ProTrax

ProTrax — LBM Project Tracker

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.