TraceLock

Why TraceLock

Every job leaves a trace. Every report gets a lock.

Trace — every inspection, every device, every signature, every invoice is tied to the customer, the job, the date, the tech who did it. Nothing floats. Nothing gets lost between the truck and the office.

Lock — once a visit is completed, its report PDF is stored with a timestamp and a SHA-256 fingerprint, and the record is locked against edits. NFPA-ready, audit-ready. Your work, your data, your IP — protected and exportable whenever you want it.

AES-256 at rest SHA-256 report fingerprints Export any time

// THE TRAIL OF A JOB

10:14 AM Lead created · Shaughnessy Towers

11:02 AM Quote sent · $4,280 · emailed to client

2:41 PM Quote accepted · Customer and site created

Tue 9:12 Tech on site · 24 devices scanned

Tue 11:48 Customer signed on tablet

Report sealed · TLR-2026-04180-SHN

SHA256 · 2026-04-18T11:48:23Z · 62 pages

Day one · Ease of use

From CSV to your first signed report.

No six-week rollout with a Gantt chart. Import your customers, invite your crew, and run a real job.

Import

01

Import customers

Upload a CSV and map the columns, with undo if something looks wrong. Coming from InspectPoint? There is an importer for that.

Invite

02

Invite your crew

Invite techs by email or share a join code. They install the app and sign in. No company laptop required.

Inspect

03

Run one inspection

Pick a customer, open the job, scan the first device, and tap Pass or Fail.

Report

04

Signed report, emailed

Customer signs on the phone or tablet. Email them the report PDF, then export the invoice for QuickBooks.

CSV

Import with column mapping and undo

IIF + CSV

Invoice export for QuickBooks Desktop and Online

Help

We'll help you import your data

The whole arc

One platform, six stages, zero rekeying.

The same record moves from lead to compliance without a copy-paste or a second system. Everyone — office, dispatch, tech — sees the truth.

01 · LEAD

Capture every inquiry, assess, route.

Requests from your web form and leads you enter by hand land in one pipeline. Assign someone, schedule an assessment visit, and move the card when you're ready to quote.

Public service-request form for your customers
Assessment visits scheduled from the deal
Assign each deal to a team member
Notes, calls and emails logged on each deal

Sales pipeline · Kanban

New4

Shaughnessy Towers8,200 sqft · 12m ago

North Hub SchoolReferral · 1h ago

Riverside Hotel$12k est · 3h ago

Assessment2

Midland PlazaWalked Tue · 4 depts

Oakmont AptsPhotos · 38 units

Quoted3

Crestview Mall$8,920 · sent

Halo Industries$14,200 · viewed

Won5

Peak Medical$6,480 · signed

St. Luke's$11,200 · signed

Westhaven Ltd$2,950 · signed

Quote · QT-2026-0841

TraceLock
Your Shop Name

QT-2026-0841
Issued Mar 4, 2026

Prepared forShaughnessy Towers LLC

Item	Qty	Price	Line
Fire-alarm annual inspection	1	$2,400	$2,400
Smoke-detector testing (per device)	24	$18	$432
Sprinkler flow test	4	$280	$1,120
Extinguisher recertification	16	$22	$352

Total$4,304

Sent · viewed

02 · QUOTE

Quote in minutes. Win on professionalism.

Build from your products and services list and send a PDF the customer can accept online with a typed name. See when it has been viewed, and set an expiry date.

Line items from your product catalog
Create the quote straight from the deal
Online accept with a typed name · no PDF round trips
Expiry dates and viewed status

03 · CUSTOMER

Won becomes a customer. Automatically.

Winning the deal creates the customer and the site and opens a work order. No second entry, no forgotten handoff.

One-click conversion from won deal
QuickBooks-ready invoice export (Online CSV or Desktop IIF)
Multiple sites per customer
Recurring visit schedules

Customer · Shaughnessy Towers LLC

ST

Shaughnessy Towers LLC

Customer #C-2026-084 · Commercial · Multi-site (3)

Overview Sites Jobs Invoices Files

$18,420

Lifetime

12

Jobs done

Apr 8

Next due

Mar 04Quote QT-2026-0841 acceptedwon

Feb 27On-site assessment · 24 devicesquote

Feb 22Inbound lead (web form)lead

Schedule · Week of Mar 9

MON 9

TUE 10

WED 11

THU 12

FRI 13

8 AM

Shaughnessy · FA inspectionRiley + Jordan

Halo · Re-inspectCasey

10 AM

Peak Medical · QuarterlyMorgan

St. Luke's · SprinklerJordan

1 PM

Crestview · ExtinguishersRiley

3 PM

Midland Plaza · WalkCasey

Crew mtgOffice

04 · JOB

Dispatch without the dry-erase board.

Drag visits on the calendar and assign techs. Schedule conflicts are flagged, and TraceLock can suggest a tech by skill and workload. In the field app, each tech's stops are ordered by distance.

Calendar views with drag and drop
Stops ordered by distance, with a Navigate button
Push notifications to techs
Recurring visits (monthly, quarterly, annual)

05 · FIELD

Your tech's whole day, in their pocket.

The field app works offline and captures everything the inspector would've scribbled on paper — now time-stamped, signed, and filed against the job.

