMP requirements (GovRAMP authorization pending). Is TrackVia a secure workflow system for federal use? TrackVia Government is FedRAMP Class C (Moderate) Certified and implements that control baseline. It runs on Second Front’s Game Warden platform, which is built to handle Controlled Unclassified Information and holds its own FedRAMP Class D (High) authorization. That authorization is Second Front’s, not TrackVia’s. TrackVia maintains its controls through continuous monitoring, regular assessment and a documented continuous monitoring process, alongside SOC 2 Type II. The certification is published on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/). Is TrackVia a secure government platform? TrackVia Government is FedRAMP Class C (Moderate) Certified and implements that control baseline. It runs on Second Front’s Game Warden platform, which is built to handle Controlled Unclassified Information and holds its own FedRAMP Class D (High) authorization. That authorization is Second Front’s, not TrackVia’s. TrackVia maintains its controls through continuous monitoring, regular assessment and a documented process, alongside SOC 2 Type II, and is also pursuing GovRAMP certification. The certification is published on the [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/). How can I verify the FedRAMP status for TrackVia Government? The [FedRAMP Marketplace](https://www.fedramp.gov/marketplace/products/FR2619646960/) listing for TrackVia Government (FR2619646960) is the authoritative source. As of 6 October 2026 it shows a status of FedRAMP Certified, effective 23 September 2026, at Impact Level Class C (Moderate), on the Agency authorization path, Rev5, in the Ongoing Certification phase. Certification is the FedRAMP designation; an agency Authority to Operate is granted separately by each agency, and the listing shows the current count of those. How does an agency buy TrackVia, and does it have to go through a contractor? Either way. Prime and subcontractors use TrackVia Government to run field operations behind federal contracts, and an agency can also contract with TrackVia directly through a vehicle rather than a fresh solicitation. TrackVia is listed on SEWP V and NASPO ValuePoint, and holds SBA Certified Small Business status. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where government teams start These share the same records, so a check, the work it raises and the certification behind it stay on one job. [**Work Order Management ▸**Every request in one queue](https://trackvia.com/solutions/work-order-management/)[**Field Inspection ▸**Inspections that raise their own work](https://trackvia.com/solutions/field-inspection/)[**Asset and Site Operations ▸**Government inventory, equipment and assets on one record](https://trackvia.com/solutions/asset-site-operations/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Hospital Facility Management Software | TrackVia Source: https://trackvia.com/industries/healthcare/ Healthcare # Hospital facility management software for the everything behind the care Clinical systems run the care. Almost nothing runs the facility it happens in. TrackVia holds the rounds, the work orders, the equipment records and the evidence, on the same record, ready before the visit. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## Everything behind the care, on one record Clinical systems run the care. TrackVia is hospital facility management software for everything behind it: biomed and equipment records, facilities maintenance, and environment-of-care rounds. Patient records, orders and charting stay in Epic, Cerner or whatever you run, and nothing here touches them. Rounds are captured on the ward rather than written up after, work orders carry the device’s service history, and the evidence an accreditor asks for is already on the record when the visit comes. - Equipment records: what you own, where it is, and what it is due - Work orders and preventive schedules for the trades who close them - Environment-of-care rounds captured at the bedside - Accreditation evidence ready to export Benefits of TrackVia ## What health systems get out of it The same four things, across one hospital or a whole system. ### The visit stops being a project Rounds, corrective actions and service history are already on the record, so preparing for an accreditor is an export rather than a fortnight of assembly. ### Devices are serviced before they are overdue Preventive schedules run off the equipment record itself, so what is due surfaces ahead of the date rather than after it. ### Rounds reflect the ward, not the recollection A round is captured where it happens, with photos and a timestamp, instead of being written up at the end of a shift from memory. ### It changes without a clinical IT queue Facilities and biomed teams adjust their own forms, schedules and rules, so a change to a round does not compete with clinical system work. Guide ## 5 ways to improve healthcare operations The five changes that move a field operation, drawn from what facilities and field teams actually did to get there. [Get the guide](https://info.trackvia.com/5-ways-to-improve-healthcare-operations) Client stories ## Health systems already running this way ‹ › [ ### See the Process. Prove the Standard. Northside Hospital Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/)[ ### Move Fast. Prove It Was Done Right. LifeCenter and Lifeline of Ohio Read their full story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/)[ ### DT Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction DT-Trak Read their full story ](https://trackvia.com/success-stories/dt-trak/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is hospital facility management software? It is the system that runs everything behind the care, not the care itself: rounds, work orders, equipment records and the maintenance schedule. Patient records, orders and charting stay in your clinical system; this runs everything else. What is hospital CMMS software? It is the system that tracks equipment by service history and due date, so preventive work is generated automatically rather than tracked on a spreadsheet. Every device carries its own record from installation onward. What is healthcare asset tracking software? It is the record of what equipment you own, where it is, and what is due on it, tied to the work orders and service history for that specific device rather than a separate inventory list. Will it hold up in an accreditation visit? Rounds, corrective actions and service history are logged as they happen, with timestamps and sign-off, so preparing for a Joint Commission review or an AAMI audit is an export instead of a scramble. Does this touch patient data or the EHR? No. TrackVia runs the estate behind the care: the building, the equipment and the work orders. Patient records stay in your clinical system. Can we track devices by service due date? Yes. Every device carries its own record with service history and next-due date, and preventive work generates from that rather than from a spreadsheet. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where healthcare teams start These share the same records, so a check, the work it raises and the certification behind it stay on one job. [**Asset and Site Operations ▸**One record per device, every site](https://trackvia.com/solutions/asset-site-operations/)[**Preventive Maintenance ▸**Service due before it is overdue](https://trackvia.com/solutions/preventive-maintenance/)[**Safety and Compliance ▸**The evidence the visit asks for](https://trackvia.com/solutions/safety-compliance/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Manufacturing Maintenance Software | TrackVia Source: https://trackvia.com/industries/manufacturing/ Manufacturing # Manufacturing maintenance software for the plant, not the head office The line stops for reasons nobody logged and nobody can trend. TrackVia captures the inspection, raises the work, holds the spare and writes it all to the asset, so the second failure is not a surprise. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## Quality, maintenance and spares on the asset TrackVia runs quality inspection, maintenance and reliability, and the spares and asset records behind them. The line schedule and the order book stay in your MES or ERP, and plant design and handover stay with your engineering partners and the OEM. In-process and final checks are scored with the non-conformance they raise, breakdown and preventive work write back to the asset, and the spare that was fitted is recorded against it, so the second failure is not a surprise. That is manufacturing asset management working the way it should: one history, tied to the equipment, that grows every time someone touches it. - In-process and final checks, scored and traceable - Preventive schedules and breakdown work on one asset history - Spares: what you hold, where it sits, and which asset it was fitted to - Downtime reasons logged in a form you can trend Benefits of TrackVia ## What plants get out of it The same four things, on one line or across every site. ### Downtime has a reason you can trend Stoppages are logged against the asset in a structured form rather than a comment field, so the pattern is visible before the third failure. ### Replace on evidence, not on instinct Every job writes to the asset, so the history says which equipment is costing you and which is simply old. ### A non-conformance is traceable end to end The check that found it, the part it was found on and the action that closed it stay on one record, which is what an audit actually asks for. ### The spare is where the record says it is Stock is held against the asset it fits, so a breakdown does not start with someone walking the stores. Guide ## 5 ways to improve manufacturing operations The five changes that move a field operation, drawn from what plant and facilities teams actually did to get there. [Get the guide](https://info.trackvia.com/5-ways-to-improve-manufacturing-operations) Client stories ## Manufacturers already running this way ‹ › [ ### A Fortune 100 Manufacturer Streamlines Procurement Fortune 100 Industrial Manufacturer Read their full story ](https://trackvia.com/success-stories/fortune-100-industrial-manufacturer/)[ ### Critical System Requirements Structural Steel Fabrication Company Read their full story ](https://trackvia.com/success-stories/structural-steel-fabrication-company/)[ ### A Platform That Changes as Fast as the Regulations Do Multi-Site Regulated Products Operator Read their full story ](https://trackvia.com/success-stories/multi-site-regulated-products-operator/)[ ### Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide Fortune 500 Apparel Manufacturer Read their full story ](https://trackvia.com/success-stories/f500-apparel-manufacturer/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is manufacturing maintenance software? Manufacturing maintenance software plans and tracks the work that keeps equipment running: preventive schedules, breakdown repairs, the spares used and the asset each job touches, all on one record built for the plant floor. Does it replace our MES or ERP? No. The line schedule and the order book stay where they are. TrackVia is the maintenance, quality and asset layer beside them, and it feeds them rather than replacing them. What is plant maintenance software? It is the system that schedules and tracks maintenance on your equipment, on a calendar or on a meter reading such as hours, cycles or units produced. In TrackVia, a schedule raises the work itself once a threshold is reached, so nothing depends on someone remembering to check. What is shop floor management software? It is software that tracks the work happening on the floor itself: inspections, non-conformances and the actions that close them. In TrackVia, pass or fail results roll up into trend reports by line, shift, asset or supplier, so a recurring defect shows up as a pattern instead of a run of separate reports. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where manufacturing teams start These share the same records, so a check, the work it raises and the certification behind it stay on one job. [**Preventive Maintenance ▸**The schedule the plant runs on](https://trackvia.com/solutions/preventive-maintenance/)[**Field Inspection ▸**Quality checks that raise their own work](https://trackvia.com/solutions/field-inspection/)[**Inventory and Materials Control ▸**The spare, and what it cost the job](https://trackvia.com/solutions/inventory-materials-control/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Public Works Asset Management Software | TrackVia Source: https://trackvia.com/industries/public-works/ Public Works # Public works asset management software for more ground than staff can cover Public works, parks, facilities and fleet teams keep a city or county running, often with a small crew covering a lot of ground. TrackVia brings work orders, inspections, assets and reporting into one system, so departments, leadership and residents all get faster answers. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments In short ## Connect the work. Control the operation. TrackVia is public works asset management software for the departments that keep a city or county running: public works, parks, facilities and fleet. Work orders, inspections, assets and compliance records all live on one system, without replacing the permitting, GIS or finance systems you already run. A work order, an inspection or a service request updates the same live record the moment it is captured in the field, with or without cell service, and routes automatically to whoever handles it next. - Work orders and inspections captured in the field, online or off - One system across public works, parks, facilities and fleet - Compliance and inspection evidence ready before it is asked for - A real-time rollup for leadership, budgets and residents Benefits of TrackVia ## What public works teams get out of it The same four things, across one department or every one you run. ### Work orders stop living on paper and sticky notes Crews capture work orders, inspections and service requests on a mobile app that works with no signal, and every record updates the same live system the moment it is captured. ### It fits how your department actually works Configure applications around roads, parks, facilities or fleet without months of custom development, and adjust the workflow as requirements change. ### Systems finally talk to each other TrackVia connects to more than 6,000 systems and data sources, so permitting, GIS, asset management and finance share one current view instead of separate silos. ### Compliance evidence is ready, not reconstructed Inspections, certifications and corrective actions are captured with photos, GPS and a timestamp as they happen, so an audit or records request is an export instead of a scramble. Guide ## 5 ways to improve public works operations The five changes that move a field operation, drawn from what public works, parks and facilities teams actually did to get there. [Get the guide](https://info.trackvia.com/5-ways-to-improve-public-works-operations) Client stories ## Utilities already running this way ‹ › [ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/)[ ### See the Whole Operation Live. End the Handoff Delays. Fortune 500 Security Logistics Company Read their full story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/)[ ### Keep the Job Moving. Get Paid Faster. Large Utility Construction Company Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is public works asset management software? It is the system that tracks the assets, work orders and inspections behind a city or county's public works, parks, facilities and fleet operations, all on one record instead of paper files or a spreadsheet. What is public works work order software? It is the system that takes a work order from creation to close-out: assigned, tracked and captured in the field on a mobile app, then routed automatically to whoever handles the next step. What is public works compliance software? It is the system that captures inspections, certifications and corrective actions with photos, GPS and a timestamp as they happen, so producing evidence for an audit or a records request is an export instead of a scramble. Is TrackVia secure enough for a government agency? TrackVia already supports government agencies managing field work, from work orders and inspections to compliance tracking, in a secure, purpose-built environment, and is currently GovRAMP In Queue, and TrackVia Government is FedRAMP Class C (Moderate) Certified. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Where public works teams start These share the same records, so a check, the work it raises and the certification behind it stay on one job. [**Field Inspection ▸**The inspection, and what it finds](https://trackvia.com/solutions/field-inspection/)[**Asset and Site Operations ▸**One record per asset, every site](https://trackvia.com/solutions/asset-site-operations/)[**Crew and Vendor Management ▸**One record for every crew and vendor](https://trackvia.com/solutions/crew-vendor-management/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Acceptable Use Policy | TrackVia Source: https://trackvia.com/legal/aup/ Legal # Acceptable Use Policy Last updated 23 September 2026. This TrackVia Acceptable Use Policy (this “**Acceptable Use Policy**”) applies to all Customers and Users of the TrackVia Platform and Services and supplements and forms part of the TrackVia General Terms and Conditions, available at https://trackvia.com/general-terms/, (“**General Terms**”) or other written agreement between TrackVia, Inc. (“**TrackVia**”) and Customer (together with any Order Form(s), the “**Agreement**”). To the extent of any conflict between this Acceptable Use Policy and the Agreement, this Acceptable Use Policy shall control. Capitalized terms used herein but not defined herein will have the respective meanings given to such terms in the General Terms. ## 1. Proper Use Customer shall, and shall ensure that all Users, comply with this Acceptable Use Policy and the Agreement. TrackVia may deny Customer or any User use of or access to the Platform, Services, or AI Feature as may be required by TrackVia to effectuate its rights and obligations under or otherwise enforce this Acceptable Use Policy or the Agreement. TrackVia shall use commercially reasonable efforts to give Customer advance notice of any denial of such use or access, if practicable. TrackVia shall not be responsible or liable for any use of or access to the Platform, Services or AI Feature by Customer or any User that violates the terms of this Acceptable Use Policy. When using the Platform, Customer has the ability to develop, modify, support, manage, and publish Applications on the Platform and provide its Users access to and use of such Applications and their components, including through the use of Integrations connected with third-party services or platforms. Customer, and not TrackVia, is solely responsible for the legality, compliance, and suitability of all Applications and third-party services or platforms, and shall ensure that its and its Users’ development, modification, support, management, publication, and provision of access to, and use of, Applications and any related components comply at all times with applicable law, this Acceptable Use Policy, and the Agreement. Customer shall ensure that: (a) all disclosures, notices, or privacy policies necessary or appropriate for its Applications or use of the Platform and Services have been made available or provided to relevant individuals; and (b) it has obtained all necessary consents, authorizations, or permissions necessary or appropriate in connection with its Applications or use of the Platform or Services. ## 2. Restrictions 2.1**General Restrictions.** Customer shall not, and shall not permit any User or any third party to, use or encourage, promote, facilitate, or instruct others to use, the Platform, Services, or AI Feature for any illegal, harmful, or offensive use, or to transmit, store, display, distribute, or otherwise make available content that is illegal, harmful, or offensive. Without limiting the foregoing, Customer understands, acknowledges, and agrees that Customer shall not, and Customer shall not permit any User to: (a)**Violate Applicable Laws.** Use the Platform, Services, or AI Feature for purposes of violating any applicable local, state, provincial, national, or international law, treaty, or regulation, or any order of a court. (b)**Distribute Malicious Code.** Distribute any virus, time bomb, trap door, malware, Trojan horse, spyware, worm, or other harmful, disruptive, or malicious computer code, mechanism, or program. (c)**Engage in Deceptive Practices.** Engage in deceptive practices such as phishing, pharming, fraud, forgery, or misappropriation of funds, credit cards, or personal information. (d)**Infringe Intellectual Property Rights.** Infringe or violate the rights of any other party, including without limitation any intellectual property rights, including copyright laws, trade secrets, trademarks, or rights of privacy or publicity. (e)**Harm Minors.** Harm minors in any way or use the Platform, Services, or AI Feature to collect, process, or store personal data pertaining to minors in violation of applicable laws, rules, and regulations. (f)**Impersonate Others. **Deliberately mislead anyone as to Customer’s or User’s identity, impersonate another person or entity (including, but not limited to, TrackVia personnel), or falsely identify the source of any information, or falsely state or otherwise misrepresent Customer’s or User’s affiliation with a person or entity. (g)**Obscure Notices.** Cover or obscure any notice, legend, warning, or banner contained in the Platform, Services, AI Feature, or remove TrackVia’s or its licensors’ legends and notices. (h)**Circumvent Security Features.** Interfere with or circumvent any security feature of the Platform, Services, AI Feature or any feature that restricts or enforces limitations on use of or access to the Platform or Services, including: (i) hacking, cracking into, or otherwise using the non-public areas of the Platform, Services, or AI Feature or any other system without authorization; (ii) unauthorized probes, port scans for vulnerabilities, penetration tests, or traffic that circumvents authentication systems; (iii) unauthorized network monitoring or packet capture; (iv) forged or non-standard protocol headers, such as altering source addresses; or (v) operating network services such as open proxies, open mail relays, or open, recursive domain name servers. (i)**Competitive Purposes.** Develop or build a competitive product or service, or reverse engineer, decompile, adapt, modify, or attempt to reconstruct or discover any source code or algorithms of the Platform, Services, or AI Feature, or any portion thereof, by any means whatsoever. (j)**Distribute Offensive or Harmful Materials.** Make available any content or engage in conduct that: (i)is unlawful, tortious, defamatory, vulgar, obscene, libelous, pornographic, indecent, or racially, ethnically, or otherwise objectionable; (ii)violates, or encourages any conduct that would violate, any applicable law or would give rise to civil liability; (iii)promotes discrimination, bigotry, racism, hatred, harassment, or harm against any individual or group; (iv)is violent, threatening, harassing, abusive, slanderous, hateful, or promotes violence or actions that are threatening to any other person, or causes embarrassment to any other person as determined by TrackVia in its sole discretion; or (v)promotes illegal or harmful activities, including gambling. (k)**Interfere with Service.** Use the Platform, Services, or AI Features in a manner that interferes with any other party’s ability to use and enjoy the Platform, Services, or AI Features, that interferes with TrackVia’s or its service partners’ ability to provide the Platform, Services, or AI Features, or that otherwise may create legal liability for TrackVia or its service partners in TrackVia’s sole discretion, including: (i) flooding; (ii) Denial of Service (DoS) attacks of any kind; or (iii) making network connections to any users, hosts, or networks unless Customer has permission to communicate with them. (l)**Export Violations.** Export, re-export, or transfer restricted software, algorithms, or other data in violation of applicable export control laws. (m)**Stalking or Harassment.** Stalk or otherwise harass any person or entity. (n)**Terrorism and Illegal Violence. **Support, finance, promote, solicit, or otherwise assist any terrorist activity, violent extremism, or any person or organization designated as a terrorist or sanctioned entity under applicable law, including OFAC sanctions lists or foreign equivalents. 2.2**Deletion of Content.** TrackVia, in its sole discretion, may delete or remove any content used in connection with the Platform, Services, or AI Features that violates the terms of this Acceptable Use Policy. ## 3. Restrictions Relating to AI Features 3.1**High-Risk Use Cases Prohibited.** TrackVia strictly prohibits High-Risk Use Cases on the Platform. “High-Risk Use Cases” means any development, deployment, operation, or use of the AI Features, or an Application that incorporates the AI Features or any artificial intelligence or automated processing technology, that: (a) makes, guides, assists, or materially influences a decision producing legal or similarly significant effects concerning an individual, including in connection with employment, education, housing, financial services, insurance, healthcare, or essential public or private services, or otherwise constitutes “automated decision-making technology” “automated employment decision tools,” or similar term under applicable laws or regulations; (b) constitutes a high-risk use under Article 6 or Annex III of the EU AI Act; (c) constitutes a prohibited practice under Article 5 of the EU AI Act; or (d) is otherwise classified as prohibited under applicable law. A use may constitute a High-Risk Use Case regardless of whether a human makes or reviews the ultimate decision. High-Risk Use Cases include using AI Features or incorporating other artificial intelligence or automated processing technology into an Application that is used for making, guiding, assisting, or materially influencing a decision that is reasonably likely to produce, legal or similarly significant effects concerning an individual, including a decision relating to the individual’s access to, eligibility for, selection for, or the terms, conditions, pricing, compensation, or provision of: (a)employment, independent contracting, or another work opportunity, including recruitment, advertising or allocation of work opportunities, hiring, promotion, compensation, scheduling, task allocation, performance evaluation, discipline, or termination; (b)education, admissions, enrollment, assessment, placement, or vocational training; (c)housing or lodging; (d)credit, lending, banking, payment, or other financial services; (e)insurance, underwriting, coverage, pricing, claims, or benefits; (f)healthcare, diagnosis, treatment, or other health-related services; (g)essential private services, essential government services, or public assistance or benefits; or (h)access to, or the exercise of, a legal right or legally protected interest. 3.2**Disclosures and Consents.** Customer will make all disclosures and obtain all consents required by applicable law in connection with its use of the AI Feature, including any use through an Application. This includes disclosing to individuals that they are interacting with an artificial intelligence system where required, and disclosing that content is synthetic or artificially generated where required. ## 4. Suspension and Termination TrackVia may suspend or terminate Customer’s or any User’s access to and use of the Platform, Services, or AI Feature, in accordance with the Agreement, if Customer or any User violates any provision of this Acceptable Use Policy or the Agreement. ## 5. Changes to This Acceptable Use Policy This Acceptable Use Policy is subject to occasional revision at the sole discretion of TrackVia. TrackVia will take reasonable steps to notify Customer of any material changes or modifications to this Acceptable Use Policy by way of prominent notice on TrackVia’s website or by email, but Customer agrees to review the TrackVia website periodically to be aware of any changes or modifications to this Acceptable Use Policy. If Customer does not agree to the changes in this Acceptable Use Policy, Customer must discontinue use of the Platform, Services, or AI Feature. Customer’s continued use of the Platform, Services, or AI Feature shall be deemed Customer’s conclusive acceptance of any such changes or modifications to this Acceptable Use Policy. --- # Cookie Policy | TrackVia Source: https://trackvia.com/legal/cookie-policy/ Legal # Cookie Policy TrackVia, Inc. (“TrackVia,” “we,” “us,” “our”) uses different types of cookies for different things, such as analyzing trends and giving you a better, more personalized experience. This cookie policy describes how and when we use different types of cookies in connection with our website. ## What are Cookies, and how are they used? Cookies are small text files that are stored within your internet browser by the websites that you visit. They are widely used in order to make websites work, or work in a better, more efficient way. They can do this because websites can read and write these files, enabling them to recognize you and remember important information that will make your use of a website more convenient (for example by remembering preference settings). In a similar way to many other websites, we place cookies on your computer or device to understand more about your visit and to help us to enhance your experience. ## What Types of Cookies Do We Use? The following describes the types of cookies that we use: Cookie TypeDescription Advertising CookiesWe partner with third parties to either display advertising on our website or to manage our advertising on other websites. Our third-party partners may use cookies to gather information about your activities on our website and other websites in order to provide you advertising based upon your browsing activities and interests. Analytics CookiesThese are software tools that allow us to study, and then improve, how customers interact with our website. This is known as website analytics. Analytics cookies allow us to understand more about how many visitors we have to our websites, how many times they visit us and how many times a user viewed specific webpages within our website. Although analytics cookies allow us to gather specific information about the pages that you visit and whether you have visited our website multiple times, we cannot use them to find out details such as your name or address. Examples of an analytical tool that we use is Google Analytics. Third-Party CookiesThese are cookies set by third parties (someone other than the owner of the website). Aside from setting cookies ourselves, we also allow third parties to set cookies during your visit to our website. These organizations provide us with information on how you use our website. They may also use cookies to promote our newest products and latest offers to you on other websites based on your activity on our website, or your activity on other websites that use the same cookies. For example, you may see products that you viewed on our website presented on other websites as you move around the internet. Some of our partners will use your location to provide more relevant messaging. We have no control over third-party cookies. ## How Can I Manage My Cookies If you do not want to accept cookies while on our website, you can change your browser settings so that cookies are not accepted. If you choose to do this, please be aware that our website may no longer function as intended. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you access our website. For more information about how we use the information you submit on this website, or how to contact us with questions, please read our [**Privacy Policy**](https://trackvia.com/legal/privacy-policy/). --- # Data Processing Addendum | TrackVia Source: https://trackvia.com/legal/dpa/ Legal # Data Processing Addendum Last updated 23 September 2026. This Data Processing Addendum (this “**DPA**”)** **is incorporated into and forms part of the General Terms and Conditions (together with any Order Form, Statement of Work, and any exhibits or schedules attached thereto, collectively, the “**Agreement**”) between TrackVia and Customer. Capitalized terms used in this DPA shall have the meanings set forth in this DPA. Capitalized terms used but not otherwise defined herein shall have the meanings given to them in the Agreement. Except as expressly modified below, the terms of the Agreement shall remain in full force and effect. The parties hereby agree that the terms and conditions set out below shall be added as an addendum to the Agreement. The following obligations shall only apply to the extent required by Data Protection Laws with regard to the relevant Customer Personal Data, if applicable. ## 1. Definitions 1.1.“**Controller**” means an entity that determines the purposes and means of the Processing of Personal Data. 1.2.“**Customer Personal Data**” means any Customer Data that constitutes Personal Data and that is Processed by TrackVia on behalf of Customer to perform the Services under the Agreement. 1.3.“**Data Protection Laws**” means the data privacy and security laws and regulations of any jurisdiction applicable to the Processing of Customer Personal Data, including, in each case to the extent applicable, European Data Protection Laws and the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act of 2020, and its implementing regulations (collectively, “**CCPA**”). 1.4.“**Data Subject**” means the identified or identifiable natural person who is the subject of Personal Data. 1.5.“**European Data Protection Laws**” means, in each case to the extent applicable: (a) the EU General Data Protection Regulation 2016/679 (“**GDPR**”); (b) the GDPR as it forms part of the law of England and Wales, Scotland and Northern Ireland by virtue of section 3 of the European Union (Withdrawal) Act 2018 (“**UK GDPR**”), the Data Protection Act of 2018, and all other laws relating to data protection, the processing of personal data, privacy, or electronic communications in force from time to time in the United Kingdom (collectively, “**UK Data Protection Laws**”); (c) the Swiss Federal Act on Data Protection (“**Swiss FADP**”); and (d) any other applicable law, rule, or regulation related to the protection of Customer Personal Data in the European Economic Area, United Kingdom, or Switzerland that is already in force or that will come into force during the term of this DPA. 1.6.“**Personal Data**”** **means information that constitutes “personal information,” “personal data,” “personally identifiable information,” or similar term under Data Protection Laws. 1.7.“**Process**” means any operation or set of operations performed upon Personal Data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation, alteration, retrieval, consultation, use, alignment, combination, restriction, erasure, destruction or disclosure by transmission, dissemination or otherwise making available. 1.8.“**Processor**” means an entity that Processes Personal Data on behalf of a Controller. 1.9.“**Security Incident**” means a breach of TrackVia’s security that leads to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to Customer Personal Data in TrackVia’s possession, custody, or control. “Security Incident” does not include unsuccessful attempts or activities that do not compromise the security of Customer Personal Data, including unsuccessful log-in attempts, pings, port scans, denial of service attacks, or other network attacks on firewalls or networked systems. 1.10.“**Services**” means the services that TrackVia has agreed to provide to Customer under the Agreement. 1.11.“**Standard Contractual Clauses**”** **means, as applicable, Module Two (Transfer controller to processor) or Module Three (Transfer processor to processor) of the standard contractual clauses approved by Commission Implementing Decision (EU) 2021/914 of 4 June 2021 on standard contractual clauses for the transfer of personal data to third countries pursuant to Regulation (EU) 2016/679 of the European Parliament and of the Council (available at http://data.europa.eu/eli/dec_impl/2021/914/oj), as supplemented or modified by **Appendix 2**.** ** 1.12.“**Subprocessor**”** **means any Processor appointed by TrackVia to Process Customer Personal Data on behalf of Customer under the Agreement. 1.13.“**Supervisory Authority**” means an independent competent public authority established or recognized under Data Protection Laws. ## 2. Processing of Customer Personal Data 2.1.**Roles of the Parties; Compliance.** The parties acknowledge and agree that, as between the parties, with regard to the Processing of Customer Personal Data under the Agreement, Customer is a Controller and TrackVia is a Processor. In some circumstances, the parties acknowledge that Customer may be acting as a Processor to a third-party Controller in respect of Customer Personal Data, in which case TrackVia will remain a Processor with respect to the Customer in such event. Each party will comply with the obligations applicable to it in such role under Data Protection Laws with respect to the Processing of Customer Personal Data. 2.2.**Customer Instructions.** TrackVia will Process Customer Personal Data only in accordance with Customer’s documented instructions unless otherwise required by applicable law, in which case TrackVia will inform Customer of such Processing unless notification is prohibited by applicable law. Customer hereby instructs TrackVia to Process Customer Personal Data: (a) to provide the Services to Customer; (b) to perform its obligations and exercise its rights under the Agreement and this DPA; and (c) as necessary to prevent or address technical problems with the Services. TrackVia will notify Customer if, in its opinion, an instruction of Customer infringes upon Data Protection Laws. Customer’s instructions for the Processing of Customer Personal Data shall comply with Data Protection Laws. Customer shall be responsible for: (i) giving adequate notice and making all appropriate disclosures to Data Subjects regarding Customer’s use and disclosure and TrackVia’s Processing of Customer Personal Data; and (ii) obtaining all necessary rights, and, where applicable, all appropriate and valid consents to disclose such Customer Personal Data to TrackVia to permit the Processing of such Customer Personal Data by TrackVia for the purposes of performing TrackVia’s obligations under the Agreement or as may be required by Data Protection Laws. Customer shall notify TrackVia of any changes in, or revocation of, the permission to use, disclose, or otherwise Process Customer Personal Data that would impact TrackVia’s ability to comply with the Agreement, this DPA, or Data Protection Laws. 2.3.**Details of Processing.** ** **The parties acknowledge and agree that the nature and purpose of the Processing of Customer Personal Data, the types of Customer Personal Data Processed, the categories of Data Subjects, and other details regarding the Processing of Customer Personal Data are as set forth in **Appendix 1**. 2.4.**Processing Subject to the CCPA.** As used in this Section 2.4, the terms “Sell,” “Share,” “Business Purpose,” and “Commercial Purpose” shall have the meanings given in the CCPA and “Personal Information” shall mean any personal information (as defined in the CCPA) contained in Customer Personal Data. TrackVia will not: (a) Sell or Share any Personal Information; (b) retain, use, or disclose any Personal Information (i) for any purpose other than for the Business Purposes specified in the Agreement, including for any Commercial Purpose other than the Business Purposes specified in the Agreement, or as otherwise permitted by the CCPA, or (ii) outside of the direct business relationship between Customer and TrackVia; or (c) combine Personal Information received from, or on behalf of, Customer with Personal Data received from or on behalf of any third party, or collected from TrackVia’s own interaction with Data Subjects, except to perform any Business Purpose permitted by the CCPA. TrackVia hereby certifies that it understands the foregoing restrictions under this Section 2.4 and will comply with them. The parties acknowledge that the Personal Information disclosed by Customer to TrackVia is provided to TrackVia only for the limited and specified purposes set forth in **Appendix 1**. TrackVia will comply with applicable obligations under the CCPA and provide the same level of privacy protection to Personal Information as is required by the CCPA. Customer has the right to take reasonable and appropriate steps to help ensure that TrackVia uses the Personal Information transferred in a manner consistent with Customer’s obligations under the CCPA by exercising Customer’s audit rights in Section 8. TrackVia will notify Customer if it makes a determination that TrackVia can no longer meet its obligations under the CCPA. If TrackVia notifies Customer of unauthorized use of Personal Information, including under the foregoing sentence, Customer will have the right to take reasonable and appropriate steps to stop and remediate such unauthorized use by limiting the Personal Information shared with TrackVia, terminating the portion of the Agreement relevant to such unauthorized use, or such other steps mutually agreed between the parties in writing. 