# ServiceTrac — Full Documentation > CRM and field sales management platform with desktop (ServiceTrac) and mobile (EzRep) applications. Built by Codon Software Pvt Ltd. ServiceTrac is a dual-platform CRM solution combining desktop CRM with a mobile field sales app (EzRep) for managing sales, service, and business operations. It enables businesses to record inventory, sales, purchasing, and ledger transactions digitally while providing real-time field team visibility and data-driven insights. --- ## Dashboard Centralized business overview providing key metrics and operational visibility. **Capabilities:** - Key business metrics at a glance - Pending tasks and action items - Activity summaries across teams - Quick access to recent transactions - Performance indicators and alerts **Use cases:** Daily business review, team performance monitoring, management oversight. --- ## Service Request Management Product database and service request handling with warranty tracking. **Capabilities:** - Product database management with detailed product records - Service request creation and tracking - Warranty tracking linked to products and customers - Service history per product and customer - Resolution tracking and SLA monitoring - Technician assignment and scheduling **Use cases:** Product warranty claims, customer service tickets, field service dispatch, repair tracking. --- ## Customer & Lead Management Comprehensive customer relationship and sales lead management. **Capabilities:** - Customer profile creation and management - Centralized customer data with contact history - Lead tracking from acquisition through conversion - Sales pipeline visibility - Communication history between sales teams and prospects - Customer segmentation and categorization **Use cases:** Sales prospecting, account management, customer relationship building, lead conversion tracking. --- ## Quotation Management Streamlined quote creation and management for faster sales cycles. **Capabilities:** - Quick quotation creation with product/service line items - Quote versioning and revision tracking - Customer approval workflow - Quote-to-order conversion - Template management for recurring quotes - Pricing and discount management **Use cases:** Sales quotations, service estimates, project proposals, recurring service quotes. --- ## Expense Tracking Real-time expense capture and approval workflows. **Capabilities:** - Real-time expense data capture from field and office - Multi-level approval workflows for expense claims - Integration with finance and accounting - Receipt and documentation attachment - Category-wise expense reporting - Budget tracking and variance analysis **Use cases:** Field representative expense claims, travel reimbursements, project expense tracking, departmental budgets. --- ## Activity Tracking Recording and monitoring of daily business activities. **Capabilities:** - Daily activity logging by team members - Visit and meeting records - Task completion tracking - Activity reports by user, team, or time period - Performance metrics from activity data **Use cases:** Sales rep daily activity reports, field visit tracking, team productivity monitoring. --- ## Multi-Level Report Approval Streamlined approval workflows for business reports and documents. **Capabilities:** - Multi-level approval chains - Sequential and parallel approval routing - Automated notifications at each approval stage - Rejection and revision workflows - Approval history and audit trail **Use cases:** Expense report approvals, sales report sign-offs, service report reviews, management approvals. --- ## Document Management Secure file organization, storage, and retrieval for business documents. **Capabilities:** - Centralized document storage - Categorized file organization - Secure access controls - Document sharing across teams - Version tracking **Use cases:** Sales collateral management, service documentation, customer contracts, product catalogs. --- ## Meeting Management Scheduling and notification system for business meetings and appointments. **Capabilities:** - Meeting scheduling with calendar integration - Real-time notifications and reminders - Attendee management - Meeting notes and follow-up tracking - Prevents missed opportunities through alerts **Use cases:** Customer meetings, sales appointments, team meetings, follow-up scheduling. --- ## Product Warranty Tracking Service and warranty management for maintaining customer satisfaction. **Capabilities:** - Warranty period tracking per product - Service request linking to warranty status - Warranty expiration alerts - Service history linked to product warranties - Renewal and extension management **Use cases:** Product warranty claims, AMC (Annual Maintenance Contract) management, warranty renewal tracking. --- ## Mobile App — EzRep Field sales management mobile application for Android and iOS. ### GPS Location Tracking **Capabilities:** - Real-time location monitoring of field sales representatives - Live map view of team member positions - Location history and route visualization - Geofencing for territory management ### Distance Tracking **Capabilities:** - Automatic travel distance recording - Field team travel efficiency analysis - Coverage area monitoring - Mileage reporting for expense claims ### Schedule Optimization **Capabilities:** - Field visit scheduling - Route optimization for multiple visits - Calendar-based planning - Real-time schedule updates and notifications ### Real-time Data Capture **Capabilities:** - Transaction recording from the field - Offline data capture with sync when connected - Photo and document capture - Customer signature collection **Use cases:** Field sales representative tracking, route planning, territory management, mobile order entry, on-site service documentation. --- ## Reporting Multiple report types for data-driven decision making. **Capabilities:** - Sales performance reports - Activity summary reports - Expense reports with approval status - Customer and lead analytics - Territory and coverage reports - Downloadable report formats **Use cases:** Management reporting, sales reviews, financial reconciliation, performance evaluation. --- ## Industries and Applications ### Retail - Point of sale data integration - Inventory tracking across locations - Customer loyalty and repeat purchase tracking ### Service-based Businesses - Service ticket management - Warranty and AMC tracking - Customer satisfaction monitoring ### Sales Organizations - Field sales force automation - Lead-to-close pipeline management - Quotation and order tracking ### Field Operations - GPS-tracked field representatives - Distance and route monitoring - Schedule optimization and visit planning --- ## Technical Details - **Desktop Application**: ServiceTrac CRM for Windows - **Mobile Application**: EzRep for Android 8.x+ and iOS - **Data Sync**: Real-time synchronization between desktop and mobile - **Integration**: Connects with ServiceTrac backend for centralized data --- ## Company Information - **Product**: ServiceTrac CRM & EzRep - **Company**: Codon Software Pvt Ltd - **Product Website**: https://servicetrac360.com - **Company Website**: https://codonsoft.com - **Contact Email**: hello@servicetrac360.com - **Support Email**: support@servicetrac360.com - **Phone (India)**: +91 8790526644 - **Phone (USA)**: +1 (602) 300-6833 ### Office Locations - **India**: 184/1, Road No: 15, Jubilee Hills, Hyderabad 500033, India - **USA**: PO Box 8271, Phoenix 85066, USA ### Social Media - **LinkedIn**: https://linkedin.com/showcase/servicetrac360 - **YouTube**: https://youtube.com/@servicetrac360 ### Other Products by Codon Software - **CodonLIMS** (https://codonlims.com): Laboratory Information Management System - **CodonQMS** (https://codonqms.com): Quality Management System - **docuHive** (https://docuhived.com): Enterprise Document Management System - **CrewMetrics** (https://crewmetrics360.com): Workforce Management Platform - **retailTrac** (https://retailtrac360.com): Retail Financial Management - **ezPOZ** (https://ezpoz.com): Point of Sale System