A Traffic Control Software Demo Checklist: Test It with Your Own Job

A software demo should leave you knowing whether your team could use the system on a busy working day. A tidy scheduling screen is a start. Seeing a job move from booking to crew response and returned hours gives you much more to base a decision on.

Bring one realistic job to each demonstration and use the six tests below. You will leave with a record of what worked, what needs setup and which essential questions remain unanswered. You can use the same checklist in a Trafftrak demo.

Bring a job your team recognises

For this example, imagine a roadworks booking needing a crew, a vehicle, relevant qualifications and a field form. The client later changes the start time, one employee declines and the crew finishes later than planned.

Use sample names and records. Invite your scheduler and someone who reviews field records; a crew representative can test the phone-side steps. Agree which requirements are essential before the meeting so an attractive extra does not distract from the work you need to complete.

1. Turn the booking into an allocation

Create the job and assign its people, vehicle and equipment. Introduce an unavailable employee or someone without a required qualification. Watch how the scheduler identifies the issue and handles an exception.

A useful result is an allocation your scheduler can explain: who is assigned, what resources are needed and what still needs attention. Distinguish a selection filter, a warning and a rule that prevents an assignment.

Trafftrak brings these resource allocations together and uses availability and job-ticket filters during selection. Overrides are available in relevant workflows, so include one in the demonstration. Your team should understand both the ordinary process and its responsibility when making an exception.

2. Change the plan without losing track of the details

Move the start time and replace the unavailable resource. Follow the change through the job and its shifts, including any existing shifts that require a separate edit.

The result you want is clarity about which details changed and what the office must do next. If you regularly repeat work, copy the allocation to another date and inspect the resulting crew, documents and communication steps too.

This is where a demonstration becomes useful to the scheduler: they can judge the actual steps involved in a change they handle regularly.

3. Send the update and follow the crew response

Send the assignment details, have one employee accept and another decline, and leave one response outstanding. Show where the office would look before treating the crew as ready.

In Trafftrak, the office sends shift notifications and can review employee confirmation or decline responses. That gives the scheduler information to act on when someone needs replacing or following up. A sent message is separate from an employee accepting the assignment.

A successful test ends with your scheduler knowing who has responded and who needs attention, plus a clear process for urgent changes.

4. Complete the form from the field

Use a short version of a form your crew already completes. Include an answer that needs more detail, such as an equipment issue with a description and photo.

Trafftrak’s digital checklists and forms support configurable templates and conditional questions. A relevant follow-up can appear when the crew reports an issue, giving the office more useful context in the returned record.

Complete the form on a representative device and open the result for the reviewer. They should understand the answer, its attachments and the next action. If your sites have patchy connectivity, include a connection-loss test rather than assuming the phone’s behaviour.

5. Follow worked hours into office review

Return a docket with a later finish than the roster showed. Include an explanation, then walk through client sign-off, operations review and accounts review.

Trafftrak’s field app supports digital dockets, with separate office checks. This lets you demonstrate the handover from the crew’s record to the people preparing payroll and invoicing information.

Include a correction and follow the actual output your business needs. A file export and a direct connection involve different steps. A useful result is knowing who checks the record, who handles exceptions and how the reviewed information reaches the next system.

6. Match the quote to the workflow you tested

Price the workload and services used in the demonstration. Cover setup, capacity allowances, messaging, integrations, support and any customisation you need.

Trafftrak offers unlimited user accounts and month-to-month terms. The monthly employee allowance applies to employees scheduled, rather than the number of accounts created. Compare the current plans with your workload and establish any additional charges.

The result should be a clear starting plan: what is included, what your team needs to prepare and who will help with the remaining questions.

Leave with a decision you can explain

For each test, record the result, required setup or extra cost, and any unanswered question with a follow-up owner. Use this simple scorecard:

• 0 — Not demonstrated: the requirement remains unverified or does not fit.
• 1 — Partly demonstrated: some steps work, but a gap or dependency remains.
• 2 — Demonstrated: your team saw the agreed scenario completed and understands the steps.

Mark essential requirements separately. A high total cannot compensate for a critical gap. Shortlist the systems that demonstrate your essential work, then resolve outstanding questions before choosing.

Sources

• Trafftrak field app — assignment responses and digital dockets.
• Trafftrak digital checklists and forms — configurable field records.
• Trafftrak pricing — plans, capacity and commercial information.