SiteTrail

Field service for contractors who fix and build things one job at a time. Take the request, book the visit, shoot the proof, get the estimate signed and send the invoice, all from your phone, on iPhone and iPad. REQUESTS COME TO YOU Share your own request link, or put the QR code on the truck. Customers describe the problem, add photos and pick times that suit them, and it lands as a new job with the customer on file. Book the estimate visit or text back in one tap. Reword the form to sound like you. A SCHEDULE THE CREW CAN SEE Day, week or month, for everyone or one person. A job holds as many visits as the work takes: estimate, work, return trip, inspection, one day or several. Block off time, get warned before anyone is double-booked, and press and hold to move a visit. Put people on jobs; Mine shows yours. TEXT THE CUSTOMER IN ONE TAP Confirm, reminder, on my way and work done texts fill themselves in and go from your own phone, with a link to the job's status. Set the wording once for the whole crew. OPTIONS THEY CAN SAY YES TO Offer good, better and best, plus add-ons. Send a link and the customer picks, signs with a finger and approves online, or asks for changes. Or sign on your phone. Change orders are approved the same way, against the exact version. SHOOT AND IT'S FILED Every photo lands on the job tagged Before, Progress, After or Issue, stamped with the time and place. Video up to five minutes. Mark it up, drop numbered pins linked to tasks, and search everything. ESTIMATES AND INVOICES, WITH THE PROOF A price book for the lines you use, photos beside the numbers, invoices numbered for the company and locked once sent, payments recorded and the balance due always right. Ready to Bill shows finished work not yet invoiced, and what's holding it up. CUSTOMERS, RECEIPTS, JOB COST Customers and their sites in one list, with a match suggested before a duplicate is made. Scan a receipt and the phone reads it. Job cost shows the profit only when nothing is missing, and otherwise what's missing. CLOSE IT OUT Closeout requirements worked out from the job, a package for the client and one for your records, and an accountant package for any month: spreadsheets, PDFs and scans in one file. THE CREW, ON EVERY PHONE Start your company and invite the crew with a code. Jobs, visits and photos reach every phone in seconds and keep working with no signal. Forms, checklists, hours by person, signatures, comments, and a dashboard where every number opens what's behind it. Hand the company to someone else when it's time. ONE PLAN, BY THE SEAT • 14 days free through the App Store; cancel before they end and you pay nothing • $29.99 a month for one seat, $39.99 for two, $10 a seat after that • Up to 30 seats, changed anytime: more start right away, fewer at the next renewal YOUR RECORDS, YOUR COMPANY'S Jobs live on the phone and sync to your company's account, hosted by Supabase in the US. Deleted work can be restored for 30 days. Location is read only while the app is open. SiteTrail never sends a text or email for you. Beyond which of our App Store ads brought you here, there are no analytics, and nothing is sold or shared. Help, a short tour and the suggestion box are in Settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/