Field service management

Run your business from one place

Field service software for HVAC, plumbing, electrical and 50+ other trades. Schedule, dispatch, invoice and run payroll without juggling five tools.

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Trusted by 14,000+ pros

Google Gemini

Built In AI Assistant

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One job, from first call to payroll

  1. 01

    The request lands

    Phone call, web form, or a repeat customer. Every request arrives in one inbox with the property, the service history, and who spoke to them last already attached.

    An illustration of a phone call from Al Noor Tower landing in a JobTrail inbox above two waiting requests, being opened, and showing four past jobs and a last visit already attached to it.
  2. 02

    You quote it on site

    Build the estimate in the driveway. Line items, tax, and terms from your price book. Send it before you pull away, and convert it to a job the moment they say yes.

    An illustration of an empty JobTrail estimate being priced from the price book to $257.64, sent to the customer, and coming back approved and converted to a job.
  3. 03

    It hits the calendar

    Drop the job on the schedule and JobTrail flags the clash — a crew already booked at that hour, or somebody away on approved leave. You see the whole week before you commit.

    An illustration of an unscheduled job being dropped onto a crew’s day on 12 May, clashing with another crew, being flagged, and then moved clear to a slot with no conflicts.
  4. 04

    The crew works it

    Your team opens only the job they are assigned, with the scope, the site notes, and the photos. They log time and mark it complete from the truck.

    An illustration of the JobTrail mobile job view: the job is started, the scope is ticked off item by item with two site photographs attached, and it is marked complete with the report sent.
  5. 05

    The invoice goes out

    The invoice is already built from the job. Send it the day the work is done, then track what is paid, what is late, and what is owed.

    An illustration of a completed job being invoiced for $257.64, sent the same day, paid two days later, and the month collected standing at $41,280.00.
  6. 06

    Payroll already knows

    Approved leave is on the payroll run before you open it. Employee records, leave, pay items, and the run itself live in the same system — nothing is exported to a second one and typed back in.

    An illustration of a payroll run for three employees with Ava Reyes’s three days of approved leave already on it, an overtime earning being added to Marcus Bell, the gross resolving to $9,240.00, and the run being finalized ready to export.

Fifteen modules, one record for the job.

Explore all 15 features
Crew and schedule

The schedule already knows who is free

Teams, leave, and vehicles are not three other apps you reconcile on a Friday. They are the same records your crews are built from, in the app you already dispatch out of.

  1. Color-coded crews with dated roster changes. Lend someone to another team for a week without touching your permanent setup, and keep the history of who worked with whom.

    An illustration of Marcus Bell being picked up off the Blue crew and dropped on Green, and the move being logged as running until 19 May while the permanent teams stay as they were.
  2. Country-template policies, automatic accrual, and balances that update themselves. Anyone on approved leave is flagged before you can put them on a crew.

    An illustration of Ava Reyes’s leave request being approved, the week of 12 to 16 May blocking out on the calendar as a result, and the crew picker for 13 May then reporting her as unavailable.
  3. Vehicles, maintenance logs, and service reminders sit beside the crews that drive them. Scan the garage invoice and it comes back as itemized parts and labor on the vehicle’s own history.

    An illustration of Van 11 flagged as due for service at 62,000 miles, its garage invoice being scanned, coming back itemized into oil, brake pads and labor, and being saved to the vehicle’s history with the next service moved on to 72,000 miles.
Proof of work

Proof the work was done, not a promise

Photos, scores, and approvals attach to the job while the crew is still on site — so the record is finished the moment the visit is.

  1. Turn job photos into a client-ready PDF with a real page builder and reusable templates. Send it with a share link that expires.

    An illustration of an empty JobTrail report having three job photographs added to it, then being exported and sent to the customer on a link that expires in seven days.
  2. Customizable scoring templates for quality audits, safety inspections, and service evaluations, filled in on the visit rather than remembered afterwards.

    An illustration of a site assessment being scored on the visit — airflow, refrigerant and electrical — the total resolving to 92 percent, and it being filed against the visit and the Blue crew who were there.
  3. Define each permit process once and JobTrail matches it to the job from the address, then tracks every approval from Needed through to Obtained.

    An illustration of a hot work permit being requested and advancing through Needed, Requested and Obtained, at which point the crew is released to start.
The office side

One record, and nothing typed twice

One profile per customer, one thread per job, and documents that read themselves. The office stops being the place where information is re-entered.

  1. Every property, contact, and past visit on one profile. The service history is already open by the time you have said hello.

    An illustration of a third property, Al Noor Tower, being added to Jennifer Mitchell’s existing profile rather than a new record, bringing her to twelve visits across three properties.
  2. Threaded messages anchored to a job, a customer, or an invoice, with status changes logged in the same thread. Nobody has to scroll back through WhatsApp to find what was agreed.

    An illustration of a conversation on a job: the crew is typing, posts that the coil was replaced, the status change to complete logs itself in the same thread, and a reply mentioning Marcus notifies him and puts the thread in his inbox.
  3. Photograph an ID, a passport, or a license and JobTrail reads the details off it. You review before anything saves, so onboarding takes minutes.

    An illustration of an employee licence being uploaded and scanned, the name and expiry date coming off it, and the record being checked and saved with a renewal reminder.

See why thousands of pros choose JobTrail

15+

Hours saved per week

by switching to JobTrail

2X

Faster invoicing

get invoices out the door in seconds, not hours

50+

Industries served

from HVAC and plumbing to pest control and cleaning

39%

Revenue growth

reported by businesses in their first year with JobTrail

Powered by Google Gemini

AI that operates your business

More than a chatbot. The JobTrail AI assistant creates and updates customer records, looks up jobs, and reads the photos and PDFs you send it — and shows you exactly what will change before it saves.

Generating estimate
GeminiEstimate ready

2-Story HVAC Installation

Johnson Residence

3-Ton AC Unit (Carrier)$2,850
Ductwork modifications$680
Labor (2 techs × 6 hrs)$960
Permits & inspection$360

Timeline

2 days

Total

$4,850

Send to customer
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Trusted by service businesses across 50+ industries

HVACPlumbingElectricalPest ControlCleaningLandscapingGeneral ContractingFacility ManagementProperty Maintenance
Security ServicesMEP ServicesRemodeling & RenovationPool ServiceAppliance RepairLocksmithRoofingPaintingBuilding Maintenance

… and dozens more service industries

“We replaced three apps and a pile of spreadsheets with JobTrail. Now everything runs from one place — and we actually finish our days on time.”

Marcus Reed

Marcus Reed

Owner, Reed HVAC Services

One platform. Every feature. No limits.

Stop juggling separate tools for scheduling, HR, fleet, and invoicing. JobTrail brings it all together so you can run your business from one place.

14-day free trial · No credit card required