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.
14 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
Drag-and-drop calendar with conflict detection, team views, and real-time dispatch. 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
Organize crews by skill and availability, assign vehicles, and manage temporary compositions for any project.
HR & Payroll
The only FSM platform with built-in HR. Manage payroll, leave, attendance, and employee records — no extra tools needed.
Fleet Management
Track vehicles, maintenance logs, accident records, and service reminders. Manage your entire fleet from one dashboard.
Work Permits & Compliance
Automate permit workflows, track required documents, and match processes by location. Built-in compliance for regulated industries.
Reports & Analytics
Custom report builder with branded PDF templates, data-driven dashboards, and exportable analytics.
Leave & Attendance
Leave policies with approval chains, geo-tracked attendance, and real-time balance tracking for your entire workforce.
Employee Documents
AI-powered OCR scans IDs, passports, and licenses in seconds. Onboard employees 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 safety incidents, equipment damage, and customer complaints. Track resolution and prevent recurring issues.
AI Operations Assistant
Powered by Google Gemini. Create records, generate estimates, search customers, and manage operations with natural language.
Schedule jobs, manage teams, track your fleet, and stay compliant — without switching between tools.
Never double-book a team again
Drag-and-drop jobs onto your calendar, 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.
- Daily, weekly, and team calendar views with drag-and-drop
- Automatic conflict detection prevents double bookings
- Real-time schedule updates across your entire workforce
The right crew for every job
Organize your workforce into skill-based teams, assign vehicles, and manage temporary compositions for any project. Track availability and capacity in real time.
- Skill-based team composition with color coding
- Vehicle allocation and availability tracking
- Temporary crew assignments for special projects
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
Built-in compliance for regulated industries
Automate permit workflows with location-based process matching, issuer tracking, and document checklists. Know exactly what is needed before your team arrives on site.
- Auto-matched permit processes based on job location
- Document checklists with status tracking per permit
- Issuer contact management and fee tracking
Quality control built into every job
Create customizable scoring templates for quality audits, safety inspections, and service evaluations. Score each visit, track trends, and maintain standards across every team.
- Customizable assessment templates with weighted scoring
- Quality, safety, and customer service audit categories
- Assessment history and trend tracking per team or site
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.
- Approval workflows, custom numbering, and automated reminders
- Customer receivables with aging analysis (30/60/90+ days)
- Credit tracking, statement generation, and payment recording
Reports that work for your business
Go beyond basic dashboards with a visual report builder. Create branded PDF reports with custom layouts, data bindings, and before-and-after comparisons — then share them with clients.
- Visual report template builder with drag-and-drop sections
- Branded PDF generation with cover pages and custom layouts
- Revenue, job, and team performance dashboards
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 processing. Track positions, departments, skills, and compensation — with support for regional payroll standards including WPS.
- Employee database with departments, positions, and skills
- Payroll processing with earnings, deductions, and exports
- Support for regional compliance standards (WPS/SIF)
Track time without the paperwork
Configurable leave policies with multi-level approval chains, accrual rules, and carry-forward settings. Geo-tracked attendance with clock in/out from the field.
- Custom leave policies with approval chains and accrual
- Geo-located attendance tracking from mobile or kiosk
- Real-time leave balance snapshots and transaction history
Onboard employees in minutes, not hours
Scan IDs, passports, visas, and labor cards with AI-powered OCR. Employee data is extracted automatically with confidence scores — just review and approve.
- AI-powered OCR for IDs, passports, driving licenses, and more
- Automatic data extraction with confidence scoring
- Document expiry tracking with proactive alerts
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
- @mentions for users, roles, and records with rich text
- Read tracking, muting, and legal hold for compliance
AI that operates your business
Powered by Google Gemini, the JobTrail AI agent goes beyond answering questions. It creates customers, generates estimates, searches records, and manages operations through natural conversation.
- 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
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