2.5.**De-identified Data. .** With respect to any de-identified data created by TrackVia from Customer Personal Data, TrackVia will: (i) take any necessary measures to ensure that such de-identified data cannot be associated with a Data Subject; (ii) publicly commit to maintaining and using de-identified data without attempting to re-identify the data; (iii) comply with the requirements of Data Protection Laws with respect to the creation of such de-identified data; and (iv) contractually obligate any recipients of the de-identified data to comply with restrictions substantially similar to those set forth in this Section 2.5. ## 3. Confidentiality TrackVia shall take reasonable steps to ensure that TrackVia personnel who Process Customer Personal Data are subject to obligations of confidentiality or are under an appropriate statutory obligation of confidentiality with respect to such Customer Personal Data. ## 4. Security 4.1.**Security Measures.** Taking into account the state of the art, the costs of implementation and the nature, scope, context, and purposes of Processing as well as the risk of varying likelihood and severity for the rights and freedoms of natural persons, TrackVia shall implement appropriate technical and organizational measures designed to ensure a level of security appropriate to the risk, in accordance with the security standards set forth in the trust center, available at [https://trust.trackvia.com/controls](https://trust.trackvia.com/controls) (the “**Security Measures**”). Customer acknowledges that the Security Measures may be updated from time to time upon reasonable notice to Customer to reflect process improvements or changing practices, provided that the modifications will not materially decrease TrackVia’s security obligations hereunder. 4.2.**Security Incidents.** Upon becoming aware of a confirmed Security Incident, TrackVia will: (a) notify Customer of the Security Incident without undue delay after becoming aware of the Security Incident; and (b) take reasonable steps to identify the cause of such Security Incident, minimize harm, and prevent a recurrence. TrackVia will take reasonable steps to provide Customer with information available to TrackVia that Customer may reasonably require to comply with its obligations under Data Protection Laws. TrackVia’s notification of or response to a Security Incident under this Section 4.2 will not be construed as an acknowledgement by TrackVia of any fault or liability with respect to the Security Incident. 4.3.**Customer Responsibilities.** Customer agrees that, without limitation of TrackVia’s obligations under this Section 4, Customer is solely responsible for its use of the Services, including: (a) making appropriate use of the Services to ensure a level of security appropriate to the risk in respect of the Customer Personal Data; and (b) securing any account authentication credentials, systems, and devices Customer uses to access or connect to the Services, where applicable. Without limiting TrackVia’s obligations hereunder, Customer is responsible for reviewing the information made available by TrackVia relating to data security and making an independent determination as to whether the Services meet Customer’s requirements and legal obligations under Data Protection Laws. ## 5. Subprocessing Subject to the requirements of this Section 5, Customer generally authorizes TrackVia to engage Subprocessors as TrackVia considers reasonably appropriate for the Processing of Customer Personal Data. Customer hereby approves TrackVia’s Subprocessors, which can be found at [https://trust.trackvia.com/subprocessors](https://trust.trackvia.com/subprocessors) ("**Subprocessor List**"), including their functions and locations. Subprocessors may be updated by Company from time to time in accordance with this Section by updating the Subprocessor List. TrackVia will notify Customer of the addition or replacement of any Subprocessor at least ten (10) days prior to such engagement. Customer may object to such changes on reasonable data protection grounds by providing TrackVia written notice of such objection within ten (10) days. Upon receiving such an objection, where practicable and at TrackVia’s sole discretion TrackVia will use commercially reasonable efforts to: (a) work with Customer in good faith to make available a commercially reasonable change in the provision of the Services which avoids the use of that proposed Subprocessor; or (b) take corrective steps requested by Customer in its objection and proceed to use the new Subprocessor. If TrackVia informs Customer that such change or corrective steps cannot be made, Customer may, as its sole and exclusive remedy available under this Section 5, terminate the relevant portion of the Agreement involving the Services which require the use of the proposed Subprocessor by providing written notice to TrackVia. When engaging any Subprocessor, TrackVia will enter into a written contract with such Subprocessor containing data protection obligations not less protective than those in this DPA. TrackVia shall be liable for the acts and omissions of the Subprocessor to the extent TrackVia would be liable under the Agreement and this DPA. ## 6. Data Subject Rights TrackVia will, taking into account the nature of the Processing of Customer Personal Data and the functionality of the Services, provide Customer with self-service functionality through the Services or other reasonable assistance as necessary for Customer to fulfill its obligations under Data Protection Laws to respond to requests by Data Subjects to exercise their rights under Data Protection Laws. TrackVia reserves the right to charge Customer on a time and materials basis in the event that TrackVia considers that such assistance is onerous, complex, frequent, or time consuming. If TrackVia receives a request from a Data Subject under any Data Protection Laws with respect to Customer Personal Data, TrackVia will advise the Data Subject to submit the request to Customer and Customer will be responsible for responding to any such request. ## 7. Assessments and Prior Consultations In the event that Data Protection Laws require Customer to conduct a data protection impact assessment, transfer impact assessment, or prior consultation with a Supervisory Authority in connection with TrackVia’s Processing of Customer Personal Data, following written request from Customer, TrackVia shall use reasonable commercial efforts to provide relevant information and assistance to Customer to fulfil such request, taking into account the nature of TrackVia’s Processing of Customer Personal Data and the information available to TrackVia. TrackVia reserves the right to charge Customer on a time and materials basis in the event that TrackVia considers that such assistance is onerous, complex, frequent, or time consuming. ## 8. Relevant Records and Audit Rights 8.1.**Review of Information and Records.** Upon Customer’s reasonable written request, TrackVia will make available to Customer all information in TrackVia’s possession reasonably necessary to demonstrate TrackVia’s compliance with Data Protection Laws and TrackVia’s obligations set out in this DPA. Such information will be made available to Customer no more than once per calendar year and subject to the confidentiality obligations of the Agreement or a mutually-agreed non-disclosure agreement. 8.2.**Audits.** At the request of Customer, during the term of the Agreement, if available, TrackVia will provide a copy of its most recent SOC 2 Type II report or similar industry certification or any successor standards (“**Report**”) for information security management. Access to TrackVia’s Report will be available through its trust center, available at [https://trust.trackvia.com/](https://trust.trackvia.com/), or at such other location notified to Customer by TrackVia at the time of Customer’s request. If TrackVia’s Report is not dated within a year of such request by Customer or otherwise not available, or if Customer requires information for its compliance with Data Protection Laws in addition to the information provided by the Report or under Section 8.1, at Customer’s sole expense and to the extent Customer is unable to access the additional information on its own, TrackVia will allow for, cooperate with, and contribute to reasonable assessments and audits, including inspections, by Customer or an auditor mandated by Customer (“**Mandated Auditor**”), provided that (a) Customer provides TrackVia with reasonable advance written notice including the anticipated date of the audit, the proposed scope of the audit, and the identity of any Mandated Auditor, which shall not be a competitor of TrackVia; (b) TrackVia approves the Mandated Auditor in writing, with such approval not to be unreasonably withheld; (c) the audit is conducted during normal business hours and in a manner that does not have any adverse impact on TrackVia’s normal business operations; (d) Customer or any Mandated Auditor complies with TrackVia’s standard safety, confidentiality, and security policies or procedures in conducting any such audits; (e) any records, data, or information accessed by Customer or any Mandated Auditor in the performance of any such audit, or any results of any such audit, will be deemed to be the Confidential Information of TrackVia and subject to a nondisclosure agreement to be provided by TrackVia; and (f) Customer may initiate such audit not more than once per calendar year unless otherwise required by a Supervisory Authority or Data Protection Laws. 8.3.**Results of Audits.** Customer will promptly notify TrackVia of any non-compliance discovered during the course of an audit and provide TrackVia any reports generated in connection with any audit under this Section, unless prohibited by Data Protection Laws or otherwise instructed by a Supervisory Authority. Customer may use the audit reports solely for the purposes of meeting Customer’s audit requirements under Data Protection Laws to confirm that TrackVia’s Processing of Customer Personal Data complies with this DPA. ## 9. Data Transfers 9.1.**Data Processing Facilities.** TrackVia may, subject to Sections 9.2 and 9.3, Process Customer Personal Data in the United States or anywhere TrackVia or its Subprocessors maintains facilities. Customer is responsible for ensuring that its use of the Services complies with any cross-border data transfer restrictions of Data Protection Laws. 9.2.**European Transfers.** If Customer transfers Customer Personal Data to TrackVia that is subject to European Data Protection Laws, and such transfer is not subject to an alternative adequate transfer mechanism under European Data Protection Laws or otherwise exempt from cross-border transfer restrictions, then Customer (as “data exporter”) and TrackVia (as “data importer”) agree that the applicable terms of the Standard Contractual Clauses shall apply to and govern such transfer and are hereby incorporated herein by reference. In furtherance of the foregoing, the parties agree that: (a) the execution of this DPA shall constitute execution of the applicable Standard Contractual Clauses as of the effective date of the Agreement; (b) the relevant selections, terms, and modifications set forth in **Appendix 2** shall apply, as applicable; and (c) the Standard Contractual Clauses shall automatically terminate once the Customer Personal Data transfer governed thereby becomes lawful under European Data Protection Laws in the absence of such Standard Contractual Clauses on any other basis. 9.3.**Other Jurisdictions.** If Customer transfers Customer Personal Data to TrackVia that is subject to Data Protection Laws other than European Data Protection Laws which require the parties to enter into standard contractual clauses to ensure the protection of the transferred Customer Personal Data, and the transfer is not subject to an alternative adequate transfer mechanism under Data Protection Laws or otherwise exempt from cross-border transfer restrictions, then the parties agree that the applicable terms of any standard contractual clauses approved or adopted by the relevant Supervisory Authority pursuant to such Data Protection Laws shall automatically apply to such transfer and, where applicable, shall be completed on a *mutatis mutandis* basis to the completion of the Standard Contractual Clauses as described in Section 9.2. ## 10. Deletion or Return of Customer Personal Data Following termination or expiration of the Agreement, TrackVia will delete or return Customer Personal Data in compliance with the termination provisions set forth in the Agreement. ## 11. General Terms This DPA will, notwithstanding the expiration or termination of the Agreement, remain in effect until, and automatically expire upon, TrackVia’s deletion or return of all Customer Personal Data. Should any provision of this DPA be invalid or unenforceable, then the remainder of this DPA shall remain valid and in force. The invalid or unenforceable provision shall be either (a) amended as necessary to ensure its validity and enforceability, while preserving the intent of the provision as closely as possible; or, if this is not possible, (b) construed in a manner as if the invalid or unenforceable part had never been contained therein. To the extent of any conflict or inconsistency between this DPA and the other terms of the Agreement in relation to the Processing of Customer Personal Data, this DPA will govern. Unless otherwise expressly stated herein, the parties will provide notices under this DPA in accordance with the Agreement, provided that all such notices may be sent via email. Any liabilities arising in respect of this DPA are subject to the limitations of liability under the Agreement. This DPA will be governed by and construed in accordance with the governing law and jurisdiction provisions in the Agreement, unless required otherwise by Data Protection Laws. ## Appendix 1: Details of Processing of Customer Personal Data ## 1. Subject matter and duration of the Processing of Customer Personal Data The subject matter and duration of the Processing are as described in the Agreement and this DPA. ## 2. Nature and purpose of the Processing of Customer Personal Data The nature of the Processing involves those activities reasonably required to facilitate or support the provision of the Services as described in the Agreement. The purpose of the Processing of Customer Personal Data includes: helping to ensure security and integrity, to the extent the use of Customer Personal Data is reasonably necessary and proportionate for these purposes; debugging to identify and repair errors that impair existing intended functionality; performing the Services as described in the Agreement and carrying out the instructions set forth in Section 2.3 of this DPA; undertaking internal research for technological development and demonstration; and undertaking activities to verify or maintain the quality or safety of the Services, and to improve, upgrade, or enhance the Services. ## 3. The categories of Data Subjects to whom Customer Personal Data relates The categories of Data Subjects are determined by Customer’s use of the Services and may include, for example, Customer’s Users, personnel, and end customers. ## 4. The categories of Customer Personal Data The categories of Customer Personal Data are determined by Customer’s use of the Services as permitted under the Agreement or applicable Order. ## 5. The sensitive data included in Customer Personal Data Unless explicitly permitted in the Order Form, Customer is prohibited from processing sensitive data (as further defined in the Agreement) through the Services. ## 6. The frequency of Customer’s transfer of Customer Personal Data to TrackVia: On a continuous basis for the term of the Agreement. ## 7. The period for which Customer Personal Data will be retained, or, if that is not possible, the criteria used to determine that period: As set forth in this DPA or the Agreement. ## 8. For transfers to Subprocessors, the subject matter, nature and duration of the Processing of Customer Personal Data: For the same subject matter, nature, and duration set forth above. ## Appendix 2: Standard Contractual Clauses ## 1. Application of Modules If Customer is acting as a Controller with respect to Customer Personal Data, “Module Two: Transfer controller to processor” of the Standard Contractual Clauses shall apply. If Customer is acting as a Processor to a third-party Controller with respect to Customer Personal Data, TrackVia is a sub-Processor and “Module Three: Transfer processor to processor” of the Standard Contractual Clauses shall apply. ## 2. Sections I-V The parties agree to the following selections in Sections I-IV of the Standard Contractual Clauses: (a) the parties select Option 2 in Clause 9(a) and the specified time period shall be the notification time period set forth in Section 5 of the DPA; (b) the optional language in Clause 11(a) is omitted; (c) the parties select Option 1 in Clause 17 and the governing law of the Republic of Ireland will apply; and (d) in Clause 18(b), the parties select the courts of the Republic of Ireland. ## 3. Annexes The name, address, contact details, activities relevant to the transfer, and role of the parties set forth in the Agreement and the DPA shall be used to complete Annex I.A. of the Standard Contractual Clauses. The information set forth in **Appendix 1** to the DPA shall be used to complete Annex I.B. of the Standard Contractual Clauses. The competent supervisory authority in Annex I.C. of the Standard Contractual Clauses shall be the relevant supervisory authority determined by Clause 13 and the GDPR, unless otherwise set forth in Sections 5 or 6 of this **Appendix 2**. If such determination is not clear, then the competent supervisory authority shall be the Irish Data Protection Authority. The technical and organizational measures in Annex II of the Standard Contractual Clauses shall be the Security Measures set forth in the DPA. ## 4. Supplemental Business-Related Clauses In accordance with Clause 2 of the Standard Contractual Clauses, the parties wish to supplement the Standard Contractual Clauses with business-related clauses, which shall neither be interpreted nor applied in such a way as to contradict the Standard Contractual Clauses (whether directly or indirectly) or to prejudice the fundamental rights and freedoms of Data Subjects. TrackVia and Customer therefore agree that the applicable terms of the Agreement and the DPA shall apply if, and to the extent that, they are permitted under the Standard Contractual Clauses, including without limitation the following: (a)**Instructions.** The instructions described in Clause 8.1 are set forth in Section 2.2 of the DPA. (b)**Protection of Confidentiality.** In the event a Data Subject requests a copy of the Standard Contractual Clauses or the DPA under Clause 8.3, Customer shall make all redactions reasonably necessary to protect business secrets or other confidential information of TrackVia. (c)**Deletion or Return.** Deletion or return of Customer Personal Data by TrackVia under the Standard Contractual Clauses shall be governed by Section 10 of the DPA. Certification of deletion of Customer Personal Data under Clause 8.5 or Clause 16(d) will be provided by TrackVia upon the written request of Customer. (d)**Audits and Certifications.** Any information requests or audits provided for in Clause 8.9 shall be fulfilled in accordance with Section 8 of the DPA. (e)**Liability.** The relevant terms of the Agreement which govern indemnification or limitation of liability shall apply to TrackVia’s liability under Clauses 12(a), 12(d), and 12(f). (f)**Termination.** The relevant terms of the Agreement which govern termination shall apply to a termination pursuant to Clauses 14(f) or 16. ## 5. Transfers from the United Kingdom If Customer transfers Customer Personal Data to TrackVia that is subject to UK Data Protection Laws, the parties acknowledge and agree that: (a) the template DPA issued by the Information Commissioner’s Office of the United Kingdom and laid before Parliament in accordance with s119A of the Data Protection Act 2018 on 2 February 2022 (available at: https://ico.org.uk/media/for-organisations/documents/4019539/international-data-transfer-DPA.pdf), as it may be revised from time to time by the Information Commissioner’s Office (the “**UK DPA**”) shall be incorporated by reference herein; (b) the UK DPA shall apply to and modify the Standard Contractual Clauses solely to the extent that UK Data Protection Laws apply to Customer’s Processing when making the transfer; (c) the information required to be set forth in “Part 1: Tables” of the UK DPA shall be completed using the information provided in this **Appendix 2** and the DPA; and (d) either party may end the UK DPA in accordance with section 19 thereof. ## 6. Transfers from Switzerland If Customer transfers Customer Personal Data to TrackVia that is subject to the Swiss FADP, the following modifications shall apply to the Standard Contractual Clauses to the extent that the Swiss FADP applies to Customer’s Processing when making that transfer: (a) the term “member state” as used in the Standard Contractual Clauses shall not be interpreted in such a way as to exclude Data Subjects in Switzerland from suing for their rights in their place of habitual residence in accordance with Clause 18(c) of the Standard Contractual Clauses; (b) references to the GDPR or other governing law contained in the Standard Contractual Clauses shall also be interpreted to include the Swiss FADP; and (c) the parties agree that the supervisory authority as indicated in Annex I.C of the Standard Contractual Clauses shall be the Swiss Federal Data Protection and Information Commissioner. --- # General Terms and Conditions | TrackVia Source: https://trackvia.com/legal/general-terms/ Legal # General Terms and Conditions Last updated 23 September 2026. Prior versions available [on our Legal page](https://trackvia.com/legal/). These General Terms and Conditions (“General Terms”) are a part of the agreement between the entity that has executed an Order Form referencing these General Terms (“Customer”) and TrackVia, Inc. (“TrackVia”). The agreement between Customer and TrackVia consists of the Order Form, any exhibits or attachments that, from time to time, are attached to or incorporate this Agreement by reference (each, an “Exhibit”), these General Terms, all Schedules attached to these General Terms (each, a “Schedule”), and all Statements of Work (collectively, “Agreement”). ## 1. Defined Terms Certain defined terms used in this Agreement are set forth in Schedule A to these General Terms, in addition to any other terms defined in this Agreement. ## 2. Platform Services Subject to the terms and conditions of this Agreement, during the Term, TrackVia grants to Customer the non-exclusive, non-assignable (except as set forth in Section 20(d)), rights and licenses set forth in this Section 2. 2.1.**Applications.** Customer may develop and use the number, type, and functionality of Applications set forth on the Order Form or Exhibit in accordance with the terms and conditions of this Agreement. If the number, type, and functionality of Applications are not limited on the Order Form or Exhibit, the number, type, and functionality of Applications are not limited, although Applications are limited as further described in this Agreement. 2.2.**Super Admin Users.** Customer may authorize the number of Super Admin Users set forth on the Order Form or Exhibit (i) to exercise all rights and licenses of Admin Users and Standard Users and (ii) to remotely access the Platform for the following purposes: (a)To designate Admin Users, Standard Users, and Limited Users and grant Users access rights to Applications; (b)To use the development functionality of the Platform to develop, modify, and support all Applications; (c)To assign the management and modification of one or more Applications to Admin Users (each, an “Assigned Application”); (d)To monitor and adjust all Customer-modifiable account information for the Platform; (e)To use all Customer administrative functions of the Platform; and (f)To access and run all Platform Reports. 2.3.**Admin Users.** Customer may authorize the number of Admin Users set forth on the Order Form or Exhibit (i) to exercise all rights and licenses of Standard Users and (ii) to remotely access the Platform for the following purposes: (a)To use the development functionality of the Platform to develop, modify, and support the Assigned Applications; (b)To use the administrative functions of the Platform in connection with the Assigned Applications; (c)To access and run the Platform Reports available in connection with the Assigned Applications; and (d)To exercise all rights and licenses of Standard Users. 2.4.**Standard Users.** Customer may authorize the number of Standard Users set forth on the Order Form or Exhibit to remotely access and use the functionality of Applications to which they have been granted access and to use such Applications on mobile devices running approved versions of iOS or Android. 2.5.**Limited Users.** Customer may authorize the number of Limited Users set forth on the Order Form or Exhibit to remotely access and use the read-only functionality of Applications to which they have been granted access and to use the read-only functionality of the Applications on mobile devices running approved versions of iOS or Android. 2.6.**Additional Rights.** To the extent included on the Order Form or Exhibit, Customer will have the additional non-exclusive, non-assignable (except as set forth in Section 20(d)) rights and licenses in this Section 2.6. (a)Integrations. To allow Super Admin Users, for all Applications, and Admin Users, for their Assigned Applications, to copy and use the number of Integrations set forth on the Order Form or Exhibit to develop, modify, and support Applications and interface the Applications with the third party applications for which such Integrations were designed, subject to any other limitations set forth on the Order Form or Exhibit. As indicated in the definition of Integrations, each Integration may only be used with a single Application. (b)Recipes. To allow Super Admin Users, for all Applications, and Admin Users, for their Assigned Applications, to copy and modify the number of Recipes set forth on the Order Form or Exhibit to develop, modify, and support Applications. As indicated in the definition of Recipes, each Recipe may only be used with a single Application. (c)Platform Storage. To store Applications, Customer Content, and Customer Data on the Platform up to the limits of the Platform Storage set forth on the Order Form or Exhibit. Platform Storage limits may be based on the amount of storage (e.g., gigabytes), the number of records in Customer’s Platform database, or otherwise as set forth on the Order Form or Exhibit. (d)Sandboxes. To allow Admin Users to use the number of Sandboxes set forth on the Order Form or Exhibit to develop, modify, and support Applications. Certain developments or modifications, especially certain testing procedures, may require multiple Sandboxes. (e)Custom Cloud Implementations. To use a Government Cloud, HIPAA Cloud, or Private Cloud for the storage of Customer Content and Customer Data. (f)Single Sign On. To receive and use a single sign on for each User’s access to all authorized Applications and the User’s authorized access to the Platform Services. (g)Custom SMTP. To allow notifications and emails to be sent through Customer’s email systems, rather than through TrackVia’s emails. (h)Web Application White Label. To allow Applications that run on the Platform via approved web browser software to be branded with Customer’s trademarks, trade dress, logos, and look and feel. (i)Mobile Application White Label. To allow Mobile Applications to be branded with Customer’s trademarks, trade dress, logos, and look and feel. 2.7.**Additional Limitations.** (a)If Customer is listed on the Order Form as a unit, department, division, or other subpart of an entity (“Unit”), then the rights and licenses granted to Customer under this Agreement are limited to that unit, department, division, or other subpart of the Customer. (b)Customer will not, nor authorize others to: (i) decompile, disassemble, reverse engineer, re-engineer, modify, or create derivative works or improvements based upon the Platform; (ii) sell, rent, encumber, transfer, assign, license, lease, sublicense, pledge, or encumber its rights, or any part thereof, under this Agreement or to the Platform or any Application; (iii) use the Platform, the Applications, or any Services in any time-sharing or service bureau arrangement; (iv) use the Platform or Services to process data of any third party for a fee or any other consideration; (v) assign, distribute, transfer, furnish, or otherwise disclose or make available the Services, or any part thereof, to any third party, except for the availability of Applications to Standard Users and Limited Users as set forth in Sections 2.4 and 2.5; (vi) remove or alter any identification, trademark, copyright, patent, confidentiality, proprietary or other notice affixed to or embodied within the Platform; or (vii) use the Services for any purpose or in any manner inconsistent with this Agreement or the Acceptable Use Policy. 2.8.**Reservation of Rights.** This Agreement does not grant any right to physical possession of the Platform or any software associated with the Platform, other than the object code of Mobile Applications. All rights, including all Intellectual Property Rights, not expressly granted in this Agreement are reserved to TrackVia. No rights are granted by implication. ## 3. Related Services TrackVia will provide the services described in this Section 3 to Customer during the Term (collectively, “Related Services”). 3.1.**Standard Support Services.** TrackVia will provide Customer with the services described in this Section 3.1 (collectively, “**Standard Support Services**”). Standard Support Services do not include programming services or the development or enhancement of Applications. (a)TrackVia will provide access to a help desk to answer questions from Users related to the operation and functionality of the Platform and to report problems with the Platform during TrackVia’s normal support business hours of 7:00 am – 6:00 pm Mountain Time, Monday–Friday, other than days on which banking institutions located in Denver, Colorado are authorized or obligated by law or executive order to close. (b)TrackVia will provide applicable Users access to TrackVia’s pre-recorded support training videos as they exist from time to time. (c)TrackVia will take reasonable efforts in accordance with its normal policies for Standard Support Services to correct any reproducible failures of the Platform to perform in accordance with the Documentation or provide a workaround that eliminates the practical effect of the failure. (d)TrackVia may, but is not required to, create and make available new enhancements to the Platform at no additional charge. TrackVia may also, but is not required to, offer new enhancements to the Platform for additional fees; provided that if the new enhancements are made generally available to other TrackVia customers at no additional charge, TrackVia will make the same available to Customer at no additional charge. 3.2.**Additional Support Services.** If selected on an Order Form or Exhibit, TrackVia will provide additional support-related services as described on the applicable Order Form or Exhibit. 3.3.**Dedicated Customer Success Manager.** If selected on an Order Form or Exhibit, TrackVia will provide Customer access to a single individual who will serve as the main contact between Customer and TrackVia, subject to the limitations set forth on the Order Form or Exhibit (“**Success Manager**”), as well as certain other Services bundled with the provision of a Success Manager, as identified on the Order Form or Exhibit. If the hours of utilization of the Success Manager or other Service in any month are less than the monthly hour limitations for the Success Manager or other Service, the unused hours may not be carried forward to future months. 3.4.**TrackVia University.** If selected on an Order Form or Exhibit, TrackVia will provide access to live, online training for the number of Users and number and level of training sessions set forth on the Order Form or Exhibit (“**TrackVia University Training**”). 3.5.**Implementation Services.** TrackVia will provide those implementation services described on and in accordance with any Attachment (“**Implementation Services**”). 3.6.**Professional Services.** TrackVia will provide those services described on and in accordance with any Statement of Work (“**Professional Services**”). Professional Services may include assistance with the development of Applications, Integrations, or Recipes for Customer. 3.7.**Exhibit Services.** TrackVia will provide those services described on any Exhibit that are not otherwise described in this Section 3 (“**Exhibit Services**”) and subject to any other terms and conditions set forth on the Exhibit. ## 4. Additional Services TrackVia (i) may, but shall not be required to, provide services requested by Customer as a part of Standard Support Services that are not included within the scope of Standard Support Services or any additional Support Services described in Section 3.2 and (ii) may, if requested by Customer, provide services not described on any Attachment (collectively, “Additional Services”). ## 5. Performance of Services 5.1.**TrackVia Personnel.** While physically present at Customer’s facilities, TrackVia will cause its Personnel to comply with all of Customer’s written security policies and other applicable rules and regulations that Customer provides to TrackVia in advance. If Customer determines in good faith that the continued assignment to Customer’s account of one of TrackVia’s Personnel is not in the best interests of Customer, then Customer will give TrackVia written notice to that effect. After receipt of the notice, TrackVia will have a reasonable period of time in which to investigate the matters stated in the notice, discuss its findings with Customer, and resolve any problems with the applicable Personnel. If, following such period, Customer requests replacement of the applicable Personnel, TrackVia will replace that Personnel with other Personnel of suitable ability and qualifications. TrackVia’s Personnel will be subject to immediate removal from Customer’s premises or immediate removal from Customer’s account for serious misconduct in the same manner as Customer manages its own employees and in accordance with applicable Customer security policies. 5.2.**Subcontractors.** Unless otherwise provided in a Statement of Work, TrackVia may subcontract any Services to a third party without Customer’s prior written consent. TrackVia will remain responsible for the performance, acts, and omissions of any TrackVia subcontractors. 5.3.**Remote Access.** The parties will mutually agree upon and coordinate all security protocols involving remote access. If Customer desires TrackVia to adhere to or use a specific security protocol and doing so will require TrackVia to incur a material cost, Customer will reimburse TrackVia for such cost. ## 6. Term Unless terminated as provided in Section 17, this Agreement commences on the date the first Order Form is last executed by a party and will continue so long as any Order Form remains in effect (“**Term**”). The term of each Order Form commences on the start date set forth on the Order Form (or, if no start date is set forth, on the date the Order Form is last executed by a party) and continues for the period set forth in the Order Form, unless otherwise superseded or amended by a Replacement Order Form or Supplemental Order Form (“**Initial Term**”). Thereafter, each Order Form will automatically renew for successive additional terms (each a “**Renewal Term**”; the Initial Term and all Renewal Terms are collectively referred to as the “Order Term”), unless either party provides written notice of non-renewal to the other party at least 90 days prior to the end of the thencurrent Initial Term or Renewal Term. See Section 20(a) for Customer termination notices. Each Renewal Term will be the same length of time as the Initial Term unless otherwise provided on the Order Form. Beginning on the commencement date of each Renewal Term, without further action of the parties, these General Terms will be amended to be those General Terms then set forth at TrackVia.com/general-terms. ## 7. Fees and Expenses Customer will pay the following Fees and Expenses. 7.1.**Subscription Fees.** Fees set forth on the Order Form or an Exhibit that are identified as Platform Services Fees, as Subscription Fees, or are otherwise payable on a periodic basis during the Order Term (e.g., monthly or annually, but not including fees under an Attachment that provide for a one-time payment, payments on a time and materials basis, or progress payments) are collectively referred to as “Subscription Fees.” Subscription Fees are due and payable annually in advance, on receipt of the applicable invoice, unless otherwise specified on the Order Form or applicable Exhibit. For Subscription Fees payable for less than a full period, the Subscription Fees will be prorated on a daily basis. TrackVia may adjust the Subscription Fees (including any per-unit pricing) at any Renewal Term by up to 7% above the applicable pricing in the prior Initial Term or Renewal Term as applicable, unless otherwise set forth in the Order Form or unless TrackVia provides written notice of different pricing to Customer at least 120 days before the end of the then-current Initial Term or Renewal Term. Subscription Fees may also be adjusted every 12 months, if and to the extent set forth on the Order Form or Exhibit. 7.2.**Additional Services Fees.** Customer will pay fees for Additional Services as specified on an Attachment (e.g., additional hours for Professional Services) or, if not specified, at TrackVia’s then-current standard time and materials rates (collectively, “**Additional Services Fees**”). Additional Services Fees will be billed monthly in arrears, and Customer will pay the Additional Services Fees on receipt of the invoice. 7.3.**Other Fees.** Customer will pay all Fees, other than Subscription Fees or Additional Services Fees, as provided on an Attachment (“**Other Fees**”). Other Fees are those Fees for Services that are not paid on a periodic basis and may include Professional Services Fees and Fees for a Success Manager, TrackVia University Training, Implementation Services, Exhibit Services, or any other Services described in this Agreement and not payable on a periodic basis. If the Attachment does not provide for payment terms for any Other Fees, then TrackVia will bill Customer monthly in arrears, and Customer will pay the Other Fees on receipt of the invoice for the Other Fees. 7.4.**Expenses.** For any Related Services or Additional Services to be provided at the Customer’s site, Customer will reimburse TrackVia for actual and reasonable travel, living, and other incidental expenses incurred (“**Expenses**”). Expenses will be billed monthly in arrears, and unless otherwise specified on the applicable Attachment, Customer will pay the Expenses on receipt of the invoice for the Expenses. 7.5.**Currency.** Unless otherwise set forth on the Order Form, Customer will pay all Fees and Expenses in U.S. dollars. 7.6.**Late Payment.** Any Fees and Expenses not paid when due will bear a late payment charge at the lesser of 1.5% per month or the maximum amount permitted by law until paid. If Customer’s account is in arrears for 60 days or more, TrackVia may suspend the provision of Services upon written notice to Customer until Customer’s account is brought current. Customer will reimburse TrackVia for all costs of collection, including reasonable attorneys’ fees. The rights in this Section 7.6 are in addition to any other rights under this Agreement, at law, or in equity. 7.7.**Taxes.** Customer will pay all personal property, sales, use, and other taxes (excluding taxes based upon TrackVia’s net income) and license and registration fees, and other assessments or charges levied or imposed by any governmental body or agency as a result of the execution or performance of this Agreement. Any amount due from Customer under this Section 7.7 will be paid directly by Customer, where appropriate, or will be reimbursed to TrackVia upon payment by TrackVia. If Customer or the transactions contemplated by this Agreement are exempt from such taxes, fees, assessments, or charges, Customer will provide TrackVia proper exemption certificates or other documentation acceptable to TrackVia. ## 8. Confidentiality 8.1.**Confidential Information Generally.** During the Term, each party (the “**Receiving Party**”) and its Personnel may become aware of certain information that may constitute trade secrets or other information of the other party (the “**Disclosing Party**”) or its contractors, suppliers, or licensors that is not commonly known by or available to the public, including technical or nontechnical data, software, the functionality of software, documentation, procedures, processes, client lists, files, reports, protocols, financial data or plans, information relating to products, services, costs, and margins, and business practices (collectively, “**Confidential Information**”). Confidential Information will not include information that: (i) the Receiving Party can show was in its lawful possession, without any confidentiality obligation, prior to its receipt from the Disclosing Party; (ii) is or becomes generally available to the public through no wrongful act or omission or breach of a duty of confidentiality on the part of the Receiving Party or any third party; (iii) is lawfully obtained by the Receiving Party from a third party under no confidentiality obligation; or (iv) is independently developed by the Receiving Party without use of or reference to the Disclosing Party’s Confidential Information. Customer’s Confidential Information includes Customer Data. TrackVia’s Confidential Information includes the Platform, Integrations, Recipes, and Documentation. 