CRM Built for Field Service
Stop digging through spreadsheets for a phone number. JobTrail gives you a complete customer database with contact details, property info, and payment history — linked to every job, estimate, and invoice.
14-day free trial · No credit card required
Join 14,000+ pros
Built In AI Assistant
Powered by Google Gemini
Payment received
Johnson Residence · $1,250
Invoice #1047 · Paid in full
15+ hrs
Saved Per Week
Zero
Lost Records
Real-time
Receivables
47%
Revenue Growth
Know every customer, track every payment, and never lose a detail — all from one platform.
How customer management works in JobTrail
Three steps to a complete customer database. No training manual needed.
Add
Create Business or Individual profiles with contacts, phone numbers, emails, and custom fields — in under a minute.
Link
Jobs, estimates, and invoices connect to each customer automatically. Every interaction is tracked without extra work.
Track
See payment history, outstanding balances, and aging at a glance. Generate customer statements in one click.
Add
Create Business or Individual profiles with contacts, phone numbers, emails, and custom fields — in under a minute.
Link
Jobs, estimates, and invoices connect to each customer automatically. Every interaction is tracked without extra work.
Track
See payment history, outstanding balances, and aging at a glance. Generate customer statements in one click.
Everything you need to manage customers
Pick a capability to see it in action.
Business and individual profiles in one place
Create a profile for every customer — whether it's a company with multiple contacts or a single homeowner. Add phone numbers, emails, notes, and custom fields so your team always has the full picture before they knock on the door.
- Business and Individual customer types
- Multiple contact persons per business account
- Custom fields for any detail you need to track
“We used to lose customer details between jobs — phone numbers on sticky notes, gate codes in text messages. Now everything is in one place and every crew member has access before they arrive.”
Sarah Mitchell
Owner, Bright Spark Cleaning
Ready to organize your customer records?
Start your free trial and see how easy customer management gets when everything is in one place. No credit card, no feature limits.
14-day free trial · No credit card required
Beyond customer management — everything built in
AI Assistant
Powered by Google Gemini. Look up customers, find availability, and manage operations with natural language.
HR & Payroll
Track hours, run payroll, and manage leave — without a separate HR tool.
Fleet Management
Assign vehicles to crews, log maintenance, and set service reminders.
Work Permits
Auto-match permit requirements by location. Track documents and compliance deadlines.
Frequently asked questions
Field service CRM software is a customer management tool built for businesses that send crews into the field — plumbers, electricians, cleaners, HVAC technicians, and more. Instead of tracking customers in spreadsheets or sticky notes, you keep every profile, property detail, job history, and payment record in one searchable database that your whole team can access.
Every customer profile in JobTrail shows their net receivables with a 30/60/90-day aging breakdown. You can see outstanding balances at a glance, view the full invoice and payment history, and generate a customer statement as a PDF in one click — so you always know who owes what and how long it's been.
Yes. Upload a CSV file and JobTrail maps the columns automatically. Built-in duplicate detection catches repeat entries before they create a mess, so you can migrate from spreadsheets or another tool without losing data or creating duplicates.
Absolutely. JobTrail offers a 14-day free trial with full access to every feature — no credit card required. Start your trial today and see how much easier customer management gets when everything is in one place.