Everything you need to run your field service business
From scheduling and dispatch to invoicing and payroll — JobTrail brings every part of your operation into one platform.
Job Scheduling & Dispatch
Assign jobs to your team with drag-and-drop scheduling. View daily, weekly, and team calendars at a glance.
Customer Management
Keep all your customer details, service history, and communication in one place. Never lose track of a client again.
Estimates & Invoicing
Create professional estimates and invoices in seconds. Track payments, send reminders, and get paid faster.
Team Management
Organize your workforce into teams, assign skills, and track availability. Know who is where at all times.
HR & Payroll
Manage employee records, track attendance, handle leave requests, and process payroll — all from one dashboard.
Fleet Management
Track your vehicles, schedule maintenance, and manage fleet assignments to keep your operations running smoothly.
Work Permits
Manage building permits, site access requests, and compliance documentation without the paperwork headache.
Reports & Analytics
Generate detailed reports on jobs, revenue, team performance, and more. Make data-driven decisions for your business.
Job Scheduling & Dispatch
Drag-and-drop jobs onto your calendar, see your whole team at a glance, and dispatch the right person to the right job. View daily, weekly, and team calendars — and never double-book again.
- Drag-and-drop calendar for daily, weekly, and team views
- Assign jobs based on skills, location, and availability
- Real-time schedule updates for your entire team
Customer Management
Every detail, every job, every conversation — in one customer profile. Build lasting relationships and turn first-time callers into lifelong clients.
- Complete customer profiles with service history
- Track communication and job notes in one place
- Quick search and filters to find any customer instantly
Estimates & Invoicing
Create professional estimates on-site and send them before you leave the driveway. Convert to an invoice in one click and get paid faster with online payments.
- Create and send estimates in seconds
- One-click conversion from estimate to invoice
- Automated payment reminders and online payments
Reports & Analytics
Make data-driven decisions with detailed reports on jobs, revenue, team performance, and customer trends. See what is working and where you can improve.
- Revenue, job, and team performance dashboards
- Custom date ranges and exportable reports
- Track profitability by job, customer, or service type
Ready to see it in action?
Start your free trial and explore every feature with your team.
14-day free trial · No credit card required