01 Schedule
Plan jobs by crew and day. Keep unassigned work visible and move assignments as priorities change.
SCHEDULE. DISPATCH. INVOICE.
From first booking to final invoice.
One connected place to plan the work, equip your crews and keep the paperwork moving.
Built for the way crews work.
A platform vision for trade companies, service teams and project crews.
Keep the job moving.
02 Dispatch
Share site details, timing, contacts and work instructions.
03 Complete
Record services, quantities, notes, photos, safety forms and signatures alongside the job.
04 Invoice
Review completed work orders, apply service rates and prepare invoice details.
Built around your workday
Safety stays visible
Review FLHAs, inspections, missing forms and certificates approaching expiry. Build custom forms with checklists, photos and signatures.
Many sites. One clear board.
Coordinate crews and labourers across jobs, keep unassigned work visible and spot gaps before adding work.
Long projects. Fresh crews.
Plan crew rotations while trucks stay assigned to projects. Carry site notes, outstanding tasks and equipment details through each handoff.
From field work to billing.
A proposed QuickBooks Online connection moves approved work-order details into billing. Each company connects its own account. Created, sent and paid remain distinct statuses.
One plan. Two clear views.
For the office
Assign crews, review completed work and track what is ready for invoicing with a powerful desktop operations dashboard.
For the crew
A mobile-first view for the field to access job details, record site notes, capture photos and log completions instantly.
A familiar workflow. A setup that fits you.
Your brand
Company logo, colours and branded documents.
Your services
Service catalogues, rates and work-order fields.
Your team
Individual logins and permissions for office and field crews.
Your workflow
Map WorkTrail steps to your existing field operations.
Request a demo
Share a few details about your crews and current workflow, and we’ll follow up with a WorkTrail platform walkthrough.
Promotional concept only. Features confirmed before launch. Screens are illustrative.
What does your workday need?
Explore a WorkTrail walkthrough built around your crews, your jobs and the paperwork that follows.
Request a walkthrough