What ships
Desktop desks, TradeTrail™ Field, the schedule, work tickets, rankings, dials, invoices, and reports. Each image on this page is a screen from the product.
TradeTrail™ · Field Service Management
Your day starts on the dashboard. Everything else is a click away.
For day porter, janitorial, general contractors, landscaping, plumbing, and the trades. The office and TradeTrail™ Field stay on the same jobs.
Dispatch dashboard · TradeTrail™ Field on the phone
Built for
-
Janitorial
Recurring sites, crews, and the desk that assigns the day.
-
Day Porter
Shifts, sites, and check-ins for the day’s porters.
-
Landscape
Routes, properties, and the week’s board.
-
Plumbing
Service calls, the crew, and the desk that dispatches them.
-
General Contractors
Jobs in the field and the office schedule behind them.
-
Handyman
Smaller jobs, the day’s route, and the desk that books them.
Other field service trade? Ask if TradeTrail™ is a fit for you.
The desks
Each desk gets its own board
Dispatch, accounting, HR, and the account manager open from the same company. The day below is three bands: run it, watch it, close it.
Run the day
Schedule, tickets, and Field
The office board and TradeTrail™ Field show the same jobs. Open the week, the work orders, and the service calls. Estimates stay with the job until they become work.
On the phone, photos keep the time they were taken and a GPS watermark. Notes, purchase orders, the day’s board, and the week’s hours stay on that work order.
Photos and notes
Purchase orders on the work order
Schedule and clock-in
My week — hours and miles
Watch the day
Rankings, reviews, dials, and alerts
Office controls on the same boards. Properties and people are ranked from the work already in TradeTrail™. The dial is the count. Time Review is where a person finishes the punch.
Properties, by risk
The account desk ranks agreements by 90-day risk and renewal risk. Lost and cancelled work, quiet sites, and open proposals land in the same view, so the property that needs a call is already at the top.
People, by the work around them
Headcount, hires, and turnover sit next to open injuries, incidents, and overdue follow-ups. Ranking flags mark slow visits that count against rank once they are approved.
Reviews are a queue
Time Review holds punches that are clocked out and not yet accepted, plus injuries and incidents that are still open. The alert on the dial strip points at the same queue, so a reviewer starts from the number and finishes on the record.
- Office and field punches land in one review step
- Cases past their follow-up date stay on the HR board until they are completed
- Marketing and the office board use the same Needs Attention strip when their own items are waiting
Click a dial or an alert and act on it
Unassigned jobs, work that was not invoiced, open purchase orders, jobs past the end of the day, past-due balances, and draft invoices each have a count. Open one and that queue is the list in front of you.
- The alert under the dials names the next step, including punches sitting in Time Review
- Dispatch uses the same strip to get to unassigned work on the map
- You stay on the board. The dial is the filter.
Close the day
Invoices, site reports, and the clock
Billing, property reports, and time entries stay with the jobs the office and the field already ran.
What you can check
The product, the path, and a person
Open the screens above. The steps below are how onboarding works. The address reaches a person.
How onboarding works
- You request onboarding.
- A person writes back.
- We set up the office and Field with you.
How to reach us
Write there if you would rather send a message than use the form.
SI agents
Super intelligence agents that work with TradeTrail™
SI means super intelligence agents — assistants that sign in as users and chat in-program to help office and field workflows inside TradeTrail™.
TradeTrail™ works with Grok Bot, Dots, and other compatible SI agents — so your team can use assistants that fit how the desk and the field already run.
- Grok Bot — SI agent that accesses TradeTrail™ as a user and chats in-program
- Dots — SI agent that accesses TradeTrail™ as a user and chats in-program
- Other compatible SI agents — high-level support for assistants that fit office and field work
SI agents show up beside the board — signed in, chatting inside the product, on the same jobs and tickets.
Request onboarding
A person writes back about setting up the office and TradeTrail™ Field.