8.2.**Non-Use and Non-Disclosure.** Except as expressly permitted in this Agreement or as reasonably necessary for the exercise of rights granted or performance of obligations under this Agreement, the Receiving Party will not use and will protect from disclosure the Disclosing Party’s Confidential Information with at least that degree of care used by the Receiving Party in dealing with its own similar Confidential Information, but in no event less than reasonable care, and will take reasonable steps to minimize the risk of disclosure of the Confidential Information to unauthorized parties or persons. The Receiving Party may disclose the Disclosing Party’s Confidential Information to the Receiving Party’s Personnel, legal representatives, and auditors, if they have a need to know the information in order to perform their obligations to the Receiving Party and are either (i) subject to written confidentiality obligations or (ii) under ethical obligations of confidentiality, such obligations being at least as restrictive as those described in this Section 8. If the Receiving Party is required by law, regulation, or court order to make any disclosure of the Disclosing Party’s Confidential Information, the Receiving Party will provide the Disclosing Party with prompt written notice of the requirement, if allowed by law, so that the Disclosing Party may seek a protective order or other appropriate relief. Subject to the foregoing sentence, the Receiving Party may furnish only that portion of the Disclosing Party’s Confidential Information that the Receiving Party is legally required to disclose. The Receiving Party will also provide reasonable assistance as the Disclosing Party may request in obtaining the order or other relief, at the expense of the Disclosing Party. With respect to any Confidential Information that qualifies as a trade secret under applicable law, the restrictions on use and disclosure in this Section 8 will continue in effect after the termination or expiration of this Agreement for so long as the information qualifies as a trade secret. With respect to Confidential Information that does not qualify as a trade secret under applicable law, the restrictions on use and disclosure will remain in effect during the Term and for five years thereafter. The Receiving Party will promptly notify the Disclosing Party of any use or disclosure of Confidential Information in violation of this Agreement of which the Receiving Party becomes aware. 8.3.**Residual Knowledge.** Notwithstanding the other provisions of this Section 8, either party will be free to use Residual Knowledge for any purpose, including use in development, manufacture, marketing, and maintenance of its own or its customers’ plans, designs, products, and services. All rights to use or exploit the Residual Knowledge of the other does not include any rights under copyright or patent law, although Customer acknowledges that the similarity of certain Objects or Applications created by TrackVia or other customers and Related Services performed by TrackVia for other customers may result in TrackVia’s creation of similar work product without the copying of Customer’s Confidential Information or copyrighted works. “**Residual Knowledge**” means any information that is retained in the memory of an individual without at the time of recall referring to such information in written, electronic, optical, or other tangible form and without memorizing such information for the purposes of avoiding obligations of confidentiality and nondisclosure. 8.4.**Judicial Enforcement.** The parties agree that an impending or existing violation of any provision of this Section 8 or any other sections of this Agreement that pertain to ownership or license of intellectual property may cause a party immediate irreparable injury for which it would have no adequate remedy at law, and agree that the party will be entitled to seek immediate injunctive relief prohibiting the violation, in addition to any other available rights and remedies. ## 9. Information and Data 9.1.**Customer Data.** TrackVia will treat all Customer Data as confidential in accordance with Section 8. Customer grants TrackVia a non-exclusive, royalty-free, sublicensable, worldwide license to use Customer Data solely to (i) optimize, enable, and provide the Services (including reporting to Customer on its use of the Services), (ii) aggregate information relating to transactions for statistical analysis and business measures of the performance of the Services, to improve TrackVia’s products and services, to create new TrackVia products and services, and to manage TrackVia’s systems, including the Platform, (iii) monitor Customer’s use of the Services for security and technical support purposes, for purposes of otherwise complying with TrackVia’s obligations to Customer, and to determine Customer’s compliance with the terms of this Agreement, (iv) enforce this Agreement, (v) comply with applicable law, and (vi) perform its obligations and exercise its rights under this Agreement. TrackVia is under no obligation to review any Customer Data, but TrackVia has the right to review any Customer Data and take appropriate action, including removal or modification of Customer Data, if deemed necessary by TrackVia to prevent any damage, injury, or harm to the Platform, any TrackVia customer, or any third party. 9.2.Personal Data. To the extent that Customer Data contains Personal Data, the parties shall comply with the terms of the TrackVia Data Processing Addendum, available at [https://www.trackvia.com/dpa/](https://trackvia.com/legal/dpa/) (the “DPA”), which is incorporated by reference into this Agreement. 9.3.Sensitive Data. Customer expressly acknowledges and agrees that, except as expressly permitted by an Order, it will not submit any Sensitive Data to the Services or use the Services to process any Sensitive Data. TrackVia may suspend all or a portion of Customer’s access to the Services upon written notice and without any liability to TrackVia if TrackVia has a good faith belief that Customer has breached the restrictions in this Section. Customer acknowledges and agrees that TrackVia shall have no liability for any Sensitive Data transferred to the Services in violation of this Section. 9.4.**Customer Responsibilities.** Customer will obtain all necessary rights, title, interest, authorizations, and consents necessary to obtain, process, store, transmit, disclose, and otherwise use Customer Data in connection with the Services and as otherwise provided in this Agreement, including all rights, title, interest, authorizations, and consents necessary to use any Personal Data that is a part of the Customer Data. Customer will comply with all applicable laws, including all Data Protection Laws, in connection with the use of the Customer Data in connection with the Services. 9.5.**De-identified Data.** Customer additionally grants TrackVia a non-exclusive, royalty-free, sublicensable, worldwide license to use, modify, market, and disclose any De-identified Data for marketing and advertising purposes. “**De-identified Data**” means data and information generated by or captured through the use of the Services, or that is derived from such data and information, that both (i) does not identify and cannot be reasonably used to identify any individual person, including any User or Customer Personnel, and (ii) cannot identify Customer or be attributed solely to Customer or use of the Services by Customer or Users. ## 10. Ownership and License 10.1.**Customer’s Ownership.** As between Customer and TrackVia, Customer and its licensors will Own all Customer Data and Customer Content. Customer grants to TrackVia the right and license to use the Customer Data and Customer Content solely for the purposes of providing the Services to Customer during the Term and as set forth in Section 9. 10.2.**TrackVia Ownership.** As between Customer and TrackVia, TrackVia and its licensors will Own the Platform (including all Objects), Integrations, Recipes, TrackVia Content, all Applications (other than the Customer Development IP, which is addressed below), the results of all Related Services (except as otherwise set forth on a Statement of Work or Exhibit), and all data and other information entered into or available through the Platform other than the Customer Data and Customer Content (collectively, together with all TrackVia Development IP, the “**TrackVia IP**”). 10.3.**TrackVia Development Services.** If TrackVia provides Related Services related to the development of an Application or assistance with the development or modification of Recipes or Integrations (“**Development Services**”), then the relative ownership of the results of such Development Services will be as set forth in this Section 10.3. (a)As between Customer and TrackVia, TrackVia and its licensors will Own any portion of the results of Development Services (i) that were developed by or on behalf of TrackVia prior to the commencement of the Development Services, which includes all elements of the Platform (including all Objects therein), (ii) that were developed by TrackVia outside of the scope of the Development Services, or (iii) that can reasonably be reused by TrackVia for other Applications or for the benefit of other TrackVia customers, so long as the reusable elements do not contain any Confidential Information of Customer. The results of Development Services that are Owned by TrackVia in accordance with this Section 10.3(a) are referred to as “TrackVia Development IP.” TrackVia hereby grants to Customer the right and license during the Term to use the TrackVia Development IP solely as a part of the Applications, Recipes, or Integrations that have been licensed under this Agreement. (b)As between Customer and TrackVia, Customer and its licensors will Own those elements of any Application developed by or on behalf of Customer under this Section 10.3, other than any TrackVia Development IP. 10.4.**Customer Application Development.** As between Customer and TrackVia, Customer will Own those elements of Applications that are created solely by or on behalf of Customer (other than those Applications, or parts thereof, that are developed by TrackVia for Customer), subject to TrackVia’s underlying rights in and to TrackVia IP (the elements of such Applications that are Owned by Customer as described in Section 10.3(b) and this Section 10.4 are collectively referred to as “**Customer Development IP**”). Customer grants to TrackVia the right and license to use the Customer Development IP solely for the purposes of providing the Services to Customer during the Term. 10.5.**Feedback.** Any suggestions or proposed modifications or enhancements to the Platform, Integrations, Recipes, or otherwise provided by Customer to TrackVia, other than as a part of Development Services, may be freely used by TrackVia without limitation, and any modifications or enhancements to the Platform, Integrations, Recipes, new products or services, or otherwise resulting from such suggestions or proposed modifications will be exclusively Owned by TrackVia. 10.6.**Further Assurances.** Each party will take such actions as may be reasonably requested by the other to evidence the transfer of ownership of or license to Intellectual Property Rights described in this Agreement, including the making of further written assignments or the filing of registrations, applications, or instruments, in a form reasonably requested by the other. ## 11. Other TrackVia Responsibilities 11.1.**Viruses.** TrackVia will use commercially reasonable efforts to ensure that no computer viruses, malware, or similar items are introduced into Customer’s computer and network environment through the use of the Services. 11.2.**Security.** TrackVia will comply with all state, federal, and other data security and privacy laws that apply to the use of the Customer Content and Customer Data and will design and monitor the Platform in a manner that is designed to prevent unauthorized access, in light of the nature of the data stored and processed by the Platform. ## 12. User Restrictions 12.1.**IDs and Passwords.** Each log-on ID and password is for use by a single individual. Customer will cause each User to protect the confidentiality of log-on IDs and passwords and will not allow the sharing of log-on IDs and passwords among multiple individuals. 12.2.**Unauthorized Activities.** Each party will promptly notify the other party of any incidents of fraud or misuse involving the Platform Services of which it becomes aware, including fraud or misuse involving a User’s use of the Platform Services. 12.3.**Access Environment.** TrackVia is not responsible for the equipment, operating system, third party software, mobile devices, public internet, cellular networks, and network protocols necessary to access and use the Platform or Mobile Applications (the “**Access Environment**”). Customer is solely responsible for providing and maintaining the Access Environment at its own expense. 12.4.**Prohibited User Activities.** Customer will not and will require Users not to engage in the following activities (“**Prohibited Activities**”): (a)Use the Platform Services or Related Services in any way that violates applicable state, federal, or international laws, regulations, or other government requirements; (b)Attempt to gain access to a copy of any software that operates the Platform; (c)Transmit any material that encourages conduct that could constitute a criminal offense, give rise to civil liability, or otherwise violate any applicable local, state, national, or international law or regulation; (d)Use the Platform or Services for any unlawful purpose or in any way that might harm, damage, or disparage any other person or entity; (e)Threaten, harass, abuse, slander, defraud, defame, or otherwise violate the legal rights (including rights of privacy and publicity) of others; (f)Publish, distribute, or disseminate any inappropriate, profane, vulgar, defamatory, infringing, obscene, tortious, indecent, false, unlawful, immoral, or otherwise objectionable material or information, including the use of the Services to promote or facilitate sex trafficking or prostitution; (g)Create a false identity or impersonate another for the purpose of misleading others as to the identity of the sender or the origin of a message, including providing misleading information to any feedback system employed through the Platform or Services; (h)Knowingly transmit or upload any material that contains viruses, Trojan horses, worms, time bombs, cancelbots, or any other harmful or deleterious software programs; (i)Interfere with or disrupt the Platform or Services, any other person or entity’s use of the Platform or Services, or networks or servers connected to the Services or violate the regulations, policies, or procedures of such networks or servers; (j)Attempt to gain unauthorized access to the Platform or Services, logins and passwords of others, or computer systems and networks connected to the Platform or Services; (k)Upload, post, or otherwise transmit any unsolicited or unauthorized advertising, promotional materials, “junk mail,” “spam,” “chain letters,” “pyramid schemes,” or any other form of solicitation (commercial or otherwise); or (l)Upload or otherwise transmit any information or content that is copyrighted, protected by trade secret or otherwise subject to or infringes any Intellectual Property Rights or other proprietary rights, including privacy and publicity rights, without permission of the owner of such rights; or (m)Use the Platform or Services, whether directly or through any Application, for any High-Risk Use Case, including by developing, deploying, operating, making available, or otherwise enabling any Application that uses the Platform or Services for any High-Risk Use Case. (n)Use the Platform or Services in any way that violates the Acceptable Use Policy. 12.5.**Monitoring.** TrackVia may, but is not obligated to, monitor Customer’s and Users’ access to and use of the Platform Services to verify compliance with this Agreement. ## 13. Insurance During the Term, TrackVia will maintain the following insurance coverages: (a)Commercial general liability insurance with limits of no less than $2,000,000 per occurrence and $4,000,000 in the aggregate; (b)Cyber/Tech Errors and Omissions insurance with aggregate limits of no less than $5,000,000; and (c)Statutory Worker’s Compensation insurance. The commercial general liability policy will be endorsed to add Customer as an additional insured for liabilities assumed by TrackVia under the terms of this Agreement. ## 14. Representations and Warranties of TrackVia 14.1.**Warranties.** TrackVia hereby represents and warrants the following. (a)TrackVia has all right, power, and authority to enter into this Agreement. (b)TrackVia has all necessary legal rights and licenses necessary to provide the Services, and the Services do not infringe on any Intellectual Property Rights of any third party. TrackVia’s sole obligation and Customer’s sole remedy for any breach of this warranty is set forth in Section 15.1(a)(iii). (c)The Services will conform to and function substantially in accordance with the Documentation. TrackVia’s sole obligations and Customer’s sole remedies for any breach of this warranty is set forth in Section 3.1(c). 14.2.**LIMITATIONS OF WARRANTY.** EXCEPT FOR THE REPRESENTATIONS AND WARRANTIES OF TRACKVIA EXPRESSLY SET FORTH IN THIS AGREEMENT, TRACKVIA EXPRESSLY DISCLAIMS ANY AND ALL OTHER REPRESENTATIONS, WARRANTIES, AND CONDITIONS OF ANY KIND OR NATURE, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING (I) ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR USE, OR NON-INFRINGEMENT, (II) ANY REPRESENTATION, WARRANTY, OR CONDITION REGARDING (A) THE SUITABILITY OF THE SERVICES FOR CUSTOMER’S OR USER’S NEEDS, AND (B) THE CAPABILITY, PERFORMANCE, OR FUNCTIONALITY OF THE SERVICES, INCLUDING THE ACCURACY, COMPLETENESS, RELIABILITY, TIMELINESS, OR COMPATIBILITY THEREOF, AND (III) ANY WARRANTY THAT MAY ARISE BY USAGE OF TRADE, COURSE OF DEALING, OR COURSE OF PERFORMANCE. TRACKVIA DOES NOT WARRANT THAT ACCESS TO OR USE OF THE PLATFORM OR SERVICES WILL BE UNINTERRUPTED OR ERROR FREE. CUSTOMER IS SOLELY RESPONSIBLE FOR DETERMINING THE APPROPRIATENESS OF USING THE PLATFORM AND SERVICES. CUSTOMER ASSUMES ALL RISKS ASSOCIATED WITH USE OF THE PLATFORM AND SERVICES, INCLUDING THE RISKS OF SOFTWARE ERRORS, DAMAGE TO OR LOSS OF DATA, AND UNAVAILABILITY OR INTERRUPTION OF OPERATIONS. EXCEPT AS OTHERWISE EXPRESSLY SET FORTH IN THIS AGREEMENT, TRACKVIA WILL NOT HAVE ANY RESPONSIBILITY OR LIABILITY ARISING OUT OF ANY LOSS OR DAMAGE TO ANY PROGRAM, APPLICATION, OR DATA FROM ANY CAUSE WHATSOEVER, UNLESS THE LOSS OR DAMAGE IS A RESULT OF THE GROSS NEGLIGENCE OR WILLFUL TORTIOUS MISCONDUCT OF TRACKVIA OR ITS PERSONNEL. ## 15. Indemnification 15.1.**TrackVia Indemnifications.** (a)TrackVia will defend, indemnify, and hold harmless Customer and Users (“Customer Indemnitees”) from and against any and all damages, settlements, losses, expenses (including reasonable attorneys’ fees), and liabilities (“Damages”) incurred in connection with any claim, action, demand, suit, or proceeding brought by an unaffiliated third party (collectively, “Claims”), insofar as such Claim arises from: (i) TrackVia’s or TrackVia Personnel’s gross negligence or fraud or other intentional tortious misconduct; (ii) personal injury, death, damage to real property, or damage to tangible personal property as a result of the negligence of TrackVia or TrackVia Personnel; (iii) the Services infringing or misappropriating any Intellectual Property Right of a third party (“Infringement Claim”), other than a Claim for which Customer has an obligation to indemnify TrackVia as set forth in Section 15.2. (b)Notwithstanding the foregoing, TrackVia will not indemnify, defend, or hold harmless Customer for any Claim or pay any corresponding Damages to the extent the Claim is based on: (i) the Services having been altered or modified by Customer or any third party without TrackVia’s express written consent, (ii) the combination, operation, or use of the Services by Customer with non-TrackVia hardware, software, or other materials (including Customer Development IP) if the infringement would not have occurred but for the combination, operation, or use by Customer, and (iii) any use of the Services in violation of this Agreement or for purposes other than as contemplated by this Agreement. If an injunction arising from an Infringement Claim is threatened or issued against Customer, TrackVia will have the right, at its option and sole expense, to: (A) obtain the rights to continued use of the Services; (B) substitute other suitable, functionally-equivalent, non-infringing application of the Services; (C) modify the Services so that they no longer infringe without materially impairing its usefulness or performance; or (D) if in TrackVia’s sole discretion the foregoing clauses (A), (B), and (C) are commercially impractical, refund to Customer any prepaid Fees and terminate this Agreement. 15.2.**Customer Indemnifications.** Customer will defend, indemnify, and hold harmless TrackVia and TrackVia’s Personnel from and against any and all Damages incurred in connection with any Claim, insofar as such Claim arises from: (i) Customer’s gross negligence or fraud or other intentional tortious misconduct; (ii) personal injury, death, damage to real property, or damage to tangible personal property as a result of the negligence of Customer; (iii) the creation, use, or operation of any Applications in violation of applicable law or regulation; (iv) the Customer Content, Customer Data, or Customer Development IP infringing or misappropriating any Intellectual Property Right of a third party; (v) TrackVia’s processing of Sensitive Data that is provided by Customer in breach of this Agreement; and (vi) any Prohibited Activities of Customer or any User. 15.3.**Indemnification Generally.** The parties acknowledge and agree that the indemnifying party’s obligations under this Section 15 are conditioned upon the indemnified party’s providing the indemnifying party: (i) prompt written notice of the existence of the Claim (although a failure to provide prompt notice will not relieve an indemnifying party of its obligations under this Section 15 unless the failure to provide prompt notice adversely affects the indemnifying party’s ability to defend); (ii) sole control over the defense or settlement of the Claim; and (iii) non-financial assistance at the indemnifying party’s request to the extent reasonably necessary for the defense of the Claim. Without the written consent of the indemnified party, the indemnifying party will not settle any Claim in a manner that requires the indemnified party to pay any amounts of money or admit any liability. ## 16. Limitations of Liability In addition to any limitations on the rights, obligations, or liabilities of either party set forth elsewhere in this Agreement, the following limitations apply: 16.1.**CONSEQUENTIAL DAMAGES.** NEITHER PARTY WILL BE LIABLE TO THE OTHER PARTY OR ANY THIRD PARTY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING FROM OR RELATED TO THE USE, MISUSE, OR INABILITY TO USE THE PLATFORM OR ANY SERVICES (INCLUDING LOSS OF USE OR GOODWILL, INTERRUPTION OF BUSINESS, LOSS OF PROFITS OR REVENUE, AND COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES), OR A BREACH OF THIS AGREEMENT, REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EVEN IF TRACKVIA’S WARRANTIES FAIL OF THEIR ESSENTIAL PURPOSE OR EVEN IF THE OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. 16.2.**CAP ON LIABILITY.** IN NO EVENT WILL EITHER PARTY’S LIABILITY TO THE OTHER PARTY OR ANY THIRD PARTY ARISING FROM OR RELATING TO THIS AGREEMENT EXCEED THE AMOUNT OF THE SUBSCRIPTION FEES PAID (AND THEN OWED) BY CUSTOMER TO TRACKVIA UNDER THIS AGREEMENT WITHIN THE TWELVE MONTHS PRECEDING THE DATE THE CLAIM AROSE. THE EXISTENCE OF ONE OR MORE CLAIMS WILL NOT ENLARGE THESE LIMITS (THE “LIABILITY CAP”); PROVIDED THAT THE TOTAL CUMULATIVE LIABILITY OF EACH PARTY TO THE OTHER PARTY FOR ANY OBLIGATIONS UNDER SECTION 15 (INDEMNIFICATION) SHALL BE LIMITED TO THREE TIMES THE LIABILITY CAP, NOT TO EXCEED $1,000,000. 16.3.**ESSENTIAL ELEMENT.** THE PARTIES ACKNOWLEDGE AND AGREE THAT THIS SECTION 16 IS AN ESSENTIAL ELEMENT OF THIS AGREEMENT AND THAT IN ITS ABSENCE THE ECONOMIC TERMS OF THIS AGREEMENT WOULD BE SUBSTANTIALLY DIFFERENT. ## 17. Termination 17.1.**Right to Termination.** Either party may terminate this Agreement for breach if: (a) the other party breaches any material provision of this Agreement and fails to cure that breach within 30 days after its receipt of written notice of the breach from the non-breaching party; or (b) the other party files a petition in bankruptcy, is adjudicated as bankrupt, has a receiver, trustee, or other court officer appointed for its property, makes an assignment for the benefit of creditors, is voluntarily or involuntarily dissolved, or admits in writing its inability to pay debts as they come due. If Customer elects to terminate this Agreement due to TrackVia’s breach that remains uncured after any applicable cure period, TrackVia will immediately refund to Customer the Fees paid by Customer to TrackVia that are attributable to time periods after the date of termination. 17.2.**Effect.** (a)Immediately upon expiration or termination of this Agreement, Customer’s right to access or use the Platform and receive any Services will terminate, Customer will immediately cease all use thereof, all accrued but unpaid Fees will become immediately due and payable, and the Receiving Party will promptly return to the Disclosing Party all Confidential Information of the Disclosing Party in its possession or control (including all copies and documents containing the Confidential Information) or will promptly certify to the Disclosing Party that all Confidential Information of the Disclosing Party has been destroyed. Upon expiration or termination of this Agreement, provided that Customer has paid all Fees payable to TrackVia, during the 30-day period after termination, TrackVia will either upon Customer’s written request, (i) provide a designated Super Admin User limited access to the Platform to download Customer Data from the Platform, or (ii) at Customer’s sole expense, download and provide Customer Data to the designated Super Admin User in a mutually agreeable format and medium. Following such 30-day period, TrackVia may remove and permanently delete all Customer Data and Customer Content, and any other data, information, or content associated with Customer’s account. (b)The provisions of Schedule A and Sections 2.8, 7 (for accrued but unpaid Fees and Expenses), 8, 9, 10, 14.2, 15, 16, 17.2, 19, and 20 will survive the expiration or termination of this Agreement. 17.3.Suspension of TrackVia Services. (a)Without limiting any other rights of the parties in Section 17, TrackVia reserves the right to suspend the Services and Customer’s and all Users’ access to and use of the Platform if Customer engages in any Prohibited Activities. Upon any suspension by TrackVia, TrackVia will reinstate the Services and Customer’s and User’s use of the Platform promptly upon cure by Customer of the breach. (b)TrackVia reserves the right to suspend or terminate any User’s access to and use of the Platform Services who engages in any Prohibited Activities or otherwise breaches the terms of this Agreement. If TrackVia suspends or terminates any User’s access to and use of the Platform Services, TrackVia will discuss the reasons for the suspension or termination with Customer promptly following suspension or termination. ## 18. Export Customer may not use, export, re-export, import, sell, or transfer the Services, including any Mobile Application, except as authorized by United States law and any other applicable laws and regulations. In particular, but without limitation, the use of the Services, including Mobile Applications, may not be exported, re-exported, or deemed exported (i) into any U.S. embargoed countries or (ii) to anyone on the U.S. Treasury Department’s list of Specially Designated Nationals or the U.S. Department of Commerce Denied Persons List or Entity List. By using the Services, Customer represents and warrants that Customer is not located in any such country or on any such list. Customer also agrees that Customer will not use the Platform Services, including Applications, for any purposes prohibited by United States law, including the development, design, manufacture, or production of missiles or nuclear, chemical, or biological weapons. ## 19. Disputes (a)Except as set forth in Section 19(b), the parties will attempt to resolve all disputes, controversies, or claims arising under, out of, or relating to this Agreement, including the formation, validity, binding effect, interpretation, performance, breach or termination, of this Agreement and the arbitrability of the issues submitted to arbitration hereunder and non-contractual claims relating to this Agreement (each, a “Dispute”) through discussion between the parties. If any Dispute cannot be resolved through negotiations between the parties within 5 days of notice from one party to the other of the Dispute, either party may submit such Dispute for final settlement through binding arbitration, administered by JAMS under its then-current Streamlined Arbitration Rules & Procedures (the “Rules”). Either party may commence the arbitration by delivering a request for arbitration as specified in the Rules. The arbitration will be conducted before a sole neutral arbitrator, selected as provided in the Rules. The arbitration will be conducted in the English language at a site specified by TrackVia in Denver, Colorado, U.S.A. The arbitration will be confidential and neither party, nor the arbitrator, will disclose any materials disclosed, produced, or generated in relation to the arbitration or the fact that the parties are engaged in a Dispute. The arbitrator will apply the law set forth in Section 19(d) to any such arbitration and shall have the power to award any remedy available at law or in equity; provided, however, that the arbitrator shall have no jurisdiction to amend this Agreement or grant any relief not permitted herein or beyond the relief permitted herein. The award of the arbitrator will be the exclusive remedy of the parties for all claims, counterclaims, issues, or accountings presented or plead to the arbitrator. The award of the arbitrator will require the non-prevailing party to pay the prevailing party’s costs, fees, and expenses (including attorneys’ fees). Judgment upon the award may be entered in any court or governmental body having jurisdiction thereof. Any additional costs, fees, or expenses incurred in enforcing the award may be charged against the party that resists its enforcement. (b)If TrackVia reasonably believes Customer has, in any manner, violated or threatened to infringe TrackVia’s Intellectual Property Rights, then TrackVia may seek emergency, preliminary, or other appropriate interim relief in the state or federal courts located in Denver, Colorado. (c)EACH PARTY IRREVOCABLY AND UNCONDITIONALLY WAIVES ANY RIGHT IT MAY HAVE TO A TRIAL BY JURY IN RESPECT OF ANY LEGAL ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT. (d)This Agreement is governed by, construed, and interpreted in accordance with the laws of the State of Colorado, without giving effect to its conflicts of laws provisions. Each party hereby irrevocably and unconditionally waives any objection to the laying of venue of any action, suit, or proceeding arising out of this Agreement, in the federal or state courts of the State of Colorado located in Denver County, Colorado and hereby further irrevocably and unconditionally waives and agrees not to plead or claim in any such court that any such action, suit, or proceeding brought in any such court has been brought in an inconvenient forum. ## 20. Miscellaneous (a)All notices required or permitted under this Agreement will be made in writing and will be deemed to have been given if delivered personally or by reputable overnight or express courier and are effective upon delivery to the applicable notice address. All notices will be addressed to the parties at the respective addresses indicated on the Order Form or Exhibit, unless changed by a party by notice to the other party. Notwithstanding the above, Customer notices of termination must be addressed to [cancel@trackvia.com](mailto:cancel@trackvia.com). (b)Neither party is an employee, joint venturer, agent, or partner of the other, nor is either party authorized to assume or create any obligations or liabilities, express or implied, on behalf of or in the name of the other. (c)In the interpretation of this Agreement, words importing the singular or plural number include the plural and singular number respectively, and words denoting gender include all genders. The word “including” and its derivatives and synonyms (including “e.g.,” “such as,” “include,” and “includes”), means “including, without limitation,” whether or not capitalized and whether or not “without limitation” or words of similar meaning are included in other provisions of this Agreement. Headings of particular sections are inserted only for convenience and are not to be considered a part of this Agreement or be used to define, limit or construe the scope of any term or provision of this Agreement. Unless the context otherwise specifically requires, all references to sections in these General Terms refer to sections of these General Terms and all subsections of such section. All Exhibits referenced in this Agreement are incorporated into this Agreement wherever referenced. Each party agrees that it has negotiated and reviewed this Agreement, with counsel as it deemed necessary, if at all, and that any rule of construction or interpretation requiring resolution of any ambiguities in this Agreement against the drafting party will not apply in the construction or interpretation of this Agreement. (d)Except as expressly permitted in this Section 20(d), neither party may assign this Agreement or any of its rights or obligations under this Agreement without the prior written consent of the other party, except that either party may assign this Agreement in connection with a merger, sale of stock or membership or partnership interests, or substantially all of its business or assets to which this Agreement applies without consent. Any attempted assignment or transfer of this Agreement in violation of this Section will be void and of no force or effect. This Agreement is binding upon the parties’ respective successors and permitted assigns. (e)This Agreement is not intended, and shall not be construed to create or convey any benefits to or rights on any persons or entities other than the Customer and TrackVia. (f)No waiver of any provision of this Agreement will be effective unless it is in writing and signed by the party against whom it is asserted, and any written waiver will not be deemed to be a continuing or future waiver. No course of dealing, delay in exercising any right, power, or remedy, acceptance of payments, late charges, or performance from a party when that party is in default, or enforcement of any remedy will operate as a waiver or otherwise prejudice a party’s rights, powers, or remedies under this Agreement. (g)No amendment to or modification of this Agreement will be effective unless set forth in a writing signed by TrackVia and Customer. (h)Other than payment obligations, neither party will be deemed in default of this Agreement to the extent that performance of its obligations or attempts to cure any breach are delayed, restricted, or prevented by reason of any act of nature, fire, natural disaster, widespread illness or disease, war, terrorism, act of government, labor action or strike, unavailability of materials, labor, utilities (including internet) or supplies, or any other circumstances beyond the control of such party, provided the affected party promptly notifies the other party and uses its commercially reasonable efforts to avoid or remove the causes of nonperformance and continues performance hereunder reasonably promptly after those causes are removed. (i)Except as otherwise expressly provided hereunder, all rights and remedies provided in this Agreement are cumulative and not exclusive of any other rights or remedies that may be available to the parties, whether provided by law, equity, statute, or otherwise. (j)This Agreement is the final understanding between TrackVia and Customer as to the subject matter of this Agreement, and supersedes any prior or contemporaneous agreements or understandings, whether oral or written, related to the subject matter of this Agreement. (k)This Agreement may be executed in counterparts, each of which will be deemed an original but all of which together will constitute one and the same instrument. (l)The Platform, Documentation, and Services consist of "commercial computer software," “commercial computer software documentation,” and "commercial services", as such terms are used in 48 C.F.R. 12.212. Consistent with 48 C.F.R. 12.212 and 48 C.F.R. 227.7202-1 through 227.7202-4 (or an equivalent provision, e.g. in supplements of various U.S. Government Agencies, as applicable), all U.S. Government Customers, whether this concerns GSA Multiple Award and Federal Supply Schedule acquisitions, FAR acquisitions, DOD acquisitions or other acquisitions whatsoever, acquire the access to the Platform, Documentation, and Services only as "commercial computer software," “commercial computer software documentation,” and "commercial services", and only with those rights as are granted to all other customers pursuant to the terms and conditions set forth herein, as provided in FAR 12.212, and DFARS 227.7202-1(a), 227.7202-3(a), 227.7202-4, as applicable. ## Schedule A — Defined Terms The following terms have the following meanings wherever used in this Agreement. “Acceptable Use Policy” means TrackVia’s acceptable use policy available at [https://www.trackvia.com/aup/](https://trackvia.com/legal/aup/), as updated from time to time. “Admin User” means an individual Personnel of Customer who has been granted a unique user ID and password to exercise the rights set forth in Section 2.3. “AI Features” means any functionality made available by TrackVia as part of the Platform or Services that uses a machine learning system, deep learning system, neural network, foundation model, large language model, generative model, algorithmic decision-making system, automated decision tool, agentic tool, or other artificial intelligence or computational system that generates predictions, classifications, recommendations, scores, content, or decisions based on input data, or that can act autonomously, pursue goals, or make decisions with minimal human input, whether such system is hosted by TrackVia, or a third-party provider of the underlying model or system. “Application” means a software application, which may include certain Platform Reports, that is developed by or on behalf of Customer using the Platform. An Application (i) may run on the Platform or (ii) may be a Mobile Application. “Attachment” means an Order Form, Exhibit, or Statement of Work. “AWS” means Amazon Web Services, Inc. or its affiliates, successors, and assigns. “Content” means textual materials, software, designs, logos, trademarks, service marks, sound recordings, videos, pictures, photographs, audiovisual works, animations, information, pictorial reproductions, drawings, or other graphical representations, and all other items with similar characteristics. “Customer Content” means the Content provided by or on behalf of Customer, other than by TrackVia. Customer Content does not include Customer Data. “Customer Data” means information, including Personal Data, loaded by Users into the Platform or any Application and any results of the processing of such information using the Platform Services. “Data Protection Laws” shall have the meaning set forth in the DPA. “Documentation” means the online documentation of the Platform that is accessible through the use of the Platform. “Fees” means Subscription Fees, Additional Services Fees, Other Fees, and all other fees set forth in this Agreement. “Government Cloud” means a separate instance of the AWS GovCloud (US), as this service is renamed and modified from time to time, for the storage of Customer Content and Customer Data. “High-Risk Use Case” means any development, deployment, operation, or use of the AI Features, or an Application that incorporates the AI Features or any artificial intelligence or automated processing technology, that: (a) makes, guides, assists, or materially influences a decision producing legal or similarly significant effects concerning an individual, including in connection with employment, education, housing, financial services, insurance, healthcare, or essential public or private services, or otherwise constitutes “automated decision-making technology” “automated employment decision tools,” or similar term under applicable laws or regulations; (b) constitutes a high-risk use under