One platform to replace them all
Operations, workforce, fleet, and financials — JobTrail brings everything into one platform so you can stop juggling separate tools and start running your business.
15 powerful modules. Zero feature gates.
Every feature is included in every plan — pick the one that fits your team size, not your budget for features.
Job Scheduling & Dispatch
Five calendar views with conflict detection, team rows, and real-time updates. Never double-book a team again.
Customer Management
Complete customer profiles with service history, multiple contacts, and property records. Every interaction in one place.
Estimates & Quoting
Professional estimates with line items, tax calculation, expiry tracking, and one-click conversion to invoice.
Invoicing & Payments
Create invoices, track payments, apply credits, and see who's overdue — all from one screen.
Team Management
Color-coded crews with dated roster changes and a full team history. Reshuffle a crew without touching your permanent setup.
HR & Payroll
The only FSM platform with built-in HR. Employee records, leave, and payroll live beside your jobs — so leave shows up when you build a crew.
Fleet Management
Track vehicles, maintenance logs, accident records, and service reminders. Manage your entire fleet from one dashboard.
Work Permits & Compliance
Define each permit process once, match it to the job from the address, and track every approval from Needed through to Obtained.
Job Reports
Turn job photos into branded PDF reports. A real page builder, reusable templates, and share links that expire.
Leave & Attendance
Country-template leave policies, automatic accrual, and balances that update themselves — with people on leave flagged before you assign a crew.
Employee Documents
Photograph an ID, passport, or license and JobTrail reads the details off it. You review before anything saves. Onboard in minutes, not hours.
Team Collaboration
Threaded conversations anchored to any job, customer, or invoice. Every message tied to the record that matters.
Site Assessments
Customizable scoring templates for quality audits, safety inspections, and service evaluations on every visit.
Incident Tracking
Log injuries, equipment damage, and customer complaints with photos. JobTrail suggests the job from that day and tracks it through to closed.
AI Operations Assistant
Powered by Google Gemini. Create and update customers, look up jobs, and ask about a photo or PDF — with a preview before anything saves.
Schedule jobs, manage teams, track your fleet, and stay compliant — without switching between tools.
Never double-book a team again
Put jobs on the calendar in seconds, see your whole team at a glance, and dispatch the right crew to the right job. Built-in conflict detection catches scheduling overlaps before they become problems.
- Day, week, month, and team calendar views
- Automatic conflict detection prevents double bookings
- Real-time schedule updates across your entire workforce
The right crew for every job
Organize your workforce into color-coded crews and adjust rosters with dated changes — someone out sick next week costs you one edit, not a reshuffle. Availability tracks itself.
- Color-coded crews with clash-free palette
- Dated roster changes with full team history
- Vehicle badges on every field-staff member
Your entire fleet, one dashboard
Track every vehicle from purchase to disposal. Log maintenance, record accidents, set service reminders, and scan registration documents with AI-powered OCR — no separate fleet tool needed.
- Vehicle profiles with maintenance logs and accident records
- Automatic service reminders based on date or mileage
- AI document scanning for registration and insurance cards
Never send a crew without the paperwork
Define each permit process once — who submits, who issues, what documents they want — and JobTrail matches it to the job from the address. Know exactly what is needed before your team arrives on site.
- Permit processes matched to the job address, with a match score
- Required-document checklists and the blank permit form on file
- Needed, Requested, and Obtained tracked on the job list
Quality control built into every job
Create your own scoring templates for quality audits, safety inspections, and service evaluations. Score each visit item by item and get a percentage you can compare against the last one.
- Your own checklist items, each worth the points you decide
- Quality, safety, and customer service audit categories
- Total, possible, and percentage scores recorded per crew and date
From the first estimate to the final payment — complete financial visibility without spreadsheets or extra software.
Quote fast, win more work
Create professional estimates on-site with line items, tax calculations, and custom terms. Send them instantly and convert accepted quotes to invoices in one click.
- Line-item estimates with configurable tax rates
- One-click conversion from estimate to invoice
- Expiration tracking and automatic status updates
Financial visibility beyond invoicing
Send invoices the moment a job is done. Track payments, manage outstanding balances, generate customer statements, and run aging analysis — all without a separate accounting tool.
- Custom numbering, overpayment credits, and one-click cloning
- Customer receivables with aging analysis (30/60/90+ days)
- Credit tracking, statement generation, and payment recording
Proof of work your customer will actually read
Turn the photos your crew already took into a branded PDF report. Build it on a real page, save it as a template, and send it as a link that expires when you say.
