TrackVia consultants
We can help you automate your business with TrackVia and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing TrackVia.
About TrackVia
TrackVia is a low-code application platform that lets teams build custom workflow apps without heavy software development. For organisations drowning in spreadsheets and disconnected databases, TrackVia offers a structured way to centralise operations — from field data collection to approval chains — inside a single, configurable system. It sits in that middle ground between off-the-shelf SaaS tools that never quite fit and full custom builds that blow budgets.
Where TrackVia gets interesting is its mobile-first approach. Field teams can capture data, upload photos, and trigger workflows from job sites, warehouses, or client locations. That data flows straight into dashboards and reports without anyone re-keying numbers into a spreadsheet back at the office. For industries like construction, logistics, and property services, this removes a massive bottleneck.
The platform handles role-based access, automated notifications, and conditional logic within workflows. When paired with integration platforms like n8n, TrackVia can feed data into CRMs, ERPs, or reporting tools automatically. Osher Digital’s system integration services regularly connect platforms like TrackVia into broader tech stacks so nothing operates in isolation.
If your team is still managing critical processes through email threads and shared drives, TrackVia is worth evaluating. Our business automation consultants can assess whether a low-code platform fits your workflow requirements, or whether a more tailored solution through custom AI development would deliver better long-term results.
TrackVia FAQs
Frequently Asked Questions
Common questions about how TrackVia consultants can help with integration and implementation
What types of businesses benefit most from TrackVia?
Can TrackVia replace our existing spreadsheets and databases?
Does TrackVia integrate with other business software?
How long does it take to build a TrackVia application?
Is TrackVia suitable for teams without technical staff?
What does TrackVia cost for a mid-sized team?
How it works
We work hand-in-hand with you to implement TrackVia
As TrackVia consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate TrackVia with integrate and automate 800+ tools.
Step 1
Map Your Current Workflow
Document the process you want to digitise, including each step, decision point, and person involved. Identify where data is currently captured, where bottlenecks occur, and what information needs to flow between teams or systems.
Step 2
Design Your Application in TrackVia
Use TrackVia’s visual builder to create tables, forms, and views that match your workflow. Set up fields for data capture, configure relationships between records, and build the screens your team will interact with daily.
Step 3
Configure Automation Rules
Set up automated notifications, status changes, and conditional logic within TrackVia. Define what happens when a form is submitted, a record reaches a certain status, or an approval is needed from a manager.
Step 4
Set Up User Roles and Permissions
Create role-based access so field staff, managers, and administrators see only what they need. Assign permissions for data entry, editing, approval, and reporting based on each team member’s responsibilities.
Step 5
Connect TrackVia to Your Existing Systems
Use TrackVia’s API or an integration platform like n8n to sync data with your CRM, accounting software, or reporting tools. This ensures TrackVia operates as part of your broader tech stack rather than in isolation.
Step 6
Deploy to Your Team and Iterate
Roll out the application to a pilot group first. Gather feedback on usability, missing fields, or workflow gaps. Refine the app based on real-world usage before expanding to the full team.
Transform your business with TrackVia
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation TrackVia consultation.