Growing field organizations
Routing, jobs, credit, and Field for organizations that need a practical board — not another spreadsheet stitch.
TradeTrail™ · Field Service Management
Field Service Management for mid-tier to enterprise field organizations.
TradeTrail™ is office desktop + TradeTrail™ Field — dispatch, jobs, credit, and sales in one place. Built for multi-branch shops and larger field forces that need the desk and the trucks in sync.
Office desktop + TradeTrail™ Field · covers small, mid, and enterprise crews
Who it’s for
Mid-tier to enterprise — and the shops growing into that scale
One practical system for the desk and the crew — positioned for mid-tier to enterprise, and ready for smaller shops that want the same board and Field app.
Multi-branch & larger field forces
Schedules, jobs, and field notes stay in one system across branches and bigger crews.
Desk and trucks in sync
Office desktop for the board; TradeTrail™ Field on the phone — same jobs, same truth.
Office desktop
Run the desk from one board
Schedules, credit, and pipeline visibility for the office — so the board and the field stay synced.
Technician Routing
Put the closest qualified tech on the next job without the radio chaos.
- Map view of techs in area, scheduled, and open
- Radius search from the job site
- One-click schedule from the live board
Credit Manager
Protect cash flow before the next job is dispatched — limits, usage, and aging in one view.
- OK / Watch / Critical exposure at a glance
- Credit used vs. extended by customer
- Past-due invoices beside the same accounts
Sales visibility
See every proposal in motion so the team closes more jobs — not more spreadsheets.
- Retention risk scored on live agreements
- Site reports scheduled today
- Bidding RFPs next to the same accounts
TradeTrail™ Field
Work follows the tech
Clock, activity, and ticket notes on the phone — built for the job, not desk software squeezed onto a screen.
Clock in
Start the day from the schedule board — even before the first ticket is assigned.
Activity
Switch Yard, Prep, Drive, Work, Break, or Lunch so payroll and job cost stay honest.
Work ticket notes
Capture what was done, attach photos, and send it back to the office from the ticket.
SI agents
Super intelligence agents that work with TradeTrail™
SI means super intelligence agents — assistants that sign in as users and chat in-program to help office and field workflows inside TradeTrail™.
TradeTrail™ works with Grok Bot, Dots, and other compatible SI agents — so your team can use assistants that fit how the desk and the field already run.
- Grok Bot — SI agent that accesses TradeTrail™ as a user and chats in-program
- Dots — SI agent that accesses TradeTrail™ as a user and chats in-program
- Other compatible SI agents — high-level support for assistants that fit office/field work
SI agents show up beside the board — signed in, chatting inside the product, same jobs and tickets.
About us
TradeTrail, Inc.
Field Service Management for mid-tier to enterprise field organizations — office desktop plus TradeTrail™ Field.
TradeTrail™ is built by operators who’ve sat on both sides of the job — design and the jobsite. We ship Field Service Management so the desk and the trucks stay in sync at mid-tier and enterprise scale.
Philip
Co-founder
10+ years commercial electrical design experience.
Juan
Co-founder
10+ years experience working with a general contractor.
How it works
Three steps to a demo
Tell us about your organization. We’ll follow up to walk through office desktop + TradeTrail™ Field.
Request a demo
Open the form with your name, company, title, email, field and office staff sizes, and a few fit questions.
We follow up
We look at crew size, branches, and how you run the desk today — then schedule a walkthrough if it’s a match.
See office + Field
Live look at the board and TradeTrail™ Field — paced so you can see how the desk and the trucks stay in sync.
Request a demo of TradeTrail™
Tell us about your organization. We’ll reply to set up a walkthrough of office desktop + TradeTrail™ Field.
Questions? Reach us at marketing@tradetrail.app. We’ll get back to you shortly.