- Drag-and-drop page builder with photo grids and checklists
- Photo labels written from the tags your crew filed them under
- Share links with expiry dates and view counts
The only field service platform with built-in HR. Manage your people from hire to payroll — without juggling separate tools.
HR and payroll, built right in
Full employee lifecycle management from onboarding to payroll. Track positions, departments, skills, and compensation on the same records that run your jobs.
- Employee database with departments, positions, and skills
- A pay run in one grid, with unpaid leave deducted for you
- Add your own earning and deduction columns as you go
Track time without the paperwork
Seed a compliant leave policy set from a country template, then let balances accrue and deduct themselves. Crews on approved leave are flagged before you assign them to a job.
- Country leave templates with accrual and carry-forward
- People on leave flagged when you build a crew
- Balances that recalculate themselves, with a full decision history
Onboard employees in minutes, not hours
Photograph an ID, passport, or driving license and JobTrail reads the details off it. Everything it finds is shown to you first — review, correct anything it misread, and approve.
- AI-powered scanning for IDs, passports, and driving licenses
- Conflicts with existing data shown side by side, never overwritten
- Expiry warnings on the record from six months out
Resolve issues before they escalate
Log safety incidents, equipment damage, disciplinary matters, and customer complaints. Track severity, assign follow-ups, and build a complete resolution history.
- Categorized incidents with severity levels and affected staff
- Follow-up requirements with timeline tracking
- Witness documentation and attachment support
Keep your team connected and let AI handle the busywork.
Every customer, every detail, one profile
Build lasting relationships with complete customer profiles. Track service history, manage multiple contacts and properties, and find any customer instantly with smart search.
- Business and individual customer profiles with full history
- Multiple addresses, contacts, and property records per customer
- Instant search by name, email, or phone with prefix matching
Every conversation tied to the record that matters
Threaded communication anchored to any job, customer, estimate, or invoice. No more lost messages or context switching — everything lives where it belongs.
- Threaded conversations linked to any business record
- @mention a teammate, and type a job number to turn it into a link
- An inbox with unread counts, plus follow, mute, and dismiss
AI that operates your business
Powered by Google Gemini, the JobTrail AI assistant goes beyond answering questions. It creates and updates customer records, looks up jobs and customers, and reads the photos and PDFs you send it — showing you a preview before anything is saved.
- Create records, search customers, and generate estimates with natural language
- Multi-step plan execution with conflict detection
- Context-aware responses grounded in your business data
Common questions
JobTrail runs a field service business end to end. A customer calls, you log a request, turn it into an estimate, schedule the job, send the crew, capture photos and a signature on site, then invoice and record the payment — all on one record. Around that sit the parts most tools leave out: your employees and their leave, payroll, your vehicles and their maintenance, the work permits a job needs, and an AI assistant that keeps your customer records tidy without you typing.
No. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, reports, and the AI assistant. There are no add-on modules to buy. The plans differ only by how many people are on the account, so you pick a tier based on team size rather than on which features you need.
No. Most businesses start with the schedule, customers, and invoicing, then switch on HR or fleet when they are ready. Nothing you leave empty gets in your way, and what you do not use stays out of the sidebar for the people you have not given access to. Permissions are per role, so a field tech sees their jobs while the office sees the whole picture.
Yes. The whole platform is responsive, and field crew get Field Mode — a focused mobile surface showing only their assigned jobs, the scope to tick off, and the property details for the address they are standing at. Photos, flags, and the signed completion certificate are all captured from the phone.
Plans start at $39 a month for a solo operator and scale with your team. Every plan includes every feature — scheduling, jobs, estimates, invoicing, HR and payroll, fleet, permits, and the AI assistant. There are no add-on modules and nothing is locked behind a higher tier, so the price you see is for the whole platform. The tiers run Solo at $39 a month for one user, Team at $139 for up to five, Growth at $199 for up to ten, and Scale at $299 for up to fifteen, each with a 14-day free trial.
Yes. JobTrail offers a 14-day free trial with full access to every feature and no credit card required. Set up your customers, put a week of real jobs on the calendar, and send a live invoice before you decide.
Ready to see it in action?
Start your free trial and explore every feature with your team. No credit card, no feature limits.
14-day free trial · No credit card required