Offline-first · syncs when back on cell
iOS on the App Store, Android by direct download
Barcode scan and extinguisher label capture
Photos and drawn signatures

Field app · iPhone

Invoice, inspection record, audit log

INVOICEINV-2026-0312 · Shaughnessy Towers

Balance$0.00Paid

Description	Amount
Fire-alarm annual inspection	$2,400.00
Smoke-detector testing (24)	$432.00
Sprinkler flow + extinguishers	$1,472.00

PAID · MAR 14 · STRIPE $4,304.00

PASSED · MAR 10, 2026 FIRE ALARM NEXT DUE · MAR 2027 ASSET · FA-UNIT-01

audit log

2026-03-10,09:14,PASS,FA-UNIT-01,Riley K.

2026-03-10,09:18,PASS,FA-UNIT-02,Riley K.

2026-03-10,09:22,FAIL,SD-114,Low battery

2026-03-10,09:31,PASS,SD-114,Riley K.

2026-03-10,09:40,PASS,SP-ZONE-A,Jordan M.

2026-03-10,09:47,SIG,Customer ack,Signed

2026-03-10,09:48,PDF,Report generated,OK

06 · COMPLIANCE

The auditor gets a clean package. Every time.

Reports, signatures, photos and the audit log stay tied to the job. When the inspector at city hall asks, you send the report — not a shoebox.

NFPA-style report PDFs
Completed reports locked, with a timestamp and SHA-256 fingerprint
Audit log of creates, edits and deletes
Emailed links for customers to view reports and pay invoices

Back at the office

Run the shop without the tab soup.

Leads, quotes, customers, scheduling, invoices and reports in one browser tab.

⌘ tracelock.tech/dashboard

Workspace › Dashboard

Good morning, Alex.

Open pipeline$48.2K↑ 12% MoM

Jobs this week23↑ 4 vs last

On-time rate96%↑ 3pts

AR > 30 days$2,840↓ 18%

Revenue · last 12 weeks

Made for the field

A tech-first app that works without signal.

Most field apps are a desktop tool crammed onto a phone. Ours was built the other way. Giant tap targets, one-handed workflows, and offline-first storage. Bluetooth tag printing is in development.

Offline-first Full day of work without a bar of signal. Syncs quietly when you're back.

Barcode scan Scan a device barcode or capture the extinguisher label text with the phone camera.

One-tap pass Walk a device list, pass-fail-note, done. The PDF writes itself.

Comments + @mentions Work-order comments with @mentions, so the office isn't a group text at 10pm.

Download app All field features

Plays nicely with the rest of the stack

Integrations, not lock-in.

Your accountant keeps QuickBooks, and we hand over ready-to-import invoice files. Your customers pay invoices by card or ACH through Stripe. Your team can sign in with Google or Apple.

QuickBooks

INVOICE EXPORT

Stripe

PAYMENTS

Google

SIGN-IN

Apple

SIGN-IN

Google Cloud

HOSTING

NFPA Codes

STANDARDS

Our design principles

Software should disappear into the work.

The less you think about the tool, the more you can think about the building. Six things we refuse to do.

No

training videos required. If a screen needs a tutorial, it needs a redesign.

No

per-feature toggles that hide half the product. You paid for it. It's on.

No

quote templates with 40 placeholders to maintain. Three fields, good defaults, ship.

No

nested sub-menus. Everything your tech needs is two taps from the home screen, every time.

No

"Contact sales" for basic actions. Export, invite, cancel — buttons, not tickets.

No

surprise upsells mid-inspection. Every module on your plan, unlocked, always.

One customer. One job. One report.

That's the entire product model. Everything else is a consequence of that sentence.

Stop paying for the glue

Your stack right now vs. TraceLock.

Most shops are running five tools taped together with spreadsheets and one heroic office manager. Here's what that actually costs.

The duct-tape stack

$924/mo

CRM (Pipedrive / HubSpot)$149/mo
Field service (Jobber / ServiceTitan lite)$299/mo
Scheduling (Calendly Teams)$36/mo
Invoicing add-on + Stripe fees$89/mo
Docs / spreadsheets (Google W.)$72/mo
e-Sign (DocuSign)$45/mo
Reporting / BI (Looker Studio)$24/mo
One heroic office manager± hours

→

$175/mo

Leads + CRMincluded
Quoting + online acceptincluded
Customers + sitesincluded
Scheduling + dispatchincluded
Field app (iOS + Android)included
Invoicing + Stripeincluded
Compliance PDFs + audit logincluded
Dashboard + exportsincluded

See the full breakdown →

Security & compliance

Straight answers, small-business-simple.

You hold the data that keeps buildings legal. We treat it that way.

Hosted on Google Cloud

Cloud Run, Cloud SQL and Cloud Storage, in Google's us-east1 region.

Encryption at rest & in flight

AES-256 at rest (Google Cloud default) · HTTPS with HSTS on the app and API.

Sign-in + role-based access

Email and password, Google, Apple, or a code sent to your phone. Admin, manager, field and viewer roles.

Data ownership

Your data is yours. Export your full company data (CSV + JSON) whenever you want.

Daily backups · point-in-time recovery

Automated daily database backups, plus an extra one before every migration.

Uptime monitoring

Automated health checks on the API, plus error tracking.

Company-scoped data

Every record belongs to one company, checked by the API on every request.

Audit trail

Creates, edits and deletes logged with who made the change and when.

Your competitors are still running the stack. You don't have to.

Move your first job to TraceLock tonight. We'll help you import your data — no consultant call required.

Start 30-day free trial Book a 15-minute walkthrough

No charge for 30 days · cancel anytime

Import your existing data

Cancel any time, keep your CSVs

Fire inspection software for field-service teams.