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 report is signed, it's sealed with a timestamp and a hash. NFPA-ready, audit-ready, tamper-evident. Your work, your data, your IP — protected and exportable whenever you want it.

AES-256 at rest Signed PDF chain-of-custody 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 Signed · Customer + QuickBooks synced

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 signed pages

Day one · Ease of use

From CSV to signed report in 20 minutes.

This is what "enterprise" should feel like. Not a six-week rollout with a Gantt chart — an afternoon. Your crew is running real jobs before lunch.

0–3 min

01

Import customers

Drop in a CSV — any format, we map the columns. Or paste from QuickBooks, Jobber, ServiceTrade, a spreadsheet, the back of a napkin.

3–7 min

02

Invite your crew

Phone numbers or emails. Each tech gets a text with a one-tap link to the app. No app-store passwords, no company laptop required.

7–14 min

03

Run one inspection

Pick a customer, open the job, scan the first device. We walk the tech through the first pass — after that, muscle memory.

14–20 min

04

Signed report, emailed

Customer signs on the tablet. PDF hits their inbox before you're off the property. Invoice in QuickBooks before you're in the truck.

20 min

Median time-to-first-report for new shops

0

Training videos required to finish setup

48 hr

Free white-glove migration for shops with >200 customers

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.

Web forms, phone, email, manual entry — all leads land in one inbox. Assign an inspector, drop in photos from a site visit, and move the card when you're ready to quote.

Embeddable web form + inbound email parsing
On-site assessment checklist (photos, devices, square footage)
Auto-routing by territory or crew skill
Duplicate detection across accounts

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 · opened 2x

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 · opened 3x

02 · QUOTE

Quote in minutes. Win on professionalism.

Build from a rate card, reuse last year's scope, send as a branded PDF the customer can sign in the browser. Tracked opens, expiry dates, version history.

Rate cards per service, customer, or region
Prefilled from the on-site assessment
Client e-signature · no PDF round trips
Optional deposit capture via Stripe

03 · CUSTOMER

Won becomes a customer. Automatically.

Signed quote flips the record to "customer" — syncs to QuickBooks or Xero, creates the site, prompts the first visit. No second entry, no forgotten handoff.

One-click conversion from won deal
QuickBooks / Xero push on first customer save
Multi-site hierarchies (HQ → buildings → zones)
Renewal schedule + alerts

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 jobs onto the calendar, assign crews, send them the route in one tap. Conflicts, time-off, and crew capacity are surfaced as you drag — not after.

Week · day · crew views, all draggable
Automatic routing from previous jobsite
SMS / push notifications to techs
Recurring jobs (monthly, quarterly, annual)

05 · FIELD

Your tech's whole day, in their pocket.

The field app is offline-first, prints service tags to Zebra over Bluetooth, 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
Native iOS + Android, one login
Zebra / Brother Bluetooth tag printing
Photos, signatures, voice-to-notes

Field app · iPhone

Auditor-ready · one click

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 TAG #TL-8A2F4Z

audit_trail.csv

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, tags, signatures, photos and the audit CSV are stitched together automatically. When the inspector at city hall asks, you send a link — not a shoebox.

NFPA-style report PDFs, branded
Zebra tag prints match the digital record exactly
Signed CSV audit trail for every job
Client portal with full history

Back at the office

Run the shop without the tab soup.

One browser tab replaces six: QuickBooks, ServiceTitan, Airtable, Google Sheets, Calendly, and that one Dropbox folder no one can find.

⌘ app.tracelock.io/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, offline-first storage, and print-to-Zebra over Bluetooth.

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

Zebra + Brother Print service tags on-site over Bluetooth. No tethered laptop in the van.

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

Crew chat Job-scoped threads 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. Your customers pay via Stripe. Your tags print on a Zebra. TraceLock connects the pipes so nothing falls through.

QuickBooks

SYNC

Stripe

PAYMENTS

Zebra

TAG PRINT

Google Cloud

HOSTING

Xero

SYNC

Slack

ALERTS

Twilio

SMS

Google Maps

ROUTING

Microsoft 365

CAL + SSO

Brother

TAG PRINT

NFPA Codes

STANDARDS

Build your own

WEBHOOKS + REST

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.

See the click count →

Earn the ease claim

Same task. 17 clicks vs. 4 taps.

Run the same extinguisher inspection on a typical stack and on TraceLock. Click through to watch the difference in real time.

Open CRM, find customer
Switch to scheduling tool, find job
Open field-service tool, start job
Scroll checklist, find extinguisher section
Tap device 1, fill 6 fields, save
…repeat for devices 2–24…
Save checklist, export to PDF
Open DocuSign, upload PDF
Add customer email, send for signature
Wait, switch back, check status
Download signed PDF
Open invoicing tool, create invoice
Copy job # from scheduling tool
Paste into invoice, attach PDF
Send invoice, copy tracking #
Go back to CRM, log activity
Update the spreadsheet for annual renewals

~38 minutes from first click to signed · 4 browser tabs · 1 printed copy

TAP Open job from today's list
TAP Scan device, swipe Pass / Fail · auto-repeat
TAP Hand tablet to customer, they sign
TAP Send — PDF emailed, invoice created, tag printed

~9 minutes from open to sent · one app · tag printed from the truck

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 + e-signincluded
Customers + sitesincluded
Scheduling + dispatchincluded
Field app (iOS + Android)included
Invoicing + Stripeincluded
Compliance PDFs + tag printingincluded
Dashboard + exportsincluded

See the full breakdown →

Security & compliance

Auditor-grade, small-business-simple.

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

SOC 2 Type II

Annual independent audit. Report available under NDA.

Encryption at rest & in flight

AES-256 storage · TLS 1.3 on every request · per-tenant keys.

SSO + role-based access

Google, Microsoft 365, SAML. Granular per-module permissions.

Data ownership

Your data is yours. Full CSV export, one click, forever.

Daily backups · 30-day PITR

Point-in-time recovery to any minute in the last 30 days.

99.95% uptime SLA

Multi-region on Google Cloud. Status page, real credits.

Regional residency

US, Canada, EU data regions. Pick at tenant creation.

Audit trail · exportable

Every record change logged, signed, timestamped. Ready for the city.

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

Move your first job to TraceLock tonight. We'll help you import customers, sites, and last year's schedule — no consultant call required.

Start 30-day free trial Book a 20-min walkthrough

No charge for 30 days · cancel anytime

Import your existing data

Cancel any time, keep your CSVs

The operating system for fire-safety businesses.