Article 6 or Annex III of the EU AI Act; (c) constitutes a prohibited practice under Article 5 of the EU AI Act; or (d) is otherwise classified as prohibited under applicable law. A use may constitute a High-Risk Use Case regardless of whether a human makes or reviews the ultimate decision. High-Risk Use Cases include using AI Features or incorporating other artificial intelligence or automated processing technology into an Application that is used for making, guiding, assisting, or materially influencing a decision that is reasonably likely to produce, legal or similarly significant effects concerning an individual, including a decision relating to the individual’s access to, eligibility for, selection for, or the terms, conditions, pricing, compensation, or provision of: (i) employment, independent contracting, or another work opportunity, including recruitment, advertising or allocation of work opportunities, hiring, promotion, compensation, scheduling, task allocation, performance evaluation, discipline, or termination; (ii) education, admissions, enrollment, assessment, placement, or vocational training; (iii) housing or lodging; (iv) credit, lending, banking, payment, or other financial services; (v) insurance, underwriting, coverage, pricing, claims, or benefits; (vi) healthcare, diagnosis, treatment, or other health-related services; (vii) essential private services, essential government services, or public assistance or benefits; or (viii) access to, or the exercise of, a legal right or legally protected interest. “HIPAA Cloud” means a separate instance of the AWS cloud services designed by TrackVia for use in a HIPAA-compliant environment for the storage of Customer Content and Customer Data. “Integration” means software that runs on the Platform and that allows a third party software product identified on the Order Form or Exhibit to call certain functions and exchange data with a single Application, as modified by TrackVia and made available from time to time in accordance with this Agreement. “Intellectual Property Rights” means any and all ownership rights in intangible intellectual property existing from time to time in any jurisdiction, including rights under copyright law, patent law, trade secret law, confidential information law, trademark law, unfair competition law, or other similar rights. “Limited User” means (i) an individual Personnel of Customer who has been granted a unique user ID and password to exercise the rights set forth in Section 2.5 or (ii) an individual Personnel of Customer’s customer or supplier who has been granted a unique user ID and password to exercise the rights set forth in Section 2.5. “Mobile Application” means an implementation of an Application that operates on a mobile device running an approved version of iOS or Android. “Objects” means programming routines that are part of the Platform allowing Customer to incorporate the functionality of the routines into Applications without requiring the Customer to write computer software. “Order Form” means the Order Form executed between Customer and TrackVia that incorporates these General Terms by reference, as replaced by any Replacement Order Form mutually agreed by the parties from time to time, and as the Services are modified by any Supplemental Order Form mutually agreed by the parties from time to time. “Personal Data” shall have the meaning set forth in the DPA. “Personnel” means employees, contractors, subcontractors, representatives, contract labor, or agents of a party. “PHI” means protected health information, as defined in 45 CFR 160.103. “Platform Reports” means those standard reports, forms, and dashboards that are available on the Platform from time to time. “Platform Services Fees” means the Fees payable for Platform Services. Platform Services Fees are included in the definition of Subscription Fees. “Platform Services” means the access to and use of the Platform and development of, access to, and use of Applications to the extent described in Sections 2.1, 2.2, 2.3, 2.4, and 2.5 and to the extent identified on the Order Form or an Exhibit, those additional rights described in Section 2.6. “Platform” means the software, hardware, and related technology (including all Objects and other functionality that are available on the Platform to create Applications), AI Features, TrackVia Content, and all data and other information that is not Customer Data or Customer Content, provided by TrackVia for remote access by Users through approved web browser software or indirectly through a Mobile Application, as modified by TrackVia and made available from time to time in accordance with this Agreement. “Private Cloud” means a separate instance of the AWS cloud services for the storage of Customer Content and Customer Data and content and data of no other TrackVia customer. “Professional Services Fees” means fees for Professional Services as provided on the applicable Attachment. “Recipe” means a pre-written template for functionality that is used with a single Application and Integration to program workflow, process automation, and other functionality between the Application and the applicable third party software, as modified by TrackVia and made available from time to time in accordance with this Agreement. “Replacement Order Form” means an Order Form that is intended to replace a previous Order Form, effective as of the effective date of the Replacement Order Form. “Sandbox” means a portion of the Platform that is used to develop and test Applications and not for production use. “Sensitive Data” means: (a) government issued identifiers (e.g., social security numbers, passport numbers, driver’s license numbers), credit or debit card numbers (other than the truncated (last four digits) of a credit or debit card), financial account information, biometric information, genetic or health information (including PHI), racial, ethnic, political or religious affiliations, citizenship or immigration status, trade union memberships, information about sexual life or sexual orientation, precise geolocation data; account passwords or access credentials; criminal history; the content of mail, emails, texts, direct messages, or other personal messages where Customer is not the intended recipient of the communication, or Personal Data of a child under eighteen (18) years of age; (b) any other information that falls within the definition of “sensitive data,” “sensitive personal information,” “special categories of data,” or similar term under Data Protection Laws; (c) any information that would trigger data breach notifications under such Data Protection Laws, or (d) any data of the U.S. Federal Government, including export-controlled data, ITAR regulated data, controlled unclassified information, and classified information. “Services” means the Platform Services, Related Services, Additional Services, and any other services to be provided by TrackVia as described in this Agreement. “Standard User” means (i) an individual Personnel of Customer who has been granted a unique user ID and password to exercise the rights set forth in Section 2.4 or (ii) an individual Personnel of Customer’s customer or supplier who has been granted a unique user ID and password to exercise the rights set forth in Section 2.4. “Statement of Work” means a document entered into by both parties that is attached to this Agreement or incorporates the terms and conditions of this Agreement and describes the Implementation Services or other Professional Services to be performed by TrackVia, the responsibilities of each party, applicable Professional Services Fees, and other terms and conditions. “Super Admin User” means an individual Personnel of Customer who has been granted a unique user ID and password to exercise the rights set forth in Section 2.2. “Supplemental Order Form” means an Order Form that is intended to modify, but not replace, another Order Form, effective as of the effective date of the Supplemental Order Form. “TrackVia Content” means the Content available through the Platform Services that is not Customer Content or Customer Data. “User” means a Super Admin User, Admin User, Standard User, or Limited User. To “Own” or have “Ownership” of tangible or intangible property means to own all right, title, and interest, including all Intellectual Property Rights, in and to the property. --- # Legal & Compliance | TrackVia Source: https://trackvia.com/legal/ Legal # Legal & Compliance ## Current documents DocumentWhat it coversLast updated [General Terms and Conditions](https://trackvia.com/legal/general-terms/)The agreement between TrackVia and the entity that signs an Order Form: platform services, fees, confidentiality, data, warranties, liability and termination.23 September 2026 [Data Processing Addendum](https://trackvia.com/legal/dpa/)How TrackVia processes personal data on a customer’s behalf. Forms part of the General Terms.23 September 2026 [Acceptable Use Policy](https://trackvia.com/legal/aup/)What customers and their users may and may not do on the platform, including restrictions on AI features.23 September 2026 [Privacy Policy](https://trackvia.com/legal/privacy-policy/)How TrackVia collects, uses and shares personal information across the website and the TrackVia Service.30 September 2024 [Cookie Policy](https://trackvia.com/legal/cookie-policy/)The cookies the website uses, what each type does, and how to manage them.— ## Prior versions of the General Terms - [31 July 2024 – 22 September 2026](https://trackvia.com/legal/general-terms/july-31-2024-september-22-2026/) - [1 October 2020 – 30 July 2024](https://trackvia.com/legal/general-terms/october-1-2020-july-30-2024/) - [Before 1 October 2020 (Terms of Service)](https://trackvia.com/legal/general-terms/prior-october-1-2020/) ## Questions Contact [legal@trackvia.com](mailto:legal@trackvia.com) with any questions. --- # Privacy Policy | TrackVia Source: https://trackvia.com/legal/privacy-policy/ Legal # Privacy Policy Last updated 30 September 2024. This privacy policy describes how TrackVia, Inc. (“TrackVia,” “we,” “us,” “our”) collects, uses, and shares personal information in connection with our website www.trackvia.com (“Website”), and our proprietary web-based data management application (“TrackVia Service”). When we receive information for our own purposes, such as from visitors of our Website, or the contact or billing information of our clients who use our TrackVia Service, the processing of that information is described by this privacy policy. When we receive or process information on behalf of one of our clients who use our TrackVia Service, the privacy practices that apply to the processing of that information is governed by our client’s privacy policy. ## Types of Information We Collect We provide web-based data management application services through our [TrackVia Service](https://go.trackvia.com/). In that capacity, we receive personal information from our clients and process that information on behalf of our clients. In other situations, we receive personal information for our own use. The following provides examples of the type of information that we collect and how we use that information. ContextTypes of DataPrimary Purpose for Collection and Use of Data Account Information and Information about ClientsWe collect the name, and contact information, including email and phone, of our clients and their employees with whom we interact.We have a legitimate interest in contacting our clients and communicating with them concerning normal business administration such as products, services, and billing. Client InformationWe provide web-based data management application services. In that role, we may receive personal information from one of our clients.When we receive personal information from one of our clients in order to carry out a service we process that information on their behalf. When we act in this capacity, our client determines the purpose for which the information was collected and how we should use it. Cookies and First Party TrackingWe use cookies. “Cookies” are small pieces of information that a website sends to a computer’s hard drive while a website is viewed. See our [**Cookie Policy**](https://trackvia.com/legal/cookie-policy/) for more information.We have a legitimate interest in making our website operate efficiently, and to enable certain application features and functionality. Cookies and Third-Party TrackingWe participate in behavior-based advertising, this means that a third party uses technology (*e.g., *a cookie) to collect information about your use of our website so that they can provide advertising about products and services tailored to your interests on our website, or on other websites. See our [**Cookie** **Polic****y **](https://trackvia.com/legal/cookie-policy/) for more information.We have a legitimate interest in engaging in behavior-based advertising. Distance InformationWhen you use one of our Apps we collect your location from the GPS, Wi-Fi, and/or cellular technology in your device to determine your location.We have a legitimate interest in understanding our users and providing tailored services. In some contexts, our use is also based upon your consent to provide us with geo-location information. Email InterconnectivityIf you receive email from us, we use certain tools to capture data related to when you open or interact with our messages.We have a legitimate interest in understanding how you interact with our communications to you. EmploymentIf you apply for a job posting or become an employee, we collect information necessary to process your application or to retain you as an employee. This may include, among other things, your Social Security Number. Providing this information is required for employment.We use information about current employees to perform our contract of employment or the anticipation of a contract of employment with you. In some contexts, we are also required by law to collect information about our employees. We also have a legitimate interest in using your information to have efficient staffing and workforce operations. Feedback/SupportIf you provide us feedback or contact us for support we will collect your name and e-mail address, as well as any other content that you send to us, in order to reply.We have a legitimate interest in receiving, and acting upon, your feedback or issues, and resolving support inquiries. Mailing ListWhen you sign up for one of our mailing lists we collect your email address or postal address.We have a legitimate interest in sharing information about our products or services. Mobile ApplicationsWe collect information from your mobile device such as unique identifying information broadcast from your device when visiting our website or using our application. We use mobile analytics software that records information such as how often you use the application, the events that occur within the application, aggregated usage, performance data, and where the application was downloaded from.We have a legitimate interest in identifying unique visitors, in understanding how users interact with us on their mobile devices, and in better understanding the functionality of our mobile software on your phone. Online RegistrationWe collect your name and contact information when you create an online account. We also collect information relating to the actions that you perform while logged into your account.We have a legitimate interest in providing account relating functionalities to our users. Online Marketing FormsWhen you register (by submitting a form) to download content from our website, we collect your email address, first and last name, company name, phone, company HQ state, and industry.We have a legitimate interest in sharing future information about our products or services via email and phone. SurveysWhen you participate in a survey we collect information that you provide through the survey. If the survey is provided by a third-party service provider, the third party’s privacy policy applies to the collection, use, and disclosure of your information.We have a legitimate interest in understanding your opinions and collecting information relevant to our organization. Web logsWe collect information, including your browser type, operating system, Internet Protocol (IP) address (a number that is automatically assigned to a computer when the Internet is used), domain name, click-activity, referring website, and/or a date/time stamp for visitors.We have a legitimate interest in monitoring our networks and visitors to our websites. Among other things, it helps us understand how to improve our service, provide content, and develop applications and services that are useful to our clients. In addition to the information that we collect from you directly, or from our clients, we may also receive information about you from other sources, including third parties, business partners, our affiliates, or publicly available sources. For example, if you submit a job application, or become an employee, we may conduct a background check. ## Use and Processing of Information In addition to the purposes and uses described above, we use information in the following ways: - To identify you when you visit our websites. - To provide products and services. - To improve our services and product offerings. - To conduct analytics. - To respond to inquiries related to support, employment opportunities, or other requests. - To send marketing and promotional materials, including information relating to our products, services, sales, or promotions. - For internal administrative purposes, as well as to manage our relationships. Although the sections above describe our primary purpose in collecting your information, in many situations we have more than one purpose. For example, if you retain us to provide professional services we may collect your information to perform our contract with you, but we also collect your information because we have a legitimate interest in understanding who our clients are and what services we perform on their behalf. As a result, our collection and processing of your information is based in different contexts upon your consent, our need to perform a contract, our obligations under the law, and/or our legitimate interest in conducting our business. ## Sharing of Information In addition to the specific situations discussed elsewhere in this policy, we disclose information in the following situations: 1. **Affiliates and Acquisitions**. We may share information with our corporate affiliates (*g*., parent company, sister companies, subsidiaries, joint ventures, or other companies under common control). If another company acquires our company, business, or our assets, we will also share information with that company. 2. **Other Disclosures with Your Consent.** We may ask if you would like us to share your information with other unaffiliated third parties who are not described elsewhere in this policy. 3. **Other Disclosures without Your Consent**. We may disclose information in response to subpoenas, warrants, or court orders, or in connection with any legal process, or to comply with relevant laws. We may also share your information in order to establish or exercise our rights, to defend against a legal claim, to investigate, prevent, or take action regarding possible illegal activities, suspected fraud, safety of person or property, or a violation of our policies, or to comply with your request for the shipment of products to or the provision of services by a third-party intermediary. 4. **Public**. Our website may provide the opportunity to post comments, or reviews, in a public forum such as a bulletin board, blog or chat room. If you decide to submit information on these pages, that information may be publicly available. We also post customer testimonials on our website which may contain personally identifiable information such as the customer’s name. We do obtain the customer’s consent prior to posting the testimonial along with their name. If you wish to update or delete your testimonial, or request removal of your personal information from our blog or community forum, contact us at privacy@trackvia.com. In some cases, we may not be able to remove your personally identifiable information, in which case we will let you know if we are unable to do so and why. 5. **Service Providers**. We may share your information with service providers. Among other things, service providers may help us with our business activities, including administering our website, providing technical support, and processing payments. ## Your Choices You can make the following choices regarding your personal information: 1. **Promotional Emails**. You may choose to provide us with your email address for the purpose of allowing us to send free newsletters, surveys, offers, and other promotional materials to you, as well as targeted offers from third parties. You can stop receiving promotional emails by following the unsubscribe instructions in e-mails that you receive. You may also send a letter to TrackVia at 1675 Larimer Street, Suite 500, Denver, CO 80202 requesting removal from our email list, or you may call 303.278.1223 to ask that your name be removed. If you decide not to receive promotional emails, we may still send you service-related communications. 2. **Promotional Mailings.** If at any time you do not want to receive offers and/or circulars from us you can remove yourself from our mailing lists by emailing us (our contact information is below) with “NO USPS MAIL” in the subject line along with your name, address, and zip code. Please note that our mailings are prepared in advance of their being sent. Although we will remove your name from our mailing list after receiving your request, you may still receive mailings from us that had been initiated prior to your name being removed. 3. **Push Notifications.** We send you push notifications from time-to-time in order to update you about any events or promotions that we may be running. If you no longer wish to receive these types of communications, you may turn them off at the device level. 4. **Access to Your Personal Information**. For information that we collect on our own behalf, we will grant you, where required by law, reasonable access to the personal information that we have about you. You may request access to your personal information by contacting us at the address described below. If we are processing your information on behalf of one of our clients we will forward your request to that client and await instructions on whether access should be granted. 5. **Changes to Your Personal Information**. You can contact us at the address described below in order to request that your information be modified. You may also log into your password-protected TrackVia account and update your personal information by clicking on the My Info link on the right-hand side of your account. Make the necessary updates, corrections or deletions and click update user information. Your user information will be updated immediately. If we are processing your information on behalf of one of our clients we will forward your request to that client and await instructions on any changes that they believe are appropriate. 6. **Deletion of Your Personal Information**. We typically retain personal information that we collect on our own behalf for the period necessary to fulfill the purposes outlined in this policy unless a longer retention period is required or permitted by law. You may request information about how long we keep a specific type of information or request that we delete your personal information, by contacting us at the address described below. If we are processing your information on behalf of one of our clients we will forward your request to that client and await instructions from them on whether your information should be deleted. 7. **Revocation of Consent or Objections**. You may revoke consent to processing (where our processing is based upon consent), or object to our processing (where our processing is not based upon your consent) by contacting us at the address described below. If you revoke your consent/object we may no longer be able to provide you services. In some cases, we may limit or deny your request to revoke consent/object if the law permits or requires us to do so, or if we are unable to adequately verify your identity. If we are processing your information on behalf of one of our client we will forward a revocation of consent to that client and await instructions from them on whether the processing to your information should cease. 8. **Online Tracking. **We do not currently recognize automated browser signals regarding tracking mechanisms, which may include “Do Not Track” instructions. 9. **California Residents.** California residents may be entitled to ask us for a notice describing what categories of personal information (if any) we share with third parties or affiliates for direct marketing. If you are a California resident and would like a copy of such notice, please submit a written request to us using the information in the “Contact Information” section below. ## How We Protect Personal Information No method of transmission over the Internet, or method of electronic storage, is fully secure. While we use reasonable efforts to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. In the event that we are required by law to inform you of any unauthorized access to your personal information, we may notify you electronically, in writing, or by telephone, if permitted to do so by law. Some of our websites permit you to create an account. When you do you will be prompted to create a password. You are responsible for maintaining the confidentiality of your password, and you are responsible for any access to or use of your account by someone else that has obtained your password, whether or not such access or use has been authorized by you. You should notify us of any unauthorized use of your password or account. ## Transmission of Information to Other Countries TrackVia is a U.S. based company. As a result, your information may be processed in a foreign country where privacy laws may be less stringent than the laws in your country. Nonetheless, where possible we take steps to treat personal information using the same privacy principles that apply pursuant to the law of the country in which we first received your information. By submitting your personal information to us you agree to the transfer, storage and processing of your information in a country other than your country of residence including, but not necessarily limited to, the United States. If you would like more information concerning our attempts to apply the privacy principles applicable in one jurisdiction to data when it goes to another jurisdiction you can contact us using the contact information below. ## Miscellaneous & Material Change The following additional information relates to our privacy practices: - **Changes to this Privacy Policy. **We may make changes to this Policy from time to time based on changes to applicable laws and regulations or other requirements applicable to us, changes in technology, or changes to our business. Any changes we make to the Policy in the future will be posted on this page, and where we change this Policy in ways that also affect how we process personal information about you, where appropriate, we will notify you directly via email or other direct contact with you, and we also will post a notice on our home page that this Policy has changed. - **Third-Party Links and Social Media Widgets. **Our website includes links to third-party websites, Social Media Features, such as the Facebook and Twitter buttons, and Widgets. Your interactions with these third-party websites and Features are governed by the privacy policy of the company providing it. We have no control over its use and encourage you carefully read the privacy policy of any website you visit or company you decide to share information with. ## Contact Us If you have any questions, comments, or complaints concerning our privacy practices please contact us at the appropriate address below. We will attempt to respond to your requests and to provide you with additional privacy-related information. **TrackVia, Inc.** Attention: Legal Department PO Box 24967 2080 S Holly Street Denver, CO 80224 Phone: 303.278.1223 Email: [privacy@trackvia.com](mailto:privacy@trackvia.com) If you are not satisfied with our response and are in the European Union, you may have a right to lodge a complaint with your local supervisory authority. --- # Press | TrackVia Source: https://trackvia.com/press/ Press # Press News and announcements from TrackVia ## Releases [ **TrackVia Government Achieves FedRAMP Class C Certification ▸** 6 October 2026 · Denver, Colorado ](https://trackvia.com/press/trackvia-government-achieves-fedramp-class-c-certification/) [ **TrackVia Launches Next Generation of Its AI-Ready Field Operations Platform ▸** 30 September 2026 · Denver, Colorado ](https://trackvia.com/press/trackvia-launches-next-generation-ai-ready-field-operations-platform/) ## Media enquiries For interviews, product briefings or more information, write to [info@trackvia.com](mailto:info@trackvia.com). --- # TrackVia Government Achieves FedRAMP Class C Certification | TrackVia Source: https://trackvia.com/press/trackvia-government-achieves-fedramp-class-c-certification/ Press release # TrackVia Government Achieves FedRAMP® Class C Certification, Expanding Secure Mission Operations for Federal Agencies and Contractors October 6, 2026Denver, Colorado Certification through Second Front Systems brings TrackVia’s Field Operations Intelligence platform into secure government environments where workforce readiness, program execution and mission delivery depend on speed and trust. **DENVER, Colo. — October 6, 2026 —** TrackVia today announced that TrackVia Government, the field operations intelligence platform built for federal, state, and local agencies, has achieved FedRAMP Class C (Moderate) Certification through the Second Front Game Warden® Platform, expanding TrackVia’s ability to support U.S. government organizations and contractors operating in secure, mission-critical environments. Government missions depend on thousands of operational processes that have to work every day, managing personnel and readiness, coordinating projects and programs, tracking resources, supporting field teams, exchanging information with contractors and partners, and ensuring work moves securely across organizations. Those processes are often fragmented across legacy systems, spreadsheets, email and disconnected applications. Agencies cannot simply replace the systems they already depend on. The federal government spends more than $100 billion annually on IT and cyber-related investments, with agencies historically reporting that roughly 80% goes to operations and maintenance of existing IT, including legacy systems, according to the U.S. Government Accountability Office. Now, TrackVia Government gives agencies and contractors a different path, modernizing the operational layer around the systems they already rely on, without requiring replacement of core infrastructure. TrackVia helps organizations connect the people doing the work, the workflows that execute the mission and the operational data leaders need to make decisions, now within a FedRAMP-certified environment designed for secure government use. “Government organizations shouldn’t have to choose between speed and security. The work our customers run on TrackVia can be directly connected to workforce readiness, program execution, field operations and mission delivery. That work has to move quickly, but it also has to meet the security and governance standards the government requires. FedRAMP Certification allows us to bring the flexibility and speed TrackVia is known for into environments where trust and security are non-negotiable. Agencies and contractors can modernize critical operational workflows, connect existing systems and give teams better visibility into the work, without having to rebuild everything from scratch.” **Aylin Basom**, Chief Executive Officer of TrackVia TrackVia Government runs on Second Front Systems’ Game Warden, a [pre-accredited DevSecOps platform](https://www.secondfront.com/products/game-warden/) designed to accelerate the deployment of commercial software into government environments while providing inherited security controls and continuous monitoring. TrackVia has been listed in the FedRAMP Marketplace under the [TrackVia Government listing](https://www.fedramp.gov/marketplace/products/FR2619646960/). “Agencies aren’t going to decommission core infrastructure, and the best commercial software doesn’t ask them to. TrackVia now has its own FedRAMP listing, and our teams worked side by side to bring it into an accredited environment that preserved its flexibility and kept it working with the systems agencies already run. Our partnership goes well beyond the platform, from the accredited environment to how we take it to agencies together.” **Nick Woodruff**, General Manager, North America, Second Front Systems ## Built for the work behind the mission Government operations rarely fit neatly into a single off the shelf application. TrackVia Government can support operational use cases such as: - Workforce readiness, personnel coordination and resource management - Program and project execution - Field operations and inspections - Contractor and subcontractor coordination - Secure collection and exchange of operational information - Compliance and audit workflows - Asset, site and logistics management - Mission support processes spanning multiple teams and systems Because TrackVia is configurable, organizations can adapt workflows as mission requirements, teams and operating conditions change, without relying on lengthy custom software development cycles. “The opportunity for us is much bigger than digitizing forms or replacing spreadsheets. We want TrackVia Government to become the operational layer that helps agencies and contractors coordinate mission-critical work, understand what is happening across their operations and act faster when conditions change.” **Aylin Basom**, Chief Executive Officer of TrackVia ## About TrackVia TrackVia is a Field Operations Intelligence platform that helps organizations connect, control, and continuously improve mission-critical operations. TrackVia brings together field teams, operational workflows and enterprise data to create real time visibility, automate work and turn operational data into actionable intelligence. TrackVia Government, the company’s FedRAMP Class C (Moderate) Certified environment, extends that platform to federal, state, and local government customers. To learn more, visit [trackvia.com](https://trackvia.com/). ## About Second Front Systems Second Front Systems is a public-benefit software company powering software for the free world. We eliminate the friction that slows innovation, enabling faster, more secure development and deployment of software across government and regulated networks. Built by national security veterans and backed by top-tier venture capital, our platform is trusted by the world’s leading organizations to cut deployment timelines from years to weeks. We move fast, solve hard problems, and deliver trusted capabilities where they’re needed most. Our work strengthens global security and gives the United States and its allies a lasting competitive advantage. Learn more at [secondfront.com](https://secondfront.com/). ## Media contact TrackVia media relations [info@trackvia.com](mailto:info@trackvia.com) [Back to all releases](https://trackvia.com/press/) --- # TrackVia Launches Next-Generation Field Operations Platform | TrackVia Source: https://trackvia.com/press/trackvia-launches-next-generation-ai-ready-field-operations-platform/ Press release # TrackVia Launches Next Generation of Its AI-Ready Field Operations Platform September 30, 2026Denver, Colorado TrackVia IRIS, enterprise AI connectivity, a rebuilt Android application and a modernized user experience expand how organizations run, understand and improve mission critical operations. **DENVER, Colo. — September 30, 2026 —** TrackVia today announced a significant expansion of its Field Operations Intelligence platform, introducing new artificial intelligence capabilities, enterprise AI connectivity, a rebuilt Android application and a modernized web experience designed to help organizations run complex, mission critical operations more effectively. TrackVia serves organizations across industries including construction, facilities and property management, manufacturing, gaming, healthcare, hospitality, education and government. These are environments where operational work is complex, constantly changing and often too specialized for traditional off the shelf software. Field teams are under more pressure than ever. Today, there are roughly three open skilled trade jobs for every qualified worker available to fill them, according to an August 2026 Lightcast analysis. That workforce gap is colliding with rising expectations for faster service, greater productivity and tighter margins, even as the work itself becomes more complex. TrackVia helps organizations meet that challenge by connecting the people doing the work, the workflows that run the operation and the data needed to make better decisions. Now, TrackVia is bringing artificial intelligence directly into that operational environment, allowing organizations to gain more insight from the systems and processes they already rely on every day. “Our customers have spent years building incredibly important processes and operational knowledge into TrackVia. Our opportunity now is to help them unlock even more value from that foundation. We want TrackVia to become the place where operational work, operational data and operational intelligence come together.” **Aylin Basom**, Chief Executive Officer of TrackVia “This is much bigger than adding an AI feature,” Basom continued. “We are investing across the entire TrackVia platform, including AI, mobility, user experience, integrations and enterprise readiness. We are making TrackVia easier to use, more intelligent and more powerful so our customers can not only run their operations, but increasingly understand, improve and transform them.” ## Introducing TrackVia IRIS: AI for Operational Intelligence At the center of TrackVia’s AI strategy is [TrackVia IRIS](https://trackvia.com/solutions/ai/), the company’s artificial intelligence layer for operational intelligence. Now users can ask questions about their operational data using natural language and receive answers directly within TrackVia. Instead of navigating multiple dashboards or waiting for someone to analyze the data, users can now ask questions about the information already available to them and get the insight they need more quickly. TrackVia IRIS is designed with enterprise controls in mind and respects TrackVia’s existing permissions model, meaning users can only access information they are already authorized to see. ## Connecting TrackVia to the Enterprise AI Ecosystem TrackVia is also introducing [support for Model Context Protocol (MCP)](https://trackvia.com/solutions/ai/), enabling organizations to securely connect TrackVia with AI platforms and assistants they already use, including Claude, ChatGPT, Microsoft Copilot and Gemini. Through MCP, organizations can connect their TrackVia operational environment with the AI tools they choose, creating new possibilities for querying information, building applications, improving workflows and making operational data more accessible across the business. “With the new MCP capabilities, I was able to build and refine a new fleet management application in just 20 minutes.” **A TrackVia customer** This approach allows TrackVia to remain the operational system of record while giving customers greater flexibility in how they adopt and use AI. ## Built for the People Doing the Work TrackVia’s investment extends beyond AI. The company has also rebuilt its Android application on a modern technical foundation, delivering improved performance, reliability and usability for employees working in the field. TrackVia has long enabled field teams to continue working even when connectivity is limited or unavailable, an essential capability for organizations operating at construction sites, facilities, manufacturing environments and other remote locations. The new Android experience brings TrackVia’s modernized interface to mobile users and establishes a stronger foundation for continued innovation across both Android and iOS. For organizations with employees working across job sites, facilities, plants and other distributed environments, mobile technology is not simply an extension of the operational platform. It is often where the work actually happens. ## A More Modern, Intuitive TrackVia Experience TrackVia is also rolling out a refreshed web experience developed in response to customer feedback. The redesigned experience provides simpler navigation and a more intuitive interface while preserving one of TrackVia’s core advantages: the ability to configure technology around the way an organization actually operates. Organizations should not have to redesign complex operations around rigid software. TrackVia allows customers to build and evolve operational applications around their own processes, helping them respond as requirements, teams and business conditions change. The modernized experience makes TrackVia easier for new users to adopt while giving existing customers a stronger foundation for increasingly sophisticated operational workflows. ## Building the Next Generation of Field Operations Intelligence Together, these investments represent the next stage of TrackVia’s evolution. For