The first project tracker built specifically for LBM outside sales reps and the customers they work with.
ProTrax connects you to every job, every customer, and every delivery — from quote to close. Whether you're on the road or at your desk, your entire book of business is in one place.
FOR SALES REPS
• Track every job from quote to close
• Pipeline management with Won/Lost flow
• Job tasks linked to your main To-Do list
• Schedule appointments with conflict detection
• Upload job plans and PDFs to each project
• Share a manager performance snapshot in one tap
• Crest Sales Rep Tracker built in — commission, GM%, vendor loyalty
FOR YOUR CUSTOMERS
• Invite customers with a simple code
• Customers track their own job status in real time
• Material request submissions from their phone
• Appointment scheduling — they request, you confirm
• Delivery confirmation with one tap
• Live sync — updates appear instantly on both sides
BUILT FOR LBM
• BisTrack, CDK, Salesforce, and Generic Excel import
• AZEK / TimberTech Board tracking with tier upgrades
• Works on iPhone, iPad, and at protrax.app
v1.0 Founding Members get full access free forever — including the Crest Sales Rep Tracker.
What's new (v1.0.3)
• Material requests submit cleanly and instantly notify your sales rep
• New Customer Tasks tab — you and your rep share one live to-do list per job
• Appointment requests reach your rep even when their app is closed
• Fixed a bug where date pickers selected one day earlier than tapped
• Polished keyboard handling, timeline layout, and tab bar spacing
• Other bug fixes and performance improvements