FAQ Center

Frequently Asked Questions

Everything you need to know about setting up and running your field service business on TekTrakker.

1General

TekTrakker is an all-in-one software platform for trade services like HVAC, Plumbing, and Electrical. It helps you schedule jobs, track technician GPS in real-time, generate invoices, create proposals, and seamlessly pass jobs to partner businesses through our B2B Contractor Marketplace.
Yes! TekTrakker is built as a Progressive Web App (PWA) with native Capacitor support. Both field technicians and customers can install it directly on their phones for offline capabilities, push notifications, and GPS tracking.
Absolutely. We secure all sensitive customer and payment data using industry-standard AES encryption. We also maintain a comprehensive Compliance Registry to ensure your internal operations align with trade standards.

2Field Operations

Our mobile app utilizes your device's background GPS to automatically punch technicians in and out when they cross a geofence radius around the customer's site. This guarantees accurate payroll without any manual entry.
Kiosk Mode is a feature designed for warehouse workers, apprentices, or shop staff who don't have their own device login. You can set up a tablet in the breakroom, and staff can clock in or out securely using their unique 4-digit PIN.
Yes, our AI-powered estimating tool allows technicians to instantly generate beautiful Good, Better, and Best options for the customer while standing in their living room. Once the customer signs digitally, it instantly syncs to the back office.

3The Consumer Vault & Marketing

The Consumer Vault is a free homeowner portal that acts as a digital filing cabinet for your customers. They can log in to view past service reports, operating manuals, warranties, and easily request new service from you with one tap.
Yes! Because we host the Consumer Vault, homeowners often look for specialized trade pros in their area. We distribute these high-quality, local leads directly to your dispatch board with zero ad spend or per-lead fees attached.

4Billing & Subcontracting

If you're booked out for 3 weeks but still receiving calls, you can push those jobs to a trusted Partner Organization within TekTrakker. Or, you can hire subcontractors and let them use the app to log notes directly to your customer's job file.
We offer a flexible Document Creator that connects your subcontractor network to dynamic forms. While we don't file the taxes directly, we aggregate all custom payments so you can generate perfect 1099 statements internally.
There are no upfront fees to join the network. When you successfully complete a job passed to you by a partner, a small platform commission is automatically deducted from the final invoice, ensuring everyone wins.

5AI & Automation

Our AI Marketing engine automatically formats your project photos and descriptions into perfect social media posts for Facebook, Instagram, and LinkedIn. It even schedules them for peak engagement times with one click.
The AI learns from your specific business history. It analyzes past win rates and material costs to suggest the most profitable 'Good, Better, Best' tiers, helping technicians close bigger deals more consistently.

6Franchising & Licensing

Yes! We offer a full PAAS (Platform as a Service) license. You can run the entire system on your own custom domain with your own branding, colors, and logos. We handle the heavy engineering while you focus on growing your network.
To ensure platform stability and brand protection, we require timely subscription payments. If an organization falls significantly behind, the system may automatically revert end-user data to the master admin to ensure customer service continuity.

7Security & Compliance

We are currently SOC2 Type 1 compliant and are in the process of auditing for SOC2 Type 2. We employ rigorous data segregation and encryption-at-rest for all PII (Personally Identifiable Information).
You do. 100%. TekTrakker acts as a data processor. You can export your data in various formats (CSV, JSON, PDF) at any time. We never sell or share your data with third-party marketing companies.