more than two decades, TrackVia has helped organizations digitize and manage critical work across the field and back office. The company is now expanding that foundation by bringing together configurable operational applications, mobile technology, enterprise connectivity and artificial intelligence in a single platform. The opportunity is especially significant for organizations whose operations have outgrown spreadsheets, disconnected point solutions or rigid software, but where traditional custom development is too expensive and too slow to keep pace with the business. TrackVia gives those organizations a different path: a platform flexible enough to reflect how they actually operate today and intelligent enough to help them continuously improve how they operate tomorrow. “Our customers depend on TrackVia to run work that matters to their businesses every day,” Basom said. “We take that responsibility seriously. We are continuing to invest in the platform, listen closely to our customers and build the capabilities they need for what comes next.” ## About TrackVia TrackVia is a Field Operations Intelligence platform that helps organizations connect, control and continuously improve mission critical operations. TrackVia brings together field teams, operational workflows and enterprise data to create real time visibility, automate work and turn operational data into actionable intelligence. With configurable operational applications, mobile capabilities, enterprise integrations and AI powered intelligence, TrackVia helps organizations adapt as operations change without adding another rigid point solution or relying on costly custom development. TrackVia serves organizations across construction, facilities and property management, manufacturing, gaming, healthcare, hospitality, education and government. ## Media contact TrackVia media relations [info@trackvia.com](mailto:info@trackvia.com) [Back to all releases](https://trackvia.com/press/) --- # Blog | TrackVia Source: https://trackvia.com/resources/blog/ Resources # Blog Catch up on what’s changing for crews, sites, and back offices, and what it means for how work gets done. [Request a demo](https://trackvia.com/connect/) ## All articles [ Article ### The Next Chapter for Field Operations Read more ](https://trackvia.com/blog/the-next-chapter-for-field-operations/) [ Article ### Best Practices for Modern Field Operations Read more ](https://trackvia.com/blog/best-practices-for-modern-field-operations/) [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) [ Article ### How to Keep Field Operations Synchronized When Plans Change Read more ](https://trackvia.com/blog/how-to-keep-field-operations-synchronized-when-plans-change/) [ Article ### TrackVia Achieves FedRAMP Moderate Equivalency for Its Government Workflow Platform Read more ](https://trackvia.com/blog/trackvia-fedramp-ready-status/) [ Article ### TrackVia Brings Modern AI-Ready Work Management to Government Operations Read more ](https://trackvia.com/blog/trackvia-government-announcement/) [ Article ### TrackVia Spring Productivity Release – Boosting Team Efficiency and Mobile Workflows Read more ](https://trackvia.com/blog/2025-spring-productivity-release/) [ Article ### Enhancing Field Services with Barcode Scanning Read more ](https://trackvia.com/blog/enhancing-field-services-with-barcode-scanning/) [ Article ### Rolling out TrackVia’s App Insights™ Feature Read more ](https://trackvia.com/blog/rolling-out-trackvias-app-insights-feature/) [ Article ### Overcoming Resistance to Change: Implementing a Workflow Management System Read more ](https://trackvia.com/blog/implementing-workflow-management-system/) [ Article ### Customer-Centric Field Services: Using Technology to Exceed Expectations Read more ](https://trackvia.com/blog/customer-centric-field-services-management/) [ Article ### Optimize Your Business with Advanced Work Order Management Read more ](https://trackvia.com/blog/work-order-management/) [ Article ### Service Ticket Management: Best Practices Read more ](https://trackvia.com/blog/service-ticket-management-best-practices/) [ Article ### How Mobile Workflow Solutions are Shaping Industries Read more ](https://trackvia.com/blog/mobile-workflow-solutions-shaping-industries/) [ Article ### What is Field Service Management? Read more ](https://trackvia.com/blog/what-is-field-service-management/) [ Article ### Streamlining Field Service Operations with Mobile Apps Read more ](https://trackvia.com/blog/field-service-operations-mobile-apps/) --- # Glossary | TrackVia Source: https://trackvia.com/resources/glossary/ Resources # Glossary Plain-language definitions for the terms that come up across field operations management. ## A Acceptable Use PolicyThe rules governing what customers may and may not do on the platform. TrackVia’s is published in full. [More about Acceptable Use Policy](https://trackvia.com/legal/aup/) AML case managementThe system that turns a flagged transaction into an investigation with an owner, a deadline and a filing decision on the record. [More about AML case management](https://trackvia.com/industries/gaming-hospitality/) Asset registryThe record of what an organization owns: each asset tagged, located, and carrying its own condition and service history. [More about Asset registry](https://trackvia.com/solutions/asset-site-operations/) Asset trackingThe part that identifies and locates an asset, usually by QR code, barcode or RFID tag. Tracking answers where it is; the registry answers what it is and what shape it is in. [More about Asset tracking](https://trackvia.com/solutions/asset-site-operations/) At-a-glance statusOpen work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. Audit logThe permanent record of who changed what and when. Every configuration change in TrackVia is logged, and bulk changes are previewed and backed up before they run. Authority to Operate (ATO)A US government authorization permitting a system to run in a federal environment. Game Warden, the platform TrackVia Government runs on, holds a FedRAMP Class D (High) ATO. That authorization is Second Front’s, not TrackVia’s. [More about Authority to Operate (ATO)](https://trackvia.com/industries/government/) Automatic notificationsEmails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. ## B Barcode scanningReading a printed code with a phone or tablet camera to pull up the asset, part or job it belongs to, instead of typing an identifier. Broad integrationsMore than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. Bulk changesBulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. ## C Citizen developerSomeone who builds and changes business applications without being a software engineer. TrackVia is a PMI-certified gold partner for citizen development. [More about Citizen developer](https://trackvia.com/company/about-us/) Close-outThe end of a job: the signature, photographs and completed checklist that have to be captured before the work can be marked done. [More about Close-out](https://trackvia.com/solutions/work-order-management/) CMMSA computerised maintenance management system: the software that schedules, tracks and records maintenance on equipment and facilities. [More about CMMS](https://trackvia.com/solutions/preventive-maintenance/) Configure it yourselfYour own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. Connected data modelTables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. Continuous monitoringCompliance monitoring and threat detection that runs all the time rather than at audit. Controlled Unclassified Information (CUI)US government information that is sensitive but not classified, and which carries handling requirements. Game Warden is built to handle it. [More about Controlled Unclassified Information (CUI)](https://trackvia.com/industries/government/) Corrective actionThe work raised to fix something an inspection found. In TrackVia a failed check becomes a work order without anyone re-keying it. [More about Corrective action](https://trackvia.com/solutions/field-inspection/) Crew managementScheduling your own crews by skill and certification, so a job goes to someone actually qualified to do it. [More about Crew management](https://trackvia.com/solutions/crew-vendor-management/) ## D Dedicated government cloudSeparate infrastructure rather than a shared commercial tenancy. DispatchSending an assigned job to the person or crew who will do it, with the location, history and instructions attached. [More about Dispatch](https://trackvia.com/solutions/work-order-management/) ## E Enhanced due diligenceThe workflow documenting the extra checks on a higher-risk customer or counterparty. [More about Enhanced due diligence](https://trackvia.com/industries/gaming-hospitality/) Enterprise-grade securitySOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. E-signatureA signature captured on a phone or tablet, timestamped and attached to the record it signs off. ## F FedRAMPThe US federal program that standardizes security assessment and authorization for cloud services. TrackVia Government is listed on the FedRAMP Marketplace as Certified for FedRAMP Class C (Moderate) under the Agency path. [More about FedRAMP](https://trackvia.com/industries/government/) FedRAMP CertifiedA FedRAMP Marketplace status meaning a cloud service has completed assessment against the baseline for its impact level and is in ongoing continuous monitoring. TrackVia Government has been FedRAMP Class C (Moderate) Certified since 23 September 2026. An agency Authority to Operate is granted separately by each agency. [More about FedRAMP Certified](https://trackvia.com/industries/government/) Field operationsThe work an organization does away from a desk: crews, sites, assets, inspections and work orders, and the back-office processes that depend on them. [More about Field operations](https://trackvia.com/solutions/) ## G Game WardenSecond Front’s accredited DevSecOps platform, which TrackVia Government is deployed on. It provides a secure enclave with IL2–IL6 hosting options and holds its own FedRAMP Class D (High) authorization. [More about Game Warden](https://trackvia.com/industries/government/) GeotagThe location stamped onto a photograph or form entry when it is captured, so there is a record of where the work happened. Guided workflowsRecords move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. ## H HIPAAThe US health-information privacy law. TrackVia offers HIPAA-compliant environments alongside its commercial and government ones. [More about HIPAA](https://trackvia.com/legal/privacy-policy/) ## I Impact Level (IL2–IL6)The US Department of Defense scale for how sensitive the data in a cloud environment is, from public through classified. [More about Impact Level (IL2–IL6)](https://trackvia.com/industries/government/) In ProcessA FedRAMP Marketplace status meaning a service is working toward certification but does not yet hold it. A service that is Certified has passed that point. Incident reportingCapturing incidents and near misses at the time they happen in the field, rather than reconstructing them from memory later. [More about Incident reporting](https://trackvia.com/solutions/safety-compliance/) ## J Job managementThe system that assigns, tracks and closes out every job, so staff and leadership see the same status instead of chasing updates. [More about Job management](https://trackvia.com/solutions/work-order-management/) JSAA job safety analysis: the hazard assessment done before work starts on a task. [More about JSA](https://trackvia.com/industries/construction/) ## L Live shared recordsCrews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. Low-codeBuilding applications largely by configuration rather than by writing code. TrackVia describes itself as a field operations platform, though buyers often find it under this category. [More about Low-code](https://trackvia.com/solutions/low-code-automation-platform/) ## M Maintenance managementThe system that schedules, tracks and records maintenance work on equipment and facilities. [More about Maintenance management](https://trackvia.com/solutions/preventive-maintenance/) Materials managementThe raw materials, supplies and consumable stock a job draws on, tracked against the job that used them. [More about Materials management](https://trackvia.com/solutions/inventory-materials-control/) Mobile inspection appAn app that lets a team run inspection checklists from a phone or tablet in the field, with photographs and results attached, online or off. [More about Mobile inspection app](https://trackvia.com/solutions/field-inspection/) ## O Offline-ready mobileNative iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. ## P Pre-built modulesReady-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. Preventive maintenanceService scheduled before something breaks, on a calendar cadence or triggered by a meter reading, rather than after a failure. [More about Preventive maintenance](https://trackvia.com/solutions/preventive-maintenance/) ## R Right-sized deploymentUse the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. Role-based dashboardsPublished by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. ## S Self-updating fieldsCalculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. Shop floor managementSoftware that tracks the work happening on the production floor itself: what is running, what is stalled and what is waiting on a part. [More about Shop floor management](https://trackvia.com/industries/manufacturing/) Site hierarchyThe structure assets are organized in, running from region down to site, building and individual asset. [More about Site hierarchy](https://trackvia.com/solutions/asset-site-operations/) SOC 2 Type IIAn independent audit of how a service actually operates its security controls over a period of time, rather than at a single moment. TrackVia’s commercial platform carries it. [More about SOC 2 Type II](https://trackvia.com/legal/) ## T Third Party Assessment Organization (3PAO)An accredited firm that assesses a cloud service against the FedRAMP baseline. Schellman assessed TrackVia Government. [More about Third Party Assessment Organization (3PAO)](https://trackvia.com/industries/government/) Toolbox talkThe short safety briefing held with a crew before work starts, and the record that it happened. [More about Toolbox talk](https://trackvia.com/industries/construction/) Transaction monitoringSoftware that flags a transaction against a threshold or a pattern so someone can review it. [More about Transaction monitoring](https://trackvia.com/industries/gaming-hospitality/) ## V Views and AI built for the jobMore than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. ## W WebhookA way for TrackVia to notify another system the moment something happens, rather than that system having to poll for changes. Work orderThe record of a single piece of work, from the request that raised it through assignment and completion to sign-off. [More about Work order](https://trackvia.com/solutions/work-order-management/) --- # Guides and Whitepapers | TrackVia Source: https://trackvia.com/resources/guides-whitepapers/ Resources # Guides and Whitepapers Explore practical guides and the latest research on managing field operations. [Request a demo](https://trackvia.com/connect/) ## Five ways to improve field operations The same five ideas, worked through for the operation you actually run. [ Guide ### 5 ways to improve field operations The five changes that move a field operation, whatever it runs on. Get the guide ](https://info.trackvia.com/5-ways-to-improve-field-operations) [ Guide ### 5 ways to improve construction field operations For crews, inspections and closeout across job sites that move every week. Get the guide ](https://info.trackvia.com/5-ways-to-improve-construction-field-operations) [ Guide ### 5 ways to improve casino floor operations For gaming and resort teams running compliance, security and maintenance side by side. Get the guide ](https://info.trackvia.com/5-ways-to-improve-casino-floor-operations) [ Guide ### 5 ways to improve facilities field operations For estates and plants of any kind, from a hospital to a manufacturing site to a public sector portfolio. Get the guide ](https://info.trackvia.com/5-ways-to-improve-facilities-field-operations) [ Guide ### 5 ways to improve manufacturing operations For the plant floor: quality checks, preventive maintenance and the spares behind them. Get the guide ](https://info.trackvia.com/5-ways-to-improve-manufacturing-operations) [ Guide ### 5 ways to improve healthcare operations For everything behind the care: rounds, work orders and accreditation evidence. Get the guide ](https://info.trackvia.com/5-ways-to-improve-healthcare-operations) [ Guide ### 5 ways to improve public works operations For city and county teams covering more ground than they have staff for. Get the guide ](https://info.trackvia.com/5-ways-to-improve-public-works-operations) [ Guide ### 5 ways to improve government operations For readiness, compliance evidence and contract deliverables across every program. Get the guide ](https://info.trackvia.com/5-ways-to-improve-government-operations) --- # Resources | TrackVia Source: https://trackvia.com/resources/ # Resources The latest insights, best practices, and thought leadership to help you connect the work and control the operation. Featured ## Here’s what’s new from TrackVia Join our next live session and browse our most recent resources. ‹ › [ Press release ### TrackVia Government Achieves FedRAMP Class C Certification October 6, 2026Read the release ](https://trackvia.com/press/trackvia-government-achieves-fedramp-class-c-certification/) [ Article ### The Next Chapter for Field Operations Read more ](https://trackvia.com/blog/the-next-chapter-for-field-operations/) [ Article ### Best Practices for Modern Field Operations Read more ](https://trackvia.com/blog/best-practices-for-modern-field-operations/) WebinarVideo ### Best Practices in Field Operations Real-world insights on how to simplify field work, improve visibility, and get more from your people, assets, and resources. September 30, 2026Watch now [ Guide ### 5 ways to improve field operations The five changes that move a field operation, whatever it runs on. Get the guide ](https://info.trackvia.com/5-ways-to-improve-field-operations) [ Success story ### Off the Spreadsheet. Into One Connected Operation. DownerRead their story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Success story ### Run Every Job Site. Stay In Control. KS IndustriesRead their story ](https://trackvia.com/success-stories/ks-industries/) Search resources AllPressBlogSuccess storiesGuides and whitepapersVideosWebinars ## All resources [ Press release ### TrackVia Government Achieves FedRAMP Class C Certification October 6, 2026Read the release ](https://trackvia.com/press/trackvia-government-achieves-fedramp-class-c-certification/) [ Press release ### TrackVia Launches Next Generation of Its AI-Ready Field Operations Platform September 30, 2026Read the release ](https://trackvia.com/press/trackvia-launches-next-generation-ai-ready-field-operations-platform/) [ Article ### The Next Chapter for Field Operations Read more ](https://trackvia.com/blog/the-next-chapter-for-field-operations/) WebinarVideo ### Best Practices in Field Operations Real-world insights on how to simplify field work, improve visibility, and get more from your people, assets, and resources. September 30, 2026Watch now WebinarVideo ### Best Practices for Modern Field Operations Five field operations use cases, from pre-job inventory and dispatch to real-time visibility across every job. August 27, 2026Watch now [ Guide ### 5 ways to improve field operations The five changes that move a field operation, whatever it runs on. Get the guide ](https://info.trackvia.com/5-ways-to-improve-field-operations) [ Guide ### 5 ways to improve construction field operations For crews, inspections and closeout across job sites that move every week. Get the guide ](https://info.trackvia.com/5-ways-to-improve-construction-field-operations) [ Guide ### 5 ways to improve casino floor operations For gaming and resort teams running compliance, security and maintenance side by side. Get the guide ](https://info.trackvia.com/5-ways-to-improve-casino-floor-operations) [ Guide ### 5 ways to improve facilities field operations For estates and plants of any kind, from a hospital to a manufacturing site to a public sector portfolio. Get the guide ](https://info.trackvia.com/5-ways-to-improve-facilities-field-operations) [ Guide ### 5 ways to improve manufacturing operations For the plant floor: quality checks, preventive maintenance and the spares behind them. Get the guide ](https://info.trackvia.com/5-ways-to-improve-manufacturing-operations) [ Guide ### 5 ways to improve healthcare operations For everything behind the care: rounds, work orders and accreditation evidence. Get the guide ](https://info.trackvia.com/5-ways-to-improve-healthcare-operations) [ Guide ### 5 ways to improve public works operations For city and county teams covering more ground than they have staff for. Get the guide ](https://info.trackvia.com/5-ways-to-improve-public-works-operations) [ Guide ### 5 ways to improve government operations For readiness, compliance evidence and contract deliverables across every program. Get the guide ](https://info.trackvia.com/5-ways-to-improve-government-operations) [ Article ### Best Practices for Modern Field Operations Read more ](https://trackvia.com/blog/best-practices-for-modern-field-operations/) [ Article ### You Didn’t Outgrow the Spreadsheet. You Outgrew What Replaced It. Read more ](https://trackvia.com/blog/you-didnt-outgrow-the-spreadsheet-you-outgrew-what-replaced-it/) [ Article ### Disaster Response for State Agencies: A Field Workflow Guide Read more ](https://trackvia.com/blog/disaster-response-for-state-agencies-a-field-workflow-guide/) [ Article ### You Shouldn’t Have to Out-Work Your Software: A Workflow Automation Guide for Public Sector Teams Read more ](https://trackvia.com/blog/a-workflow-automation-guide-for-public-sector-teams/) [ Article ### How to Track Assets Across Multiple Locations Without Losing Visibility Read more ](https://trackvia.com/blog/how-to-track-assets-across-multiple-locations-without-losing-visibility/) [ Article ### How to Keep Field Operations Synchronized When Plans Change Read more ](https://trackvia.com/blog/how-to-keep-field-operations-synchronized-when-plans-change/) [ Article ### TrackVia Achieves FedRAMP Moderate Equivalency for Its Government Workflow Platform Read more ](https://trackvia.com/blog/trackvia-fedramp-ready-status/) [ Success story ### Off the Spreadsheet. Into One Connected Operation. DownerRead their story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) [ Success story ### See the Process. Prove the Standard. Northside HospitalRead their story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/) [ Success story ### Run Every Job Site. Stay In Control. KS IndustriesRead their story ](https://trackvia.com/success-stories/ks-industries/) [ Success story ### EverDriven Keeps the Fleet Moving and Protect What’s On Board EverDrivenRead their story ](https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/) [ Success story ### A Fortune 100 Manufacturer Streamlines Procurement Fortune 100 Industrial ManufacturerRead their story ](https://trackvia.com/success-stories/fortune-100-industrial-manufacturer/) [ Success story ### Keep Distribution Moving. Outgrow the Spreadsheet. Custom Home Improvement Solutions CompanyRead their story ](https://trackvia.com/success-stories/custom-home-improvement-solutions-company/) [ Success story ### Critical System Requirements Structural Steel Fabrication CompanyRead their story ](https://trackvia.com/success-stories/structural-steel-fabrication-company/) [ Success story ### Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth Utility-Scale Solar Installation CompanyRead their story ](https://trackvia.com/success-stories/utility-scale-solar-installation-company/) [ Success story ### Move Fast. Prove It Was Done Right. LifeCenter and Lifeline of OhioRead their story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/) [ Success story ### A Platform That Changes as Fast as the Regulations Do Multi-Site Regulated Products OperatorRead their story ](https://trackvia.com/success-stories/multi-site-regulated-products-operator/) [ Success story ### DT Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction DT-TrakRead their story ](https://trackvia.com/success-stories/dt-trak/) [ Success story ### Complex Guest Operations & Compliance Casino and Gaming OperatorRead their story ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/) [ Success story ### Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide Fortune 500 Apparel ManufacturerRead their story ](https://trackvia.com/success-stories/f500-apparel-manufacturer/) [ Success story ### See the Whole Operation Live. End the Handoff Delays. Fortune 500 Security Logistics CompanyRead their story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/) [ Success story ### Keep the Job Moving. Get Paid Faster. Large Utility Construction CompanyRead their story ](https://trackvia.com/success-stories/large-utility-construction-company/) [ Article ### TrackVia Brings Modern AI-Ready Work Management to Government Operations Read more ](https://trackvia.com/blog/trackvia-government-announcement/) [ Article ### TrackVia Spring Productivity Release – Boosting Team Efficiency and Mobile Workflows Read more ](https://trackvia.com/blog/2025-spring-productivity-release/) [ Article ### Enhancing Field Services with Barcode Scanning Read more ](https://trackvia.com/blog/enhancing-field-services-with-barcode-scanning/) [ Article ### Rolling out TrackVia’s App Insights™ Feature Read more ](https://trackvia.com/blog/rolling-out-trackvias-app-insights-feature/) [ Article ### Overcoming Resistance to Change: Implementing a Workflow Management System Read more ](https://trackvia.com/blog/implementing-workflow-management-system/) [ Article ### Customer-Centric Field Services: Using Technology to Exceed Expectations Read more ](https://trackvia.com/blog/customer-centric-field-services-management/) [ Article ### Optimize Your Business with Advanced Work Order Management Read more ](https://trackvia.com/blog/work-order-management/) [ Article ### Service Ticket Management: Best Practices Read more ](https://trackvia.com/blog/service-ticket-management-best-practices/) [ Article ### How Mobile Workflow Solutions are Shaping Industries Read more ](https://trackvia.com/blog/mobile-workflow-solutions-shaping-industries/) [ Article ### What is Field Service Management? Read more ](https://trackvia.com/blog/what-is-field-service-management/) [ Article ### Streamlining Field Service Operations with Mobile Apps Read more ](https://trackvia.com/blog/field-service-operations-mobile-apps/) Nothing published under this type yet. Show more --- # Videos | TrackVia Source: https://trackvia.com/resources/videos/ Resources # Videos Find recorded sessions, product walkthroughs, and more. [Request a demo](https://trackvia.com/connect/) ## All videos WebinarVideo ### Best Practices in Field Operations Real-world insights on how to simplify field work, improve visibility, and get more from your people, assets, and resources. September 30, 2026Watch now WebinarVideo ### Best Practices for Modern Field Operations Five field operations use cases, from pre-job inventory and dispatch to real-time visibility across every job. August 27, 2026Watch now --- # Webinars and Events | TrackVia Source: https://trackvia.com/resources/webinars-events/ Resources # Webinars and Events Connect with us at TrackVia-hosted events and industry conferences throughout the year. [Request a demo](https://trackvia.com/connect/) ## Featured webinars and events Join us live or catch a replay of best practices webinars, panels, and more. WebinarVideo ### Best Practices in Field Operations Real-world insights on how to simplify field work, improve visibility, and get more from your people, assets, and resources. September 30, 2026Watch now WebinarVideo ### Best Practices for Modern Field Operations Five field operations use cases, from pre-job inventory and dispatch to real-time visibility across every job. August 27, 2026Watch now ## Conferences we’re attending Connect with us at one of the following conferences this year. [ Conference ### PWX Public Works Expo 2026 August 30 to September 2, 2026 · Houston, TXEvent site ](https://www.apwa.org/event/pwx-2026/) [ Conference ### 27th Annual TribalNet Conference and Tradeshow September 20 to 24, 2026 · Dallas, TXEvent site ](https://tribalhub.com/events/tribalnet-conferences/) [ Conference ### 2026 ULSCA/ARMCUMS Conference October 20 to 23, 2026 · La Jolla, CAEvent site ](https://ulsca.org/events) --- # AI Field Service Management Software | TrackVia Source: https://trackvia.com/solutions/ai/ # AI for field service management AI that already knows your operation TrackVia brings AI directly into the data your team already runs on and the processes you depend on: work orders, inspections, assets, and more. Connect your AI assistant to build and adjust applications, and ask questions about your operation in plain language, right inside TrackVia. - TrackVia MCP available now - IRIS AI chat - Works with the AI you already use [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) TrackVia IRIS answering a question about which programs are at risk of missing service-level targets, inside TrackVia. 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments TrackVia AI ## AI provides faster answers and apps AI in field service management can help you operate faster: getting an answer from your own data without waiting on a report, and making a change to how your systems work without waiting on a developer. TrackVia MCP ### Build apps in minutes TrackVia MCP connects your operational data to the AI assistant your team already trusts, including Claude, ChatGPT, Copilot, Gemini, Perplexity and Antigravity. Once connected, your own AI can build applications, adjust workflows, and answer questions using your real TrackVia data, from the AI environment your team already works in. TrackVia IRIS ### Answer questions in seconds TrackVia IRIS lets your team ask our in-app AI assistant questions about your operational data in plain language and get an answer directly inside TrackVia. No custom dashboard, no waiting on a report. How it works ## From your data to an answer or a change, in a few steps ### Turn on TrackVia MCP Available today, for every customer, on every plan. No separate purchase, no sales call. ### Connect the AI assistant your team already uses Claude, ChatGPT, Copilot, Gemini, Perplexity or Antigravity. Authorize the connection once, and your team keeps working in the AI environment they already trust. ### Build, adjust, or ask, with your existing permissions Your AI assistant can build applications, adjust workflows, and pull answers from your TrackVia data, but only within the same access your team already has. ### TrackVia IRIS answers questions directly inside TrackVia Your team can ask a question in plain language right in TrackVia and get an answer sourced from your own data, without leaving the platform. Going further ## Safe to change, even in production Every configuration change carries a preview mode and an automatic backup before it runs, so bulk updates, role changes, and schema edits are safe to make on a live system, whether you make the change yourself or your AI assistant makes it for you. A dedicated sandbox and a full release process mean your team can test a change before it reaches the people doing the work, and a complete record history means nothing changes without a trace. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Answers and apps in minutes Customers have already built apps in as little as 20 minutes. When your own AI assistant can build and adjust alongside your team, and your team can ask a question instead of waiting on a report, work moves at the speed of the question, not the speed of a backlog. Teams spend their time running the operation, not waiting on IT or a queue of change requests. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. The first application I built, it was simple, I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Common questions How is AI transforming field service management? The real shift is where AI gets its context. A general AI assistant can answer questions or draft things, but it doesn’t know your work orders, your inspections, or your assets unless you connect it to that data. Platforms like TrackVia are starting to bring AI directly into the operational systems teams already run on, so an assistant can build a workflow or answer a question using your real data instead of a generic guess. That’s the difference between AI as a separate tool and AI as part of the operation itself. What is TrackVia MCP, and which AI assistants does it work with? TrackVia MCP (Model Context Protocol) is a standard connection between TrackVia and the AI assistant your organization already runs on. It works with Claude, ChatGPT, Copilot, Gemini, Perplexity and Antigravity today. However your team has already standardized on AI, TrackVia works alongside it instead of asking you to adopt a new one. It’s available now, for every customer, on every plan. Does TrackVia work with the AI assistant we already use? Yes. TrackVia MCP works with the AI assistant your team has already standardized on; it’s built to fit into your existing AI environment rather than ask you to adopt a new one. It’s also available to every TrackVia customer on every plan today, with no separate purchase or sales conversation required to turn it on, which is not how every platform in this space handles AI access. What can TrackVia IRIS answer, and what can’t it do? IRIS lets you ask questions about your operational data in plain language and get an answer directly inside TrackVia, instead of building a dashboard or waiting on a report. It’s read only. It answers questions about the data you’re already authorized to see, and it doesn’t change any records, take any action, or replace the people doing the work. What is an MCP server? An MCP server is the technical piece that lets an AI assistant connect to a specific system, in TrackVia’s case your operational data, using the Model Context Protocol (MCP), an open standard for connecting AI assistants to outside tools and data. TrackVia’s MCP server is what your AI assistant connects to when you turn on TrackVia MCP. If you’re looking for developer documentation on building or configuring it, that lives on our [developer site](https://developer.trackvia.com/ai-and-automation/mcp/) rather than here. Does connecting an AI assistant change what people on my team can see? No. Whether your team works through TrackVia MCP or IRIS, access follows the same permissions your team already has in TrackVia. An AI assistant doesn’t get broader access than the person using it, and IRIS only ever surfaces information that person is already authorized to see. ## Solutions that connect Explore pre-built modules and low-code automation functionality in TrackVia. [**Application Development ▸**Build and adjust your own operational applications, with or without an AI assistant](https://trackvia.com/solutions/low-code-automation-platform/)[**Work Order Management ▸**Every configured workflow closes out through the same system](https://trackvia.com/solutions/work-order-management/)[**Field Inspection ▸**Build the checklist your inspection actually needs](https://trackvia.com/solutions/field-inspection/) ## Built for your industry The same modules and powerful AI capabilities, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how AI fits your operation A working session on what TrackVia MCP and IRIS can do with your own data. [Talk with an expert](https://trackvia.com/connect/) --- # Asset Management Software | TrackVia Source: https://trackvia.com/solutions/asset-site-operations/ # Asset management software Know what you own, where it is, and its condition Asset management software that pairs one registry with your site hierarchy, so maintenance, inspections, and reporting all work from the same record instead of scattered spreadsheets. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## Never lose track Without one source of truth, what you own and its condition often live in someone’s head, and assets moved between sites go untracked. Tracking condition, meter readings, and warranty status in one place turns replacement into a plan instead of a scramble, and multi-site teams get an accurate health rollup instead of a guess. Retiring a decommissioned asset keeps your counts honest. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the tag to the full service history Step 01 ### Tag the asset A QR code, barcode, or RFID tag goes on every asset, so it can be identified in the field without guesswork. Step 02 ### Place it in the hierarchy Region down to site, building, and asset, so everything you own has a known home. Step 03 ### Give it a profile Specs, service history, documents, and warranty information, all on the asset rather than scattered across systems. Step 04 ### Track use and movement Meter readings such as hours, mileage, or cycles log against the asset, and a transfer between sites or crews gets recorded. Going further ## The full picture If you run more than one site, a rollup dashboard shows asset health across all of them at once, then lets you drill into any single site, building, or asset for the details behind the summary. A facilities director overseeing ten locations can see which ones have aging equipment or overdue maintenance without visiting each site or waiting on a report from each local team. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Fewer surprises, better margins When you know what you own and its condition, you replace equipment on your schedule instead of after it fails. That keeps projects on track and protects your margin instead of losing it to surprise downtime. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### See the Process. Prove the Standard. Northside Hospital Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/)[ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/)[ ### Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth Utility-Scale Solar Installation Company Read their full story ](https://trackvia.com/success-stories/utility-scale-solar-installation-company/)[ ### Complex Guest Operations & Compliance Casino and Gaming Operator Read their full story ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/)[ ### See the Whole Operation Live. End the Handoff Delays. Fortune 500 Security Logistics Company Read their full story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is asset management software? It’s one record for everything you own: where it is, what condition it’s in, and its full service history, specs, and warranty status. TrackVia ties all of it to a site hierarchy, so a facilities director sees asset health across every location instead of piecing it together from spreadsheets. What is asset tracking software? Tracking is the piece that identifies and locates an asset, usually with a QR code, barcode, or RFID tag, so a scan pulls up its record in the field. TrackVia includes tracking as part of full asset management, along with condition, service history, and warranty in the same place. How do I track assets that move between sites? A transfer between sites or crews is recorded against the asset instead of just happening, so its location and history stay accurate no matter how often it moves. How do I see asset health across multiple sites? A rollup dashboard shows asset health across every site at once, with drill-down into any single site, building, or asset, so a facilities director overseeing multiple locations can spot aging equipment or overdue maintenance without visiting each site. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Preventive Maintenance ▸**Schedules hang off the asset record](https://trackvia.com/solutions/preventive-maintenance/)[**Field Inspection ▸**Inspections write back to the asset](https://trackvia.com/solutions/field-inspection/)[**Inventory and Materials Control ▸**Parts consumed against the asset they went into](https://trackvia.com/solutions/inventory-materials-control/)[**TrackVia IRIS & AI ▸**Ask what is where and in what condition, in plain language](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Subcontractor Management Software | TrackVia Source: https://trackvia.com/solutions/crew-vendor-management/ # Subcontractor management software The right subcontractor for every job. Paperwork already done. Match subcontractors to every job by real skill and certification, and get the same visibility into your own crews, with full tracking of cost and performance. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## No more guesswork Scheduling by phone, text, or whiteboard doesn’t scale and leaves room for error. Matching subcontractors and crew by real skill and certification, not just who’s free, cuts safety and compliance risk and keeps their paperwork current. The same matching applies to your own crews, and vendor scorecards mean you stop sending work to the same underperformer out of habit. