The library is the central hub within Onetrace with resources that can be used across your entire organisation, for different clients and projects.
💡 Only owners and admins are able to view and edit within the Library. Learn more about roles within Onetrace.
Forms
Digital checklists and questionnaires to capture on-site data related to installs and surveys; this information is then submitted and used for reports.
Project templates
Use a template to create repeatable projects with the right information. You can customise and update templates at any time to match new standards and accreditations.
Materials
Create a database of materials that are used across your different projects, ensuring compliance with manufacturer specifications and facilitating accurate job costing and traceability.
Onetrace terminology
If you are using Onetrace for the first time or coming back to the product, you may see terms that you aren’t familiar with. We’ve broken down a couple of terms and what you may call them here:
Onetrace name | Definition | Industry term |
Form | A set of questions and procedures to capture information and evidence when out on site. | Sheet, template, report |
Project | Contains all information related to work that needs to be carried out, such as sites, pricing, drawings, documentation, etc. All work carried out by operatives will be captured within the project. | Job, template |
💡 Learn more about Onetrace terminology with our glossary