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the dispatch board to the scorecard Step 01 ### Onboard the vendor Insurance, licensing, and certifications are tracked in one place, so subcontractor and crew paperwork is ready before the first job. Step 02 ### See who is available A scheduling and dispatch board shows your crews and subcontractors together, so jobs go out by skill and certification, not just who’s free. Step 03 ### Log time against the job Timesheets tie directly to the job they belong to, rolling labor cost in automatically, for crews and subcontractors alike. Step 04 ### Build the scorecard Vendor performance builds over time, and the same tracking gives you visibility into your own crews. Going further ## The right match When a job calls for a specific skill, license, or certification, only subcontractors and crew members who actually hold it show up as options for the assignment. The match happens automatically, instead of relying on whoever’s available or whoever someone remembers is qualified. [See the whole platform](https://trackvia.com/solutions/) Business impact ## The right person, less overtime When every job goes to someone who’s actually qualified and available, crews and subcontractors spend less time waiting on the right match. Jobs move faster, overtime drops, and clients get a firmer answer on when the work will be done. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Keep Distribution Moving. Outgrow the Spreadsheet. Custom Home Improvement Solutions Company Read their full story ](https://trackvia.com/success-stories/custom-home-improvement-solutions-company/)[ ### Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth Utility-Scale Solar Installation Company Read their full story ](https://trackvia.com/success-stories/utility-scale-solar-installation-company/)[ ### Keep the Job Moving. Get Paid Faster. Large Utility Construction Company Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is vendor management software? Software that tracks every subcontractor you use, from certifications and insurance to how well they perform, so you always assign the right one for the job. What is crew management software? Software that schedules your own crews by skill and certification, tracks their time against each job, and gives you one view of who’s doing what, where. How do I track subcontractor certifications and crew payroll? Certifications and insurance are tracked through onboarding, and timesheets tie straight to the job, so labor cost rolls in automatically for crews and subcontractors alike. How can I manage my field crew? See who’s available in real time, dispatch the closest qualified person, and track hours against the job from a phone or the office, all from one dispatch board. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Work Order Management ▸**Dispatch the job to the right person first time](https://trackvia.com/solutions/work-order-management/)[**Safety and Compliance ▸**Insurance and certifications kept current](https://trackvia.com/solutions/safety-compliance/)[**Field Inspection ▸**Assign inspections by qualification](https://trackvia.com/solutions/field-inspection/)[**TrackVia IRIS & AI ▸**Ask who is qualified and free, without building a report](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Field Inspection Software That Catches Problems | TrackVia Source: https://trackvia.com/solutions/field-inspection/ # Field inspection software Catch the problem on site, and fix it before it spreads Field inspection software for structured, mobile-first inspections. Digitize the checklist, catch deficiencies on the spot, and turn every failed item into work automatically. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## Catch it early Inspections used to mean paper checklists, clipboards, and problems nobody caught until the job was already behind. TrackVia turns the checklist into a structured, mobile-first inspection. Every item is scored on the spot, every failure is flagged automatically, and nothing gets missed because a form got left in the truck. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the checklist to the fix Step 01 ### Work the right checklist Every asset type and site gets its own checklist, so inspectors always see the questions that matter for what they’re standing in front of. Step 02 ### Capture it on the device Photos, notes, and scores get logged on a phone or tablet as the inspection happens, not typed up later from memory. Step 03 ### Score item by item Each item gets a pass, fail, or flag, so the results are structured data, not a paragraph someone has to interpret. Step 04 ### A failure becomes work A failed item can trigger a work order automatically, so the fix is already moving before the inspector leaves the site. Going further ## Spot the pattern One bad inspection is a fix. The same failure showing up at five sites is a pattern worth stopping. TrackVia rolls up every result by site, asset, and item, so you can see where problems keep coming back and act before it becomes a bigger repair or a safety issue. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Caught early, fixed cheap Catching a failed item on site, before it becomes a bigger repair or a safety incident, keeps jobs on schedule and keeps a small problem from turning into an expensive one. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### See the Process. Prove the Standard. Northside Hospital Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/)[ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is field inspection software? Field inspection software replaces the paper checklist with a mobile app your crew scores on site. Every result is timestamped, and a failed item can trigger a work order automatically. What is a mobile inspection app? A mobile inspection app lets your team run checklists from a phone or tablet, capture photos on site, and score each item pass or fail without paperwork. It’s critical that your app work even without an active mobile connection. How do I digitize my inspection checklists? Build the checklist once in TrackVia, and every inspector works from the same structured form on their phone, with photos and scores captured in real time. How do I spot the same problem happening across multiple sites? TrackVia rolls up every inspection result by site, asset, and item, so you can see patterns instead of one-off failures and catch a systemic problem early. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Work Order Management ▸**A failed item becomes a job automatically](https://trackvia.com/solutions/work-order-management/)[**Safety and Compliance ▸**The inspection record doubles as your audit trail](https://trackvia.com/solutions/safety-compliance/)[**Asset and Site Operations ▸**Every inspection writes back to the asset](https://trackvia.com/solutions/asset-site-operations/)[**TrackVia IRIS & AI ▸**Build the checklist by describing it, and ask what keeps failing](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Field service management software | TrackVia Source: https://trackvia.com/solutions/ # Field service management software for the whole operation Your core systems manage the enterprise. TrackVia manages the operational work that happens between them. 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Solutions ## Seven pre-built modules to get you started Leverage expert-developed modules for your most common workflows, configurable to your use case. [ Work order management software ### Work Order Management Every request from first call to final sign-off, in one system. Explore Work Order Management ](https://trackvia.com/solutions/work-order-management/) [ Subcontractor management software ### Crew and Vendor Management The right subcontractor on every job, with the paperwork already current. Explore Crew and Vendor Management ](https://trackvia.com/solutions/crew-vendor-management/)[ Asset management software ### Asset and Site Operations What you own, where it is and its condition, from a QR tag to full service history. Explore Asset and Site Operations ](https://trackvia.com/solutions/asset-site-operations/) [ Safety management software ### Safety and Compliance Certifications, incidents and corrective actions in one place, ready for the audit. Explore Safety and Compliance ](https://trackvia.com/solutions/safety-compliance/) [ Inventory management software ### Inventory and Materials Control Parts and materials across every truck, warehouse and site, tied to the job that used them. Explore Inventory and Materials Control ](https://trackvia.com/solutions/inventory-materials-control/) [ Field inspection software ### Field Inspection Mobile checklists scored on site, where a failed item raises the work that fixes it. Explore Field Inspection ](https://trackvia.com/solutions/field-inspection/) [ Preventive maintenance software ### Preventive Maintenance Schedules that raise their own work, so service happens before the breakdown. Explore Preventive Maintenance ](https://trackvia.com/solutions/preventive-maintenance/) TrackVia AI ## Faster apps. Faster answers. TrackVia MCP ### Build beyond the pre-built Go beyond our pre-built use cases by building apps and getting information via AI. Connect the AI assistant your team already uses, like Claude, ChatGPT, Copilot, or Gemini, to TrackVia MCP, and build or update your operational applications faster. Customers have already built new applications in as little as 20 minutes. TrackVia IRIS ### Ask instead of building When you need an answer instead of a new build, ask TrackVia IRIS a question in plain language and get the answer right inside TrackVia. No dashboard, no waiting on a report. [See how TrackVia AI works](https://trackvia.com/solutions/ai/) ## Built for the way your industry already works [ Manufacturing ▸ ](https://trackvia.com/industries/manufacturing/) [ Construction ▸ ](https://trackvia.com/industries/construction/) [ Casinos and Resorts ▸ ](https://trackvia.com/industries/gaming-hospitality/) [ Public Works ▸ ](https://trackvia.com/industries/public-works/) [ Government ▸ ](https://trackvia.com/industries/government/) [ Healthcare ▸ ](https://trackvia.com/industries/healthcare/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Inventory Management Software | TrackVia Source: https://trackvia.com/solutions/inventory-materials-control/ # Inventory management software Know what you have, where it is, and what it costs Inventory and materials management for every truck, warehouse, and site, tied to the job that used them, so nothing runs out mid-job. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## Costs you can trust When parts aren’t tied to the job, costing is a guess, and a tech without the part loses a trip. Tying usage straight to the work order makes every job’s real cost visible, and low-stock alerts catch a shortage before a truck rolls out empty. Cycle counts that match the shelf mean fewer duplicate orders and less cash tied up in stock nobody can find. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the shelf to the job cost Step 01 ### Catalog every part Each part and material gets its own SKU, so the same thing is not recorded three different ways. Step 02 ### See stock in real time Levels update across every warehouse, truck, and site as parts move, not at the end of the month. Step 03 ### Tie usage to the job A part used on a job logs against that work order, so its cost rolls straight into the cost of the job. Step 04 ### Reorder and reconcile Low-stock alerts trigger a reorder automatically, and cycle counts check the system against what is actually on the shelf. Going further ## Ahead of the shortage When stock for a commonly used part or material drops below a set threshold, at a warehouse or on a truck, a reorder request generates automatically and routes to whoever manages purchasing, instead of waiting for someone to notice the shelf is empty. A maintenance team running dozens of jobs a week never gets stalled waiting on a part or material that should have already been reordered. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Fewer stockouts, lower costs When you know what’s on hand and where, a job doesn’t stall waiting on a part that’s actually sitting in another truck. Tying usage to the job keeps your real costs visible, so crews finish faster and estimates hold up. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### A Fortune 100 Manufacturer Streamlines Procurement Fortune 100 Industrial Manufacturer Read their full story ](https://trackvia.com/success-stories/fortune-100-industrial-manufacturer/)[ ### Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide Fortune 500 Apparel Manufacturer Read their full story ](https://trackvia.com/success-stories/f500-apparel-manufacturer/)[ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is inventory management software? It’s software that tracks parts and materials across every truck, warehouse, and site, in real time, so you always know what you have and where it is. TrackVia ties each item to the job that used it, so job costs are based on what actually went into the work instead of an estimate, and low-stock alerts catch a shortage before a truck rolls out empty. What is materials management software? It covers the raw materials, supplies, and consumable stock a job actually uses, not just serialized parts and equipment. TrackVia tracks quantities on hand across every warehouse, truck, and site, ties each item to the job it went to, and flags a reorder automatically once stock for a commonly used material drops below a set threshold. How do I track parts and materials across trucks and warehouses? Stock levels update in real time across every warehouse, truck, and site as parts and materials move, instead of waiting on a count at the end of the month. Each item has its own SKU, so nothing gets recorded three different ways, and everyone works from the same current number. How do I stop running out of parts on a job? A low-stock alert triggers a reorder automatically once stock for a commonly used part or material drops below a set threshold, and routes it to whoever manages purchasing. That way a maintenance team running dozens of jobs a week doesn’t get stalled waiting on a part that should have already been reordered. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Work Order Management ▸**Parts log against the job that used them](https://trackvia.com/solutions/work-order-management/)[**Preventive Maintenance ▸**Stock ready ahead of scheduled service](https://trackvia.com/solutions/preventive-maintenance/)[**Asset and Site Operations ▸**Know what is fitted to which asset](https://trackvia.com/solutions/asset-site-operations/)[**TrackVia IRIS & AI ▸**Ask what is running low across every van and store](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Low-Code Automation Platform for Field Operations | TrackVia Source: https://trackvia.com/solutions/low-code-automation-platform/ # Low-code automation platform for field operations Low-code, without the blank canvas If you’re evaluating a low-code platform to build field operations applications, most of what you’d build from scratch, work orders, inspections, assets, preventive maintenance, and more, is already running in TrackVia. Configure what’s already proven, connect the AI assistant you already use, and skip the months of building from a blank canvas. - Build with the AI you already use - No developer required - 2,800+ app builders [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## The platform, not the blank page A generic low-code platform gives you the tools to build an application and leaves the rest to you: the workflows, the forms, the approvals, the mobile experience, all designed from nothing. TrackVia starts from the other direction. Workflows that more than 2,800 field operations practitioners have already built and refined come with the platform: work orders, inspections, assets, and the rest. And the same low-code tools a generic platform offers are there to configure to your operation. Set up the app yourself through a visual interface, or hand the work to the AI assistant you already use. Either way, no developer required and no waiting on a backlog. How it works ## From proven pattern to your own process Step 01 ### Start from a working pattern, not a blank canvas Every module starts with the workflows and forms that more than 2,800 practitioners have already built and refined, so your team configures a working system instead of designing one from nothing, the way a generic low-code platform would ask you to. Step 02 ### Build it yourself, or hand it to your AI assistant Add fields, set conditional logic, and route work through approvals using a visual interface. Or connect Claude, ChatGPT, Copilot, or Gemini through [TrackVia MCP](https://trackvia.com/solutions/ai/) and describe the change in plain language, letting your own AI assistant build applications, make changes, and query data on your behalf, without leaving the AI environment your team already trusts. Step 03 ### Connect it to what you already run Plug into your ERP, CRM, or other systems of record through more than 6,000 integrations, a full REST API, and webhooks, so the application fits into your existing environment. Step 04 ### Change it again whenever you need to Requirements shift. Update forms, workflows, dashboards, and business rules on your own or through your AI assistant, with a sandbox to test changes safely and a full record history and audit log behind every change. TrackVia AI ## Build with the AI you already use TrackVia MCP ### Your preferred AI, working inside TrackVia [TrackVia MCP](https://trackvia.com/solutions/ai/) connects TrackVia to the AI assistant your team already trusts, including Claude, ChatGPT, Copilot, and Gemini. Instead of learning a new tool or waiting on a developer, operators can work in their own AI environment to build applications, make changes, and query data, all within TrackVia. TrackVia IRIS ### Skip the dashboard. Just ask. [TrackVia IRIS](https://trackvia.com/solutions/ai/) lets your team ask questions about operational data in plain language and get an answer directly inside TrackVia, instead of building a custom dashboard or waiting on a report. It’s read only: it answers questions, it doesn’t change anything, and it only surfaces information a user is already authorized to see. Going further ## Safe to change, even in production Every configuration change carries a preview mode and an automatic backup before it runs, so bulk updates, role changes, and schema edits are safe to make on a live system, whether you make the change yourself or your AI assistant makes it for you. A dedicated sandbox and a full release process mean your team can test a change before it reaches the people doing the work, and a complete record history means nothing changes without a trace. [See the whole platform](https://trackvia.com/solutions/) Build with IRIS ## The future of AI with TrackVia The [TrackVia MCP](https://trackvia.com/solutions/ai/) already lets your preferred AI build and configure applications inside your apps today. Building your apps with IRIS is the next chapter: the same kind of natural-language, AI-assisted building, done natively by TrackVia IRIS itself. Business impact ## Faster to build, faster to change When configuration doesn’t require a developer, and your own AI assistant can build alongside your team, an application goes from idea to production in days, not months, and the next change after that takes hours, not another project. Teams spend their time running the operation, not waiting on IT or a queue of change requests. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### See the Process. Prove the Standard. Northside Hospital Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/)[ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Common questions Can TrackVia replace a low-code platform for field operations? For most of what a low-code platform gets used for in field operations, yes. TrackVia already runs the workflows a team building on a generic low-code platform would spend months creating from scratch: work orders, inspections, assets, preventive maintenance, and more. You still get low-code tools to configure and adapt it, forms, workflows, conditional logic, dashboards, along with a mobile app built specifically for field work and integrations most low-code platforms don’t include out of the box. What is low-code application development, and how is TrackVia different from a generic low-code platform? Low-code application development means building software through visual tools and configuration instead of writing code line by line. A generic low-code platform gives you those tools and a blank canvas. TrackVia gives you the same kind of tools, plus proven field operations applications already built by more than 2,800 practitioners. Instead of designing a work order system or an inspection process from nothing, you configure one that already reflects how field operations actually run. Do I need a developer to build or change an application? No. Your own team can add fields, change workflows, update forms, and adjust business rules through a visual interface. No code, no developer, no waiting on IT’s backlog. Can I use my own AI assistant to build or change a TrackVia application? Yes. TrackVia MCP connects TrackVia to the AI assistant your team already uses, including Claude, ChatGPT, Copilot, and Gemini. Describe the change you need in plain language, and your AI assistant can build applications, make changes, and query data inside TrackVia, without you needing to leave that AI environment. What is TrackVia MCP, and which AI assistants does it work with? TrackVia MCP (Model Context Protocol) is a standard connection between TrackVia and the AI assistant your organization already runs on. It works with Claude, ChatGPT, Copilot, Gemini, Perplexity, and Antigravity today. However your team has already standardized on AI, TrackVia works alongside it instead of asking you to adopt a new one. Is TrackVia a fit if we’re evaluating an enterprise low-code platform specifically? If your evaluation is centered on field operations work, work orders, inspections, assets, preventive maintenance, safety and compliance, TrackVia gives you the enterprise controls that kind of evaluation usually asks for: role-based permissions, SOC 2, HIPAA-compliant and FedRAMP Class C (Moderate) environments, single sign-on, and a full audit log, along with applications already built for the work instead of the blank slate most enterprise low-code platforms start you with. What can TrackVia IRIS answer, and what can’t it do? TrackVia IRIS lets you ask questions about your operational data in plain language and get an answer directly inside TrackVia, instead of building a dashboard or waiting on a report. It’s read only. It answers questions about the data you’re already authorized to see, and it doesn’t change any records, take any action, or replace the people doing the work. What’s the difference between TrackVia MCP and Build with IRIS? TrackVia MCP is available today. It connects TrackVia to an AI assistant you already use and bring yourself, like Claude or ChatGPT, to build and configure applications. Build with IRIS is where TrackVia IRIS is headed next: the same kind of natural-language, AI-assisted building, done natively inside TrackVia, without needing to bring your own outside AI assistant. MCP is here now. Build with IRIS is direction, not a shipped feature yet. How long does it take to build a new application? Most teams start from a pre-built module already shaped for the work, work orders, inspections, assets, and more, and configure it to their operation instead of building from nothing. That usually means going live in days or weeks instead of the months a from-scratch build on a generic low-code platform typically takes. Can we test a change before it goes live? Yes. Every configuration change, whether you make it yourself or through your AI assistant, comes with a preview mode and an automatic backup before it runs. A dedicated sandbox lets your team test a change fully before it reaches the people doing the work, and a full record history and audit log track exactly what changed and when. ## Solutions that connect Work moves between these without anyone re-keying it. [**Work Order Management ▸**Every configured workflow closes out through the same system](https://trackvia.com/solutions/work-order-management/)[**Field Inspection ▸**Build the checklist your inspection actually needs](https://trackvia.com/solutions/field-inspection/)[**Crew and Vendor Management ▸**Configure the match logic for your own certifications and skills](https://trackvia.com/solutions/crew-vendor-management/)[**TrackVia IRIS & AI ▸**Build and ask in plain language, with the assistant you already use](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Preventive Maintenance Software, Done Right | TrackVia Source: https://trackvia.com/solutions/preventive-maintenance/ # Preventive maintenance software Service it before it breaks, not after it stops Turn maintenance schedules and asset condition into action before something breaks. Reduce downtime and extend the life of your equipment instead of waiting for it to fail. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## Fewer breakdowns Reactive maintenance, fixing things only after they break, drives up downtime and cost, and a schedule sitting on a spreadsheet is easy to forget. TrackVia generates the work automatically, on a calendar or triggered by actual usage, so small problems get caught before they become breakdowns and warranty-required service happens on time. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the schedule to the logged service Step 01 ### Build the schedule once A calendar cadence like monthly or quarterly, or a trigger on a meter reading like hours or mileage. Step 02 ### Let the work generate Jobs raise themselves from the schedule, so nothing depends on someone remembering to create them. Step 03 ### Log it to the asset Every completed job writes to that asset’s history, leaving a full record of what was done and when. Step 04 ### Track adherence The system reports whether the plan is actually being followed, instead of leaving you to assume it is. Going further ## Seasonal, not sporadic A campaign like inspecting every HVAC unit before summer can be scheduled once and rolled out across every site automatically, instead of relying on someone to remember to kick it off each year. The work generates for every applicable asset on the same timeline, so the whole portfolio gets ready for the season at once. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Planned service, predictable cost Scheduled maintenance costs less than a breakdown. Equipment serviced on time keeps projects moving instead of waiting on an emergency repair, so timelines and budgets both hold. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Complex Guest Operations & Compliance Casino and Gaming Operator Read their full story ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/)[ ### Keep the Job Moving. Get Paid Faster. Large Utility Construction Company Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/)[ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is preventive maintenance software? Preventive maintenance software generates the work automatically, on a calendar cadence or triggered by actual asset usage, so service happens before something breaks instead of after. What is maintenance management software? Maintenance management software is the system that schedules, tracks, and logs every service job against an asset, so you always know what was done, when, and what’s due next. How do I create a preventive maintenance schedule? Build the schedule once in TrackVia, on a calendar cadence like monthly or quarterly, or on a meter reading like hours or mileage, and the work generates itself from then on. How do I know if equipment maintenance is actually being done on time? TrackVia tracks adherence automatically, so you get a real number instead of an assumption, and can catch a schedule that’s slipping before it causes a breakdown. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Asset and Site Operations ▸**The asset registry the schedule runs on](https://trackvia.com/solutions/asset-site-operations/)[**Work Order Management ▸**Generated maintenance joins the same work queue](https://trackvia.com/solutions/work-order-management/)[**Inventory and Materials Control ▸**Parts on hand before the service falls due](https://trackvia.com/solutions/inventory-materials-control/)[**TrackVia IRIS & AI ▸**Ask what is due, and adjust a schedule without a developer](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Safety Management Software, Stay Audit-Ready | TrackVia Source: https://trackvia.com/solutions/safety-compliance/ # Safety management software Stay audit-ready without the last-minute scramble Build regulatory and risk management into everyday work, so your team stays audit-ready and liability exposure stays low. Catch compliance issues while they’re still small and inexpensive to fix. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## No surprises Certifications expiring without anyone noticing is how audits and incidents turn into real liability, and an incident reconstructed from memory weeks later rarely holds up if it’s challenged. Automated alerts catch expirations before they become a problem, and logging incidents as they happen builds a record you can stand behind. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the incident to the closed corrective action Step 01 ### Log it in the field Incidents and near misses captured at the time they happen, instead of reconstructed from memory weeks later. Step 02 ### Track what expires Certifications, licenses, and permits monitored automatically, with alerts before anything lapses. Step 03 ### Standardize the routine Job safety analyses and toolbox talks follow a template instead of a blank sheet of paper. Step 04 ### Close the loop Corrective actions stay open and visible until they are actually closed, with SDS sheets and audit evidence in one place. Going further ## Compliance at a glance A compliance dashboard rolls up certification status, open corrective actions, and incident history by site or crew, so a risk or compliance leader sees exposure across the whole organization instead of piecing it together site by site. A location falling behind shows up immediately instead of waiting for the next audit. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Fewer incidents, lower liability Catching a compliance issue while it’s small costs far less than an incident or a failed audit. A team that stays audit-ready avoids the fines, delays, and liability that come with getting caught unprepared. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### EverDriven Keeps the Fleet Moving and Protect What’s On Board EverDriven Read their full story ](https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/)[ ### Move Fast. Prove It Was Done Right. LifeCenter and Lifeline of Ohio Read their full story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/)[ ### A Platform That Changes as Fast as the Regulations Do Multi-Site Regulated Products Operator Read their full story ](https://trackvia.com/success-stories/multi-site-regulated-products-operator/)[ ### Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide Fortune 500 Apparel Manufacturer Read their full story ](https://trackvia.com/success-stories/f500-apparel-manufacturer/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is safety management software? Safety management software tracks certifications, incidents, and corrective actions in one place, with automated alerts before anything lapses, so your team stays audit-ready year round. What is incident reporting software? Incident reporting software captures incidents and near misses at the time they happen, so the record holds up instead of being reconstructed from memory weeks later. How do I track certifications before they expire? TrackVia monitors certifications, licenses, and permits automatically, with alerts before anything lapses instead of finding out after the fact. How do I stay ready for an OSHA audit? Incidents and corrective actions are logged as they happen, with the evidence organized and ready to export, so audit prep is not a last-minute scramble. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Field Inspection ▸**Structured inspections supply the evidence](https://trackvia.com/solutions/field-inspection/)[**Crew and Vendor Management ▸**Certifications tracked against the people doing the work](https://trackvia.com/solutions/crew-vendor-management/)[**Work Order Management ▸**Corrective actions become real jobs, not notes](https://trackvia.com/solutions/work-order-management/)[**TrackVia IRIS & AI ▸**Ask what is out of date before an audit asks you](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Work Order Management Software, Nothing Missed | TrackVia Source: https://trackvia.com/solutions/work-order-management/ # Work order management software Every request in one place, from first call to final sign-off Get work requested, assigned, tracked, and closed out in one system. Nothing falls through the cracks, and staff, leadership, and customers all have full visibility. - Offline-ready mobile - 6,000+ integrations - Changes with you [Talk with an expert](https://trackvia.com/connect/) [See how it works](#how) 3,000+ Production applications Running real operations today 10,000+ Field submissions a month Workflows moving through from the field 500M+ Operational records Managed on the platform 99.99% Uptime Commercial, Government and HIPAA environments Why it matters ## Everything flows smoothly Work requests come in through five or six channels, calls, emails, a portal, a walk-up, and they get lost or forgotten. Putting every request into one system means nothing falls through the cracks, so crews spend less time chasing job details and more time doing the work, and catching a job before it’s overdue keeps service levels high. [Talk with an expert](https://trackvia.com/connect/) How it works ## From the first call to the signed-off job Step 01 ### The request arrives A phone call, an email, a portal, or a walk-up. TrackVia turns each one into a work order with a defined lifecycle, whichever channel it came in through. Step 02 ### It routes itself Guided workflows send the job to the right person and move it through approvals when cost or scope requires one. Step 03 ### It flags before it slips A job running late surfaces on its own, instead of after a customer calls to complain about it. Step 04 ### It closes with proof A signature and photos captured right on the mobile app, and the record updates in real time for anyone who needs to see it. Going further ## Proof, every time Closeout is built into the job itself. Every work order requires a signature and photos before it can be marked complete, captured right on the technician’s device or a customer’s, so the proof of work is attached to the record automatically instead of being an inconsistent extra step some techs remember and others skip. [See the whole platform](https://trackvia.com/solutions/) Business impact ## Faster jobs, happier clients When every request, assignment, and status update lives in one system, jobs finish faster and fewer things get missed. Clients get a real answer on when the work will be done instead of a guess. Platform overview ## Four key TrackVia capabilities TrackVia’s field operations intelligence platform provides what you need to build, update, and optimize the apps that keep your business running. FoundationTrackVia comes with proven modules and workflows, shaped by the work of more than 2,800 practitioners. Start with best practices and easily configure it to match how your operation actually works.+ - **Pre-built modules**Ready-to-use applications for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. - **Connected data model**Tables connect the way your operation does: work orders to assets, assets to sites, parts usage to job costs, inspections to compliance records. - **Right-sized deployment**Use the capabilities your operation actually needs, without paying for an oversized suite built for someone else’s industry. AutomationTrackVia moves the work forward automatically, so people spend less time chasing approvals, re-entering data, or tracking down what happened in the field.+ - **Guided workflows**Records move through defined stages on their own, with the right approvals built into each step. More than 10,000 workflow submissions move through TrackVia from the field every month. - **Self-updating fields**Calculated and triggered fields update as a record changes, so totals, statuses, and dates stay current without anyone retyping them. - **Offline-ready mobile**Native iOS and Android apps capture photos with in-app annotation, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, signal or not. - **Automatic notifications**Emails fire the moment a record matches the conditions that matter, and reports can be scheduled straight to your inbox. VisibilityEveryone works from the same current picture of the operation, not a spreadsheet that is already out of date by the time someone opens it. Ask TrackVia IRIS a question in plain language and get the answer straight from that same data, without waiting on a report.+ - **Live shared records**Crews and the office read and update the same records in real time, so there is one current version of the truth instead of conflicting copies. - **At-a-glance status**Open work, crew workload, overdue jobs, site status, and exceptions are visible the moment they change. - **Views and AI built for the job**More than a dozen ways to see the same data, including grid, calendar, timeline, Gantt, map, kanban, pivot, and chart. AI queries answer questions asked in plain language. - **Role-based dashboards**Published by role, from a compliance scorecard by site to a multi-site rollup with drill-down into a single job. FlexibilityTrackVia starts ready to go and stays easy to change as the operation evolves, without waiting on a developer every time something needs to be different. Configure it yourself, or connect the AI assistant you already use through TrackVia MCP and describe the change instead.+ - **Configure it yourself**Your own team updates forms, workflows, dashboards, and business rules through a visual interface or AI-driven natural language instruction. - **Broad integrations**More than 6,000 systems and data sources, plus a full REST API and webhooks, plug TrackVia into the systems you already run. - **Enterprise-grade security**SOC 2, HIPAA-compliant, and FedRAMP Class C environments, with single sign-on, multi-factor authentication with passkeys, and field-level role permissions. - **Bulk changes**Bulk update, delete, role assignment, and user invite, with a full record history, an account-level audit log, and dedicated sandboxes. Client stories ## Operations already running this way ‹ › [ ### Off the Spreadsheet. Into One Connected Operation. Downer Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/)[ ### Run Every Job Site. Stay In Control. KS Industries Read their full story ](https://trackvia.com/success-stories/ks-industries/)[ ### EverDriven Keeps the Fleet Moving and Protect What’s On Board EverDriven Read their full story ](https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/)[ ### Critical System Requirements Structural Steel Fabrication Company Read their full story ](https://trackvia.com/success-stories/structural-steel-fabrication-company/)[ ### Move Fast. Prove It Was Done Right. LifeCenter and Lifeline of Ohio Read their full story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/)[ ### DT Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction DT-Trak Read their full story ](https://trackvia.com/success-stories/dt-trak/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer More detail below ## Common questions What is work order management software? Work order management software takes a request from first call to final sign-off in one system, so nothing gets lost between a phone call and a closed job. What is job management software? Job management software is the system that assigns, tracks, and closes out every job, so staff and leadership both see the same status instead of chasing updates. How do I track a work order from request to close? Every request becomes a work order the moment it arrives, and its status updates in real time from assignment through sign-off, so nothing falls through the cracks. How do I get proof of work on my phone or tablet? A signature and photos are captured right on the mobile app before a job can be marked complete, so proof of work is attached automatically instead of an extra step. Do we start from scratch? No. TrackVia comes with ready-to-use modules for the work operations teams run every day: work orders, inspections, asset records, preventive maintenance, inventory, dispatch, and job close-out. All of it is shaped by the work of more than 2,800 practitioners. More than 3,000 of these applications are already running in production. Can technicians use it with no signal? Yes. Native iOS and Android apps capture photos, notes, checklists, e-signatures, and barcode scans, timestamped and geotagged, whether there is a signal or not, then sync when a connection returns. Does it integrate with our other systems? More than 6,000 systems and data sources, plus a full REST API and webhooks, connect TrackVia to the ERP, CRM, finance, and other systems you already run. Can we change the workflow ourselves? Your own team updates forms, workflows, dashboards, and business rules directly, through a visual interface, or by connecting the AI assistant you already use, like Claude or ChatGPT, through TrackVia MCP and describing the change in plain language. Bulk changes run with a preview and an automatic backup, and every change is recorded in an audit log. Can I get an answer from my data without building a report? Yes. TrackVia IRIS lets your team ask a question about their operational data in plain language and get an answer right inside TrackVia, instead of building a dashboard or waiting on someone to pull a report. It’s read only, so it answers questions without changing anything or replacing the people doing the work. How long does implementation take? Most teams have their first workflow live within 30 days. Typical, not best case. ## Solutions that connect Work moves between these without anyone re-keying it. [**Field Inspection ▸**A failed check becomes a work order on its own](https://trackvia.com/solutions/field-inspection/)[**Preventive Maintenance ▸**Scheduled service lands in the same queue](https://trackvia.com/solutions/preventive-maintenance/)[**Crew and Vendor Management ▸**Match the job to someone actually qualified for it](https://trackvia.com/solutions/crew-vendor-management/)[**TrackVia IRIS & AI ▸**Ask which jobs are running late, or build the change yourself](https://trackvia.com/solutions/ai/) ## Built for your industry The same modules, shaped to how each sector actually runs. [Manufacturing](https://trackvia.com/industries/manufacturing/)[Construction](https://trackvia.com/industries/construction/)[Casinos and Resorts](https://trackvia.com/industries/gaming-hospitality/)[Public Works](https://trackvia.com/industries/public-works/)[Government](https://trackvia.com/industries/government/)[Healthcare](https://trackvia.com/industries/healthcare/) Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Casino and Gaming Operator | TrackVia Success Story Source: https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/ Success story # Complex Guest Operations & Compliance IndustryCasinos and Resorts Operational footprintUnited States Operational challengeSite operations and maintenance across gaming floors and facilities Asset and Site OperationsPreventive Maintenance Gaming Operations: See Every Patron in One View. Act in Minutes. Casinos run two operations at once. One is entertainment: keeping guests happy, taken care of, and coming back. The other is compliance. In the United States, that means Bank Secrecy Act and Title 31 anti money laundering requirements, state gaming regulations, and responsible gaming standards that exist to protect people from harm. Most casinos manage both with a patchwork of systems, a security platform here, a compliance spreadsheet there, a loyalty database somewhere else, and none of them talk to each other. That patchwork works fine while a casino is small. It becomes a real risk as the operation grows. A patron who needs a check-in because they’ve been at a table for hours, a large cash withdrawal from the cage, and something a housekeeper found in a guest room might all describe the same person. If that information lives in five different systems, no one sees the whole picture. In gaming, missing the whole picture isn’t just a service problem. It’s a regulatory and safety one. ## How casinos are getting started with TrackVia The first casino started by bringing its five disconnected systems into one connected TrackVia instance , linked around the patron rather than around each department. Staff can now click on a single patron and see their full history in one place: any past incidents, unusual cash activity, and whether they’ve already needed a conversation about their play. The second casino connected its process the same way, but built around speed. TrackVia became the hub that sits between detection and response . When a system flags something, whether it’s facial recognition identifying a banned patron or another source raising a concern, the alert now routes immediately to a mobile device in the hands of someone on the floor. What used to take up to 45 minutes from flag to intervention now takes about five. ## One operations view, minutes instead of hours For the first casino, a report that once required checking with five different people now comes from one place. That gives leadership a level of visibility into daily operations , and into individual patrons, that the casino had never had before, while making it easier to show regulators the casino is actually watching for the activity it’s required to watch for. For the second casino, cutting the time between a flag and a response from around 45 minutes to about five minutes changes what the security and compliance team can actually do. A concern that used to have almost an hour to turn into a bigger problem now gets addressed while it’s still small. Both casinos point to the same underlying shift. Connecting the systems that already exist, instead of replacing them, turns scattered alerts into a single, current view the right person can act on immediately. ## Your gaming operation should keep getting better New regulations, new risks, and new ways to improve the guest experience will keep showing up. Some casinos are also exploring how TrackVia could help automate more of the due diligence work compliance teams do today by hand, pulling public information into a patron’s record automatically instead of researching it one person at a time. TrackVia combines a proven starting point for casino compliance and operations with the adaptability to add the next workflow as new needs come up. See how TrackVia can help you see every patron in one place and act in minutes, not hours. Talk to an expert now. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Custom Home Improvement Solutions Company | TrackVia Success Story Source: https://trackvia.com/success-stories/custom-home-improvement-solutions-company/ Success story # Keep Distribution Moving. Outgrow the Spreadsheet. IndustryConstruction Operational footprintNorth America Operational challengeA distribution center run on one spreadsheet, past the point it could hold Crew and Vendor Management Most distribution and logistics operations start the same way. A single spreadsheet holds the numbers, one person owns it, and it works well enough while the operation is small. As the business grows, that same spreadsheet starts to hold it back. More shipments, more data points, and more departments that need the same information all add pressure to a tool that was never built to handle any of it. Multiple people need to see and update the numbers at once, but every additional user increases the risk of an error that’s hard to trace. The hours spent maintaining the spreadsheet start competing with the hours spent running the operation. ## A fast growing distribution operation outgrows its spreadsheet One of the largest in-home sales companies in the United States sells home safety and improvement products direct to homeowners: gutter protection, stair lifts, walk-in tubs and showers, water purification. Its Director of Logistics and Distribution runs the distribution centers behind all of it, and that side of the business was growing fast. The company originally ran its logistics on Excel spreadsheets. The method worked at first, but it became increasingly problematic as the company grew. Manual data entry caused frequent errors. Managing the spreadsheet with a single user became unsustainable. By 2020, the operation was managing more than 200,000 data points a year, and that number had grown past 400,000 by the time of this case study. The core problems were familiar to any growing distribution operation. Too many labor hours went into data management and reporting. Giving multiple people access to the spreadsheet felt risky because of the errors that came with it. Moving information between departments efficiently was difficult. The director needed a solution that was user friendly and customizable, that could support multiple people working at the same time, and that could handle automation and workload management. ## How the company got started with TrackVia The company chose TrackVia’s platform because it let the logistics team build its own applications without advanced coding skills. The team started with the workflow causing the most pain: consolidating and managing the data that had outgrown the spreadsheet. With a few clicks, the director’s team built dynamic dashboards that bring information into one place, with views built for each team’s needs. Work that used to mean manually updating and maintaining a spreadsheet now updates on its own. That cut out redundant work and freed up hours that used to go into keeping the numbers straight instead of using them. ## The payoff: Real savings and a faster operation The company saved approximately $30,000 a year in labor costs through reduced manual work and automated reporting. The platform also made data sharing and workflow management faster across the distribution center, which sped up truck loading and unloading, a place where minutes matter every day. What kept the team coming back was the answer they got when they asked for something new. “Anytime we have a crazy idea that we think can’t be done, they say, ‘Hey, we can handle it,’” said the Director of Logistics and Distribution, of the TrackVia team. Since building that first workflow, interest in TrackVia has spread well beyond logistics, into installation, sales, and marketing. For any growing operation that has outgrown its spreadsheets, that’s the pattern. Fix the workflow causing the most pain first, and the rest of the organization starts asking for the same kind of solution once they see what it can do. **Dynamic dashboards.** Every number lives in one place, and the team builds its own views so each group sees what it actually needs. **Reporting without the rebuild.** Reports for meetings, managers and reviews come straight out of the same records, rather than being assembled by hand each time. **Less manual work.** The hours that went into updating and reconciling the spreadsheets go back into running the operation. ## Your operation should keep getting better More data, more departments, and more ideas will keep showing up as a company grows. The tool that got a distribution operation started shouldn’t be the reason it can’t keep growing. TrackVia combines a proven starting point for logistics and distribution operations with the adaptability to build the next idea as soon as it comes up. See how TrackVia can help you outgrow your spreadsheets without slowing down your operation. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Downer | TrackVia Success Story Source: https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/ Success story # Off the Spreadsheet. Into One Connected Operation. Revenue$8B/year Employees5,000 IndustryConstruction Operational footprintAustralia Operational challengeField projects tracked on paper and spreadsheets across many sites Work Order ManagementAsset and Site Operations Field service work, whether it’s a construction crew running a project or a facilities team keeping a portfolio of sites running, depends on the same basic things. You need to know where the work stands, where the equipment is, and whether the crew is where it needs to be. That’s the whole job: coordinating people, projects, and equipment across more locations than any one person can see at once. Most operations start managing all of that with spreadsheets and paper, and it works, for a while. As the number of projects, sites, and crews grows, that same spreadsheet becomes the reason nobody has a current answer to a simple question: what’s actually happening right now, and where. ## When paper and spreadsheets can’t keep up with the work Downer is a $7 billion Australian construction and engineering services company running field service projects and contracts across many sites at once. Before TrackVia, the company lacked meaningful control and visibility into that work. Data was frequently inaccurate, outdated, or missing. Reporting took days or weeks to put together. The impact showed up everywhere. Deadlines were broken. Equipment went missing. Work crews had minimal coordination with each other. Relying on paper and spreadsheets to track field work was costing the company real money, and it was putting its reputation with customers at risk. ## How Downer got started with TrackVia Downer implemented TrackVia to build an end-to-end workflow for tracking and managing field projects, starting with the workflow at the center of the problem: getting technicians in the field capturing accurate data in real time instead of on paper. Field workers now use TrackVia’s native mobile app to capture data as the work happens. Work orders are streamlined, and project handoffs move automatically through triggered alerts and workflow logic instead of a phone call or an email. Equipment and field assets stay accounted for as they move between projects. Headquarters gets real-time visibility into project status, timelines, and inventory, all from one connected system. ## Weeks of delay, down to days or hours Since implementing TrackVia, Downer has seen significant gains in workflow efficiency. Projects that used to sit delayed for weeks now finish in days or even hours. Better visibility into equipment and assets led to better resource use and lower repair and replacement costs. Problems show up in real time instead of after the fact, so Downer can act on them faster, improving on-time completion and overall efficiency across the board. The company expects a 10x return on its investment in TrackVia. For any construction or facilities management operation managing crews, sites, and equipment, that’s the pattern this points to. Get the field data connected first, and speed, visibility, and cost savings follow from there. ## Purpose-built for field services. Configurable for every site. Whether the work is a construction project, a facilities portfolio, or both, TrackVia gives you one connected system for real-time field operations, configurable across every site service function you run. New projects, new sites, and new equipment will keep showing up. TrackVia combines a proven starting point for field service operations with the adaptability to change as the work does. See how TrackVia can help you move your field service operations off the spreadsheet and into one connected, real-time system. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # DT-Trak | TrackVia Success Story Source: https://trackvia.com/success-stories/dt-trak/ Success story # DT Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction IndustryHealthcare Operational footprintUnited States Operational challengeHealth information services delivered across many client sites Work Order Management Modern, AI-ready technology replaces disparate spreadsheets, eliminates duplicate and manual work, streamlines operations and improves customer satisfaction. ## Problem: DT Trak had long relied on spreadsheets and other manual tools for tracking and managing its coding, billing, and accounting services. Working with a massive amount of complex data, DT Trak’s previous processes proved to be overly manual and prone to human error. Employees had to comb through huge Excel files stored on their internal SharePoint site, which caused versioning issues and resulted in miscommunication, disorganization, confusion, and duplicate work among employees. DT Trak knew they must ditch their outdated tools and look to a flexible, modern solution that could streamline their data-intensive operations. ## Solution: With TrackVia, DT Trak was able to quickly digitize its spreadsheet-based processes and to streamline their operational workflows across teams and departments. Sophisticated user roles and permissions enable employees to only see information that is relevant to them, and each employee is now automatically assigned to perform work for one or many facilities, clinics, payers, etc. Since their client needs, assignments and processes can change quickly, DT Trak relies on TrackVia’s AI-ready applications, which adjust to evolving business needs with drag-and-drop ease. Additionally, the system’s embedded, custom business logic ensures that their data is constantly being audited, so they remain fully compliant. ## Results: Leveraging the system, DT Trak has completely digitized their operations. By reducing Excel-, SharePoint-, and email-based processes, they’ve greatly reduced manual and duplicate work— increasing their overall productivity. Using TrackVia’s intelligent workflow engine, DT Trak has improved their operational efficiency—allowing work to seamlessly flow from one step to the next. Their clients also depend on TrackVia’s timely, personalized reports and analytics. DT Trak has seen unparalleled gains in productivity, efficiency, and client satisfaction. As a result, they’ve gained a significant competitive advantage in their market—now able to better serve their customers and to ultimately win more new business. When it comes to providing medical claim services, vendors can expect to manage a lot of data. In DT Trak’s case, managing their over 4.2 million data records that varied across clients and locations with spreadsheets kept them from operating as e ciently and productively as possible. To ensure they provided industry-leading services to their clients, they decided to modernize and digitize their operations. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # EverDriven | TrackVia Success Story Source: https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/ Success story # EverDriven Keeps the Fleet Moving and Protect What’s On Board IndustryEducation Operational footprintUnited States Operational challengeFleet tracking and student safety across alternative transportation Work Order ManagementSafety and Compliance Alternative student transportation, including disadvantaged and special-needs services. ## Fleet and staff challenges Every fleet operation runs on the same core promise: the right vehicle, the right driver, and the right cargo arrive at the right place, on time, every time. Whether a fleet moves freight, patients, or students, the daily work looks similar with routes and schedules to plan, vehicles to maintain, drivers to assign and track, safety and compliance requirements to meet, and constant changes to absorb without letting anything slip. As a fleet or transportation operation grows, the systems that got it started often can’t keep up. Dispatch, maintenance, compliance, and the back office end up running on their own spreadsheets, forms, and point solutions that don’t talk to each other. And when the cargo is a person like a patient, a passenger, or, in EverDriven’s case, a student, a gap in the operation isn’t just inefficient. It’s a safety and trust issue. This was especially challenging for an organization with a critical mission of getting disadvantaged students to school every day, including students with special needs and students experiencing homelessness. ## Fleet growth, outgrowing manual systems EverDriven’s mission is to provide equal access to education by making sure students, including students with special needs and students experiencing homelessness, get to school safely, every day. As the organization scaled to meet that mission, its operations started to look like those of many fast-growing fleets: systems were siloed and didn’t talk to each other, and teams spent too much time keeping data “in line” and building the right reports instead of focusing on the work that mattered. That challenge is familiar to any transportation or fleet operation past a certain size. Vehicle assignments live in one place, driver records in another, schedules in a third, and safety or compliance documentation somewhere else entirely. Every new report or workflow change means someone stops running the operation to go rebuild the data by hand. ## EverDriven automates field ops with TrackVia TrackVia didn’t start by designing a system. It started by working with EverDrive to thoroughly understand how the work actually happens across business segments, before designing anything. EverDriven and TrackVia started with a single, foundational workflow: replacing manual tracking with a digital, automated way to track vehicles and drivers, using scanning to capture vehicle VINs and match each vehicle to the driver behind the wheel. That first workflow gave EverDriven something it hadn’t had before: an accurate, current view of its fleet resources. Now they could see which vehicles were in service, which driver was assigned to which vehicle, and where the gaps were. It replaced scattered, manual record-keeping with a single connected source of truth, and it became the foundation the rest of the operation could build on. ## The benefits of a connected fleet operation EverDriven quickly learned the platform itself, so they could keep build, iterate, and expand use cases on their own over time. That gave EverDriven a self-service, in-house way to create new views, tables, and apps that supported both web and mobile workflows without waiting on an outside vendor for every change. That shift reduced EverDriven’s dependency on outside resources for everyday workflow changes and created a clear path to incremental automation: prioritize one workflow, get it right, then move to the next, so the system keeps evolving as the fleet grows and operating needs evolve. EverDriven now describes a platform where “the sky’s the limit.” The team can dream up an improvement and build it on their own. For any organization managing a fleet, schedules, and important cargo, that’s the real benefit: a starting point that solves today’s most pressing workflow, and the built-in room to add the next one without starting over or waiting on someone else to build it. ## Your fleet operation should keep getting better New routes, new vehicles, new compliance requirements, new reporting needs — the way a fleet runs today shouldn’t have to be the way it runs three years from now. TrackVia combines a proven starting point for fleet and transportation operations with the adaptability to put those improvements into practice as the work changes. See how TrackVia can help you keep your fleet, your schedules, and your most important cargo moving safely and under control. Talk to an expert now. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Fortune 500 Apparel Manufacturer | TrackVia Success Story Source: https://trackvia.com/success-stories/f500-apparel-manufacturer/ Success story # Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide IndustryManufacturing Operational footprintGlobal Operational challengeProduction and quality processes across a global supply base Inventory and Materials ControlSafety and Compliance A Fortune 500 apparel manufacturer. ## Background Like many manufacturing organizations, this Fortune 500 apparel brand has created large volumes of product data since emerging on the retail market. From its early beginnings, the brand has grown internationally and has become widely regarded for its high-quality products, as well as its dedication to the athletic and outdoor communities. Its continued growth and dedication to maintaining high standards drove the need for a better way to track and manage manufacturing processes and data, particularly in the area of product development. The brand’s Product Development Systems Manager recognized the lack of efficiency and problems with using spreadsheets when they began looking for a more robust workflow solution. In product data alone, this apparel manufacturer tracks and manages 80,000 lab dips for colors every season and many colors have to be submitted three times before they are the perfect fit for the product. Considering this well-known brand manages other information such as trim and size, employees spent a lot of time manually entering data into spreadsheets and the company’s older database—as much as 80 hours per season. Additionally, using spreadsheets caused other problems. For example, when an employee needed access to specific information, it was not always easy to find where the associated spreadsheet was stored, and if the person with access was out of the office, it caused further delays. The old way of tracking data and managing processes also made managers’ lives more difficult because they did not have comprehensive visibility into their employees’ activities. These problems led the brand’s Product Development Systems Manager to explore other options, and while it was not initially clear what features would be necessary, TrackVia stood out as a clear winner due to its short learning curve and accessibility. The organization signed up for a trial of TrackVia in 2007 and adoption has expanded significantly since then. Other well-known brands in the corporation’s portfolio now also leverage the solution, which now accommodates over 900 users. ## Fortune 500 apparel manufacturer’s solution Change is difficult for any business, but convincing internal teams to use entirely different software is not an easy task. Particularly when shifting away from pervasive productivity tools like spreadsheets, employees may be reluctant to learn new software. Even early on, however, the clear value to employees began building enthusiasm for TrackVia’s work management application. Because TrackVia supports integration with commonly used business applications such as ERP and CRM systems, many of the manual data entry tasks have been eliminated across the organization. Furthermore, information could be imported from Excel to reduce the number of technology migration headaches the brand would have otherwise experienced. Collaboration represents one of the biggest challenges for any global manufacturing organization. While employees often have to share information to do their jobs effectively, the same data could present a security risk if not properly protected. “One of the biggest things for global usage is the ability to get on the Internet without [using a virtual private network], and just using it like that,” said the Product Development Systems Manager. “All of our salespeople who are contracted are on it, and when we actually trained them and cut over to the new way of doing things, everyone was ecstatic. One of their biggest problems was they had to get to Lotus Notes and they had to VPN in. They were spending so much time on paperwork, but now it’s much easier—they can get in whenever they want to.” While convenient for users, TrackVia does not leave important information at risk. In addition to protecting connections with SSL encryption, TrackVia can provide a clear audit trail to satisfy compliance concerns. Many business users can be intimidated by the idea of building their own work management application. However, TrackVia enables nontechnical teams to make highly custom applications for managing workflow and processes a breeze, and with no programming. In fact, building an application is the easiest part of the process. “The hard part is eliciting the right requirements because [users] often don’t know what they want,” the manufacturer’s rep said. “The first application I built—it was simple—I think it took 10 minutes.” One of the key issues with building a custom work management application is that there is no way to ensure adoption. If the end result fails to gain traction among employees, internal teams waste a lot of their time. Unfortunately, while end users may have a general idea of what they want, they are not always able to articulate those concepts into actionable feedback. While there aren’t yet technical solutions that can help users clarify in more definite terms what they’re looking for, TrackVia makes custom workflow software development less time consuming. That allowed the manufacturer to spend more time identifying what functionality would benefit employees most. As a result, the brand has built close to 20 applications since implementing TrackVia, and all of these programs solved core business and product lifecycle management challenges. While it is difficult to measure prior to making an investment, customer support can greatly impact the effectiveness of any solution. For instance, when upgrades and enhanced features become available, it can be difficult to identify which ones will be most valuable. According to this manufacturer, TrackVia had developed an in-depth understanding of their organization’s needs, which allowed TrackVia to provide superior service. Additionally, while service issues have been rare, TrackVia has contacted the manufacturer and addressed problems before end users even arrived to work. “[When initially building our TrackVia solution], I talked to customer support a lot, and they were so responsive,” they said. “[The TrackVia team] would actually create stuff for me and show me how to do it. That’s the way I learned… It was really helpful to have all of them right there.” While product development relies heavily on TrackVia to manage its data, departments throughout the organization have also embraced it. Human resources leverages TrackVia to manage new hire, termination and contractor data. Furthermore, the ease with which HR can create and distribute Web forms means that the department’s own processes have been significantly simplified. “There are always people that don’t want to change anything ever, but the majority said, ‘this will be so great,’” the Product Development Systems Manager explained. “Plus, once I got those applications out there, people started calling me and wanting to create more. I think that’s really telling.” The combination of improved productivity, ease of use and customer support has made TrackVia a valuable asset within the brand’s technology environment. Furthermore, whereas traditional solutions can undergo cumbersome update cycles, TrackVia benefits from efficient upgrades that do not result in business disruption. This enables the company and its fellow corporate brands to continue expanding their user bases without putting critical data or employee productivity at risk. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Fortune 100 Industrial Manufacturer | TrackVia Success Story Source: https://trackvia.com/success-stories/fortune-100-industrial-manufacturer/ Success story # A Fortune 100 Manufacturer Streamlines Procurement Employees100,000+ IndustryManufacturing Operational footprintGlobal Operational challengeProcurement and operational processes across a Fortune 100 footprint Inventory and Materials Control Procurement pro turned Citizen Developer creates his own apps to eliminate bottlenecks, improve on-time payments, and increase working capital by $10M. ## Challenge: Emails created a black hole stopping the procurement process When Bill started with the company back in 2018, he faced many challenges overseeing procurement and operations, including lost information, employees working in silos, unanswered emails, blocked orders, and past due invoices that were affecting the company’s credit terms with suppliers. The main problem was that many of these procurement processes were handled by email or word of mouth. “It was like a black hole effect of lost, unanswered, or ignored requests with no data,” he explained. Particularly frustrating for Bill and his division’s team was invoice processing. A blocked invoice could take up to a week or more to get resolved with no one checking on it. These delays were common and caused the accrual of interest, which equated to lost money for the company. It also had the potential to cause outright credit holds which could limit the buying power of the team and even shut down supply lines. Luckily for the company, Bill knew automation could make the process better and had a magic bullet up his sleeve from experience at his previous company. ## Solution: Driving insights and improvements with TrackVia Bill had used TrackVia before and he knew how well it could work for his new team. However, it took some time to convince the company to get on board. “I told them I could do much more with less,” Bill stated. “I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia.” By no means a software developer, Bill was able to create a “Request for Support” case management application in a matter of days with TrackVia. His app tracked each request to completion in a central location. It also provided valuable structure and visibility to the procurement process and promoted collaboration and efficiency across the integrated supply chain. Having the procurement process housed in a centralized application has made it much easier to address blocked purchase orders, track price changes and inflation, determine source and vendor issues, and identify supply risk. Anyone in the company could put in a request for support with a simple form. Automated instructions are supplied to the requester depending on the issue. All parts of the Request for Support process are tracked within Bill’s TrackVia app. Bill can now easily assign tasks to his team members, who are automatically notified of their assignment in their “My Tasks” tab in the app. They can also be notified by email if they choose. Requesters can see the status of their request through the entire life cycle and are notified by an email with resolution notes once the request is closed. ## Benefits: Reaping the rewards of visibility Today, Bill’s team discusses ROI at their monthly operation meetings. One of the biggest benefits the team cites has been the elimination of nearly 600 emails a week. With all the data in one place, people no longer have to spend valuable time sifting through emails to hunt down information. The app has also helped increase his team’s market knowledge, insight on pricing data, and overall invoice processing speed. Since implementing the app, his team has reduced credit holds by 25% and on-time payments have gone up by 2-3% each month since. There has also been a significant reduction in supply issues. Prior to TrackVia, there were 300 blocked invoices a week, and now there are less than 100. Also, purchase order acknowledgment was around 30% whereas today it’s 76% and climbing. Due to all these amazing results, Bill has been able to negotiate extended payment terms with many vendors and now has control over the entire procurement process. Bill estimates that all of this translates to $8-10 million in working capital improvements. ## Conclusion: More improvements and benefits to come Bill’s vision and work isn’t done. He has bold plans to introduce TrackVia and his applications to more divisions throughout the company. Although his application is only used by Bill’s team to manage procurement for his division, he has already started setting it up for other divisions in the company. The company is a multinational, Fortune 100 blue chip manufacturer that invents solutions to tackle some of the world’s toughest challenges. With a workforce of over 100,000 people across the globe, the company produces a variety of commercial and consumer products and engineering services and aerospace systems for a wide variety of customers, from private consumers to major corporations and governments. If you’re ready to eliminate downtime and skyrocket your business’s potential, contact us today. TrackVia is the fastest, simplest, and most cost-effective way to transform your business— plus, it easily scales as you grow. Backed by the most-trusted and most intuitive AI-ready platform (and the industry’s best customer experience), you can rest assured knowing we’ll help you every step of the way. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Fortune 500 Security Logistics Company | TrackVia Success Story Source: https://trackvia.com/success-stories/fortune-500-security-logistics-company/ Success story # See the Whole Operation Live. End the Handoff Delays. IndustryGovernment Operational footprintGlobal Operational challengeSecure logistics operations across a distributed network Work Order ManagementAsset and Site Operations Getting a product, a piece of equipment, or a system from an order to an installed, working asset in the field almost always passes through the same relay of people. Someone sells it. Someone builds or provisions it. Someone schedules it. Someone installs it. Someone maintains it afterward. Construction, facilities, healthcare, gaming, and manufacturing operations all run some version of this relay every day, whether it’s a piece of equipment going into a hospital, a security system going into a casino, or a machine going onto a shop floor. When each of those handoffs depends on someone finishing their spreadsheet and passing it along, the relay turns into a queue. Every team waits on the one before it. A missing field, an incomplete order, or a form that has to be tracked down slows down everyone downstream. By the time a customer asks for a status update, someone has to go find the answer instead of simply looking it up. ## A sequential process full of lag time A Fortune 500 security logistics provider needed better supply chain management for its electronic cash management product, covering customer orders, installation scheduling, shipping, and inventory tracking. The company set three goals: consolidate all its data into one place, give internal and external users access to it, and let each of them see the real-time view relevant to their part of the process. Before TrackVia, the company managed all of this in Excel. Every customer order needed its own spreadsheet with more than 60 data fields, which then had to be uploaded to a separate order tracker. Fields were often left incomplete, so a full-time employee spent every morning tracking down missing information and calling sales reps just to get orders ready before the midday handoff to the manufacturer. That process only worked one team at a time. Sales, manufacturers, installers, and technicians all had to wait their turn for the information they needed to do their part. As one business analyst at the company put it, “Basically what we had was a static process that was full of lag time.” ## How the company got started with TrackVia The company started researching off-the-shelf software in November 2008, tried a TrackVia free trial, and had a customized, web-based platform running within weeks. The team’s first move was to consolidate every version of their order spreadsheets into a single database, then build filters so each stakeholder could see only the information relevant to them. That first workflow changed the shape of the whole process overnight. Instead of one team finishing their part and passing a spreadsheet to the next, everyone could access the same live system at the same time. Required fields meant an order couldn’t move forward incomplete, which cut out the follow-up calls. Installations only got scheduled once the site survey and customer readiness were already confirmed. ## Cutting cycle time in half With centralized data in place, the company’s largest customer, who regularly asked for daily product status reports, went from a report that took hours of manual, error-prone work to one the team could generate in minutes. That report became a tool the customer relied on to run their own operations. TrackVia now manages the company’s ordering, inventory, rush order identification, installation scheduling, returned material authorization, and maintenance, all in one place. The company cut its overall cycle time in half. More than 10,000 products and their associated customer data now live in a single, connected database. For any construction, facilities, healthcare, gaming, or manufacturing operation moving a product or piece of equipment from order to install to maintenance, that’s the shift this points to. Replace the relay of spreadsheets with one system everyone can see at the same time, and the lag time that used to be built into the process simply goes away. ## One connected system for every stakeholder, every site Whether the work is construction, facilities, healthcare, gaming, or manufacturing, TrackVia gives you one connected system for real-time field operations, configurable across every site service function you run. New products, new customers, and new requirements will keep showing up. TrackVia combines a proven starting point for order, installation, and field service workflows with the adaptability to change as the work does. See how TrackVia can help you replace the relay of spreadsheets with one connected system everyone can see, live. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Success Stories | TrackVia Source: https://trackvia.com/success-stories/ # Success Stories See how companies across the world have leveraged TrackVia to control their complex operations. ## All customer stories [ **Downer** *An $8B construction and engineering services company running field projects across many sites at once, with no reliable view of any of them.* Work Order ManagementAsset and Site Operations ### Off the Spreadsheet. Into One Connected Operation. Read their full story ](https://trackvia.com/success-stories/downer-shines-a-light-on-its-field-service-operations/) [ **Northside Hospital** *2,800 physicians and 15,000 employees, across 3 million patient encounters a year.* Asset and Site Operations ### See the Process. Prove the Standard. Read their full story ](https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/) [ **KS Industries** *5,000 employees running work across job sites too far apart to supervise directly.* Work Order ManagementAsset and Site Operations ### Run Every Job Site. Stay In Control. Read their full story ](https://trackvia.com/success-stories/ks-industries/) [ **EverDriven** *Alternative student transportation, including disadvantaged and special-needs services.* Work Order ManagementSafety and Compliance ### EverDriven Keeps the Fleet Moving and Protect What’s On Board Read their full story ](https://trackvia.com/success-stories/everdriven-field-tracking-and-safety/) [ **Fortune 100 Industrial Manufacturer** *Aerospace, building technologies and industrial products, across a global operation.* Inventory and Materials Control ### A Fortune 100 Manufacturer Streamlines Procurement Read their full story ](https://trackvia.com/success-stories/fortune-100-industrial-manufacturer/) [ **Custom Home Improvement Solutions Company** *One of the largest in-home sales operations in the United States, distributing home safety and improvement products at national scale.* Crew and Vendor Management ### Keep Distribution Moving. Outgrow the Spreadsheet. Read their full story ](https://trackvia.com/success-stories/custom-home-improvement-solutions-company/) [ **Structural Steel Fabrication Company** *Structural steel fabrication and erection, from design through to completion.* Work Order Management ### Critical System Requirements Read their full story ](https://trackvia.com/success-stories/structural-steel-fabrication-company/) [ **Utility-Scale Solar Installation Company** *Turnkey design and mechanical installation for utility-scale solar tracker projects.* Crew and Vendor ManagementAsset and Site Operations ### Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth Read their full story ](https://trackvia.com/success-stories/utility-scale-solar-installation-company/) [ **LifeCenter and Lifeline of Ohio** *Organ procurement organizations serving Ohio.* Work Order ManagementSafety and Compliance ### Move Fast. Prove It Was Done Right. Read their full story ](https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/) [ **Multi-Site Regulated Products Operator** *A State-licensed, vertically integrated producer and retailer operating under continually shifting regulation.* Safety and Compliance ### A Platform That Changes as Fast as the Regulations Do Read their full story ](https://trackvia.com/success-stories/multi-site-regulated-products-operator/) [ **DT-Trak** *Healthcare data and coding services.* Work Order Management ### DT Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction Read their full story ](https://trackvia.com/success-stories/dt-trak/) [ **Casino and Gaming Operator** *Casino and gaming site operations.* Asset and Site OperationsPreventive Maintenance ### Complex Guest Operations & Compliance Read their full story ](https://trackvia.com/success-stories/casino-gaming-site-operations-case-studies/) [ **Fortune 500 Apparel Manufacturer** *A Fortune 500 apparel manufacturer.* Inventory and Materials ControlSafety and Compliance ### Fortune 500 Apparel Manufacturer Embraces TrackVia Company-Wide Read their full story ](https://trackvia.com/success-stories/f500-apparel-manufacturer/) [ **Fortune 500 Security Logistics Company** *A Fortune 500 security logistics operation.* Work Order ManagementAsset and Site Operations ### See the Whole Operation Live. End the Handoff Delays. Read their full story ](https://trackvia.com/success-stories/fortune-500-security-logistics-company/) [ **Large Utility Construction Company** *A large utility construction contractor.* Crew and Vendor ManagementPreventive Maintenance ### Keep the Job Moving. Get Paid Faster. Read their full story ](https://trackvia.com/success-stories/large-utility-construction-company/) Keep reading ## More from the field Guides, webinars, videos and the blog, in one place. [Browse all resources](https://trackvia.com/resources/) ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # KS Industries | TrackVia Success Story Source: https://trackvia.com/success-stories/ks-industries/ Success story # Run Every Job Site. Stay In Control. Employees5,000 IndustryConstruction Operational footprintUnited States Operational challengeDistant job sites, paper processes, and material risk Work Order ManagementAsset and Site Operations Remote and distributed field operations, oil and gas sites, utility crews, and construction jobs spread across a state or a country, all share one challenge. The people running the job are often nowhere near headquarters, and the tools they use to report back home are usually the same everywhere: a clipboard, a paper checklist, and a phone call. Paper works until it doesn’t. Forms go out of date. Checklists get filled in after the fact instead of in the moment. By the time anyone at headquarters sees a problem, the job has already fallen behind, a safety issue has already occurred, or a client’s confidence has already taken a hit. For any operation that runs jobs at a distance, that gap between what’s happening on site and what leadership can see is where delays, safety issues, and lost margin all start. ## Distant job sites, paper processes, and real risk KS Industries, known as KSI, is a construction and field services company with about 5,000 employees, running job sites that include oil production locations hundreds of miles from headquarters. A clipboard and a pencil offer little help coordinating and collaborating on a job site that far from home. Before TrackVia, KSI relied on paper forms and checklists that were frequently out of date, inaccurate, or both. That led to real problems. Projects were delayed. Clients were left in the dark about progress. The company risked falling short of safety requirements, or worse, someone getting hurt. KSI had tried to solve this before with other systems, but each attempt failed because the software was too complex, too rigid, or simply didn’t work for the people actually doing the job on site. ## How KS Industries got started with TrackVia KSI chose TrackVia to build a mobile workflow application its remote workers could actually use, with or without an internet connection. The company started with the workflow that mattered most on a distant job site: getting accurate data from the field, in real time, without waiting for a paper form to make its way back to the office. Workers use the native app to collect and access job data and complete checklists on site, whether or not they have a signal. Jobs, tasks, and assignments can be reassigned through automated workflow notifications, and assets can be rescheduled in a few clicks. At headquarters, job site data is reviewed and analyzed in real time and synced automatically with the company’s other systems, including its Viewpoint accounting and project system. ## Improved on-time performance, safety, and margins Since implementing TrackVia, KSI has reported an overall increase in project efficiency. Safety compliance data is now centralized for faster, better reporting, and job site workers are more productive. Together, those changes have led to better on-time performance and better profit margins. Because TrackVia is easy to use, KSI can add new data fields or change a process instantly, without re-coding the software or hiring an app developer. That’s something the company’s earlier attempts at digitizing the job site could never do. “Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control.” Eric Crozier, CTO, KS Industries For any operation running job sites at a distance, that combination is what turns a remote job site from a risk into a well run part of the business. Real-time visibility, paired with a system flexible enough to change as the work changes, makes the difference. ## Your job sites should keep getting better New projects, new sites, and new requirements will keep showing up, often far from headquarters. The way a company runs a job site today shouldn’t have to be the way it runs one to three years from now. TrackVia combines a proven starting point for field and construction operations with the adaptability to change as new job sites and requirements come up. See how TrackVia can help you run every job site with real-time visibility, better safety, and stronger margins. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Large Utility Construction Company | TrackVia Success Story Source: https://trackvia.com/success-stories/large-utility-construction-company/ Success story # Keep the Job Moving. Get Paid Faster. IndustryConstruction Operational footprintUnited States Operational challengeUtility construction crews and assets across a wide service territory Crew and Vendor ManagementPreventive Maintenance Field construction and installation work all shares a common shape. A crew completes work at a site, and that work then has to travel through several more steps, a supervisor sign off, a project management review, and eventually billing, before the company actually gets paid for it. Every one of those handoffs is a chance for delay. When that handoff still runs on paper forms, hand drawn site sketches, and someone retyping data into a billing system back at the office, the delay adds up fast. Crews finish the physical work in a day. The company might not invoice for it, or even fully understand what happened on site, for a week or more. For any construction, utility, or field service operation running hundreds of jobs a week, that gap isn’t just an inconvenience. It’s cash sitting on the table. ## Piles of paper between the crew and the invoice A large utility construction company in the Northeast provides services to the utility, power, gas distribution, water, and communications industries. In one region alone, the company lays fiber optic cable to hundreds of private homes every week. Before TrackVia, a single installation moved through paper forms passed between the supervisor, surveyor, foreman, and installation crew, multiple times, across many days, for every phase of the job. Surveyors hand drew the work site for the installation crew to follow. Once the installation was complete, someone handed that paper form to a project manager, who typed the information by hand into the billing system. Billing a single installation took an average of six days. Running hundreds of projects a week this way raised real concerns about productivity and project visibility. The company wanted to digitize its manual processes and connect them to the other systems it already relied on. With a small IT team, it needed a platform that could be deployed quickly with minimal IT effort, one that individual business departments could own and maintain themselves. ## How the company got started with TrackVia The company selected TrackVia for its mobile capabilities, flexible workflow automation, integrated reporting, and intuitive interface. It started with the workflow causing the most friction: the field survey and installation process itself. Surveyors used to hand draw the work site. Now they capture site details with geo-location, photos, and notes directly in the TrackVia mobile app, including diagrams and notations for obstacles like gas lines, sidewalk crossings, or fencing. When a problem comes up, workers send an alert straight to the supervisor from the same app. Safety risks and incidents get documented the same way, giving office staff a range of safety analytics and reports to pull from whenever they need them. ## From weeks of paper to hours of billing With field data flowing directly into the system, the company quickly extended the same approach to payroll, invoicing, and project management. Data collected during an installation became immediately available to all three teams. That eliminated late nights of manual data entry and gave the company better information to share with its customers. The team also built a reporting dashboard inside TrackVia to track metrics like the average number of days from the start of an installation to its invoice, the average price per install per day, and employee performance. Then it built a dedicated billing app, which reduced invoicing time from six days to just hours, an 80% improvement. “TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time.” Said one Senior Executive. “After we digitized our project survey and completion processes, we quickly extended the solution to also include safety inspections.” He added. For any construction, utility, or field service operation, that’s the real pattern. Start with the workflow causing the most pain, in this case the paperwork between the field and the office, and the platform is flexible enough to keep expanding into billing, safety, and reporting without starting over each time. ## Your field operation should keep getting better New jobs, new regions, and new reporting needs will keep showing up. The way a company gets work from the field to the invoice today shouldn’t have to be the way it works three years from now. TrackVia combines a proven starting point for construction and field operations with the adaptability to keep extending into new workflows as the business changes. See how TrackVia can help you move work from the field to the invoice faster, with a clear record every step of the way. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # LifeCenter and Lifeline of Ohio | TrackVia Success Story Source: https://trackvia.com/success-stories/lifecenter-and-lifeline-of-ohio/ Success story # Move Fast. Prove It Was Done Right. IndustryHealthcare Operational footprintOhio Operational challengeTime-critical donor and recipient coordination Work Order ManagementSafety and Compliance Some operations run against the clock. Minutes decide whether help arrives in time, whether a shipment makes its window, or whether an organ or tissue donation can move forward for a patient waiting on a transplant list. At the same time, that same operation almost always answers to a regulator, an accreditor, or an internal quality standard. Someone has to prove the work was done correctly, documented, and repeatable. Balancing both is hard, especially for mission-driven organizations running on lean budgets and small teams. When the time-critical work still runs through paper forms, phone calls, and email, and the compliance side still runs through spreadsheets and manual sign-off, speed and accuracy both suffer. So does everyone’s confidence in the record afterward. ## A lean team racing the clock and the paperwork LifeCenter and Lifeline of Ohio are organ procurement organizations that promote and facilitate organ and tissue donation for transplantation, serving more than 2 million people across their combined coverage area. To stretch lean budgets, the two organizations share departments such as IT, finance, and administration. Together they set out to improve speed, quality, and compliance for the families, recipients, and medical staff they serve. When it comes to organ and tissue donation, time is critical. Before TrackVia, on-site coordinators managed the donation process with paper forms, emails, and phone calls, losing valuable minutes at every step. Office staff then tracked that same information, including reportable events, through email and spreadsheets. That made formal documentation for quality standards and regulations difficult. It also raised the risk of data errors, lost time, complaints, and compliance issues. The compliance side carried its own burden. Organ procurement organizations must meet training and certification requirements in a regulatory environment that keeps shifting. Office staff struggled to confirm that case workers had read important notices and completed required training. One organization resorted to posting paper sign-in sheets on an office door. When it came time for an internal or external audit, the supporting records lived in paper files that had been aggregated by hand into old software. The whole process took time away from the work that mattered most. Lifecenter and Lifeline of Ohio report up to an 80% time savings for data collection, program management, and reporting ## How LifeCenter and Lifeline of Ohio got started with TrackVia LifeCenter and Lifeline of Ohio chose TrackVia for its ability to be customized, its flexibility to support every employee in the field and in the office, its affordability, and its clean, simple design. The two organizations started with the workflow that mattered most first: the donation documentation process itself. Coordinators now capture donation data in real time through a mobile app instead of paper forms and phone calls. That information feeds directly into a central database. Coordinators can sign off on reports and other documents right from their mobile devices, and the office receives an alert the moment a donation step is completed. With that first workflow in place and working, the two organizations extended the same approach to training and certification. Case workers now complete and confirm training inside the same system used for donation documentation. That replaced the paper sign-in sheet on the office door with a record the compliance team can actually verify. Before TrackVia, this information was found in paper files which had been aggregated and recorded in Lotus Notes ## Increased speed, quality, and compliance LifeCenter and Lifeline of Ohio report up to an 80% time savings across data collection, program management, and reporting. Both organizations agree that the accuracy of their data has improved a great deal since making the switch. “TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done.” Michael Fite, Business Intelligence Analyst “With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings.” Carrie Holzderber, Quality Director For any organization balancing time-critical work with compliance and documentation requirements, that’s the real payoff. Centralized, accessible data made both organizations more prepared for planned and unplanned audits. Being able to show a full audit trail of every change in the system mattered just as much as the time saved. Speed and accuracy stopped being a trade-off. The faster way to collect data also became the more accurate, more auditable way. ## Your operation should keep getting better New regulations, new training requirements, and new reporting needs will keep arriving. The way an organization documents its work today shouldn’t have to be the way it documents that work three years from now. TrackVia combines a proven starting point for time-critical, compliance-heavy operations with the adaptability to put new requirements into practice as they change. See how TrackVia can help you move fast without losing the record you need to prove it. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Multi-Site Regulated Products Operator | TrackVia Success Story Source: https://trackvia.com/success-stories/multi-site-regulated-products-operator/ Success story # A Platform That Changes as Fast as the Regulations Do IndustryManufacturing Operational footprintUnited States Operational challengeRegulatory requirements changing faster than software could follow Safety and Compliance The company is a State-licensed, vertically integrated producer and retailer operating in a tightly regulated consumer products market, and has been growing quickly since it opened in 2016. It was founded with help from partners behind an established operator in another state, whose own business runs six retail locations, three growing sites and a production facility. ## Background Founded with help from partners behind an established operator in another state, the company is a State-licensed, vertically integrated producer and retailer growing quickly. The three core components of their business include: Given the unique nature of their business, the company’s operations involve many different moving parts and challenges that include tracking thousands of units of inventory moving through their facilities, managing and analyzing dozens of interconnected datasets across multiple departments, cross-departmental coordination and planning, and thorough documentation and accountability tracking tied to employees and HR records. Prior to TrackVia, the company had relied on manual tools and processes to accomplish their work which quickly became unwieldy and presented almost immediate challenges for the lean organization. The Chief Operating Officer noted that, “We were buried in the ‘long tail of business processes’ almost from the start, trying to both manage construction projects and streamline operations. Using tons of spreadsheets, paper, and emails was very inefficient, and operational gaps were opening up across the organization. The use of these tools lead to lost invoices, data entry errors, corrupt datasets, inventory management challenges, and poor or delayed analytics which caused work to be performed in silos, rather than synergistically, all which ultimately led to unnecessary complexity. At our best, we were being inefficient, and at our worst, we were running the risk of bumping into regulatory and compliance issues.” ## The Solution To address their operational challenges, the Chief Operating Officer looked for a system that was rapid to implement, was fully customizable to their unique processes, had a clean, uncluttered user interface, and that could easily scale. Ultimately, he selected TrackVia’s AI-ready application platform, noting that, “after vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us. With their platform, we knew we could rapidly build a single application to address our immediate needs, and then easily scale our usage over time by building on our incremental successes. The other systems we considered simply didn’t have flexibility that we needed, were too expensive in terms of their upfront costs or implementation timelines, and I was getting the impression that making changes to these other software solutions as we went was not going to be easy or affordable. Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time.” To get started, the Chief Operating Officer looked to leverage the system to streamline their production facility workflows and to achieve better traceability of their production batches and raw material use throughout the process. After implementing their first application, the company gained newfound control over all aspects of their workflow and achieved real-time visibility into the management of raw material inventories, vendor relationships, yields, turnaround times, quality control of finished products, employee accountability, and state mandated product testing. From there, they could identify their bottlenecks and begin fine-tuning their processes as material flowed through procurement, extraction, post-production, testing, packaging, and finally wholesale distribution for sale. Once managers at the company experienced the ease-of-use of the system and witnessed the rapid value they were able to reap with their first application, their usage quickly expanded. ## TrackVia in Action The company was able to use the TrackVia platform to quickly build out a multitude of interconnected, robust web and mobile applications, which now support nearly 95% of their daily operations. With TrackVia, they have all but replaced emails, spreadsheets, and file management solutions for their repeatable processes that occur minute-to-minute. In fact, their entire management team, warehouse and production staff, growing staff, and store managers rely heavily on TrackVia to manage their daily work. They’ve leveraged TrackVia to build custom apps that streamline and optimize a multitude of processes and workflows, such as: The company utilizes their TrackVia applications to ensure employee accountability, operational efficiency, and product quality, in part by utilizing the features provided by TrackVia’s native mobile apps, including the use of electronic signatures, geo-location tagging, and barcode scanning for receiving, shipping, and cash handling processes. By eliminating manual work and fostering better coordination between teams, they have seen significant increases to employee productivity and accountability. With the ability to carefully set user permissions and roles in the system, they can ensure that their employee’s interactions with the application are personalized, clean and straightforward. Most of all, they can rest assured that their forms are relevant to individual user tasks and are always pertinent to the process at hand. Using data to instantly drive their workflows, the company employs TrackVia’s custom reporting and analytics to drive significant improvements across multiple aspects of their business. The Chief Operating Officer explained that, “Information is power, and the operational insights we’ve derived from the system’s real-time, granular-level analytics and reports has been invaluable to our organization. We can make decisions at a moment’s notice.” They are now able leverage all of their company data within TrackVia to help them drive informed decisions around production planning, demand forecasting, product compliance and traceability, and supplier management. Perhaps most importantly, TrackVia helps them ensure that they are providing a quality product to their valued customers. In addition, the company estimates that they save 50 hours of work per day due to productivity and efficiency gains derived from the TrackVia platform. This amounts to an overall reduction of roughly 13,000 labor hours each year, which translates into over $300,000 in cost savings annually. ## Apps for Expansion After seeing how TrackVia’s AI-ready platform could streamline operations management at several of the company’s locations, the Chief Operating Officer saw an opportunity to leverage it to support their company growth and expansion efforts. Charged with opening new locations in other states, he leveraged the flexible nature of the platform to build out custom applications to manage their expansion into new markets. This allowed him to get new facilities up and running with customized apps for tracking processes, such as obtaining licenses, purchasing real estate, managing construction, hiring employees, and the like. He sums up his experience using the TrackVia platform stating, “I can’t even describe the immense value that TrackVia has provided our business.” [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Northside Hospital | TrackVia Success Story Source: https://trackvia.com/success-stories/northside-hospital-safety-compliance-tracking/ Success story # See the Process. Prove the Standard. Northside Hospital Employees15,000 IndustryHealthcare Operational footprintAtlanta, Georgia Operational challengeQuality objectives and outcomes tracked across a large hospital system Asset and Site Operations Any organization that operates under a quality or safety standard carries the same basic obligation. It doesn’t matter if it’s a hospital system, a manufacturer, or a multi-site service provider. The organization has to do the work correctly. It also has to prove that the work was done correctly, every time, across every location. Regulators, accreditors, and leadership all expect the same thing: a consistent process, current data, and evidence that holds up under review. That obligation gets harder as an organization grows. More facilities, more shifts, more employees, and more process steps all add complexity. When compliance and quality tracking still run on paper forms and disconnected systems, no one has a current picture of where things stand until audit time arrives. When the process involves something as critical as instrument sterilization or patient safety, a delay in visibility isn’t just an inconvenience. It’s a risk. ## Paper audits couldn’t keep up with a growing standard Northside Hospital is one of the leading hospital systems in the country. It delivers more babies each year than any other community hospital in the United States. Meeting that standard of care means meeting and exceeding the sterilization compliance requirements set by the Association for the Advancement of Medical Instrumentation, known as AAMI, across three hospitals and eight outpatient centers. Before TrackVia, Northside sterilized its instruments to AAMI standards, but audited that process manually with paper forms and a separate instrument tracking system. Paper made the audit process cumbersome. It also limited how easily the team could review the data and identify areas for improvement at its quarterly executive sterilization quality council meetings. The existing tracking system didn’t provide the visibility or communication the team needed either. Northside wanted tighter control over its sterilization process and data. The team needed a way to pull process data on demand, streamline AAMI audits, prepare for joint commission reviews, and collaborate across departments, without adding administrative burden. ## How Northside got started with TrackVia Northside reviewed several solutions and selected TrackVia for one main reason. Its own team could customize and manage the application directly, while still getting the real-time data and visibility the paper process couldn’t provide. Northside started with a single workflow: a mobile application that automates every step of the sterilization audit process. Employees use the app to complete each task and attach photos and notes as they go. The application captures a timestamp automatically for every step. That first workflow gave Northside instant visibility and real-time reporting by time span, facility, employee, and shift. It replaced the paper trail with a current, accurate record tied directly to AAMI audit requirements. ## Meeting quality objectives with ease Since building that first application, Northside has deployed a common quality inspection program, for the first time, across its full three-hospital system and eight outpatient centers. Every location now measures outcomes against one standardized definition of quality. “We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones.” Randy Eccleston, Business Operations Manager, Northside Hospital For any organization managing quality, compliance, or safety across multiple sites, that’s the real benefit. Real-time visibility replaces after-the-fact paper review. A standardized process replaces site-by-site variation. The team can spend its attention on patients, or customers, instead of chasing down data before the next audit. Northside Hospital by the numbers: Atlanta, Forsyth, and Cherokee, Georgia. More than 2,800 physicians and 15,000 employees. Three million patient encounters a year, all measured against the same quality standard. ## Your quality program should keep getting better New standards, new locations, and new audit requirements will keep arriving. The way an organization proves quality today shouldn’t have to be the way it proves quality three years from now. TrackVia combines a proven starting point for quality and compliance operations with the adaptability to put new requirements into practice as they change. See how TrackVia can help you turn your quality program into real-time visibility and audit-ready proof. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Structural Steel Fabrication Company | TrackVia Success Story Source: https://trackvia.com/success-stories/structural-steel-fabrication-company/ Success story # Critical System Requirements IndustryConstruction Operational footprintNew Zealand Operational challengeFabrication and erection tracked across concurrent projects Work Order Management The company is a structural steel specialist based in New Zealand. They undertake structural steel contracts throughout New Zealand. They cover all aspects of their trade from design through to completion. The company has a large fabrication facility and a team of dedicated site personnel. ## Background The company is a manufacturer of steel structures in New Zealand, run by its Managing Director. They are a relatively small business with a heavy project load and many components to keep track of within the steel fabrication process. They have a hand in everything from the cutting of steel to the construction of the steel structures on building sites. The company needed a system for tracking the fabrication process to ensure nothing slipped through the cracks. They manufacture many different elements and track who made the various items, the date they were made, and when components were dispatched. The Managing Director and his team had been keeping track of all their quotes and projects within a collection of spreadsheets and papers around the office. Previously, information was stored in a custom-built SQL database, only accessible while at the company office and certainly not accessible for employees out on their construction sites. This database was built about seven years ago and there were huge cost and time constraints when changes needed to be made. “Our existing system was just so unfixable. It took too much time and money to implement a simple change,” explained the Managing Director. Because of the inflexibility of their database, the company had a limited course of action when they needed to make major changes to comply with a new certification scheme. After consulting with their database developer, the necessary change transformed into a much larger addition than they had originally expected. They realized they had two options: either invest a lot of money updating their old, clunky system or explore a different solution to advance them technologically and break the limitations that their current system created. Along with quick and cost-effective editing capabilities, they needed to have access to their information anywhere they went. This was not possible with their SQL database and was especially pertinent to the individuals working in the field at project worksites. Switching to the cloud and becoming mobile was no longer a nice idea, but a necessity. Changes had to be made. The Managing Director set out to find an easy and user-friendly solution with a mobile option. The company’s other criterion in their search for a replacement were that it could be accessed from the cloud and would be easily managed and changed without any outside help. With this criterion in mind, The Managing Director set out to find a tool that would allow his business to go mobile and maximize efficiency. ## The company’s solution The Managing Director explored Zoho, Knack, and TrackVia. While testing all three, he found Zoho and Knack to be too difficult to learn without having a technical background. He was impressed with how quickly and easily he could get his application up and running with TrackVia. He loved that it was instantly mobile. This meant any data they input into the app on the Web was immediately accessible on the iPad. The mobile application TrackVia offers was a better option than the web based mobile option the other platforms provided. Using the web based alternatives on an iPad was not nearly as smooth as having a mobile application. He began his experience with the TrackVia sales team and after two working sessions with them, he began developing his app by himself. After spending some time in the product, he quickly realized the company could use it in a much broader sense than he previously thought. Their original fabrication tracking application grew into a tool that included their quote register, all incidents and accidents, employee information, and company correspondence. His simple app grew into a robust project management tracking application. The Managing Director was thrilled that they were able to bring so much information into one place. The company is no longer chained to the confines of their office walls. It only took three weeks to deploy TrackVia throughout his team once he had familiarized himself with the application. All of the team members using the product love how easy it is to operate. They are also very excited that they can access their TrackVia data anywhere they go. Having critical data at their fingertips on construction sites has been invaluable. All the data presented is super relevant to the task at hand and everything is clearly displayed. The Managing Director now feels that he can better manage his company and its activity without being overbearing. “I spent three weeks in the States and to be able to pick up the iPad and see what the boys had done while I was away was fantastic. I could see so much information on one little app. I didn’t have to call and and make them feel like I was keeping tabs,” said the Managing Director. Paper registers are no longer pinned to the office walls, and Company employees can have remote access, when and where they need their data. Since the implementation of TrackVia, the Managing Director is confident his company is functioning at its highest capacity yet and looks forward to a long relationship with TrackVia. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/) --- # Utility-Scale Solar Installation Company | TrackVia Success Story Source: https://trackvia.com/success-stories/utility-scale-solar-installation-company/ Success story # Automating Manual Processes Improves On-Time Delivery and Increases Productivity, Scaling Business for Growth IndustryConstruction Operational footprintUnited States Operational challengeSolar tracker installation crews and equipment across many job sites Crew and Vendor ManagementAsset and Site Operations The company provides complete turnkey project design and mechanical installation services for solar tracker projects. A typical project consists of anywhere from 20 to hundreds of rows of photovoltaic (PV) modules, with 60 to 80 modules per row. Each project is installed by 10 to 40 people on-site who are driving foundation posts, installing racking, and mounting modules. ## Inefficient manual processes slowing business Before TrackVia, the installer’s field workers used paper forms to collect data on their daily work and a laminated paper site map highlighted with colored dry-erase markers to track progress. The paper forms and site map were then photographed each day and uploaded to Dropbox along with photos of the site. The data was then entered into spreadsheets and emailed to office staff for project tracking and analysis. Project managers manually created reports for clients and executives, as needed. The installer works on up to 20 projects at a time and the manual processes resulted in slow response time, project delays, poor reporting, and delayed billing to their clients. With the help of a solar consulting services firm, the installer identified that their manual processes were impacting the success of their overall business. They sought a mobile-ready solution to track productivity and daily work, provide instant status alerts, and integrate with Google Maps to deliver highly visual, custom reports, and insights. After considering several vendors, the installer and its consultant selected TrackVia for its fast implementation time, Google Maps integration, and real-time reporting with color coding. ## Building and implementing a custom solution in weeks With TrackVia, the installer and its consultant built and implemented a custom workflow application in eight weeks. The application helped them consolidate project documentation, time-tracking, and photos that were previously stored in Microsoft Excel and scattered across other personal systems, such as Google Drive and Box. They also created work dashboards according to each user’s role, such as crew, crew chief, and executive. For data collection in the field, workers now use TrackVia on their mobile devices — eliminating the need for paper forms and rekeying data after-hours. It also sends automated reminder notifications for overdue data entry, as well as prompts workers when data is entered incorrectly or missing. Additionally, the app uses a custom built Google Maps integration to visually track the status of each row to see if foundation posts have been driven, racking installed, or modules have been mounted on a given row. The data the installer collects is used in color-coded reports so everyone from the C-suite to the field knows project status in real-time with a simple glance. Reporting is also used for more accurate forecasting and allocation of resources. ## Scaling the business for growth Since implementing TrackVia, the installer has improved their data collection, data integrity, and gained real-time visibility into project progress at their sites. The installer can now take on more projects, improve its on-time delivery, and quickly identify when issues arise, including when projects are behind schedule. With the TrackVia app and guidance from its consultant, the installer is scaling to manage its growth, improving customer satisfaction, and minimizing unnecessary costs. ## How can building a custom app in weeks help you? Get started with a conversation TrackVia is the leading workflow platform — allowing you to create business led and IT-approved custom apps in just weeks. For more information on creating a workflow app for your organization, contact us today. [Back to all case studies](https://trackvia.com/success-stories/) In their words After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time. **Chief Operating Officer**Multi-site regulated products operator Projects that used to sit delayed for weeks now finish in days or even hours. **Operations Lead**Downer With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings. **Carrie Holzderber, Quality Director**LifeCenter and Lifeline of Ohio I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia. **Procurement and Operations**Fortune 100 industrial manufacturer We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones. **Randy Eccleston, Business Operations Manager**Northside Hospital TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time. **Senior Executive**Large utility construction company Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control. **Eric Crozier, Chief Technology Officer**KS Industries TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done. **Michael Fite, Business Intelligence Analyst**LifeCenter and Lifeline of Ohio The first application I built—it was simple—I think it took 10 minutes. **Product Development Systems Manager**Fortune 500 apparel manufacturer ## Become a success story 80% Increased productivity Do more work with the same people. $300K Reduced cost Less manual work, rework, duplicate entry, and administrative overhead. 30% Reduced risk Better compliance, evidence, accountability, and auditability. 10x Improved performance Faster cycle times, fewer delays, earlier intervention, and higher service levels. Ready to get started? ## See how we fit your operation A working session on the workflows your crews actually run. [Talk with an expert](https://trackvia.com/connect/)